Sunesis Advisors, LLC Long-Term Concentrated

Name: Sunesis Advisors, LLC Q2 2026 13F Filing | 13F Explorer
Creator: Sunesis Advisors, LLC
Published: 2026-07-10

Location: Overland Park, KS

CIK: 0001748269 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 10, 2026

Total Value: $242M (100.0% shares, 0.0% debt)

Holdings (61)

New Positions (4)

ISTB ISHARES TR 1.1%

Value $2.655M Shares 55,021 Est. Cost $48.25 Unrealized —

VUG VANGUARD INDEX FDS 0.1%

Value $233K Shares 2,706 Est. Cost $86.14 Unrealized —

VTV VANGUARD INDEX FDS 0.1%

Value $216K Shares 989 Est. Cost $217.93 Unrealized —

IJS ISHARES TR 0.1%

Value $201K Shares 1,474 Est. Cost $136.68 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ISTB	ISHARES TR	55,021	$2.655M	1.1%	$48.25	—	CORE 1 5 YR USD	46432F859
VUG	VANGUARD INDEX FDS	2,706	$233K	0.1%	$86.14	—	GROWTH ETF	922908736
VTV	VANGUARD INDEX FDS	989	$216K	0.1%	$217.93	—	VALUE ETF	922908744
IJS	ISHARES TR	1,474	$201K	0.1%	$136.68	—	SP SMCP600VL ETF	464287879

Increased Positions (5)

VTES VANGUARD WELLINGTON FD 0.8%

Value $1.875M (+73.7%) Shares 18,511 (+73.4%) Est. Cost $101.37 Unrealized —

SUB ISHARES TR 0.4%

Value $946K (+171.2%) Shares 8,884 (+171.3%) Est. Cost $106.48 Unrealized —

AAPL APPLE INC 0.3%

Value $837K (+31.1%) Shares 2,893 (+15.0%) Est. Cost $178.25 Unrealized —

BND VANGUARD BD INDEX FDS 1.6%

Value $3.834M (+1.1%) Shares 52,221 (+1.5%) Est. Cost $74.33 Unrealized —

HDV ISHARES TR 0.4%

Value $1.077M (+1.0%) Shares 39,295 (+400.0%) Est. Cost $43.97 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTES	VANGUARD WELLINGTON FD	18,511 (+73.4%)	$1.875M (+73.7%)	0.8%	$101.37	—	SHORT TRM TAX EX	921935870
SUB	ISHARES TR	8,884 (+171.3%)	$946K (+171.2%)	0.4%	$106.48	—	SHRT NAT MUN ETF	464288158
AAPL	APPLE INC	2,893 (+15.0%)	$837K (+31.1%)	0.3%	$178.25	—	COM	037833100
BND	VANGUARD BD INDEX FDS	52,221 (+1.5%)	$3.834M (+1.1%)	1.6%	$74.33	—	TOTAL BND MRKT	921937835
HDV	ISHARES TR	39,295 (+400.0%)	$1.077M (+1.0%)	0.4%	$43.97	—	CORE HIGH DV ETF	46429B663

Exited Positions (2)

SHW SHERWIN WILLIAMS CO 0.1%

Value $307K Shares 957 Est. Cost $355.33 Unrealized —

HD HOME DEPOT INC 0.1%

Value $203K Shares 616 Est. Cost $376.98 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SHW	SHERWIN WILLIAMS CO	957	$307K	0.1%	$355.33	—	—	824348106
HD	HOME DEPOT INC	616	$203K	0.1%	$376.98	—	—	437076102

Decreased Positions (14)

VTI VANGUARD INDEX FDS 40.3%

Value $97.4M (+13.9%) Shares 263,225 (-1.3%) Est. Cost $223.58 Unrealized —

BK BANK OF NY MELLON CORP 0.6%

Value $1.412M (-35.5%) Shares 9,762 (-47.0%) Est. Cost $42.71 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 6.6%

