Sign In
test

Chad Battison

Sunesis Advisors, Llc

Assets Managed
$221.269M
Holdings
59
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
0.2%(2Q avg: 1.68%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Sunesis Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 59 positions.

Assets under management

The assets under management (AUM) of Sunesis Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 221.269M in assets, with a quarterly growth rate of 0.2% and a 2-quarter average growth rate of 1.68%. The portfolio is managed by Chad Battison, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.39%
38.67%
$85.548M
266,662 shares@ $320.82 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 12.18%
9.2%
$20.346M
204,954 shares@ $99.28 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
Increased 22.73%
8.77%
$19.39M
27 shares@ $718140.0 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.57%
6.98%
$15.434M
240,861 shares@ $64.09 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased -0.64%
4.93%
$10.905M
141,415 shares@ $77.12 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Decreased -9.59%
2.71%
$5.987M
76,357 shares@ $78.41 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Decreased -9.5%
2.7%
$5.973M
77,395 shares@ $77.19 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.3%
1.93%
$4.251M
6,537 shares@ $650.35 avg price
BUSE
First Busey Corp
Recent Activity
1.8%
$3.964M
156,862 shares@ $25.28 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 2.02%
1.72%
$3.79M
51,471 shares@ $73.64 avg price

1-10 of 59