Sincerus Advisory, LLC - Portfolio Stock Holdings
Sincerus Advisory, LLC disclosed 82 stock positions in a recent SEC 13F filing. $147,255,349 of stock holdings were filed, with the largest holdings including SPY, EFA, and IWR. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $221,968,163 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
82Est. Stock Holding Value:
$147,255,349Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Sincerus Advisory, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...