Sunesis Advisors, LLC
Portfolio value QoQ: +0.2% 13F does not disclose cash
Top 10 holdings weight79.36%
Top 25 holdings weight92.94%
Positions above 1%15
Effective number of positions5.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2026: 1.77% Est. buys $9,776,953 · sells $3,922,232
Median holding: 5.0 quarters Tracked Q1 2025–Q1 2026 · 90.8% still held
New positions7
Increased10
Decreased15
Closed1
Portfolio value
$221.3M
Positions
59
As of
March 31, 2026 Data as of Q1 2026
Sector breakdown
Full portfolio 59 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTI | $85,547,922 | 38.66% | 266,662 | $-3,514,189 | Up ×1 | ||
| AGG | $20,345,790 | 9.20% | 204,954 | $2,097,372 | Up ×2 | ||
| BRK-A | $19,389,780 | 8.76% | 27 | $2,784,180 | Up ×1 | ||
| VEA | $15,434,374 | 6.98% | 240,861 | $619,225 | Up ×1 | ||
| VXUS | $10,904,516 | 4.93% | 141,415 | $167,287 | Down ×1 | ||
| BSV | $5,987,146 | 2.71% | 76,357 | $-669,306 | Down ×1 | ||
| BIV | $5,973,377 | 2.70% | 77,395 | $-687,380 | Down ×1 | ||
| SPY | $4,251,273 | 1.92% | 6,537 | $-220,076 | Down ×2 | ||
| BUSE | $3,963,903 | 1.79% | 156,862 | $232,156 | |||
| BND | $3,790,324 | 1.71% | 51,471 | $53,048 | Up ×2 | ||
| IUSB | $3,465,348 | 1.57% | 75,024 | $92,247 | Up ×2 | ||
| MBB | $3,257,499 | 1.47% | 34,308 | $-721,484 | Down ×1 | ||
| PSBD | $2,920,829 | 1.32% | 298,959 | $-723,481 | |||
| SPYV | $2,440,465 | 1.10% | 43,133 | $-9,921 | |||
| VTEB | $2,424,604 | 1.10% | 48,599 | $-112,325 | Down ×2 | ||
| BK | $2,187,063 | 0.99% | 18,436 | $46,828 | |||
| NVDA | $2,169,536 | 0.98% | 12,440 | $-371,900 | Down ×2 | ||
| IAU | $1,836,196 | 0.83% | 20,828 | $-453,042 | Down ×1 | ||
| VOO | $1,798,028 | 0.81% | 3,009 | $-97,786 | Down ×2 | ||
| VTWO | $1,620,951 | 0.73% | 16,182 | $-49,990 | Down ×1 | ||
| VWO | $1,361,806 | 0.62% | 25,195 | $5,962 | Down ×1 | ||
| XLK | $1,233,844 | 0.56% | 9,284 | $-102,773 | |||
| SPYG | $1,196,558 | 0.54% | 12,221 | $-107,423 | |||
| VTES | $1,079,568 | 0.49% | 10,674 | $-4,644 | |||
| HDV | $1,066,623 | 0.48% | 7,859 | $110,890 | |||
| SCHD | $920,676 | 0.42% | 30,009 | $97,529 | |||
| BRK-B | $886,999 | 0.40% | 1,851 | $-281,662 | Down ×2 | ||
| DFIV | $861,053 | 0.39% | 16,314 | $-269,332 | Down ×1 | ||
| FBTC | $812,312 | 0.37% | 13,761 | $344,793 | Up ×1 | ||
| VGK | $801,055 | 0.36% | 9,718 | $-11,467 | |||
| SPHY | $755,451 | 0.34% | 32,395 | $-11,339 | |||
| QQQ | $753,797 | 0.34% | 1,306 | $-48,492 | |||
| CB | $746,917 | 0.34% | 2,292 | $-28,077 | Down ×1 | ||
| AAPL | $638,536 | 0.29% | 2,516 | $-45,464 | |||
| MSFT | $557,846 | 0.25% | 1,507 | $34,569 | Up ×1 | ||
| XOM | $517,293 | 0.23% | 3,049 | $150,376 | |||
| LLY | $510,472 | 0.23% | 555 | $-85,975 | |||
| IEFA | $507,059 | 0.23% | 5,601 | Up ×1 | |||
| GOOGL | $448,594 | 0.20% | 1,560 | $-39,686 | |||
| VSS | $434,746 | 0.20% | 2,982 | $7,336 | |||
| SCHE | $418,399 | 0.19% | 12,698 | $2,539 | |||
| COST | $406,543 | 0.18% | 408 | Up ×1 | |||
| RTX | $378,277 | 0.17% | 1,961 | $18,630 | |||
| FETH | $367,404 | 0.17% | 17,596 | $142,960 | Up ×1 | ||
| EMR | $365,808 | 0.17% | 2,792 | $-4,746 | |||
| RSG | $351,746 | 0.16% | 1,606 | Up ×1 | |||
| SUB | $348,788 | 0.16% | 3,275 | Up ×1 | |||
| SHW | $306,766 | 0.14% | 957 | Up ×1 | |||
| IJJ | $261,953 | 0.12% | 1,977 | $1,800 | |||
| LHX | $251,614 | 0.11% | 729 | $37,601 | |||
| EWJ | $250,280 | 0.11% | 2,964 | $10,967 | |||
| GD | $250,207 | 0.11% | 729 | $4,782 | |||
| HEDJ | $230,120 | 0.10% | 4,400 | $-3,344 | |||
| IEMG | $224,525 | 0.10% | 3,219 | $8,144 | |||
| IBM | $222,636 | 0.10% | 919 | $-51,654 | Down ×1 | ||
| JNJ | $217,063 | 0.10% | 888 | Up ×1 | |||
| BA | $212,365 | 0.10% | 1,067 | $-19,302 | |||
| HD | $202,596 | 0.09% | 616 | Up ×1 | |||
| FSOL | $201,952 | 0.09% | 20,713 | $-5,401 | Up ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.