Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sincerus Advisory, LLC (CIK 2050968) reported $131.9M across 76 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($20.0M, 15.13%), EFA ($9.9M, 7.49%), IWR ($7.8M, 5.88%), MUB ($5.6M, 4.22%), AGG ($4.9M, 3.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $20.0M | 15.13% | 30,702 | Added |
| 2 | EFA | ISHARES TR | $9.9M | 7.49% | 101,703 | Added |
| 3 | IWR | ISHARES TR | $7.8M | 5.88% | 79,854 | Added |
| 4 | MUB | ISHARES TR | $5.6M | 4.22% | 52,415 | Added |
| 5 | AGG | ISHARES TR | $4.9M | 3.68% | 48,870 | Added |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $4.6M | 3.48% | 21,335 | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $4.4M | 3.33% | 68,656 | Added |
| 8 | IWM | ISHARES TR | $4.1M | 3.10% | 16,499 | Trimmed |
| 9 | DOCN | DIGITALOCEAN HLDGS INC | $3.5M | 2.67% | 41,136 | Hold |
| 10 | ESGD | ISHARES TR | $3.4M | 2.60% | 35,918 | Added |
| 11 | VTEB | VANGUARD MUN BD FDS | $3.2M | 2.40% | 63,574 | Added |
| 12 | GLD | SPDR GOLD TR | $3.0M | 2.30% | 7,039 | Trimmed |
| 13 | VO | VANGUARD INDEX FDS | $2.9M | 2.20% | 10,088 | Added |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $2.9M | 2.16% | 14,869 | Added |
| 15 | HELO | J P MORGAN EXCHANGE TRADED F | $2.6M | 1.98% | 40,783 | Added |
| 16 | SCZ | ISHARES TR | $2.4M | 1.79% | 30,167 | Added |
| 17 | EMB | ISHARES TR | $2.4M | 1.78% | 25,022 | Added |
| 18 | EEM | ISHARES TR | $2.2M | 1.68% | 38,943 | Trimmed |
| 19 | VSS | VANGUARD INTL EQUITY INDEX F | $2.1M | 1.61% | 14,613 | Added |
| 20 | VCIT | VANGUARD SCOTTSDALE FDS | $2.0M | 1.55% | 24,673 | Added |
| 21 | JNK | SPDR SERIES TRUST | $1.9M | 1.45% | 19,967 | Added |
| 22 | AAPL | APPLE INC | $1.8M | 1.39% | 7,235 | Added |
| 23 | NULV | NUSHARES ETF TR | $1.7M | 1.31% | 37,876 | Added |
| 24 | IGF | ISHARES TR | $1.7M | 1.28% | 25,109 | Added |
| 25 | BND | VANGUARD BD INDEX FDS | $1.6M | 1.22% | 21,881 | Added |
Source: SEC Form 13F filings · as of 2026-03-31