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Portfolio (Quarterly) Guide ↗

Sincerus Advisory, LLC

· CIK 0002050968
13F Portfolio $124M AUM 75 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 74 New
Page 3 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFAS DIMENSIONAL ETF TRUST 8,356.0 $582K 0.47% NEW $69.67 +10.3%
42 VTI VANGUARD INDEX FDS 1,672.0 $561K 0.45% NEW $335.30 +8.9%
43 GOOG ALPHABET INC Communication Services 1,740.0 $546K 0.44% NEW $313.88 +22.2%
44 GII SPDR INDEX SHS FDS 7,537.0 $526K 0.42% NEW $69.77 +9.8%
45 BRZE BRAZE INC Technology 14,766.0 $506K 0.41% NEW $34.29 -31.7%
46 JEPI J P MORGAN EXCHANGE TRADED F 8,627.0 $494K 0.40% NEW $57.24 -2.0%
47 JMST J P MORGAN EXCHANGE TRADED F 8,526.0 $434K 0.35% NEW $50.94 -0.2%
48 IAU ISHARES GOLD TR Financial Services 5,184.0 $421K 0.34% NEW $81.17 +5.2%
49 AMZN AMAZON COM INC Consumer Cyclical 1,749.0 $404K 0.33% NEW $230.82 +16.3%
50 ITOT ISHARES TR 2,698.0 $401K 0.32% NEW $148.71 +9.0%
51 MSFT MICROSOFT CORP Technology 826.0 $400K 0.32% NEW $483.69 -13.4%
52 GOOGL ALPHABET INC Communication Services 1,231.0 $385K 0.31% NEW $313.06 +23.8%
53 DFAE DIMENSIONAL ETF TRUST 11,736.0 $382K 0.31% NEW $32.57 +19.8%
54 NACP TIDAL TRUST III 7,613.0 $375K 0.30% NEW $49.27 +16.3%
55 DTEC ALPS ETF TR 7,213.0 $350K 0.28% NEW $48.58 -1.2%
56 VOO VANGUARD INDEX FDS 531.0 $333K 0.27% NEW $627.06 +8.9%
57 VTWO VANGUARD SCOTTSDALE FDS 3,150.0 $314K 0.25% NEW $99.53 +14.7%
58 RWO SPDR INDEX SHS FDS 6,026.0 $271K 0.22% NEW $45.02 +10.0%
59 VSGX VANGUARD WORLD FD 3,772.0 $270K 0.22% NEW $71.63 +12.0%
60 VWOB VANGUARD WHITEHALL FDS 3,960.0 $267K 0.21% NEW $67.42 -1.8%
Page 3 of 4  ·  74 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 76.2%
Technology 15.7%
Communication Services 6.2%
Consumer Cyclical 1.2%
Real Estate 0.7%