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Sunesis Advisors, LLC

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13F filer, CIK 1748269, OVERLAND PARK, KS

Sunesis Advisors, LLC reported $214,068,844 across 51 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-06. Its ten largest share positions make up 80.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001748269-25-000004

Period
2025-09-30
Reported value
$214M
Holdings
51
Top 10 weight
80.31%
New
Sold out

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001748269-25-000004, largest first. % of portfolio is the value over $214,068,844, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 275,609 shares; 2024Q4: 269,496 shares; 2025Q1: 264,854 shares; 2025Q2: not loaded; 2025Q3: 270,670 shares 270,670$88.8M41.49%Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: not loaded; 2025Q3: 22 shares 22$16.6M7.75%Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,085 shares; 2024Q4: 149,885 shares; 2025Q1: 149,426 shares; 2025Q2: not loaded; 2025Q3: 164,358 shares 164,358$16.5M7.7%Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,902 shares; 2024Q4: 168,029 shares; 2025Q1: 164,191 shares; 2025Q2: not loaded; 2025Q3: 245,450 shares 245,450$14.7M6.87%Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,403 shares; 2024Q4: 142,472 shares; 2025Q1: 142,393 shares; 2025Q2: not loaded; 2025Q3: 142,311 shares 142,311$10.5M4.88%Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,497 shares; 2024Q4: 86,277 shares; 2025Q1: 86,286 shares; 2025Q2: not loaded; 2025Q3: 82,944 shares 82,944$6.48M3.03%Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,979 shares; 2024Q4: 85,207 shares; 2025Q1: 85,215 shares; 2025Q2: not loaded; 2025Q3: 81,902 shares 81,902$6.46M3.02%Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 7,207 shares; 2025Q1: 6,850 shares; 2025Q2: not loaded; 2025Q3: 6,593 shares 6,593$4.39M2.05%Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,382 shares; 2024Q4: 42,504 shares; 2025Q1: 42,508 shares; 2025Q2: not loaded; 2025Q3: 40,692 shares 40,692$3.87M1.81%Timeline
PSBDPALMER SQUARE CAPITAL BDC INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 472,034 shares; 2025Q2: not loaded; 2025Q3: 298,959 shares 298,959$3.67M1.71%Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 48,005 shares 48,005$3.57M1.67%Timeline
IUSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,628 shares; 2024Q4: 62,283 shares; 2025Q1: 65,038 shares; 2025Q2: not loaded; 2025Q3: 70,312 shares 70,312$3.28M1.53%Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,972 shares; 2024Q4: 13,972 shares; 2025Q1: 13,937 shares; 2025Q2: not loaded; 2025Q3: 13,845 shares 13,845$2.58M1.21%Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,998 shares; 2024Q4: 51,928 shares; 2025Q1: 51,727 shares; 2025Q2: not loaded; 2025Q3: 51,378 shares 51,378$2.57M1.2%Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,133 shares; 2024Q4: 43,133 shares; 2025Q1: 43,133 shares; 2025Q2: not loaded; 2025Q3: 43,133 shares 43,133$2.39M1.11%Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,471 shares; 2024Q4: 36,471 shares; 2025Q1: 36,471 shares; 2025Q2: not loaded; 2025Q3: 28,203 shares 28,203$2.05M0.96%Timeline
SPHYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,434 shares; 2024Q4: 84,111 shares; 2025Q1: 84,111 shares; 2025Q2: not loaded; 2025Q3: 83,957 shares 83,957$2.01M0.94%Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,436 shares; 2024Q4: 18,436 shares; 2025Q1: 18,436 shares; 2025Q2: not loaded; 2025Q3: 18,436 shares 18,436$2.01M0.94%Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,598 shares; 2024Q4: 3,599 shares; 2025Q1: 3,599 shares; 2025Q2: not loaded; 2025Q3: 3,085 shares 3,085$1.89M0.88%Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,892 shares; 2024Q4: 16,893 shares; 2025Q1: 16,893 shares; 2025Q2: not loaded; 2025Q3: 16,790 shares 16,790$1.64M0.77%Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,217 shares; 2024Q4: 25,219 shares; 2025Q1: 25,219 shares; 2025Q2: not loaded; 2025Q3: 25,219 shares 25,219$1.37M0.64%Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,752 shares; 2024Q4: 4,752 shares; 2025Q1: 4,752 shares; 2025Q2: not loaded; 2025Q3: 4,642 shares 4,642$1.31M0.61%Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,221 shares; 2024Q4: 12,221 shares; 2025Q1: 12,221 shares; 2025Q2: not loaded; 2025Q3: 12,221 shares 12,221$1.28M0.6%Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,424 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: not loaded; 2025Q3: 2,404 shares 2,404$1.21M0.56%Timeline
VTESVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,984 shares; 2024Q4: 11,984 shares; 2025Q1: 11,984 shares; 2025Q2: not loaded; 2025Q3: 10,674 shares 10,674$1.09M0.51%Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,653 shares; 2024Q4: 22,653 shares; 2025Q1: 22,653 shares; 2025Q2: not loaded; 2025Q3: 22,653 shares 22,653$1.04M0.49%Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,383 shares; 2024Q4: 8,383 shares; 2025Q1: 8,118 shares; 2025Q2: not loaded; 2025Q3: 7,859 shares 7,859$962K0.45%Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,136 shares; 2024Q4: 30,410 shares; 2025Q1: 30,414 shares; 2025Q2: not loaded; 2025Q3: 30,009 shares 30,009$819K0.38%Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,322 shares; 2025Q1: 1,322 shares; 2025Q2: not loaded; 2025Q3: 1,306 shares 1,306$784K0.37%Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,718 shares; 2024Q4: 9,718 shares; 2025Q1: 9,718 shares; 2025Q2: not loaded; 2025Q3: 9,718 shares 9,718$775K0.36%Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2,483 shares 2,483$701K0.33%Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 2,541 shares; 2025Q1: 2,516 shares; 2025Q2: not loaded; 2025Q3: 2,516 shares 2,516$641K0.3%Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: not loaded; 2025Q3: 1,082 shares 1,082$560K0.26%Timeline
EMBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,840 shares; 2024Q4: 4,840 shares; 2025Q1: 4,840 shares; 2025Q2: not loaded; 2025Q3: 4,840 shares 4,840$461K0.22%Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 2,982 shares; 2025Q1: 2,982 shares; 2025Q2: not loaded; 2025Q3: 2,982 shares 2,982$425K0.2%Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,698 shares; 2024Q4: 12,698 shares; 2025Q1: 12,698 shares; 2025Q2: not loaded; 2025Q3: 12,698 shares 12,698$424K0.2%Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 271 shares; 2024Q4: 271 shares; 2025Q1: 271 shares; 2025Q2: not loaded; 2025Q3: 555 shares 555$423K0.2%Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 1,560 shares; 2025Q2: not loaded; 2025Q3: 1,560 shares 1,560$379K0.18%Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 2,792 shares 2,792$366K0.17%Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,638 shares; 2024Q4: 6,638 shares; 2025Q1: 6,638 shares; 2025Q2: not loaded; 2025Q3: 6,638 shares 6,638$347K0.16%Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3,049 shares 3,049$344K0.16%Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,961 shares; 2024Q4: 1,961 shares; 2025Q1: 1,961 shares; 2025Q2: not loaded; 2025Q3: 1,961 shares 1,961$328K0.15%Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 926 shares 926$261K0.12%Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,977 shares; 2025Q1: 1,977 shares; 2025Q2: not loaded; 2025Q3: 1,977 shares 1,977$256K0.12%Timeline
GDGENERAL DYNAMICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 729 shares 729$249K0.12%Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,964 shares; 2024Q4: not reported; 2025Q1: 2,964 shares; 2025Q2: not loaded; 2025Q3: 2,964 shares 2,964$238K0.11%Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 1,067 shares 1,067$230K0.11%Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 729 shares 729$223K0.1%Timeline
HEDJWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,400 shares; 2025Q2: not loaded; 2025Q3: 4,400 shares 4,400$222K0.1%Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 451 shares 451$216K0.1%Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not loaded; 2025Q3: 3,219 shares 3,219$212K0.1%Timeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001748269-25-000004 base2025-11-06acceptance time not in the bulk data set