Filed: 5/14/2026ACC: 0001748269-26-000004
📋 What this filing means
SUNESIS ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 59 equity positions with a total reported market value of $221.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
59
Positions
$221.27M
Total AUM (reported)
2.06M
Total Shares
Allocation by class
TOTAL STK MKT$85.55M38.7%
CORE US AGGBD ET$20.35M9.2%
CL A$19.39M8.8%
VAN FTSE DEV MKT$15.43M7.0%
VG TL INTL STK F$10.90M4.9%
COM$10.49M4.7%
SHORT TRM BOND$5.99M2.7%
Portfolio Concentration
Top 3$125.28M56.6%
4–10$50.30M22.7%
11–25$30.06M13.6%
Rest$15.62M7.1%
Top 3 weight
56.6%
Top 10 weight
79.4%
Voting Authority Distribution
Total shares with voting rights: 2.06M
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
2.06M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole59
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings59
Rows:
VANGUARD INDEX FDS
SOLEShares266.66K
TypeSH
Market value$85.55M
38.66%
Sole
0.00
Shared
0.00
None
266.66K
ISHARES TR
SOLEShares204.95K
TypeSH
Market value$20.35M
9.20%
Sole
0.00
Shared
0.00
None
204.95K
BERKSHIRE HATHAWAY INC DEL
SOLEShares27.00
TypeSH
Market value$19.39M
8.76%
Sole
0.00
Shared
0.00
None
27.00
VANGUARD TAX-MANAGED FDS
SOLEShares240.86K
TypeSH
Market value$15.43M
6.98%
Sole
0.00
Shared
0.00
None
240.86K
VANGUARD STAR FDS
SOLEShares141.41K
TypeSH
Market value$10.90M
4.93%
Sole
0.00
Shared
0.00
None
141.41K
VANGUARD BD INDEX FDS
SOLEShares76.36K
TypeSH
Market value$5.99M
2.71%
Sole
0.00
Shared
0.00
None
76.36K
VANGUARD BD INDEX FDS
SOLEShares77.39K
TypeSH
Market value$5.97M
2.70%
Sole
0.00
Shared
0.00
None
77.39K
STATE STR SPDR S&P 500 ETF T
SOLEShares6.54K
TypeSH
Market value$4.25M
1.92%
Sole
0.00
Shared
0.00
None
6.54K
FIRST BUSEY CORP
SOLEShares156.86K
TypeSH
Market value$3.96M
1.79%
Sole
0.00
Shared
0.00
None
156.86K
VANGUARD BD INDEX FDS
SOLEShares51.47K
TypeSH
Market value$3.79M
1.71%
Sole
0.00
Shared
0.00
None
51.47K
ISHARES TR
SOLEShares75.02K
TypeSH
Market value$3.47M
1.57%
Sole
0.00
Shared
0.00
None
75.02K
ISHARES TR
SOLEShares34.31K
TypeSH
Market value$3.26M
1.47%
Sole
0.00
Shared
0.00
None
34.31K
PALMER SQUARE CAPITAL BDC IN
SOLEShares298.96K
TypeSH
Market value$2.92M
1.32%
Sole
0.00
Shared
0.00
None
298.96K
SPDR SERIES TRUST
SOLEShares43.13K
TypeSH
Market value$2.44M
1.10%
Sole
0.00
Shared
0.00
None
43.13K
VANGUARD MUN BD FDS
SOLEShares48.60K
TypeSH
Market value$2.42M
1.10%
Sole
0.00
Shared
0.00
None
48.60K
BANK NEW YORK MELLON CORP
SOLEShares18.44K
TypeSH
Market value$2.19M
0.99%
Sole
0.00
Shared
0.00
None
18.44K
NVIDIA CORPORATION
SOLEShares12.44K
TypeSH
Market value$2.17M
0.98%
Sole
0.00
Shared
0.00
None
12.44K
ISHARES GOLD TR
SOLEShares20.83K
TypeSH
Market value$1.84M
0.83%
Sole
0.00
Shared
0.00
None
20.83K
VANGUARD INDEX FDS
SOLEShares3.01K
TypeSH
Market value$1.80M
0.81%
Sole
0.00
Shared
0.00
None
3.01K
VANGUARD SCOTTSDALE FDS
SOLEShares16.18K
TypeSH
Market value$1.62M
0.73%
Sole
0.00
Shared
0.00
None
16.18K
VANGUARD INTL EQUITY INDEX F
