Sunesis Advisors, LLC
CIK
1748269
Location
OVERLAND PARK, KS
Portfolio Value
Small
$241,862,426
Diversification
Moderately concentrated
Filing Date
Global Rank
#5,878
/ 8,794
▼ 92
· as of Jun 2026
Top Industry
Insurance - Diversified
54.6%
Period ended 3 months ago
Filed Jul 10, 2026 · 3mo
24 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
42 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
41.3%
−4.2 pts
Top 5
76.1%
−1.8 pts
Top 10
88.4%
+1.0 pts
HHI
2,083
Moderately concentrated−289
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 84.0% | $203,267,603 |
| Financial Services | 12.8% | $30,945,691 |
| Technology | 1.6% | $3,982,542 |
| Industrials | 0.7% | $1,724,221 |
| Healthcare | 0.3% | $728,086 |
| Communication Services | 0.2% | $557,497 |
| Energy | 0.2% | $371,468 |
| Consumer Defensive | 0.1% | $285,318 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +59,127 | 387,485 | $31,565,245 | |
| — | +31,436 | 39,295 | $1,077,075 | ||
| VFMF | Vanguard U.S. Multifactor ETF | +7,837 | 18,511 | $1,875,349 | |
| BIV | Vanguard Intermediate-Term Bond ETF | +829 | 206,052 | $15,724,864 | |
| VXUS | Vanguard Total International Stock ETF | +791 | 142,206 | $12,157,190 | |
| AAPL | Apple Inc. | +377 | 2,893 | $837,118 | |
| VB | Vanguard Morningstar Small-Cap ETF | +214 | 269,885 | $99,888,796 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | −17,560 | 223,301 | $15,910,196 | |
| BNY | Bank of New York Mellon Corp | −8,674 | 9,762 | $1,411,682 | |
| VCRM | Vanguard Core Tax-Exempt Bond ETF | −1,031 | 47,568 | $2,405,989 | |
| IAU | Ishares Gold Trust | −1,028 | 19,800 | $1,495,098 | |
| RSG | Republic Services, Inc. | −426 | 1,180 | $251,434 | |
| MSFT | Microsoft Corp | −376 | 1,131 | $421,885 | |
| XOM | ExxonMobil Holdings Corp | −332 | 2,717 | $371,468 | |
| BRK-B | Berkshire Hathaway Inc | −163 | 1,715 | $21,063,608 | |
| CB | Chubb Ltd | −156 | 2,136 | $727,820 | |
| LLY | ELI LILLY & Co | −136 | 419 | $502,561 | |
| NVDA | Nvidia Corp | −120 | 12,320 | $2,465,108 | |
| COST | Costco Wholesale Corp /New | −103 | 305 | $285,318 | |
| SPY | Spdr S&P 500 ETF Trust | −65 | 6,472 | $4,833,095 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
42 tracked positions ·
$241,862,426 total
· filing declares
61 positions · $241,862,352
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 269,885 | $99,888,796 | 41.30% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 387,485 | $31,565,245 | 13.05% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,715 | $21,063,608 | 8.71% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 223,301 | $15,910,196 | 6.58% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Added | 206,052 | $15,724,864 | 6.50% | |
| VXUS |
Vanguard Total International Stock ETF
|
Added | 142,206 | $12,157,190 | 5.03% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Held | 87,749 | $4,835,569 | 2.00% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 6,472 | $4,833,095 | 2.00% | |
| BUSE |
First Busey Corp /Nv/
Financial Services
|
Held | 156,862 | $4,627,429 | 1.91% | |
| PSBD |
Palmer Square Capital BDC Inc.
Financial Services
|
Held | 298,959 | $3,115,152 | 1.29% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Held | 37,895 | $2,824,412 | 1.17% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 12,320 | $2,465,108 | 1.02% | |
| VCRM |
Vanguard Core Tax-Exempt Bond ETF
|
Reduced | 47,568 | $2,405,989 | 0.99% | |
| BNDW |
Vanguard Total World Bond ETF
|
Held | 16,182 | $1,964,818 | 0.81% | |
| VFMF |
Vanguard U.S. Multifactor ETF
|
Added | 18,511 | $1,875,349 | 0.78% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Held | 9,284 | $1,768,787 | 0.73% | |
| IAU |
Ishares Gold Trust
|
Reduced | 19,800 | $1,495,098 | 0.62% | |
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Held | 42,707 | $1,412,014 | 0.58% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Reduced | 9,762 | $1,411,682 | 0.58% | |
|
|
Added | 39,295 | $1,077,075 | 0.45% | ||
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,306 | $961,738 | 0.40% | |
| DCOR |
Dimensional US Core Equity 1 ETF
|
Held | 16,314 | $881,282 | 0.36% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,893 | $837,118 | 0.35% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 2,136 | $727,820 | 0.30% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Held | 13,761 | $702,499 | 0.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,560 | $557,497 | 0.23% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 419 | $502,561 | 0.21% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,131 | $421,885 | 0.17% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 2,792 | $399,674 | 0.17% | |
| RTX |
RTX Corp
Industrials
|
Held | 1,961 | $372,060 | 0.15% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 2,717 | $371,468 | 0.15% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 305 | $285,318 | 0.12% | |
| FETH |
Fidelity Ethereum Fund
|
Held | 17,596 | $276,961 | 0.11% | |
| BKF |
iShares MSCI BIC ETF
|
Held | 2,964 | $276,452 | 0.11% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 919 | $258,431 | 0.11% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 729 | $258,240 | 0.11% | |
| RSG |
Republic Services, Inc.
Industrials
|
Reduced | 1,180 | $251,434 | 0.10% | |
| AGGY |
WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
|
Held | 4,400 | $250,800 | 0.10% | |
| BA |
Boeing Co
Industrials
|
Held | 1,067 | $230,973 | 0.10% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 888 | $225,525 | 0.09% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Held | 729 | $211,840 | 0.09% | |
| FSOL |
Fidelity Solana Fund
|
Held | 20,713 | $179,374 | 0.07% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.