Sunesis Advisors, LLC holds a concentrated book of 61 stocks worth $241.9M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core 1-5 Year Usd Bo and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 40% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1748269/holdings"
Use Arkolith to show Sunesis Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sunesis Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 63 / 61 | $424.9B |
| Creative Planning | 62 / 61 | $48.2B |
| Mariner, LLC | 62 / 61 | $29.6B |
| MAI Capital Management | 62 / 61 | $5.1B |
| Farther Finance Advisors, LLC | 62 / 61 | $2.7B |
| Parallel Advisors, LLC | 62 / 61 | $1.3B |
| IFP Advisors, Inc | 62 / 61 | $1.1B |
| FMR LLC | 61 / 61 | $518.5B |
Ranked by how many of Sunesis Advisors, LLC's top 61 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $97.4M | 263.2K | 40.3% | ▼−1.3% Reduced · −3K sh | |
| 2 | Berkshire Hathaway Inc Del CL A | $20.2M | 27 | 8.4% | —Held | |
| 3 | Ishares TR CORE US AGGBD ET | $19.9M | 201.3K | 8.2% | ▼−1.8% Reduced · −4K sh | |
| 4 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $15.9M | 223.3K | 6.6% | ▼−7.3% Reduced · −18K sh | |
| 5 | Vanguard Star FDS VG TL INTL STK F | $12.2M | 142.2K | 5.0% | ▲+0.6% Added · +791 sh | |
| 6 | Vanguard BD Index FDS SHORT TRM BOND | $6.0M | 76.4K | 2.5% | ▲+0.1% Added · +76 sh | |
| 7 | Vanguard BD Index FDS INTERMED TERM | $5.9M | 77.4K | 2.5% | ▲~0% Added · +3 sh | |
| 8 | State STR SPDR S&P 500 ETF T TR UNIT | $4.8M | 6.5K | 2.0% | ▼−1.0% Reduced · −65 sh | |
| 9 | First Busey Corp COM NEW | $4.6M | 156.9K | 1.9% | —Held | |
| 10 | Vanguard BD Index FDS TOTAL BND MRKT | $3.8M | 52.2K | 1.6% | ▲+1.4% Added · +750 sh | |
| 11 | Ishares TR CORE UNIVRSL USD | $3.5M | 75.7K | 1.4% | ▲+0.8% Added · +631 sh | |
| 12 | Ishares TR MBS ETF | $3.2M | 34.3K | 1.3% | ▲~0% Added · +6 sh | |
| 13 | Palmer Square Capital BDC In COM SHS | $3.1M | 299.0K | 1.3% | —Held | |
| 14 | Ishares TR CORE 1 5 YR USD | $2.7M | 55.0K | 1.1% | ▲New New position | |
| 15 | SPDR Series Trust ST STR P500VAL | $2.6M | 43.1K | 1.1% | —Held | |
| 16 | Nvidia Corporation COM | $2.5M | 12.3K | 1.0% | ▼−1.0% Reduced · −120 sh | |
| 17 | Vanguard Mun BD FDS TAX EXEMPT BD | $2.4M | 47.6K | 1.0% | ▼−2.1% Reduced · −1K sh | |
| 18 | Vanguard Index FDS S&P 500 ETF SHS | $2.0M | 3.0K | 0.8% | ▼−1.5% Reduced · −44 sh | |
| 19 | Vanguard Scottsdale FDS VNG RUS2000IDX | $2.0M | 16.2K | 0.8% | —Held | |
| 20 | Vanguard Wellington FD SHORT TRM TAX EX | $1.9M | 18.5K | 0.8% | ▲+73% Added · +8K sh | |
| 21 | Select Sector SPDR TR ST STR TECHN ETF | $1.8M | 9.3K | 0.7% | —Held | |
| 22 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.5M | 25.2K | 0.6% | —Held | |
| 23 | Ishares Gold TR ISHARES NEW | $1.5M | 19.8K | 0.6% | ▼−4.9% Reduced · −1K sh | |
| 24 | SPDR Series Trust ST STR P500GRW | $1.5M | 12.2K | 0.6% | —Held | |
| 25 | Bank Of NY Mellon Corp COM | $1.4M | 9.8K | 0.6% | ▼−47% Reduced · −9K sh | |
| 26 | Ishares TR CORE HIGH DV ETF | $1.1M | 39.3K | 0.4% | ▲+400% Added · +31K sh | |
| 27 | Invesco QQQ TR UNIT SER 1 | $962K | 1.3K | 0.4% | —Held | |
| 28 | Schwab Strategic TR US DIVIDEND EQ | $952K | 30.0K | 0.4% | —Held | |
| 29 | Ishares TR SHRT NAT MUN ETF | $946K | 8.9K | 0.4% | ▲+171% Added · +6K sh | |
| 30 | Dimensional ETF Trust INTERNATNAL VAL | $881K | 16.3K | 0.4% | —Held | |
| 31 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $860K | 9.7K | 0.4% | —Held | |
| 32 | Berkshire Hathaway Inc Del CL B NEW | $845K | 1.7K | 0.3% | ▼−8.8% Reduced · −163 sh | |
| 33 | Apple Inc COM | $837K | 2.9K | 0.3% | ▲+15% Added · +377 sh | |
| 34 | SPDR Series Trust ST PORT HIGH ETF | $759K | 32.4K | 0.3% | —Held | |
| 35 | Chubb Limited COM | $728K | 2.1K | 0.3% | ▼−6.8% Reduced · −156 sh | |
| 36 | Fidelity Wise Origin Bitcoin SHS | $702K | 13.8K | 0.3% | —Held | |
| 37 | Alphabet Inc CAP STK CL A | $557K | 1.6K | 0.2% | —Held | |
| 38 | Ishares TR CORE MSCI EAFE | $541K | 5.6K | 0.2% | —Held | |
| 39 | Eli Lilly & Co COM | $503K | 419 | 0.2% | ▼−25% Reduced · −136 sh | |
| 40 | Schwab Strategic TR EMRG MKTEQ ETF | $460K | 12.7K | 0.2% | —Held | |
| 41 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $460K | 3.0K | 0.2% | —Held | |
| 42 | Microsoft Corp COM | $422K | 1.1K | 0.2% | ▼−25% Reduced · −376 sh | |
| 43 | Emerson Elec Co COM | $400K | 2.8K | 0.2% | —Held | |
| 44 | RTX Corporation COM | $372K | 2.0K | 0.2% | —Held | |
| 45 | Exxon Mobil Corp COM | $371K | 2.7K | 0.2% | ▼−11% Reduced · −332 sh | |
| 46 | Ishares TR S&P MC 400VL ETF | $292K | 2.0K | 0.1% | —Held | |
| 47 | Costco Wholesale Corporation COM | $285K | 305 | 0.1% | ▼−25% Reduced · −103 sh | |
| 48 | Fidelity Ethereum FD SHS | $277K | 17.6K | 0.1% | —Held | |
| 49 | Ishares Inc MSCI JAPAN ETF | $276K | 3.0K | 0.1% | —Held | |
| 50 | Ishares Inc CORE MSCI EMKT | $267K | 3.2K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 61 | $241.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 59 | $221.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 53 | $220.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 51 | $214.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 44 | $184.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 40 | $164.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 43 | $165.8M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 16, 2024 | 46 | $168.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.