Sincerus Advisory, LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 131,937
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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.