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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 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 30,702.0 $20.0M 15.13% $650.33 +14.2%
2 EFA ISHARES TR 101,703.0 $9.9M 7.49% +2K +2.5% $97.13 +7.3%
3 IWR ISHARES TR 79,854.0 $7.8M 5.88% +3K +4.0% $97.23 +8.0%
4 MUB ISHARES TR 52,415.0 $5.6M 4.22% +10K +22.9% $106.15 -0.1%
5 AGG ISHARES TR 48,870.0 $4.9M 3.68% +10K +27.1% $99.27 -0.9%
6 VIG VANGUARD SPECIALIZED FUNDS 21,335.0 $4.6M 3.48% +667.0 +3.2% $215.06 +7.4%
7 VEA VANGUARD TAX-MANAGED FDS 68,656.0 $4.4M 3.33% +2K +3.6% $64.08 +10.3%
8 IWM ISHARES TR 16,499.0 $4.1M 3.10% -280.0 -1.7% $248.00 +13.9%
9 DOCN DIGITALOCEAN HLDGS INC Technology 41,136.0 $3.5M 2.67% $85.78 +84.6%
10 ESGD ISHARES TR 35,918.0 $3.4M 2.60% +2K +6.3% $95.62 +7.5%
11 VTEB VANGUARD MUN BD FDS 63,574.0 $3.2M 2.40% +5K +8.2% $49.89 -0.1%
12 GLD SPDR GOLD TR Financial Services 7,039.0 $3.0M 2.30% -58.0 -0.8% $430.29 -3.1%
13 VO VANGUARD INDEX FDS 10,088.0 $2.9M 2.20% +286.0 +2.9% $287.18 -73.0%
14 RSP INVESCO EXCHANGE TRADED FD T 14,869.0 $2.9M 2.16% +946.0 +6.8% $191.92 +6.7%
15 HELO J P MORGAN EXCHANGE TRADED F 40,783.0 $2.6M 1.98% +4K +9.8% $63.91 +6.0%
16 SCZ ISHARES TR 30,167.0 $2.4M 1.79% +553.0 +1.9% $78.41 +8.5%
17 EMB ISHARES TR 25,022.0 $2.4M 1.78% +801.0 +3.3% $93.93 +1.1%
18 EEM ISHARES TR 38,943.0 $2.2M 1.68% -1K -3.1% $56.79 +16.3%
19 VSS VANGUARD INTL EQUITY INDEX F 14,613.0 $2.1M 1.61% +481.0 +3.4% $145.79 +8.9%
20 VCIT VANGUARD SCOTTSDALE FDS 24,673.0 $2.0M 1.55% $82.75 -0.7%
Page 1 of 4  ·  76 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%