Sincerus Advisory, LLC: 13F holdings
CIK 20509682026Q2
| Positions | 81 |
|---|---|
| Reported value | $147.3m |
| Filed | 2026-07-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 30,511 | $22.8m | 15.5% |
| EFA ISHARES TR | 103,542 | $10.8m | 7.3% |
| IWR ISHARES TR | 79,958 | $8.8m | 6.0% |
| MUB ISHARES TR | 54,239 | $5.8m | 4.0% |
| AGG ISHARES TR | 56,089 | $5.6m | 3.8% |
| VEA VANGUARD TAX-MANAGED FDS | 70,129 | $5.0m | 3.4% |
| VIG VANGUARD SPECIALIZED FUNDS | 21,054 | $5.0m | 3.4% |
| IWM ISHARES TR | 16,302 | $4.9m | 3.3% |
| DOCN DIGITALOCEAN HLDGS INC | 27,474 | $4.3m | 2.9% |
| EFA ISHARES TR | 36,579 | $3.8m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2050968")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.