Filed: 2/2/2026ACC: 0001748269-26-000002
📋 What this filing means
SUNESIS ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 53 equity positions with a total reported market value of $220.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
53
Positions
$220.83M
Total AUM (reported)
2.04M
Total Shares
Allocation by class
TOTAL STK MKT$89.06M40.3%
CORE US AGGBD ET$18.25M8.3%
CL A$16.61M7.5%
VAN FTSE DEV MKT$14.82M6.7%
VG TL INTL STK F$10.74M4.9%
COM$9.32M4.2%
INTERMED TERM$6.66M3.0%
Portfolio Concentration
Top 3$123.92M56.1%
4–10$51.06M23.1%
11–25$32.57M14.7%
Rest$13.29M6.0%
Top 3 weight
56.1%
Top 10 weight
79.2%
Voting Authority Distribution
Total shares with voting rights: 2.04M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.04M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole53
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings53
Rows:
VANGUARD INDEX FDS
SOLEShares265.64K
TypeSH
Market value$89.06M
40.33%
Sole
0.00
Shared
0.00
None
265.64K
ISHARES TR
SOLEShares182.70K
TypeSH
Market value$18.25M
8.26%
Sole
0.00
Shared
0.00
None
182.70K
BERKSHIRE HATHAWAY INC DEL
SOLEShares22.00
TypeSH
Market value$16.61M
7.52%
Sole
0.00
Shared
0.00
None
22.00
VANGUARD TAX-MANAGED FDS
SOLEShares237.16K
TypeSH
Market value$14.82M
6.71%
Sole
0.00
Shared
0.00
None
237.16K
VANGUARD STAR FDS
SOLEShares142.33K
TypeSH
Market value$10.74M
4.86%
Sole
0.00
Shared
0.00
None
142.33K
VANGUARD BD INDEX FDS
SOLEShares85.53K
TypeSH
Market value$6.66M
3.02%
Sole
0.00
Shared
0.00
None
85.53K
VANGUARD BD INDEX FDS
SOLEShares84.46K
TypeSH
Market value$6.66M
3.01%
Sole
0.00
Shared
0.00
None
84.46K
SPDR S&P 500 ETF TR
SOLEShares6.56K
TypeSH
Market value$4.47M
2.02%
Sole
0.00
Shared
0.00
None
6.56K
ISHARES TR
SOLEShares41.79K
TypeSH
Market value$3.98M
1.80%
Sole
0.00
Shared
0.00
None
41.79K
VANGUARD BD INDEX FDS
SOLEShares50.46K
TypeSH
Market value$3.74M
1.69%
Sole
0.00
Shared
0.00
None
50.46K
FIRST BUSEY CORP
SOLEShares156.86K
TypeSH
Market value$3.73M
1.69%
Sole
0.00
Shared
0.00
None
156.86K
PALMER SQUARE CAPITAL BDC IN
SOLEShares298.96K
TypeSH
Market value$3.64M
1.65%
Sole
0.00
Shared
0.00
None
298.96K
ISHARES TR
SOLEShares72.48K
TypeSH
Market value$3.37M
1.53%
Sole
0.00
Shared
0.00
None
72.48K
NVIDIA CORPORATION
SOLEShares13.63K
TypeSH
Market value$2.54M
1.15%
Sole
0.00
Shared
0.00
None
13.63K
VANGUARD MUN BD FDS
SOLEShares50.45K
TypeSH
Market value$2.54M
1.15%
Sole
0.00
Shared
0.00
None
50.45K
SPDR SERIES TRUST
SOLEShares43.13K
TypeSH
Market value$2.45M
1.11%
Sole
0.00
Shared
0.00
None
43.13K
ISHARES GOLD TR
SOLEShares28.20K
TypeSH
Market value$2.29M
1.04%
Sole
0.00
Shared
0.00
None
28.20K
BANK NEW YORK MELLON CORP
SOLEShares18.44K
TypeSH
Market value$2.14M
0.97%
Sole
0.00
Shared
0.00
None
18.44K
VANGUARD INDEX FDS
SOLEShares3.02K
TypeSH
Market value$1.90M
0.86%
Sole
0.00
Shared
0.00
None
3.02K
VANGUARD SCOTTSDALE FDS
SOLEShares16.79K
TypeSH
Market value$1.67M
0.76%
Sole
0.00
Shared
0.00
None
16.79K
VANGUARD INTL EQUITY INDEX F
SOLEShares25.22K
TypeSH
