Sunesis Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
23
Total value ($000)
$192,602
Net value change ($000)
-49,260 (-20.4%)
New positions
10
Sold out positions
48
Turnover %
50.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 20,405 2437.9%
VTI 11,356 11.7%
ABBV 2,396 NEW
ABT 932 NEW
DVN 874 NEW
ACGL 418 NEW
BND 402 10.5%
A 390 NEW
ADBE 280 NEW
THO 258 NEW
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -20,219 -100.0%
VEA -15,910 -100.0%
SPY -4,833 -100.0%
BUSE -4,627 -100.0%
IUSB -3,491 -100.0%
PSBD -3,115 -100.0%
ISTB -2,655 -100.0%
NVDA -2,465 -100.0%
VTEB -2,406 -100.0%
VOO -2,036 -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