StockDriftsStockDriftsTop 50 Sincerus Advisory, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 15.47% | 30.5K | $22.8M | -0.62%(-191) | $581.31(+33.07%) | 2026-06-30 | |
| EFA | ISHARES TR | 7.3% | 103.5K | $10.8M | +1.81%(+1.84K) | $82.62(+31.38%) | 2026-06-30 | |
| IWR | ISHARES TR | 5.99% | 80.0K | $8.8M | +0.13%(+104) | $89.44(+26.75%) | 2026-06-30 | |
| MUB | ISHARES TR | 3.96% | 54.2K | $5.8M | +3.48%(+1.82K) | $106.90(-0.88%) | 2026-06-30 | |
| AGG | ISHARES TR | 3.77% | 56.1K | $5.6M | +14.77%(+7.22K) | $99.24(-1.83%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.39% | 70.1K | $5.0M | +2.15%(+1.47K) | $51.36(+42.09%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.38% | 21.1K | $5.0M | -1.32%(-281) | $199.45(+23.65%) | 2026-06-30 | |
| IWM | ISHARES TR | 3.33% | 16.3K | $4.9M | -1.19%(-197) | $220.90(+36.44%) | 2026-06-30 | |
| DOCN | DIGITALOCEAN HLDGS INC | 2.93% | 27.5K | $4.3M | -33.21%(-13.66K) | $37.23(+246.01%) | 2026-06-30 | |
| ESGD | ISHARES TR | 2.55% | 36.6K | $3.8M | +1.84%(+661) | $82.36(+30.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +31.27% |
| Top 20 Holdings Unweighted | — | — | — | — | +36.11% |
Sincerus Advisory, LLC reports $147.25M in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are SPY (15.5%), EFA (7.3%) and IWR (6.0%). The top 20 holdings account for 70.49% of reported assets. Its disclosed equity book has returned +31.27% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sincerus Advisory, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2050968). View Sincerus Advisory, LLC’s 13F filings on SEC