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 | 15.13% | 30.4K | $23.2M | -0.37%(-112) | $581.31(+31.85%) | 2026-09-30 | |
| EFA | ISHARES TR | 7.53% | 111.1K | $11.5M | +7.29%(+7.55K) | $84.07(+22.37%) | 2026-09-30 | |
| IWR | ISHARES TR | 5.67% | 81.5K | $8.7M | +1.94%(+1.55K) | $89.80(+20.64%) | 2026-09-30 | |
| MUB | ISHARES TR | 4.07% | 61.7K | $6.2M | +13.81%(+7.49K) | $106.59(-3.99%) | 2026-09-30 | |
| AGG | ISHARES TR | 3.7% | 60.0K | $5.7M | +6.93%(+3.89K) | $99.08(-4.01%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.34% | 72.6K | $5.1M | +3.46%(+2.42K) | $52.02(+33.34%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.14% | 20.6K | $4.8M | -2.01%(-423) | $199.45(+20.85%) | 2026-09-30 | |
| IWM | ISHARES TR | 2.98% | 16.5K | $4.6M | +0.96%(+156) | $221.54(+22.45%) | 2026-09-30 | |
| ESGD | ISHARES TR | 2.5% | 37.1K | $3.8M | +1.50%(+547) | $82.67(+23.43%) | 2026-09-30 | |
| DOCN | DIGITALOCEAN HLDGS INC | 2.39% | 27.5K | $3.7M | +0.00%(+1) | $37.23(+169.57%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.33% |
| Top 20 Holdings Unweighted | — | — | — | — | +33.95% |
Sincerus Advisory LLC reports $153.27M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are SPY (15.1%), EFA (7.5%) and IWR (5.7%). The top 20 holdings account for 69.1% of reported assets. Its disclosed equity book has returned +29.33% cumulatively over 7 quarters. Figures reflect the Q3 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