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The Analysis of Sunesis Advisors, LLC's Holdings & P&L

Currently, Sunesis Advisors, LLC holds 59 types of securities in its portfolio with a total value $221.3M. In the most recent quarter, they have increased their positions in BRK.A (+5 shares, valued at $3.6M), AGG (+22.3K shares, valued at $2.2M), IEFA (+5.6K shares, valued at $507.1K); decreased their positions in MBB (-7.5K shares, valued at $710.1K), N/A (-7.4K shares, valued at $650.2K), BSV (-8.1K shares, valued at $635.5K); initiated new positions in IEFA (+5.6K shares, valued at $507.1K), COST (+408 shares, valued at $406.5K), RSG (+1.6K shares, valued at $351.7K).

1M P&L

+3.2M+1.38%

3M P&L

+4.5M+1.93%

HY P&L

+10.0M+4.46%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A198.0M

92.0%

2Banks - Regional4.0M

1.8%

3Asset Management2.9M

1.4%

Top Industries by Stock Count

1N/A33 stocks

63.5%

2Aerospace & Defense3 stocks

5.8%

3Drug Manufacturers - General2 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS266.7K shares0.38%2026-03-312026-05-14

AGG ISHARES TR205.0K shares12.18%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL27 shares22.73%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS240.9K shares1.56%2026-03-312026-05-14

VXUS VANGUARD STAR FDS141.4K shares-0.64%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS76.4K shares-9.60%2026-03-312026-05-14

BIV VANGUARD BD INDEX FDS77.4K shares-9.51%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T6.5K shares-0.31%2026-03-312026-05-14

Sponsored

BUSE FIRST BUSEY CORP156.9K shares0.00%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS51.5K shares2.01%2026-03-312026-05-14

IUSB ISHARES TR75.0K shares3.51%2026-03-312026-05-14

MBB ISHARES TR34.3K shares-17.90%2026-03-312026-05-14

PSBD PALMER SQUARE CAPITAL BDC IN299.0K shares0.00%2026-03-312026-05-14

SPYV SPDR SERIES TRUST43.1K shares0.00%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS48.6K shares-3.66%2026-03-312026-05-14

BK BANK NEW YORK MELLON CORP18.4K shares0.00%2026-03-312026-05-14

Sponsored

NVDA NVIDIA CORPORATION12.4K shares-8.71%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR20.8K shares-26.15%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS3.0K shares-0.46%2026-03-312026-05-14

VTWO VANGUARD SCOTTSDALE FDS16.2K shares-3.62%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F25.2K shares-0.10%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR9.3K shares0.00%2026-03-312026-05-14

SPYG SPDR SERIES TRUST12.2K shares0.00%2026-03-312026-05-14

VTES VANGUARD WELLINGTON FD10.7K shares0.00%2026-03-312026-05-14

Sponsored

HDV ISHARES TR7.9K shares0.00%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR30.0K shares0.00%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares-20.39%2026-03-312026-05-14

DFIV DIMENSIONAL ETF TRUST16.3K shares-27.98%2026-03-312026-05-14

FBTC FIDELITY WISE ORIGIN BITCOIN13.8K shares124.38%2026-03-312026-05-14

VGK VANGUARD INTL EQUITY INDEX F9.7K shares0.00%2026-03-312026-05-14

SPHY SPDR SERIES TRUST32.4K shares0.00%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR1.3K shares0.00%2026-03-312026-05-14

Sponsored

CB CHUBB LTD SWITZ2.3K shares-7.69%2026-03-312026-05-14

AAPL APPLE INC2.5K shares0.00%2026-03-312026-05-14

MSFT MICROSOFT CORP1.5K shares39.28%2026-03-312026-05-14

XOM EXXON MOBIL CORP3.0K shares0.00%2026-03-312026-05-14

LLY ELI LILLY & CO555 shares0.00%2026-03-312026-05-14

IEFA ISHARES TR5.6K sharesnew addition2026-03-312026-05-14

ALPHABET INC ALPHABET INC1.6K shares0.00%2026-03-312026-05-14

VSS VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2026-03-312026-05-14

Sponsored

SCHE SCHWAB STRATEGIC TR12.7K shares0.00%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION408 sharesnew addition2026-03-312026-05-14

RTX RTX CORPORATION2.0K shares0.00%2026-03-312026-05-14

FETH FIDELITY ETHEREUM FD17.6K shares132.14%2026-03-312026-05-14

EMR EMERSON ELEC CO2.8K shares0.00%2026-03-312026-05-14

RSG REPUBLIC SVCS INC1.6K sharesnew addition2026-03-312026-05-14

SUB ISHARES TR3.3K sharesnew addition2026-03-312026-05-14

SHW SHERWIN WILLIAMS CO957 sharesnew addition2026-03-312026-05-14

Sponsored

IJJ ISHARES TR2.0K shares0.00%2026-03-312026-05-14

LHX L3HARRIS TECHNOLOGIES INC729 shares0.00%2026-03-312026-05-14

EWJ ISHARES INC3.0K shares0.00%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP729 shares0.00%2026-03-312026-05-14

