Sunesis Advisors, LLC - Portfolio Stock Holdings

Sunesis Advisors, LLC disclosed 63 stock positions in a recent SEC 13F filing. $241,862,454 of stock holdings were filed, with the largest holdings including VTI, BRK.A, and AGG. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,484,583,109 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.