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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 %
97.1%
Top 10 Hldgs %
80.31%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$85.5M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$16.3M
3
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.3M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$10.1M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 11.29%
2 Technology 1.89%
3 Industrials 0.65%
4 Healthcare 0.2%
5 Communication Services 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEMG icon
51
iShares Core MSCI Emerging Markets ETF
IEMG
$147B
$212K 0.1%
+3,219
New +$201K
1 2
3

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Sunesis Advisors's Q3 2025 Portfolio in Review

Q3 2025 is the first quarter with a 13F filing on record for Sunesis Advisors, which disclosed 51 positions worth $214M. Its ten largest holdings account for 80% of the portfolio.

Its largest position is Vanguard Total Stock Market ETF: 270,670 shares worth $88.8M.

By sector, the portfolio is most concentrated in Financials at 11% of assets, followed by Technology and Industrials.

  • Sunesis Advisors's largest Q3 2025 buy was Vanguard 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 disclosed 51 positions in Q3 2025, its first 13F filing on record.

Based on Sunesis Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.