Sunesis Advisors, LLC Portfolio Holdings

Sunesis Advisors, LLC

  • $209 Million
  • Q3 2025

Sunesis Advisors, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $209 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $88.8M, Berkshire Hathaway Inc with a value of $16.6M, Ishares Core U.S. Aggregate Bo with a value of $16.5M, Vanguard Ftse Developed Market with a value of $14.7M, and Vanguard Star Fd Vanguard Tota with a value of $10.5M.

Examining the 13F form we can see an increase of $32.4M in the current position value, from $177M to 209M.

Below you can find more details about Sunesis Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $209 Million
ETFs: $182 Million
Financial Services: $20.5 Million
Technology: $4.04 Million
Industrials: $1.39 Million
Healthcare: $423,000
Communication Services: $379,000
Energy: $343,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$88.8 Million 42.45% of portfolio
270,670
Q3 2025 Added 2.2%
$453B
$16.6 Million 7.93% of portfolio
22
Q1 2025 New
$0
$16.5 Million 7.87% of portfolio
164,358
Q3 2025 Added 9.99%
$0
$14.7 Million 7.03% of portfolio
245,450
Q3 2025 Added 49.49%
$0
$10.5 Million 5.0% of portfolio
142,311
Q3 2025 Reduced 0.06%
$0
$6.48 Million 3.1% of portfolio
82,944
Q3 2025 Reduced 3.87%
$0
$6.46 Million 3.09% of portfolio
81,902
Q3 2025 Reduced 3.89%
$0
$4.39 Million 2.1% of portfolio
6,593
Q3 2025 Reduced 3.75%
$0
$3.87 Million 1.85% of portfolio
40,692
Q3 2025 Reduced 4.27%
$0
$3.57 Million 1.71% of portfolio
48,005
Q3 2025 New
$0
$3.28 Million 1.57% of portfolio
70,312
Q3 2025 Added 8.11%
$0
$2.57 Million 1.23% of portfolio
51,378
Q3 2025 Reduced 0.67%
$465B
$2.58 Million 1.23% of portfolio
13,845
Q3 2025 Reduced 0.66%
$0
$2.39 Million 1.14% of portfolio
43,133
Q3 2024 Reduced 26.04%
$65.3B
$2.05 Million 0.98% of portfolio
28,203
Q3 2025 Reduced 22.67%
$0
$2.01 Million 0.96% of portfolio
83,957
Q3 2025 Reduced 0.18%
$0
$1.89 Million 0.9% of portfolio
3,085
Q3 2025 Reduced 14.28%
$0
$1.64 Million 0.78% of portfolio
16,790
Q3 2025 Reduced 0.61%
$0
$1.37 Million 0.65% of portfolio
25,219
Q4 2024 Added 0.01%
$0
$1.31 Million 0.63% of portfolio
4,642
Q3 2025 Reduced 2.31%
$0
$1.28 Million 0.61% of portfolio
12,221
Q3 2024 Reduced 6.52%
$662B
$1.21 Million 0.58% of portfolio
2,404
Q3 2025 Reduced 0.83%
$0
$1.04 Million 0.5% of portfolio
22,653
Q1 2024 New
$0
$962,000 0.46% of portfolio
7,859
Q3 2025 Reduced 3.19%
$0
$819,000 0.39% of portfolio
30,009
Q3 2025 Reduced 1.33%
$0
$784,000 0.37% of portfolio
1,306
Q3 2025 Reduced 1.21%
$0
$775,000 0.37% of portfolio
9,718
Q3 2024 Reduced 13.02%
$123B
$700,000 0.33% of portfolio
2,483
Q3 2025 New
$4.3T
$640,000 0.31% of portfolio
2,516
Q1 2025 Reduced 0.98%
$3.78T
$560,000 0.27% of portfolio
1,082
Q4 2024 Added 6.39%
$0
$460,000 0.22% of portfolio
4,840
Q2 2024 Reduced 0.39%
$0
$423,000 0.2% of portfolio
12,698
Q1 2024 Reduced 76.69%
$0
$425,000 0.2% of portfolio
2,982
Q1 2024 Reduced 78.87%
$971B
$423,000 0.2% of portfolio
555
Q3 2025 Added 104.8%
$1.65T
$379,000 0.18% of portfolio
1,560
Q1 2024 Reduced 56.18%
$0
$347,000 0.17% of portfolio
6,638
Q4 2023 Reduced 66.64%
$75.4B
$366,000 0.17% of portfolio
2,792
Q3 2025 New
$258B
$328,000 0.16% of portfolio
1,961
Q3 2024 New
$490B
$343,000 0.16% of portfolio
3,049
Q3 2025 New
$266B
$261,000 0.12% of portfolio
926
Q3 2025 New
$0
$256,000 0.12% of portfolio
1,977
Q3 2024 Reduced 12.29%
$94.5B
$248,000 0.12% of portfolio
729
Q3 2025 New
$114B
$230,000 0.11% of portfolio
1,067
Q3 2025 New
$0
$221,000 0.11% of portfolio
4,400
Q1 2025 New
$0
$237,000 0.11% of portfolio
2,964
Q1 2025 New
$55.4B
$222,000 0.11% of portfolio
729
Q3 2025 New
$0
$216,000 0.1% of portfolio
451
Q3 2025 New
$0
$172,000 0.08% of portfolio
3,219
Q3 2025 New
Palmer Square Capital Bdc In
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 36.67%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $209 Million
  • Prior Value $177 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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