SUNESIS ADVISORS, LLC

Filed: 11/6/2025ACC: 0001748269-25-000004

📋 What this filing means

SUNESIS ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $214.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$214.07M

Total AUM (reported)

1.90M

Total Shares

Allocation by class

TOTAL STK MKT$88.83M41.5%

CL A$16.59M7.8%

CORE US AGGBD ET$16.48M7.7%

VAN FTSE DEV MKT$14.71M6.9%

VG TL INTL STK F$10.45M4.9%

COM$8.92M4.2%

INTERMED TERM$6.48M3.0%

Portfolio Concentration

Top 3$121.89M56.9%

4–10$50.03M23.4%

11–25$30.25M14.1%

Rest$11.89M5.6%

Top 3 weight

56.9%

Top 10 weight

80.3%

Voting Authority Distribution

Total shares with voting rights: 1.90M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.90M

% of voting shares100.0%

Investment Discretion (by position count)

Sole51

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings51

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares270.67K

TypeSH

Market value$88.83M

41.49%

Sole

0.00

Shared

0.00

None

270.67K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares22.00

TypeSH

Market value$16.59M

7.75%

Sole

0.00

Shared

0.00

None

22.00

ISHARES TR

SOLE

CORE US AGGBD ET

Shares164.36K

TypeSH

Market value$16.48M

7.70%

Sole

0.00

Shared

0.00

None

164.36K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares245.45K

TypeSH

Market value$14.71M

6.87%

Sole

0.00

Shared

0.00

None

245.45K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares142.31K

TypeSH

Market value$10.45M

4.88%

Sole

0.00

Shared

0.00

None

142.31K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares82.94K

TypeSH

Market value$6.48M

3.03%

Sole

0.00

Shared

0.00

None

82.94K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares81.90K

TypeSH

Market value$6.46M

3.02%

Sole

0.00

Shared

0.00

None

81.90K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares6.59K

TypeSH

Market value$4.39M

2.05%

Sole

0.00

Shared

0.00

None

6.59K

ISHARES TR

SOLE

MBS ETF

Shares40.69K

TypeSH

Market value$3.87M

1.81%

Sole

0.00

Shared

0.00

None

40.69K

PALMER SQUARE CAPITAL BDC IN

SOLE

COM SHS

Shares298.96K

TypeSH

Market value$3.67M

1.71%

Sole

0.00

Shared

0.00

None

298.96K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares48.01K

TypeSH

Market value$3.57M

1.67%

Sole

0.00

Shared

0.00

None

48.01K

ISHARES TR

SOLE

CORE TOTAL USD

Shares70.31K

TypeSH

Market value$3.28M

1.53%

Sole

0.00

Shared

0.00

None

70.31K

NVIDIA CORPORATION

SOLE

COM

Shares13.85K

TypeSH

Market value$2.58M

1.21%

Sole

0.00

Shared

0.00

None

13.85K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares51.38K

TypeSH

Market value$2.57M

1.20%

Sole

0.00

Shared

0.00

None

51.38K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares43.13K

TypeSH

Market value$2.39M

1.11%

Sole

0.00

Shared

0.00

None

43.13K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares28.20K

TypeSH

Market value$2.05M

0.96%

Sole

0.00

Shared

0.00

None

28.20K

SPDR SERIES TRUST

SOLE

PORTFLI HIGH YLD

Shares83.96K

TypeSH

Market value$2.01M

0.94%

Sole

0.00

Shared

0.00

None

83.96K

BANK NEW YORK MELLON CORP

SOLE

COM

Shares18.44K

TypeSH

Market value$2.01M

0.94%

Sole

0.00

Shared

0.00

None

18.44K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares3.08K

TypeSH

Market value$1.89M

0.88%

Sole

0.00

Shared

0.00

None

3.08K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS2000IDX

Shares16.79K

TypeSH

Market value$1.64M

0.77%

Sole

0.00

Shared

0.00

None

16.79K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares25.22K

TypeSH

Market value$1.37M

0.64%

Sole

0.00

Shared

0.00

None

25.22K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares4.64K

TypeSH

Market value$1.31M

0.61%

Sole

0.00

Shared

0.00

None

4.64K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares12.22K

TypeSH

Market value$1.28M

0.60%

Sole

0.00

Shared

0.00

None

12.22K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares2.40K

TypeSH

Market value$1.21M

0.56%

Sole

0.00

Shared

0.00

None

2.40K

VANGUARD WELLINGTON FD

SOLE

SHORT TRM TAX EX

Shares10.67K

TypeSH

Market value$1.09M

0.51%

Sole

0.00

Shared

0.00

None

10.67K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	270.67K	SH	$88.83M 41.49%	270.67K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	22.00	SH	$16.59M 7.75%	22.00
ISHARES TRSOLE	CORE US AGGBD ET	164.36K	SH	$16.48M 7.70%	164.36K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	245.45K	SH	$14.71M 6.87%	245.45K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	142.31K	SH	$10.45M 4.88%	142.31K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	82.94K	SH	$6.48M 3.03%	82.94K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	81.90K	SH	$6.46M 3.02%	81.90K
SPDR S&P 500 ETF TRSOLE	TR UNIT	6.59K	SH	$4.39M 2.05%	6.59K
ISHARES TRSOLE	MBS ETF	40.69K	SH	$3.87M 1.81%	40.69K
PALMER SQUARE CAPITAL BDC INSOLE	COM SHS	298.96K	SH	$3.67M 1.71%	298.96K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	48.01K	SH	$3.57M 1.67%	48.01K
ISHARES TRSOLE	CORE TOTAL USD	70.31K	SH	$3.28M 1.53%	70.31K
NVIDIA CORPORATIONSOLE	COM	13.85K	SH	$2.58M 1.21%	13.85K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	51.38K	SH	$2.57M 1.20%	51.38K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	43.13K	SH	$2.39M 1.11%	43.13K
ISHARES GOLD TRSOLE	ISHARES NEW	28.20K	SH	$2.05M 0.96%	28.20K
SPDR SERIES TRUSTSOLE	PORTFLI HIGH YLD	83.96K	SH	$2.01M 0.94%	83.96K
BANK NEW YORK MELLON CORPSOLE	COM	18.44K	SH	$2.01M 0.94%	18.44K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	3.08K	SH	$1.89M 0.88%	3.08K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS2000IDX	16.79K	SH	$1.64M 0.77%	16.79K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	25.22K	SH	$1.37M 0.64%	25.22K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	4.64K	SH	$1.31M 0.61%	4.64K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	12.22K	SH	$1.28M 0.60%	12.22K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	2.40K	SH	$1.21M 0.56%	2.40K
VANGUARD WELLINGTON FDSOLE	SHORT TRM TAX EX	10.67K	SH	$1.09M 0.51%	10.67K

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