Sincerus Advisory, LLC - Portfolio overview

Sincerus Advisory, LLC has 79 reported holdings in this dataset, with the latest filing dated 2026-04-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P 500 ETF TR, 15.05%
2. EFA - ISHARES TR, 7.45%
3. IWR - ISHARES TR, 5.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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