AI Analysis · Q1 2026 · Q1 2026
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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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