Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $97.4M | 40.3% | −1.3% |
| BRK/ABerkshire Hathaway Inc Del | $20.2M | 8.4% | |
| AGGIshares Tr | $19.9M | 8.2% | −1.8% |
| VEAVanguard Tax-managed Fds | $15.9M | 6.6% | −7.3% |
| VXUSVanguard Star Fds | $12.2M | 5.0% | |
| BSVVanguard Bd Index Fds | $6.0M | 2.5% | |
| BIVVanguard Bd Index Fds | $5.9M | 2.5% | |
| SPYState Str Spdr S&p 500 Etf T | $4.8M | 2.0% | |
| BUSEFirst Busey Corp | $4.6M | 1.9% | |
| BNDVanguard Bd Index Fds | $3.8M | 1.6% | +1.5% |
| IUSBIshares Tr | $3.5M | 1.4% | |
| MBBIshares Tr | $3.2M | 1.3% | |
| PSBDPalmer Square Capital Bdc In | $3.1M | 1.3% | |
| ISTBIshares Tr | $2.7M | 1.1% | New |
| SPYVSpdr Series Trust | $2.6M | 1.1% | |
| NVDANvidia Corporation | $2.5M | 1.0% | |
| VTEBVanguard Mun Bd Fds | $2.4M | 1.0% | −2.1% |
| VOOVanguard Index Fds | $2.0M | 0.8% | −1.5% |
| VTWOVanguard Scottsdale Fds | $2.0M | 0.8% | |
| VTESVanguard Wellington Fd | $1.9M | 0.8% | +73.4% |
| XLKSelect Sector Spdr Tr | $1.8M | 0.7% | |
| VWOVanguard Intl Equity Index F | $1.5M | 0.6% | |
| IAUIshares Gold Tr | $1.5M | 0.6% | −4.9% |
| SPYGSpdr Series Trust | $1.5M | 0.6% | |
| BNYBank Of Ny Mellon Corp | $1.4M | 0.6% | −47.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LLYEli Lilly & Co | September 30, 2025 | +57.2% | $503K |
| GOOGLAlphabet Inc | September 30, 2025 | +47.0% | $557K |
| XLKSelect Sector Spdr Tr | September 30, 2025 | +35.2% | $1.8M |
| BNYBank Of Ny Mellon Corp | September 30, 2025 | +32.7% | $1.4M |
| VTWOVanguard Scottsdale Fds | September 30, 2025 | +24.1% | $2.0M |
| BUSEFirst Busey Corp | December 31, 2025 | +24.0% | $4.6M |
| QQQInvesco Qqq Tr | September 30, 2025 | +22.7% | $962K |
| Chubb LimitedCUSIP H1467J104 | September 30, 2025 | +20.7% | $728K |
| VEAVanguard Tax-managed Fds | September 30, 2025 | +18.9% | $15.9M |
| DFIVDimensional Etf Trust | September 30, 2025 | +17.1% | $881K |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.6% | +14.8% |
| March 31, 2026 | −2.5% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| June 30, 2025 | +6.2% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | −0.7% | +2.1% |
| September 30, 2024 | +5.9% | +5.4% |
| June 30, 2024 | +2.2% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
| December 31, 2023 | +10.0% | +11.2% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +5.4% | +7.0% |
| December 31, 2022 | +6.9% | +7.1% |
| September 30, 2022 | −5.8% | −5.3% |
| June 30, 2022 | −13.5% | −16.5% |
| March 31, 2022 | −5.7% | −4.9% |
| December 31, 2021 | +4.6% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sunesis Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1748269&type=13F-HR&dateb=&owner=include&count=40CIK 1748269
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1748269/000174826926000008/Filed July 10, 2026 · accession 0001748269-26-000008