Back to Sunesis Advisors, LLC
Q3 2026 13F filing
Updated 10 days ago23 disclosed positions worth $192.6M
Portfolio value
$192.6M
Total holdings
23
New positions
10
Closed positions
48
Increased
8
Decreased
1
Turnover
252.2%
Filed
2026-10-26
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $108.8M | 290.6K | 56.47% | Added(+10.4%) |
| 2 | A APPLE INC | $21.2M | 63.8K | 11.03% | Added(+2104.8%) |
| 3 | E ISHARES TR | $20.1M | 212.2K | 10.42% | Added(+5.4%) |
| 4 | V VANGUARD STAR FDS | $12.2M | 143.4K | 6.33% | Added(+0.8%) |
| 5 | V VANGUARD BD INDEX FDS | $5.9M | 76.8K | 3.05% | Added(+0.5%) |
| 6 | V VANGUARD BD INDEX FDS | $5.7M | 77.9K | 2.95% | Added(+0.6%) |
| 7 | V VANGUARD BD INDEX FDS | $4.2M | 60.4K | 2.20% | Added(+15.6%) |
| 8 | E ISHARES TR | $3.1M | 34.4K | 1.60% | Added(+0.4%) |
| 9 | S SPDR SERIES TRUST | $2.6M | 43.1K | 1.37% | Unchanged |
| 10 | A ABBVIE INC | $2.4M | 9.2K | 1.24% | — |
| 11 | S SPDR SERIES TRUST | $1.5M | 12.2K | 0.78% | Unchanged |
| 12 | A ABBOTT LABORATORIES | $932K | 9.4K | 0.48% | — |
| 13 | D DEVON ENERGY CORP NEW | $874K | 19.0K | 0.45% | — |
| 14 | V VANGUARD INTL EQUITY INDEX F | $463K | 3.0K | 0.24% | Unchanged |
| 15 | S SCHWAB STRATEGIC TR | $463K | 12.7K | 0.24% | Unchanged |
| 16 | A ARCH CAP GROUP LTD | $418K | 4.5K | 0.22% | — |
| 17 | A AGILENT TECHNOLOGIES INC | $390K | 2.3K | 0.20% | — |
| 18 | A ADOBE INC | $280K | 1.2K | 0.15% | — |
| 19 | T THOR INDS INC | $258K | 3.7K | 0.13% | — |
| 20 | S SKYWORKS SOLUTIONS INC | $243K | 2.8K | 0.13% | — |
| 21 | E EBAY INC. | $214K | 2.0K | 0.11% | — |
| 22 | E EQT CORP | $211K | 4.3K | 0.11% | — |
| 23 | V VANGUARD INDEX FDS | $210K | 970 | 0.11% | Trimmed(-1.9%) |