Sunesis Advisors, LLC
โขCIK: 1748269โขFiling: Q4 2025
**Sunesis Advisors, LLC** manages $221M across a diversified portfolio of 53 positions. The fund exhibits a significant allocation to US equities, led by VTI at $89.1M, complemented by fixed income exposure in AGG ($18.2M) and BND ($3.7M). Notable diversification is evident with substantial holdings in international and value segments, including VEA ($14.8M) and VXUS ($10.7M). The top ten holdings alone account for over $180M, signaling a core focus on established, large-cap market leaders.
Total AUM
$220.8M
QoQ Performance
+3.2%
Positions
38
Top 10 Concentration
79.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
AGG
BRK/A
VEA
VTI40.3%
AGG8.3%
BRK/A7.5%
VEA6.7%
VXUS4.9%
BIV3.0%
BSV3.0%
SPY2.0%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other86.0%
Financial8.4%
ETF2.9%
Technology2.0%
Healthcare0.3%
Industrial0.3%
Energy0.2%
Changes from Q3 2025
NEW4 new positions
โ9 increased
โ8 decreased
Historical Filings
Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023