HEDJ WISDOMTREE TR4.4K shares0.00%2026-03-312026-05-14

IEMG ISHARES INC3.2K shares0.00%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS919 shares-0.76%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON888 sharesnew addition2026-03-312026-05-14

Sponsored

BA BOEING CO1.1K shares0.00%2026-03-312026-05-14

HD HOME DEPOT INC616 sharesnew addition2026-03-312026-05-14

FIDELITY SOLANA FD FIDELITY SOLANA FD20.7K shares45.74%2026-03-312026-05-14

VTI

VANGUARD INDEX FDS

0.38%

Shares266.7K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

12.18%

Shares205.0K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

22.73%

Shares27

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

1.56%

Shares240.9K

Event2026-03-31

Filed2026-05-14

VXUS

VANGUARD STAR FDS

-0.64%

Shares141.4K

Event2026-03-31

Filed2026-05-14

BSV

VANGUARD BD INDEX FDS

-9.60%

Shares76.4K

Event2026-03-31

Filed2026-05-14

BIV

VANGUARD BD INDEX FDS

-9.51%

Shares77.4K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-0.31%

Shares6.5K

Event2026-03-31

Filed2026-05-14

BUSE

FIRST BUSEY CORP

0.00%

Shares156.9K

Event2026-03-31

Filed2026-05-14

BND

VANGUARD BD INDEX FDS

2.01%

Shares51.5K

Event2026-03-31

Filed2026-05-14

IUSB

ISHARES TR

3.51%

Shares75.0K

Event2026-03-31

Filed2026-05-14

MBB

ISHARES TR

-17.90%

Shares34.3K

Event2026-03-31

Filed2026-05-14

PSBD

PALMER SQUARE CAPITAL BDC IN

0.00%

Shares299.0K

Event2026-03-31

Filed2026-05-14

SPYV

SPDR SERIES TRUST

0.00%

Shares43.1K

Event2026-03-31

Filed2026-05-14

VTEB

VANGUARD MUN BD FDS

-3.66%

Shares48.6K

Event2026-03-31

Filed2026-05-14

BANK NEW YORK MELLON CORP

0.00%

Shares18.4K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-8.71%

Shares12.4K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

-26.15%

Shares20.8K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-0.46%

Shares3.0K

Event2026-03-31

Filed2026-05-14

VTWO

VANGUARD SCOTTSDALE FDS

-3.62%

Shares16.2K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

-0.10%

Shares25.2K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-14

SPYG

SPDR SERIES TRUST

0.00%

Shares12.2K

Event2026-03-31

Filed2026-05-14

VTES

VANGUARD WELLINGTON FD

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-14

HDV

ISHARES TR

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares30.0K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-20.39%

Shares1.9K

Event2026-03-31

Filed2026-05-14

DFIV

DIMENSIONAL ETF TRUST

-27.98%

Shares16.3K

Event2026-03-31

Filed2026-05-14

FBTC

FIDELITY WISE ORIGIN BITCOIN

124.38%

Shares13.8K

Event2026-03-31

Filed2026-05-14

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-14

SPHY

SPDR SERIES TRUST

0.00%

Shares32.4K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

CHUBB LTD SWITZ

-7.69%

Shares2.3K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

39.28%

Shares1.5K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

0.00%

Shares555

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

New

Shares5.6K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

SCHE

SCHWAB STRATEGIC TR

0.00%

Shares12.7K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

New

Shares408

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

FETH

FIDELITY ETHEREUM FD

132.14%

Shares17.6K

Event2026-03-31

Filed2026-05-14

EMR

EMERSON ELEC CO

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-14

RSG

REPUBLIC SVCS INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-14

SUB

ISHARES TR

New

Shares3.3K

Event2026-03-31

Filed2026-05-14

SHW

SHERWIN WILLIAMS CO

New

Shares957

Event2026-03-31

Filed2026-05-14

IJJ

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares729

Event2026-03-31

Filed2026-05-14

EWJ

ISHARES INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

GENERAL DYNAMICS CORP

0.00%

Shares729

Event2026-03-31

Filed2026-05-14

HEDJ

WISDOMTREE TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

-0.76%

Shares919

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

New

Shares888

Event2026-03-31

Filed2026-05-14

BOEING CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

New

Shares616

Event2026-03-31

Filed2026-05-14

FIDELITY SOLANA FD

45.74%

Shares20.7K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available