Sunesis Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
59
Total value ($000)
$221,269
Net value change ($000)
+440 (0.2%)
New positions
7
Sold out positions
1
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BRK-B 2,784 16.8%
AGG 2,098 11.5%
VEA 619 4.2%
IEFA 507 NEW
COST 407 NEW
RSG 352 NEW
SUB 349 NEW
FBTC 344 73.5%
SHW 307 NEW
BUSE 232 6.2%
Top Reduces (Value $000, Stocks/ETFs)
VTI -3,514 -3.9%
PSBD -723 -19.8%
MBB -722 -18.1%
BIV -688 -10.3%
IAU -453 -19.8%
NVDA -371 -14.6%
BRK-B -282 -24.1%
DFIV -269 -23.8%
SPY -220 -4.9%
VUG -220 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type