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Sunesis Advisors, LLC
Family Office
Sunesis Advisors, LLC is a Family Office based in Overland Park, KS led by Chad Richard Battison, reporting $1.2B in AUM as of Q3 2025 with 85% ETF concentration, 80% concentrated in top 10 holdings, and 41% allocation to VTI.
Managing PartnerChad Richard Battison
- Portfolio Value
- $214.1M
- Positions
- 51
- Top Holding
- VTI at 41.49%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Sunesis Advisors, LLC's portfolio (80.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $88.8M | 41.49% | +$1.9M Bought | — 270.7K shares | |
Insurance - Diversified Financial Services | $16.6M | 7.75% | — | 0.00% 22.0 shares | |
ETF ETF | $16.5M | 7.70% | +$1.5M Bought | — 164.4K shares | |
ETF ETF | $14.7M | 6.87% | +$4.9M Bought | — 245.5K shares | |
ETF ETF | $10.5M | 4.88% | -$6.0K Sold | — 142.3K shares | |
ETF ETF | $6.5M | 3.03% | -$261.0K Sold | — 82.9K shares | |
ETF ETF | $6.5M | 3.02% | -$261.4K Sold | — 81.9K shares | |
ETF ETF | $4.4M | 2.05% | -$171.2K Sold | — 6.6K shares | |
ETF ETF | $3.9M | 1.81% | -$172.8K Sold | — 40.7K shares | |
Asset Management Financial Services | $3.7M | 1.71% | -$2.1M Sold | 0.93% 299.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Sunesis Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-36.67% | |
-22.67% | |
-14.28% | |
-10.93% | |
-4.27% |
Analytics
Portfolio insights and performance metrics for Sunesis Advisors, LLC
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