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Portfolio (Quarterly) Guide ↗

Sincerus Advisory, LLC

· CIK 0002050968
13F Portfolio $132M AUM 76 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 43 Added 17 Reduced 3 Exited
Page 1 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EFA ISHARES TR 101,703.0 $9.9M 7.49% +2K +2.5% $97.13 +7.3%
2 IWR ISHARES TR 79,854.0 $7.8M 5.88% +3K +4.0% $97.23 +8.0%
3 MUB ISHARES TR 52,415.0 $5.6M 4.22% +10K +22.9% $106.15 -0.1%
4 AGG ISHARES TR 48,870.0 $4.9M 3.68% +10K +27.1% $99.27 -0.9%
5 VIG VANGUARD SPECIALIZED FUNDS 21,335.0 $4.6M 3.48% +667.0 +3.2% $215.06 +7.4%
6 VEA VANGUARD TAX-MANAGED FDS 68,656.0 $4.4M 3.33% +2K +3.6% $64.08 +10.3%
7 ESGD ISHARES TR 35,918.0 $3.4M 2.60% +2K +6.3% $95.62 +7.5%
8 VTEB VANGUARD MUN BD FDS 63,574.0 $3.2M 2.40% +5K +8.2% $49.89 -0.1%
9 VO VANGUARD INDEX FDS 10,088.0 $2.9M 2.20% +286.0 +2.9% $287.18 -73.0%
10 RSP INVESCO EXCHANGE TRADED FD T 14,869.0 $2.9M 2.16% +946.0 +6.8% $191.92 +6.7%
11 HELO J P MORGAN EXCHANGE TRADED F 40,783.0 $2.6M 1.98% +4K +9.8% $63.91 +6.0%
12 SCZ ISHARES TR 30,167.0 $2.4M 1.79% +553.0 +1.9% $78.41 +8.5%
13 EMB ISHARES TR 25,022.0 $2.4M 1.78% +801.0 +3.3% $93.93 +1.1%
14 VSS VANGUARD INTL EQUITY INDEX F 14,613.0 $2.1M 1.61% +481.0 +3.4% $145.79 +8.9%
15 JNK SPDR SERIES TRUST 19,967.0 $1.9M 1.45% +303.0 +1.5% $95.72 +0.5%
16 AAPL APPLE INC Technology 7,235.0 $1.8M 1.39% +2K +34.0% $253.79 +20.2%
17 NULV NUSHARES ETF TR 37,876.0 $1.7M 1.31% +2K +4.8% $45.50 +10.5%
18 IGF ISHARES TR 25,109.0 $1.7M 1.27% +2K +10.8% $67.00 +0.7%
19 BND VANGUARD BD INDEX FDS 21,881.0 $1.6M 1.22% +4K +25.3% $73.64 -1.0%
20 IWF ISHARES TR 3,625.0 $1.5M 1.17% +613.0 +20.4% $426.41 -70.8%
Page 1 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 71.8%
Technology 20.1%
Communication Services 6.2%
Consumer Cyclical 1.2%
Real Estate 0.7%