Sincerus Advisory, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 153,266
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 87 | 153,266 | 13F-HR | Sincerus Advisory, LLC |
| Q2 2026 | 7/6/2026 | 81 | 147,254 | 13F-HR | Sincerus Advisory, LLC |
| Q1 2026 | 4/6/2026 | 76 | 131,937 | 13F-HR | Sincerus Advisory, LLC |
| Q4 2025 | 1/8/2026 | 74 | 124,383 | 13F-HR | Sincerus Advisory, LLC |
| Q3 2025 | 10/8/2025 | 70 | 116,753 | 13F-HR | Sincerus Advisory, LLC |
| Q2 2025 | 7/29/2025 | 66 | 106,402 | 13F-HR | Sincerus Advisory, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.82 K | 9.7% | 1.08 K | 0 | 1.08 K |
| ETFs | 138.4 K | 90.3% | 4.93 K | 0 | 4.93 K |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
153,266
Holdings
87
QoQ value change ($000)
6,012
(4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.