Market value$1.36M
0.61%
Sole
0.00
Shared
0.00
None
25.22K
SELECT SECTOR SPDR TR
SOLEShares9.28K
TypeSH
Market value$1.34M
0.61%
Sole
0.00
Shared
0.00
None
9.28K
SPDR SERIES TRUST
SOLEShares12.22K
TypeSH
Market value$1.30M
0.59%
Sole
0.00
Shared
0.00
None
12.22K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.33K
TypeSH
Market value$1.17M
0.53%
Sole
0.00
Shared
0.00
None
2.33K
DIMENSIONAL ETF TRUST
SOLEShares22.65K
TypeSH
Market value$1.13M
0.51%
Sole
0.00
Shared
0.00
None
22.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 265.64K | SH | $89.06M 40.33% | 0.00 | 0.00 | 265.64K |
ISHARES TRSOLE | CORE US AGGBD ET | 182.70K | SH | $18.25M 8.26% | 0.00 | 0.00 | 182.70K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 22.00 | SH | $16.61M 7.52% | 0.00 | 0.00 | 22.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 237.16K | SH | $14.82M 6.71% | 0.00 | 0.00 | 237.16K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 142.33K | SH | $10.74M 4.86% | 0.00 | 0.00 | 142.33K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 85.53K | SH | $6.66M 3.02% | 0.00 | 0.00 | 85.53K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 84.46K | SH | $6.66M 3.01% | 0.00 | 0.00 | 84.46K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.56K | SH | $4.47M 2.02% | 0.00 | 0.00 | 6.56K |
ISHARES TRSOLE | MBS ETF | 41.79K | SH | $3.98M 1.80% | 0.00 | 0.00 | 41.79K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 50.46K | SH | $3.74M 1.69% | 0.00 | 0.00 | 50.46K |
FIRST BUSEY CORPSOLE | COM NEW | 156.86K | SH | $3.73M 1.69% | 0.00 | 0.00 | 156.86K |
PALMER SQUARE CAPITAL BDC INSOLE | COM SHS | 298.96K | SH | $3.64M 1.65% | 0.00 | 0.00 | 298.96K |
ISHARES TRSOLE | CORE UNIVRSL USD | 72.48K | SH | $3.37M 1.53% | 0.00 | 0.00 | 72.48K |
NVIDIA CORPORATIONSOLE | COM | 13.63K | SH | $2.54M 1.15% | 0.00 | 0.00 | 13.63K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 50.45K | SH | $2.54M 1.15% | 0.00 | 0.00 | 50.45K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 43.13K | SH | $2.45M 1.11% | 0.00 | 0.00 | 43.13K |
ISHARES GOLD TRSOLE | ISHARES NEW | 28.20K | SH | $2.29M 1.04% | 0.00 | 0.00 | 28.20K |
BANK NEW YORK MELLON CORPSOLE | COM | 18.44K | SH | $2.14M 0.97% | 0.00 | 0.00 | 18.44K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.02K | SH | $1.90M 0.86% | 0.00 | 0.00 | 3.02K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 16.79K | SH | $1.67M 0.76% | 0.00 | 0.00 | 16.79K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 25.22K | SH | $1.36M 0.61% | 0.00 | 0.00 | 25.22K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 9.28K | SH | $1.34M 0.61% | 0.00 | 0.00 | 9.28K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 12.22K | SH | $1.30M 0.59% | 0.00 | 0.00 | 12.22K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.33K | SH | $1.17M 0.53% | 0.00 | 0.00 | 2.33K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 22.65K | SH | $1.13M 0.51% | 0.00 | 0.00 | 22.65K |
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