Sincerus Advisory, LLC

All 13F Filings

Location
New York, NY
Most recent 13F
Q1 2026
Holdings value ($000)
131,937
Description
Website
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
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 11.09 K 8.4% 0 60.34 K -60.34 K
ETFs 120.8 K 91.6% 70.22 K 0 70.22 K
Other 0 0.0% 0 2.332 K -2.332 K
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Fund Snapshot

Q1 2026
Latest filed
4/6/2026
Total value ($000)
131,937
Holdings
76
QoQ value change ($000)
7,554 (6.1%)
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.