Sunesis Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$241,862
Net value change ($000)
+20,593 (9.3%)
New positions
4
Sold out positions
2
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 11,856 13.9%
ISTB 2,655 NEW
VXUS 1,252 11.5%
BRK-B 829 4.3%
VTES 795 73.6%
BUSE 663 16.7%
SUB 597 171.1%
SPY 582 13.7%
XLK 535 43.4%
VEA 476 3.1%
Top Reduces (Value $000, Stocks/ETFs)
BK -775 -35.4%
AGG -417 -2.0%
IAU -341 -18.6%
SHW -307 -100.0%
HD -203 -100.0%
XOM -146 -28.2%
MSFT -136 -24.4%
COST -122 -30.0%
FBTC -110 -13.5%
RSG -101 -28.7%
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