StockDriftsStockDriftsTop 50 Sunesis Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 40.27% | 263.2K | $97.4M | -1.29%(-3.44K) | $139.38(+175.05%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 8.36% | 27 | $20.2M | +0.00%(+0) | $739086.37(+1.12%) | 2026-06-30 | |
| AGG | ISHARES TR | 8.24% | 201.3K | $19.9M | -1.76%(-3.61K) | $102.24(-4.73%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.58% | 223.3K | $15.9M | -7.29%(-17.56K) | $47.83(+54.72%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 5.03% | 142.2K | $12.2M | +0.56%(+791) | $54.95(+60.38%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 2.46% | 76.4K | $6.0M | +0.10%(+76) | $76.66(+1.26%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 2.45% | 77.4K | $5.9M | +0.00%(+3) | $75.12(+0.55%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2% | 6.5K | $4.8M | -0.99%(-65) | $337.30(+129.87%) | 2026-06-30 | |
| BUSE | FIRST BUSEY CORP | 1.91% | 156.9K | $4.6M | +0.00%(+0) | $23.47(+33.06%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 1.59% | 52.2K | $3.8M | +1.46%(+750) | $74.00(-2.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.18% | +41.18% | +5.15% | +28.53% |
| Top 20 Holdings Unweighted | +10.58% | +35.22% | +3.20% | +17.03% |
Sunesis Advisors, LLC reports $241.86M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are VTI (40.3%), BRK.A (8.4%) and AGG (8.2%). The top 20 holdings account for 89.58% of reported assets. Its disclosed equity book has returned +41.18% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sunesis Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1748269). View Sunesis Advisors, LLC’s 13F filings on SEC