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Asset Manager ← All Institutions

Sunesis Advisors, LLC

Q4 2025 · Filed 2026-02-02
Market Value
$221M
Holdings
54
+10
New Purchases
3
Added To
9
Closed
2
Reduced
8
Top 10 Concentration
79.3%
Turnover
9.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTI 40.37% 0.00% +40.37% $89M
AGG 8.27% 0.00% +8.27% $18M
BRK-A 7.53% 0.00% +7.53% $17M
VEA 6.72% 0.00% +6.72% $15M
VXUS 4.87% 0.00% +4.87% $11M
BIV 3.02% 0.00% +3.02% $7M
BSV 3.02% 0.00% +3.02% $7M
SPY 2.03% 0.00% +2.03% $4M
MBB 1.80% 0.00% +1.80% $4M
BND 1.69% 0.00% +1.69% $4M
BUSE 1.69% 0.00% +1.69% $4M
PSBD 1.65% 0.00% +1.65% $4M
IUSB 1.53% 0.00% +1.53% $3M
NVDA 1.15% 0.00% +1.15% $3M
VTEB 1.15% 0.00% +1.15% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 18 $149M 67.7%
Large Cap 29 $62M 28.1%
Mid Cap 4 $4M 1.9%
Small Cap 3 $5M 2.2%

Portfolio Analytics

Avg Market Cap
$531.9B
Median Market Cap
$84.6B
Avg P/E
27.9
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
18
# ETFs / Funds
36

Top Holdings (54 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 40.37% 265,643 $89M $335.27 $236K -5,027 -1.9%
2 AGG 8.27% 182,703 $18M $99.88 $2M +18,345 +11.2%
3 BRK-A 7.53% 22 $17M $754,800.00 $13K
4 VEA 6.72% 237,156 $15M $62.47 $108K -8,294 -3.4%
5 VXUS 4.87% 142,328 $11M $75.44 $283K +17 +0.0%
6 BIV 3.02% 85,526 $7M $77.88 $184K +2,582 +3.1%
7 BSV 3.02% 84,462 $7M $78.81 $194K +2,560 +3.1%
8 SPY 2.03% 6,557 $4M $681.92 $79K -36 -0.6%
9 MBB 1.80% 41,787 $4M $95.22 $107K +1,095 +2.7%
10 BND 1.69% 50,456 $4M $74.07 $167K +2,451 +5.1%
11 BUSE 1.69% 156,862 $4M $23.79 +156,862 NEW
12 PSBD 1.65% 298,959 $4M $12.19 -$24K
13 IUSB 1.53% 72,477 $3M $46.54 $89K +2,165 +3.1%
14 NVDA 1.15% 13,627 $3M $186.50 -$42K -218 -1.6%
15 VTEB 1.15% 50,446 $3M $50.29 -$36K -932 -1.8%
16 SPYV 1.11% 43,133 $2M $56.81 $64K
17 IAU 1.04% 28,203 $2M $81.17 $237K
18 BK 0.97% 18,436 $2M $116.09 $131K
19 VOO 0.86% 3,023 $2M $627.13 $7K -62 -2.0%
20 VTWO 0.76% 16,790 $2M $99.52 $29K
21 VWO 0.61% 25,220 $1M $53.76 -$11K +1
22 XLK 0.61% 9,284 $1M $143.97 $28K +4,642 +100.0%
23 SPYG 0.59% 12,221 $1M $106.70 $27K
24 BRK-B 0.53% 2,325 $1M $502.65 -$40K -79 -3.3%
25 DFIV 0.51% 22,653 $1M $49.90 $86K
26 VTES 0.49% 10,674 $1M $101.58 -$4K
27 HDV 0.43% 7,859 $956K $121.61 -$7K
28 SCHD 0.37% 30,009 $823K $27.43 $4K
29 VGK 0.37% 9,718 $813K $83.61 $37K
30 QQQ 0.36% 1,306 $802K $614.31 $18K
31 CB 0.35% 2,483 $775K $312.12 $74K
32 SPHY 0.35% 32,395 $767K $23.67 -$1M -51,562 -61.4%
33 AAPL 0.31% 2,516 $684K $271.86 $43K
34 LLY 0.27% 555 $596K $1,074.68 $173K
35 MSFT 0.24% 1,082 $523K $483.62 -$37K
36 GOOGL 0.22% 1,560 $488K $313.00 $109K
37 FBTC 0.21% 6,133 $468K $76.23 +6,133 NEW
38 VSS 0.19% 2,982 $427K $143.33 $2K
39 SCHE 0.19% 12,698 $416K $32.75 -$8K
40 EMR 0.17% 2,792 $371K $132.72 $4K
41 XOM 0.17% 3,049 $367K $120.34 $23K
42 RTX 0.16% 1,961 $360K $183.40 $32K
43 IBM 0.12% 926 $274K $296.21 $13K
44 IJJ 0.12% 1,977 $260K $131.59 $4K
45 GD 0.11% 729 $245K $336.66 -$3K
46 EWJ 0.11% 2,964 $239K $80.74 $2K
47 HEDJ 0.11% 4,400 $233K $53.06 $12K
48 BA 0.11% 1,067 $232K $217.12 $1K
49 FETH 0.10% 7,580 $224K $29.61 +7,580 NEW
50 VUG 0.10% 451 $220K $487.86 $4K
51 IEMG 0.10% 3,219 $216K $67.22 $4K
52 LHX 0.10% 729 $214K $293.57 -$9K
53 MUNI —% -$347K -6,638 -100.0% SOLD
54 EMB —% -$461K -4,840 -100.0% SOLD

New Positions

SymbolValue% Port
BUSE $4M 1.69%
FBTC $468K 0.21%
FETH $224K 0.10%

Sold Out Positions

SymbolValue% Port
MUNI —%
EMB —%
View SEC EDGAR Filings for Sunesis Advisors, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms