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 $147.3M across 81 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($22.8M, 15.47%), EFA ($10.8M, 7.30%), IWR ($8.8M, 5.99%), MUB ($5.8M, 3.96%), AGG ($5.6M, 3.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $22.8M | 15.47% | 30,511 | Trimmed |
| 2 | EFA | ISHARES TR | $10.8M | 7.30% | 103,542 | Added |
| 3 | IWR | ISHARES TR | $8.8M | 5.99% | 79,958 | Added |
| 4 | MUB | ISHARES TR | $5.8M | 3.96% | 54,239 | Added |
| 5 | AGG | ISHARES TR | $5.6M | 3.77% | 56,089 | Added |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $5.0M | 3.39% | 70,129 | Added |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $5.0M | 3.38% | 21,054 | Trimmed |
| 8 | IWM | ISHARES TR | $4.9M | 3.33% | 16,302 | Trimmed |
| 9 | DOCN | DIGITALOCEAN HLDGS INC | $4.3M | 2.93% | 27,474 | Trimmed |
| 10 | ESGD | ISHARES TR | $3.8M | 2.55% | 36,579 | Added |
| 11 | VTEB | VANGUARD MUN BD FDS | $3.2M | 2.17% | 63,210 | Trimmed |
| 12 | VO | VANGUARD INDEX FDS | $3.1M | 2.14% | 39,076 | Added |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $3.1M | 2.12% | 14,703 | Trimmed |
| 14 | HELO | J P MORGAN EXCHANGE TRADED F | $3.0M | 2.07% | 45,099 | Added |
| 15 | EEM | ISHARES TR | $2.6M | 1.77% | 38,190 | Trimmed |
| 16 | EMB | ISHARES TR | $2.6M | 1.74% | 26,547 | Added |
| 17 | SCZ | ISHARES TR | $2.5M | 1.71% | 30,679 | Added |
| 18 | GLD | SPDR GOLD TR | $2.5M | 1.70% | 6,807 | Trimmed |
| 19 | VSS | VANGUARD INTL EQUITY INDEX F | $2.3M | 1.56% | 14,868 | Added |
| 20 | AAPL | APPLE INC | $2.1M | 1.44% | 7,329 | Added |
| 21 | VCIT | VANGUARD SCOTTSDALE FDS | $2.0M | 1.38% | 24,563 | Trimmed |
| 22 | JNK | SPDR SERIES TRUST | $1.9M | 1.31% | 19,978 | Added |
| 23 | NULV | NUSHARES ETF TR | $1.9M | 1.28% | 37,589 | Trimmed |
| 24 | IWF | ISHARES TR | $1.8M | 1.21% | 14,299 | Added |
| 25 | REZ | ISHARES TR | $1.8M | 1.21% | 18,764 | Added |
Source: SEC Form 13F filings · as of 2026-06-30