Sunesis Advisors, LLC
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 221,269
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 59 | 221,269 | 13F-HR | Sunesis Advisors, LLC |
| Q4 2025 | 2/2/2026 | 53 | 220,829 | 13F-HR | Sunesis Advisors, LLC |
| Q3 2025 | 11/6/2025 | 51 | 214,069 | 13F-HR | Sunesis Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.72 K | 17.9% | 0 | 158.2 K | -158.2 K |
| ETFs | 175.6 K | 79.3% | 162.7 K | 0 | 162.7 K |
| Debt | 5.987 K | 2.7% | 0 | 669 | -669 |
| Other | 0 | 0.0% | 0 | 3.373 K | -3.373 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
221,269
Holdings
59
QoQ value change ($000)
440
(0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.