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Portfolio (Quarterly) Guide ↗

Sincerus Advisory, LLC

· CIK 0002050968
13F Portfolio $147M AUM 81 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 41 Added 22 Reduced 1 Exited
Page 1 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EFA ISHARES TR 103,542.0 $10.8M 7.30% +2K +1.8% $103.88 +3.7%
2 MUB ISHARES TR 54,239.0 $5.8M 3.96% +2K +3.5% $107.62 -2.2%
3 AGG ISHARES TR 56,089.0 $5.6M 3.77% +7K +14.8% $98.98 -1.5%
4 VEA VANGUARD TAX-MANAGED FDS 70,129.0 $5.0M 3.39% +1K +2.1% $71.25 +2.5%
5 ESGD ISHARES TR 36,579.0 $3.8M 2.55% +661.0 +1.8% $102.81 +3.7%
6 VO VANGUARD INDEX FDS 39,076.0 $3.1M 2.14% +29K +287.4% $80.57 +2.4%
7 HELO J P MORGAN EXCHANGE TRADED F 45,099.0 $3.0M 2.07% +4K +10.6% $67.58 +3.1%
8 EMB ISHARES TR 26,547.0 $2.6M 1.74% +2K +6.1% $96.44 -1.6%
9 SCZ ISHARES TR 30,679.0 $2.5M 1.71% +512.0 +1.7% $82.27 +5.7%
10 VSS VANGUARD INTL EQUITY INDEX F 14,868.0 $2.3M 1.56% +255.0 +1.8% $154.29 +4.1%
11 AAPL APPLE INC Technology 7,329.0 $2.1M 1.44% +94.0 +1.3% $289.34 +10.5%
12 REZ ISHARES TR 18,764.0 $1.8M 1.21% +384.0 +2.1% $94.69 -0.1%
13 IWF ISHARES TR 14,299.0 $1.8M 1.21% +11K +294.5% $124.17 -1.1%
14 IGF ISHARES TR 26,108.0 $1.7M 1.18% +999.0 +4.0% $66.60 -2.5%
15 VNQI VANGUARD INTL EQUITY INDEX F 33,153.0 $1.5M 1.01% +993.0 +3.1% $44.85 +0.9%
16 QQQ INVESCO QQQ TR Financial Services 2,002.0 $1.5M 1.00% +25.0 +1.3% $736.26 -2.7%
17 JUST GOLDMAN SACHS ETF TR 12,981.0 $1.4M 0.94% +100.0 +0.8% $106.69 +3.7%
18 VNQ VANGUARD INDEX FDS 13,755.0 $1.3M 0.90% +161.0 +1.2% $96.43 +0.8%
19 META META PLATFORMS INC Communication Services 2,314.0 $1.3M 0.89% +37.0 +1.6% $563.30 +2.6%
20 SGOV ISHARES TR 8,464.0 $852K 0.58% +2K +39.4% $100.67 +0.0%
Page 1 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 70.3%
Technology 21.9%
Communication Services 5.4%
Consumer Cyclical 1.7%
Real Estate 0.7%