Sincerus Advisory, LLC Portfolio Holdings

Sincerus Advisory, LLC

  • $119 Million
  • Q4 2025

Sincerus Advisory, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $119 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $20.4M, Ishares Tr Msci Eafe ETF with a value of $9.45M, Ishares Russell Mid Cap ETF with a value of $7.27M, Ishares National Muni Bond ETF with a value of $4.56M, and Vanguard Ftse Developed Market with a value of $4.06M.

Examining the 13F form we can see an decrease of $117B in the current position value, from $117B to 119M.

Sincerus Advisory, LLC is based out at New York, NY

Below you can find more details about Sincerus Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $119 Million
ETFs: $112 Million
Technology: $5.09 Million
Communication Services: $1.9 Million
Consumer Cyclical: $410,000
Real Estate: $237,000
Financial Services: $41,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.51B
$424,000 0.36% of portfolio
14,766
Q4 2025 Reduced 11.93%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $119 Million
  • Prior Value $117 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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