Value $15.91M (+3.1%) Shares 223,301 (-7.3%) Est. Cost $48.16 Unrealized —

AGG ISHARES TR 8.2%

Value $19.93M (-2.1%) Shares 201,340 (-1.8%) Est. Cost $101.86 Unrealized —

IAU ISHARES GOLD TR 0.6%

Value $1.495M (-18.6%) Shares 19,800 (-4.9%) Est. Cost $34.81 Unrealized —

VOO VANGUARD INDEX FDS 0.8%

Value $2.036M (+13.3%) Shares 2,965 (-1.5%) Est. Cost $396.90 Unrealized —

XOM EXXON MOBIL CORP 0.2%

Value $371K (-28.2%) Shares 2,717 (-10.9%) Est. Cost $109.70 Unrealized —

MSFT MICROSOFT CORP 0.2%

Value $422K (-24.4%) Shares 1,131 (-25.0%) Est. Cost $309.13 Unrealized —

COST COSTCO WHOLESALE CORPORATION 0.1%

Value $285K (-29.8%) Shares 305 (-25.2%) Est. Cost $963.77 Unrealized —

RSG REPUBLIC SVCS INC 0.1%

Value $251K (-28.5%) Shares 1,180 (-26.5%) Est. Cost $216.60 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value $845K (-4.8%) Shares 1,688 (-8.8%) Est. Cost $194.92 Unrealized —

CB CHUBB LIMITED 0.3%

Value $728K (-2.6%) Shares 2,136 (-6.8%) Est. Cost $275.21 Unrealized —

VTEB VANGUARD MUN BD FDS 1.0%

Value $2.406M (-0.8%) Shares 47,568 (-2.1%) Est. Cost $51.05 Unrealized —

LLY ELI LILLY & CO 0.2%

Value $503K (-1.5%) Shares 419 (-24.5%) Est. Cost $722.83 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	263,225 (-1.3%)	$97.4M (+13.9%)	40.3%	$223.58	—	TOTAL STK MKT	922908769
BK	BANK OF NY MELLON CORP	9,762 (-47.0%)	$1.412M (-35.5%)	0.6%	$42.71	—	COM	064058100
VEA	VANGUARD TAX-MANAGED FDS	223,301 (-7.3%)	$15.91M (+3.1%)	6.6%	$48.16	—	VAN FTSE DEV MKT	921943858
AGG	ISHARES TR	201,340 (-1.8%)	$19.93M (-2.1%)	8.2%	$101.86	—	CORE US AGGBD ET	464287226
IAU	ISHARES GOLD TR	19,800 (-4.9%)	$1.495M (-18.6%)	0.6%	$34.81	—	ISHARES NEW	464285204
VOO	VANGUARD INDEX FDS	2,965 (-1.5%)	$2.036M (+13.3%)	0.8%	$396.90	—	S&P 500 ETF SHS	922908363
XOM	EXXON MOBIL CORP	2,717 (-10.9%)	$371K (-28.2%)	0.2%	$109.70	—	COM	30231G102
MSFT	MICROSOFT CORP	1,131 (-25.0%)	$422K (-24.4%)	0.2%	$309.13	—	COM	594918104
COST	COSTCO WHOLESALE CORPORATION	305 (-25.2%)	$285K (-29.8%)	0.1%	$963.77	—	COM	22160K105
RSG	REPUBLIC SVCS INC	1,180 (-26.5%)	$251K (-28.5%)	0.1%	$216.60	—	COM	760759100
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,688 (-8.8%)	$845K (-4.8%)	0.3%	$194.92	—	CL B NEW	084670702
CB	CHUBB LIMITED	2,136 (-6.8%)	$728K (-2.6%)	0.3%	$275.21	—	COM	H1467J104
VTEB	VANGUARD MUN BD FDS	47,568 (-2.1%)	$2.406M (-0.8%)	1.0%	$51.05	—	TAX EXEMPT BD	922907746
LLY	ELI LILLY & CO	419 (-24.5%)	$503K (-1.5%)	0.2%	$722.83	—	COM	532457108

Unchanged Positions (38)

VXUS VANGUARD STAR FDS 5.0%

Value $12.16M Shares 142,206 Est. Cost $54.61 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 8.4%