SOLEShares25.20K
TypeSH
Market value$1.36M
0.62%
Sole
0.00
Shared
0.00
None
25.20K
SELECT SECTOR SPDR TR
SOLEShares9.28K
TypeSH
Market value$1.23M
0.56%
Sole
0.00
Shared
0.00
None
9.28K
SPDR SERIES TRUST
SOLEShares12.22K
TypeSH
Market value$1.20M
0.54%
Sole
0.00
Shared
0.00
None
12.22K
VANGUARD WELLINGTON FD
SOLEShares10.67K
TypeSH
Market value$1.08M
0.49%
Sole
0.00
Shared
0.00
None
10.67K
ISHARES TR
SOLEShares7.86K
TypeSH
Market value$1.07M
0.48%
Sole
0.00
Shared
0.00
None
7.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 266.66K | SH | $85.55M 38.66% | 0.00 | 0.00 | 266.66K |
ISHARES TRSOLE | CORE US AGGBD ET | 204.95K | SH | $20.35M 9.20% | 0.00 | 0.00 | 204.95K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 27.00 | SH | $19.39M 8.76% | 0.00 | 0.00 | 27.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 240.86K | SH | $15.43M 6.98% | 0.00 | 0.00 | 240.86K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 141.41K | SH | $10.90M 4.93% | 0.00 | 0.00 | 141.41K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 76.36K | SH | $5.99M 2.71% | 0.00 | 0.00 | 76.36K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 77.39K | SH | $5.97M 2.70% | 0.00 | 0.00 | 77.39K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 6.54K | SH | $4.25M 1.92% | 0.00 | 0.00 | 6.54K |
FIRST BUSEY CORPSOLE | COM NEW | 156.86K | SH | $3.96M 1.79% | 0.00 | 0.00 | 156.86K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 51.47K | SH | $3.79M 1.71% | 0.00 | 0.00 | 51.47K |
ISHARES TRSOLE | CORE UNIVRSL USD | 75.02K | SH | $3.47M 1.57% | 0.00 | 0.00 | 75.02K |
ISHARES TRSOLE | MBS ETF | 34.31K | SH | $3.26M 1.47% | 0.00 | 0.00 | 34.31K |
PALMER SQUARE CAPITAL BDC INSOLE | COM SHS | 298.96K | SH | $2.92M 1.32% | 0.00 | 0.00 | 298.96K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 43.13K | SH | $2.44M 1.10% | 0.00 | 0.00 | 43.13K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 48.60K | SH | $2.42M 1.10% | 0.00 | 0.00 | 48.60K |
BANK NEW YORK MELLON CORPSOLE | COM | 18.44K | SH | $2.19M 0.99% | 0.00 | 0.00 | 18.44K |
NVIDIA CORPORATIONSOLE | COM | 12.44K | SH | $2.17M 0.98% | 0.00 | 0.00 | 12.44K |
ISHARES GOLD TRSOLE | ISHARES NEW | 20.83K | SH | $1.84M 0.83% | 0.00 | 0.00 | 20.83K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.01K | SH | $1.80M 0.81% | 0.00 | 0.00 | 3.01K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 16.18K | SH | $1.62M 0.73% | 0.00 | 0.00 | 16.18K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 25.20K | SH | $1.36M 0.62% | 0.00 | 0.00 | 25.20K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 9.28K | SH | $1.23M 0.56% | 0.00 | 0.00 | 9.28K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 12.22K | SH | $1.20M 0.54% | 0.00 | 0.00 | 12.22K |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 10.67K | SH | $1.08M 0.49% | 0.00 | 0.00 | 10.67K |
ISHARES TRSOLE | CORE HIGH DV ETF | 7.86K | SH | $1.07M 0.48% | 0.00 | 0.00 | 7.86K |
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