Sincerus Advisory, LLC
CIK: 2050968SEC EDGAR →
Portfolio Value
$73.5B
Holdings
76
As of
Q1 2026
New Positions
76
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 101,703 | $9.9B | 13.44% |
| 2 | ISHARES TR | 79,854 | $7.8B | 10.56% |
| 3 | ISHARES TR | 48,870 | $4.9B | 6.60% |
| 4 | VANGUARD TAX-MANAGED FDS | 68,656 | $4.4B | 5.98% |
| 5 | DIGITALOCEAN HLDGS INC | 41,136 | $3.5B | 4.80% |
| 6 | ISHARES TR | 35,918 | $3.4B | 4.67% |
| 7 | VANGUARD MUN BD FDS | 63,574 | $3.2B | 4.31% |
| 8 | J P MORGAN EXCHANGE TRADED F | 40,783 | $2.6B | 3.55% |
| 9 | ISHARES TR | 30,167 | $2.4B | 3.22% |
| 10 | ISHARES TR | 25,022 | $2.4B | 3.20% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $68.0B | 92.5% |
| Technology | 7 | $4.1B | 5.6% |
| Unknown | 5 | $1.1B | 1.5% |
| Real Estate | 1 | $240.9M | 0.3% |
| Communication Services | 3 | $2.2M | 0.0% |
| Consumer Cyclical | 1 | $401K | 0.0% |