Institutional Fund
Sunesis Advisors, LLC
Overland Park, KSCIK 17482694 filings on record
Portfolio Value
$221.27M
Q1 2026
Holdings
59
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+0.2%
from $220.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds38.7%
- Ishares Tr9.2%
- Berkshire Hathaway Inc Del8.8%
- Vanguard Tax-Managed Fds7.0%
- Vanguard Star Fds4.9%
- Vanguard Bd Index Fds2.7%
- Other28.8%
Portfolio Holdings
59 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 266.7K | $85.55M | 38.7% | +1.0K | Added |
| 2 | Ishares Tr | 205.0K | $20.35M | 9.2% | +22.3K | Added |
| 3 | Berkshire Hathaway Inc Del | 27 | $19.39M | 8.8% | +5 | Added |
| 4 | Vanguard Tax-Managed Fds | 240.9K | $15.43M | 7.0% | +3.7K | Added |
| 5 | Vanguard Star Fds | 141.4K | $10.90M | 4.9% | −913 | Reduced |
| 6 | Vanguard Bd Index Fds | 76.4K | $5.99M | 2.7% | −8.1K | Reduced |
| 7 | Vanguard Bd Index Fds | 77.4K | $5.97M | 2.7% | −8.1K | Reduced |
| 8 | Spdr S&P 500 ETF Tr | 6.5K | $4.25M | 1.9% | −20 | Reduced |
| 9 | First Busey Corp | 156.9K | $3.96M | 1.8% | 0 | Held |
| 10 | Vanguard Bd Index Fds | 51.5K | $3.79M | 1.7% | +1.0K | Added |
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