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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 3 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VANGUARD MUN BD FDS 8,857.0 $677K 0.46% +3K +55.3% $76.40
42 VOO VANGUARD INDEX FDS 985.0 $676K 0.46% +9.0 +0.9% $686.71 +3.0%
43 DFAS DIMENSIONAL ETF TRUST 7,742.0 $637K 0.43% -232.0 -2.9% $82.34 -0.3%
44 PFF ISHARES TR 20,630.0 $629K 0.43% -154.0 -0.7% $30.49 +0.2%
45 VGK VANGUARD INTL EQUITY INDEX F 6,978.0 $618K 0.42% +95.0 +1.4% $88.54 +3.9%
46 VTI VANGUARD INDEX FDS 1,664.0 $616K 0.42% $370.04 +2.5%
47 GII SPDR INDEX SHS FDS 7,590.0 $575K 0.39% +153.0 +2.1% $75.71 -2.3%
48 GOOGL ALPHABET INC Communication Services 1,514.0 $541K 0.37% +74.0 +5.1% $357.31 -3.0%
49 GOOG ALPHABET INC 1,494.0 $528K 0.36% -51.0 -3.3% $353.37
50 NACP TIDAL TRUST III 8,617.0 $524K 0.36% +206.0 +2.5% $60.80 -1.2%
51 DFAE DIMENSIONAL ETF TRUST 12,865.0 $517K 0.35% +902.0 +7.5% $40.21 -1.0%
52 AMZN AMAZON COM INC Consumer Cyclical 1,947.0 $464K 0.32% +21.0 +1.1% $238.34 +11.8%
53 JMST J P MORGAN EXCHANGE TRADED F 8,762.0 $447K 0.30% +132.0 +1.5% $51.00 -0.1%
54 JEPI J P MORGAN EXCHANGE TRADED F 7,875.0 $445K 0.30% $56.48 +2.3%
55 ITOT ISHARES TR 2,701.0 $444K 0.30% $164.28 +2.6%
56 RWO SPDR INDEX SHS FDS 8,561.0 $426K 0.29% +2K +33.3% $49.71 +0.3%
57 VTWO VANGUARD SCOTTSDALE FDS 3,302.0 $401K 0.27% $121.42 -1.5%
58 IAU ISHARES GOLD TR Financial Services 5,133.0 $388K 0.26% $75.51 +11.0%
59 AMD ADVANCED MICRO DEVICES INC Technology 617.0 $358K 0.24% NEW $580.91 -19.9%
60 MSFT MICROSOFT CORP Technology 918.0 $342K 0.23% +31.0 +3.5% $372.85 +37.7%
Page 3 of 5  ·  81 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%