Value $20.22M Shares 27 Est. Cost $731376.56 Unrealized —

BUSE FIRST BUSEY CORP 1.9%

Value $4.627M Shares 156,862 Est. Cost $23.21 Unrealized —

SPY STATE STR SPDR S&P 500 ETF T 2.0%

Value $4.833M Shares 6,472 Est. Cost $330.46 Unrealized —

XLK SELECT SECTOR SPDR TR 0.7%

Value $1.769M Shares 9,284 Est. Cost $147.49 Unrealized —

VTWO VANGUARD SCOTTSDALE FDS 0.8%

Value $1.965M Shares 16,182 Est. Cost $92.38 Unrealized —

NVDA NVIDIA CORPORATION 1.0%

Value $2.465M Shares 12,320 Est. Cost $92.41 Unrealized —

SPYG SPDR SERIES TRUST 0.6%

Value $1.454M Shares 12,221 Est. Cost $66.21 Unrealized —

QQQ INVESCO QQQ TR 0.4%

Value $962K Shares 1,306 Est. Cost $320.93 Unrealized —

PSBD PALMER SQUARE CAPITAL BDC IN 1.3%

Value $3.115M Shares 298,959 Est. Cost $13.48 Unrealized —

SPYV SPDR SERIES TRUST 1.1%

Value $2.622M Shares 43,133 Est. Cost $41.75 Unrealized —

VWO VANGUARD INTL EQUITY INDEX F 0.6%

Value $1.504M Shares 25,195 Est. Cost $41.50 Unrealized —

FBTC FIDELITY WISE ORIGIN BITCOIN 0.3%

Value $702K Shares 13,761 Est. Cost $66.70 Unrealized —

GOOGL ALPHABET INC 0.2%

Value $557K Shares 1,560 Est. Cost $95.22 Unrealized —

FETH FIDELITY ETHEREUM FD 0.1%

Value $277K Shares 17,596 Est. Cost $24.64 Unrealized —

VGK VANGUARD INTL EQUITY INDEX F 0.4%

Value $860K Shares 9,718 Est. Cost $62.28 Unrealized —

IEMG ISHARES INC 0.1%

Value $267K Shares 3,219 Est. Cost $65.92 Unrealized —

SCHE SCHWAB STRATEGIC TR 0.2%

Value $460K Shares 12,698 Est. Cost $26.02 Unrealized —

LHX L3HARRIS TECHNOLOGIES INC 0.1%

Value $212K Shares 729 Est. Cost $271.37 Unrealized —

BIV VANGUARD BD INDEX FDS 2.5%

Value $5.936M Shares 77,398 Est. Cost $76.02 Unrealized —

IBM INTERNATIONAL BUSINESS MACHS 0.1%

Value $258K Shares 919 Est. Cost $259.55 Unrealized —

IEFA ISHARES TR 0.2%

Value $541K Shares 5,601 Est. Cost $90.53 Unrealized —

EMR EMERSON ELEC CO 0.2%

Value $400K Shares 2,792 Est. Cost $135.48 Unrealized —

BSV VANGUARD BD INDEX FDS 2.5%

Value $5.955M Shares 76,433 Est. Cost $77.10 Unrealized —

SCHD SCHWAB STRATEGIC TR 0.4%

Value $952K Shares 30,009 Est. Cost $45.09 Unrealized —

IJJ ISHARES TR 0.1%

Value $292K Shares 1,977 Est. Cost $109.65 Unrealized —

EWJ ISHARES INC 0.1%

Value $276K Shares 2,964 Est. Cost $68.56 Unrealized —

IUSB ISHARES TR 1.4%

Value $3.491M Shares 75,655 Est. Cost $45.49 Unrealized —

VSS VANGUARD INTL EQUITY INDEX F 0.2%

Value $460K Shares 2,982 Est. Cost $115.46 Unrealized —

FSOL FIDELITY SOLANA FD 0.1%

Value $179K Shares 20,713 Est. Cost $13.07 Unrealized —

HEDJ WISDOMTREE TR 0.1%

Value $251K Shares 4,400 Est. Cost $47.48 Unrealized —

DFIV DIMENSIONAL ETF TRUST 0.4%

Value $881K Shares 16,314 Est. Cost $36.75 Unrealized —

BA BOEING CO 0.1%

Value $231K Shares 1,067 Est. Cost $225.47 Unrealized —

MBB ISHARES TR 1.3%

Value $3.243M Shares 34,314 Est. Cost $93.45 Unrealized —

JNJ JOHNSON & JOHNSON 0.1%

Value $226K Shares 888 Est. Cost $227.87 Unrealized —

GD GENERAL DYNAMICS CORP 0.1%

Value $258K Shares 729 Est. Cost $313.76 Unrealized —

