account_balance
Investment manager · 13F filer · SEC CIK 2050968
Sincerus Advisory, LLC
Reported value$153Mas of Sep 30, 2026
Positions87 6 new, 0 sold out
Top 10 weight50.5%SPY alone is 15%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
15.1%
EFAiShares Tr
7.5%Added +7%
IWRiShares Tr
5.7%
MUBiShares Tr
4.1%Added +14%
AGGiShares Tr
3.7%Added +7%
VEAVanguard Tax-Managed FDS
3.3%Added +3%
VIGVanguard Specialized Funds
3.1%Trimmed −2%
IWMiShares Tr
3.0%
ESGDiShares Tr
2.5%
DOCNDigitalOcean Holdings, Inc.
2.4%
HELOJ P Morgan Exchange Traded F
2.3%Added +14%
RSPInvesco Exchange Traded Fd T
2.2%
SPYSPDR S&P 500 ETF Trust
15.1%
EFAiShares Tr
7.5%
IWRiShares Tr
5.7%
MUBiShares Tr
4.1%
AGGiShares Tr
3.7%+7%
VEAVanguard Tax-Managed FDS
3.3%
VIGVanguard Specialized Funds
3.1%
IWMiShares Tr
3.0%
ESGD2.5%
DOCNHELO2.3%
RSP2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 15.1% Held
EFA iShares Tr 7.5% Added +7%
IWR iShares Tr 5.7% Held
MUB iShares Tr 4.1% Added +14%
AGG iShares Tr 3.7% Added +7%
VEA Vanguard Tax-Managed FDS 3.3% Added +3%
VIG Vanguard Specialized Funds 3.1% Trimmed −2%
IWM iShares Tr 3.0% Held
ESGD iShares Tr 2.5% Held
DOCN DigitalOcean Holdings, Inc. 2.4% HeldHELO J P Morgan Exchange Traded F 2.3% Added +14%
RSP Invesco Exchange Traded Fd T 2.2% Added +12%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- VTEC $791K
- HYG $619K
- BOND $248K
- XLE $227K
arrow_upwardAdded
- RWO +100%
- BND +89%
- JMUB +64%
- MSFT +22%
arrow_downwardTrimmed
- SGOV −28%
- VNQI −24%
- VTEB −20%
- JNK −16%
remove_circleSold out
None
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