Sincerus Advisory, LLC
CIK: 2050968SEC EDGAR →
Portfolio Value
$54.6B
Holdings
81
As of
Q2 2026
New Positions
76
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 56,089 | $5.6B | 10.17% |
| 2 | VANGUARD TAX-MANAGED FDS | 70,129 | $5.0B | 9.16% |
| 3 | VANGUARD MUN BD FDS | 63,210 | $3.2B | 5.86% |
| 4 | VANGUARD INDEX FDS | 39,076 | $3.1B | 5.77% |
| 5 | J P MORGAN EXCHANGE TRADED F | 45,099 | $3.0B | 5.59% |
| 6 | ISHARES TR | 38,190 | $2.6B | 4.79% |
| 7 | ISHARES TR | 26,547 | $2.6B | 4.69% |
| 8 | ISHARES TR | 30,679 | $2.5B | 4.63% |
| 9 | VANGUARD SCOTTSDALE FDS | 24,563 | $2.0B | 3.72% |
| 10 | SPDR SERIES TRUST | 19,978 | $1.9B | 3.53% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 62 | $53.1B | 97.4% |
| Unknown | 4 | $620.8M | 1.1% |
| Technology | 8 | $517.1M | 0.9% |
| Real Estate | 1 | $276.5M | 0.5% |
| Communication Services | 4 | $2.6M | 0.0% |
| Consumer Cyclical | 2 | $675K | 0.0% |