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SINCERUS ADVISORY, LLC
SINCERUS ADVISORY, LLC
Latest filing: 2026-06-30
SINCERUS ADVISORY, LLC runs SINCERUS ADVISORY, LLC and currently holds 81 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $147.25M. Their top holdings are SPY, EFA, IWR, MUB, AGG. The top five represent 36.5% of reported portfolio weight. SINCERUS ADVISORY, LLC ranks #908 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SINCERUS ADVISORY, LLC initiated 4 new positions. They added to 50 existing positions. They trimmed 23 positions. Their current best-performing preview position is DOCN with returns of +83.06%.
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81 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPY STATE STR SPDR S&P 500 ETF T | 15.47% | $587.77 | $765.62 | +30.26% | Trimmed -0.62% |
 EFA ISHARES TR | 7.30% | $80.32 | $108.26 | +34.78% | Added +1.81% |
 IWR ISHARES TR | 5.99% | $89.70 | $113.43 | +26.45% | Added +0.13% |
 MUB ISHARES TR | 3.96% | $106.47 | $105.35 | -1.05% | Added +3.48% |
 AGG ISHARES TR | 3.77% | $98.06 | $97.36 | -0.71% | Added +14.77% |
 VEA VANGUARD TAX-MANAGED FDS | 3.39% | $49.23 | $73.43 | +49.16% | Added +2.15% |
 VIG VANGUARD SPECIALIZED FUNDS | 3.38% | $199.12 | $243.85 | +22.46% | Trimmed -1.32% |
 IWM ISHARES TR | 3.33% | $222.05 | $299.93 | +35.07% | Trimmed -1.19% |
 DOCN DIGITALOCEAN HLDGS INC | 2.93% | $34.07 | $115.60 | +239.30% | Trimmed -33.21% |
 ESGD ISHARES TR | 2.55% | $79.64 | $107.31 | +34.74% | Added +1.84% |
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