Sunesis Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Sunesis Advisors, LLC 13F Holdings
CIK 0001748269 · OVERLAND PARK, KS
As of Sep 30, 2025, Sunesis Advisors, LLC reported
319 positions worth $659.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 270,670 | $88.8M | 13.48% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 24 |
|
8.1M2.74% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 164,358 |
6.5M | 2.50% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 33,253 |
6.3M | 2.48% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 258,482 |
5.5M | 2.35% |
| APPLE INC | AAPL | Technology | 50,625 |
3.0M | 1.98% |
| BLACKROCK ENHANCED INTERNATIONAL DIVIDEND TRUST | BGY | — | 2,049,215 |
1.7M | 1.78% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 296,568 |
1.4M | 1.73% |
| ROYCE SMALL-CAP TRUST INC | RVT | — | 679,108 |
0.8M | 1.64% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 142,311 |
0.5M | 1.59% |
| ADAMS DIVERSIFIED EQUITY FUND INC | ADX | — | 446,423 |
0.1M | 1.53% |
| VANGUARD 500 INDEX FUND | VOO | — | 15,487 | $9.5M | 1.44% |
| SPDR S&P 500 ETF TRUST | SPY | — | 13,502 | $9.0M | 1.37% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 90,936 | $8.9M | 1.35% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 123,126 | $8.4M | 1.28% |
| BLACKROCK ENHANCED EQUITY DIVIDEND TRUST | BDJ | — | 915,733 | $8.2M | 1.25% |
| PROSHARES TR | — | — | 105,182 | $8.1M | 1.22% |
| JEFFERIES FINANCIAL GROUP INC | JEF | Financial Services | 146,135 | $8.0M | 1.22% |
| MICROSOFT CORP | MSFT | Technology | 15,192 | $7.9M | 1.20% |
| ALPHABET INC | GOOGL | Equity | 29,926 | $7.5M | 1.14% |
| COMMERCE BANCSHARES INC | CBSH | Financial Services | 135,094 | $7.3M | 1.10% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 82,944 | $6.5M | 0.98% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 81,902 | $6.5M | 0.98% |
| JANUS HENDERSON SECURITIZED INCOME ETF | JSI | — | 116,766 | $6.1M | 0.93% |
| ABRDN TOTAL DYNAMIC DIVIDEND FUND | AOD | — | 616,999 | $5.9M | 0.90% |