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Sunesis Advisors Portfolio holdings
AUM
$242M
1-Year Est. Return
15.73%
This Fund
S&P 500
This Quarter
Est. Return
+5.8%
1 Year Est. Return
+15.73%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$214M
AUM Growth
–
Cap. Flow
+$208M
Cap. Flow
% of AUM
97.1%
Top 10 Holdings %
Top 10 Hldgs %
80.31%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$85.5M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$16.3M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$16M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$14.3M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$10.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 85.63% |
| 2 | Financials | 11.29% |
| 3 | Technology | 1.89% |
| 4 | Industrials | 0.65% |
| 5 | Healthcare | 0.2% |
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Sunesis Advisors's Q3 2025 Portfolio in Review
As of Q3 2025, Sunesis Advisors held 51 positions worth $214M. Its ten largest holdings account for 80% of the portfolio.
Sunesis Advisors deployed $208M of net new capital in Q3 2025, opening 51 new positions. Its largest new stake was Vanguard Morningstar Total Stock Market ETF: 270,670 shares worth $88.8M.
By sector, the portfolio is most concentrated in Miscellaneous at 86% of assets, followed by Financials and Technology.
- Sunesis Advisors's largest Q3 2025 buy was Vanguard Morningstar Total Stock Market ETF: 270,670 shares worth $88.8M.
- Sunesis Advisors's ten largest holdings make up 80% of its $214M portfolio in Q3 2025.
- Sunesis Advisors opened 51 new positions and closed 0 in Q3 2025.
Based on Sunesis Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.