Sunesis Advisors, LLC Top Holdings and 13F Report (2025) About Sunesis Advisors, LLCInvestment ActivitySunesis Advisors, LLC has $184.33 million in total holdings as of March 31, 2025.Sunesis Advisors, LLC owns shares of 44 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 13.23% of the portfolio was purchased this quarter.About 0.96% of the portfolio was sold this quarter.This quarter, Sunesis Advisors, LLC has purchased 40 new stocks and bought additional shares in 5 stocks.Sunesis Advisors, LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $72,792,368Berkshire Hathaway $17,565,715iShares Core U.S. Aggregate Bond ETF $14,781,219Vanguard Total International Stock ETF $8,842,636Vanguard FTSE Developed Markets ETF $8,345,837 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $17,565,715 Holding69702V107 - PALMER SQUARE CAPITAL BDC IN $6,287,493 Holding97717X701 - WisdomTree Europe Hedged Equity Fund $208,912 Holding46434G822 - iShares MSCI Japan ETF $203,212 Holding Largest Purchases this Quarter Berkshire Hathaway 22 shares (about $17.57M)PALMER SQUARE CAPITAL BDC IN 472,034 shares (about $6.29M)WisdomTree Europe Hedged Equity Fund 4,400 shares (about $208.91K)iShares MSCI Japan ETF 2,964 shares (about $203.21K)iShares Core Total USD Bond Market ETF 2,755 shares (about $126.95K) Largest Sales this Quarter Vanguard Total Stock Market ETF 4,642 shares (about $1.28M)SPDR S&P 500 ETF Trust 357 shares (about $199.70K)Vanguard FTSE Developed Markets ETF 3,838 shares (about $195.09K)iShares Core U.S. Aggregate Bond ETF 459 shares (about $45.40K)iShares Core High Dividend ETF 265 shares (about $32.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSunesis Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$72,792,368$1,275,805 ▼-1.7%264,85439.5%ETFBRK.ABerkshire Hathaway$17,565,715$17,565,715 ▲New Holding229.5%FinanceAGGiShares Core U.S. Aggregate Bond ETF$14,781,219$45,404 ▼-0.3%149,4268.0%FinanceVXUSVanguard Total International Stock ETF$8,842,636$4,906 ▼-0.1%142,3934.8%ETFVEAVanguard FTSE Developed Markets ETF$8,345,837$195,086 ▼-2.3%164,1914.5%ETFBSVVanguard Short-Term Bond ETF$6,670,637$626 ▲0.0%85,2153.6%ETFBIVVanguard Intermediate-Term Bond ETF$6,606,923$689 ▲0.0%86,2863.6%ETFPALMER SQUARE CAPITAL BDC IN$6,287,493$6,287,493 ▲New Holding472,0343.4%COM SHSMBBiShares MBS ETF$3,986,396$375 ▲0.0%42,5082.2%ETFSPYSPDR S&P 500 ETF Trust$3,831,822$199,702 ▼-5.0%6,8502.1%FinanceIUSBiShares Core Total USD Bond Market ETF$2,996,965$126,951 ▲4.4%65,0381.6%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$2,566,694$9,974 ▼-0.4%51,7271.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,202,8020.0%43,1331.2%ETFIAUiShares Gold Trust$2,150,3300.0%36,4711.2%FinanceSPHYSPDR Portfolio High Yield Bond ETF$1,969,8800.0%84,1111.1%ETFBACBank of America$1,879,547$1,711 ▼-0.1%45,0411.0%FinanceVOOVanguard S&P 500 ETF$1,849,4050.0%3,5991.0%ETFBKBank of New York Mellon$1,546,2270.0%18,4360.8%FinanceNVDANVIDIA$1,510,492$3,793 ▼-0.3%13,9370.8%Computer and TechnologyVTWOVanguard Russell 2000 ETF$1,362,4080.0%16,8930.7%ETFBRK.BBerkshire Hathaway$1,290,9740.0%2,4240.7%FinanceVTESVanguard Short-Term Tax-Exempt Bond ETF$1,204,5120.0%11,9840.7%ETFVWOVanguard FTSE Emerging Markets ETF$1,141,3950.0%25,2190.6%ETFHDViShares Core High Dividend ETF$983,252$32,097 ▼-3.2%8,1180.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$982,2020.0%12,2210.5%ETFXLKTechnology Select Sector SPDR Fund$981,1930.0%4,7520.5%ETFPEPPepsiCo$938,0250.0%6,2560.5%Consumer StaplesDFIVDimensional International Value ETF$891,6220.0%22,6530.5%ETFSCHDSchwab US Dividend Equity ETF$850,373$112 ▲0.0%30,4140.5%ETFVGKVanguard FTSE Europe ETF$682,3010.0%9,7180.4%ETFQQQInvesco QQQ$619,9170.0%1,3220.3%FinanceAAPLApple$558,879$5,553 ▼-1.0%2,5160.3%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$438,4560.0%4,8400.2%ETFMSFTMicrosoft$406,1720.0%1,0820.2%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$350,0840.0%12,6980.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$344,7190.0%2,9820.2%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$342,1890.0%6,6380.2%ETFRTXRTX$259,7540.0%1,9610.1%AerospaceGOOGLAlphabet$241,2380.0%1,5600.1%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$236,7060.0%1,9770.1%ETFLLYEli Lilly and Company$223,8220.0%2710.1%MedicalAMZNAmazon.com$209,2860.0%1,1000.1%Retail/WholesaleHEDJWisdomTree Europe Hedged Equity Fund$208,912$208,912 ▲New Holding4,4000.1%FinanceEWJiShares MSCI Japan ETF$203,212$203,212 ▲New Holding2,9640.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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