Sunesis Advisors
Sunesis Advisors reported 23 stocks worth $193M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VTI (56.5%), AAPL (11.0%) and AGG (10.4%). Compared with Q2 2026, the fund opened new positions in ABBV, ABT and DVN, added to VTI, AAPL and AGG, trimmed VTV and sold out of BRK.A, VEA and SPY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $109M | 56.5% | 291K | +27K (+10%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $21.2M | 11.0% | 64K | +61K (+2105%) | 8 of 8 | |
| 3 |  AGG Ishares TR | $20.1M | 10.4% | 212K | +11K (+5%) | 8 of 8 | |
| 4 |  VXUS Vanguard Star Fds | $12.2M | 6.3% | 143K | +1,184 (+1%) | 8 of 8 | |
| 5 |  BSV Vanguard Short-Term Bond ETF | $5.9M | 3.0% | 77K | +355 (+0%) | 8 of 8 | |
| 6 |  BIV Vanguard Intermediate | $5.7M | 3.0% | 78K | +458 (+1%) | 8 of 8 | |
| 7 |  BND Vanguard BD Index Fds | $4.2M | 2.2% | 60K | +8,162 (+16%) | 5 of 8 | |
| 8 |  MBB Ishares TR | $3.1M | 1.6% | 34K | +130 (+0%) | 8 of 8 | |
| 9 |  SPYV State Street | $2.6M | 1.4% | 43K | No change | 8 of 8 | |
| 10 |  ABBV Abbvie Inc | $2.4M | 1.2% | 9,159 | New position | 1 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BRK.A Berkshire Hathaway Inc Dclass A | $20.2M | 27 |
 VEA Vanguard Tax-Managed Fds | $15.9M | 223K |
 SPY Spdr S&P 500 ETF TR | $4.8M | 6,472 |
 BUSE First Busey Corp | $4.6M | 157K |
 IUSB Ishares Core | $3.5M | 76K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sunesis Advisors 13F FAQ
What does Sunesis Advisors own?
Sunesis Advisors reported 23 stocks worth $193M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are VTI (56.5%), AAPL (11.0%) and AGG (10.4%). The table above lists every position in the filing (the top 10 without an account).
What did Sunesis Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 10 new positions, 8 added to, 1 trimmed and 48 sold out. New positions include ABBV, ABT and DVN. It sold all of BRK.A, VEA and SPY.
When will Sunesis Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Sunesis Advisors's portfolio worth?
The Q3 2026 filing reports $193M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.