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Sunesis Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Oct 26, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $192,602,493
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $108,759,897
- APPLE INC · COM · 037833100 · shares: $21,241,681
- ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $20,063,923
- VANGUARD STAR FDS · VG TL INTL STK F · 921909768 · shares: $12,182,457
- VANGUARD BD INDEX FDS · SHORT TRM BOND · 921937827 · shares: $5,866,566
- VANGUARD BD INDEX FDS · INTERMED TERM · 921937819 · shares: $5,672,604
- VANGUARD BD INDEX FDS · TOTAL BND MRKT · 921937835 · shares: $4,235,867
- ISHARES TR · MBS ETF · 464288588 · shares: $3,086,861
- SPDR SERIES TRUST · ST STR P500VAL · 78464A508 · shares: $2,636,720
- ABBVIE INC · COM · 00287Y109 · shares: $2,395,903
Reported holdings
23 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 290,615 shares | $108,759,897 |
| APPLE INC | COM | 037833100 | — | 63,785 shares | $21,241,681 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 212,227 shares | $20,063,923 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 143,390 shares | $12,182,457 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 76,788 shares | $5,866,566 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 77,856 shares | $5,672,604 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 60,383 shares | $4,235,867 |
| ISHARES TR | MBS ETF | 464288588 | — | 34,444 shares | $3,086,861 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 43,133 shares | $2,636,720 |
| ABBVIE INC | COM | 00287Y109 | — | 9,159 shares | $2,395,903 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 12,221 shares | $1,504,161 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 9,431 shares | $932,066 |
| DEVON ENERGY CORP NEW | COM | 25179M103 | — | 18,974 shares | $873,563 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 2,982 shares | $462,956 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 12,698 shares | $462,842 |
| ARCH CAP GROUP LTD | ORD | G0450A105 | — | 4,529 shares | $418,298 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | — | 2,266 shares | $390,454 |
| ADOBE INC | COM | 00724F101 | — | 1,168 shares | $280,250 |
| THOR INDS INC | COM | 885160101 | — | 3,730 shares | $257,743 |
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | — | 2,848 shares | $243,447 |
| EBAY INC. | COM | 278642103 | — | 2,015 shares | $213,691 |
| EQT CORP | COM | 26884L109 | — | 4,344 shares | $210,945 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 970 shares | $209,598 |