Sincerus Advisory LLC Q2 2026 Portfolio Activity Report
This report details observable purchases and sales by Sincerus Advisory, Llc during the second quarter of 2026 based on disclosed holdings data.
As reported for the period ending June 30, 2026, Sincerus Advisory, Llc's portfolio saw activity across various sectors. The firm managed a substantial total value of $146,577,749 during this quarter.
The most significant change observed was the initiation of new positions or notable increases in existing ones. Notably, Sincerus Advisory added shares to VO (Vanguard Index Funds) and IWF (iShares Core Small-Cap ETF), representing substantial purchases. The firm also increased its stake in established holdings like EFA and MUB, although these were already part of the top holdings list.
In terms of sector allocation, Technology remains a strong focus for Sincerus Advisory. The total value invested in this sector stood at $8,542,565, accounting for 5.83% of the portfolio. This was highlighted by their investment in DOCN (DigitalOcean Holdings Inc) during Q1, which saw a significant reduction or exit from its position.
The firm also demonstrated buying activity in other sectors. For instance, BND (Vanguard Total Bond Market Index Fund) experienced an increase of 5.03% from the previous quarter.
Conversely, Sincerus Advisory disposed of some positions during this period. The sale or reduction of BND, a prominent Fixed Income holding, was particularly noteworthy given the 5.03% increase in its share count last quarter. Additionally, they sold their position in RWO (SPDR Index Small-Cap ETF Shares) entirely.
In summary, Sincerus Advisory's portfolio during Q2 2026 reflected a mix of new additions and adjustments to existing holdings. Their focus on Technology appears consistent despite the exit from DigitalOcean, while they also showed interest in Fixed Income through other vehicles like BND.