Sunesis Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Chad Battison, Chief Compliance Officer, lists 23 individual securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the Vanguard Morningstar Total Stock Market ETF comprising the largest position. The fund holds 108,759,897 shares of this ETF, which is valued at approximately $290,615,000. The firm also holds significant positions in other broad-market ETFs, including the Vanguard Morningstar Value ETF (209,598 shares) and the Vanguard International Equity Index Fund FTSE All-World ex-US (462,956 shares).
Among individual equities, the largest holding is Abbott Laboratories, with 9,430,666 shares. The firm also holds positions in AbbVie Inc., Apple Inc., and Devon Energy Corp. All positions listed in the filing are reported as sole voting and dispositive power.