RTX RTX CORPORATION 0.2%

Value $372K Shares 1,961 Est. Cost $111.08 Unrealized —

SPHY SPDR SERIES TRUST 0.3%

Value $759K Shares 32,395 Est. Cost $23.40 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VXUS	VANGUARD STAR FDS	142,206	$12.16M	5.0%	$54.61	—	VG TL INTL STK F	921909768
BRK/A	BERKSHIRE HATHAWAY INC DEL	27	$20.22M	8.4%	$731376.56	—	CL A	084670108
BUSE	FIRST BUSEY CORP	156,862	$4.627M	1.9%	$23.21	—	COM NEW	319383204
SPY	STATE STR SPDR S&P 500 ETF T	6,472	$4.833M	2.0%	$330.46	—	TR UNIT	78462F103
XLK	SELECT SECTOR SPDR TR	9,284	$1.769M	0.7%	$147.49	—	ST STR TECHN ETF	81369Y803
VTWO	VANGUARD SCOTTSDALE FDS	16,182	$1.965M	0.8%	$92.38	—	VNG RUS2000IDX	92206C664
NVDA	NVIDIA CORPORATION	12,320	$2.465M	1.0%	$92.41	—	COM	67066G104
SPYG	SPDR SERIES TRUST	12,221	$1.454M	0.6%	$66.21	—	ST STR P500GRW	78464A409
QQQ	INVESCO QQQ TR	1,306	$962K	0.4%	$320.93	—	UNIT SER 1	46090E103
PSBD	PALMER SQUARE CAPITAL BDC IN	298,959	$3.115M	1.3%	$13.48	—	COM SHS	69702V107
SPYV	SPDR SERIES TRUST	43,133	$2.622M	1.1%	$41.75	—	ST STR P500VAL	78464A508
VWO	VANGUARD INTL EQUITY INDEX F	25,195	$1.504M	0.6%	$41.50	—	FTSE EMR MKT ETF	922042858
FBTC	FIDELITY WISE ORIGIN BITCOIN	13,761	$702K	0.3%	$66.70	—	SHS	315948109
GOOGL	ALPHABET INC	1,560	$557K	0.2%	$95.22	—	CAP STK CL A	02079K305
FETH	FIDELITY ETHEREUM FD	17,596	$277K	0.1%	$24.64	—	SHS	31613E103
VGK	VANGUARD INTL EQUITY INDEX F	9,718	$860K	0.4%	$62.28	—	FTSE EUROPE ETF	922042874
IEMG	ISHARES INC	3,219	$267K	0.1%	$65.92	—	CORE MSCI EMKT	46434G103
SCHE	SCHWAB STRATEGIC TR	12,698	$460K	0.2%	$26.02	—	EMRG MKTEQ ETF	808524706
LHX	L3HARRIS TECHNOLOGIES INC	729	$212K	0.1%	$271.37	—	COM	502431109
BIV	VANGUARD BD INDEX FDS	77,398	$5.936M	2.5%	$76.02	—	INTERMED TERM	921937819
IBM	INTERNATIONAL BUSINESS MACHS	919	$258K	0.1%	$259.55	—	COM	459200101
IEFA	ISHARES TR	5,601	$541K	0.2%	$90.53	—	CORE MSCI EAFE	46432F842
EMR	EMERSON ELEC CO	2,792	$400K	0.2%	$135.48	—	COM	291011104
BSV	VANGUARD BD INDEX FDS	76,433	$5.955M	2.5%	$77.10	—	SHORT TRM BOND	921937827
SCHD	SCHWAB STRATEGIC TR	30,009	$952K	0.4%	$45.09	—	US DIVIDEND EQ	808524797
IJJ	ISHARES TR	1,977	$292K	0.1%	$109.65	—	S&P MC 400VL ETF	464287705
EWJ	ISHARES INC	2,964	$276K	0.1%	$68.56	—	MSCI JAPAN ETF	46434G822
IUSB	ISHARES TR	75,655	$3.491M	1.4%	$45.49	—	CORE UNIVRSL USD	46434V613
VSS	VANGUARD INTL EQUITY INDEX F	2,982	$460K	0.2%	$115.46	—	FTSE SMCAP ETF	922042718
FSOL	FIDELITY SOLANA FD	20,713	$179K	0.1%	$13.07	—	BENEFICIAL INT	31641G104
HEDJ	WISDOMTREE TR	4,400	$251K	0.1%	$47.48	—	EUROPE HEDGED EQ	97717X701
DFIV	DIMENSIONAL ETF TRUST	16,314	$881K	0.4%	$36.75	—	INTERNATNAL VAL	25434V807
BA	BOEING CO	1,067	$231K	0.1%	$225.47	—	COM	097023105
MBB	ISHARES TR	34,314	$3.243M	1.3%	$93.45	—	MBS ETF	464288588
JNJ	JOHNSON & JOHNSON	888	$226K	0.1%	$227.87	—	COM	478160104
GD	GENERAL DYNAMICS CORP	729	$258K	0.1%	$313.76	—	COM	369550108
RTX	RTX CORPORATION	1,961	$372K	0.2%	$111.08	—	COM	75513E101
SPHY	SPDR SERIES TRUST	32,395	$759K	0.3%	$23.40	—	ST PORT HIGH ETF	78468R606