Sunesis Advisors, LLC

Portfolio Overview

Sunesis Advisors reports a $27.00 million 13F portfolio as of 2025-09-30, up 8.0% from $25.00M on 2025-03-31. The filing lists 18 holdings. The portfolio combines a large core of ETFs (roughly $19.33M, or ~71.6% of assets) with a small number of concentrated single-name and specialty positions (notably Palmer Square Capital BDC and NVIDIA). Top-3 holdings (SPY, Palmer Square BDC, IUSB) account for ~42.0% of the portfolio; the top-6 holdings represent ~67.9%. That structure p...