13F Filings History of Sincerus Advisory, LLC

Latest 13F report
Q4 2025 - 08 Jan 2026
Value $
$124,383,297
Signature - Title
Paul Mallory - Compliance Consultant
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Sincerus Advisory, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sincerus Advisory, LLC reported 74 stock holdings with total value $124,383,297 as of Q4 2025. Top holdings included SPY, EFA, IWR, MUB, and VIG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 74 $124,383,297 +$6,157,658 -$1,248,259 +$4,909,399 SPY, EFA, IWR, MUB, VIG 13F-HR 08 Jan 2026, 09:29
Q3 2025 70 $116,752,648 +$6,702,959 -$677,525 +$6,025,434 SPY, EFA, IWR, VIG, IWM 13F-HR 08 Oct 2025, 10:16
Q2 2025 66 $106,401,643 +$5,360,073 -$2,173,837 +$3,186,236 SPY, EFA, IWR, VIG, VEA 13F-HR 28 Jul 2025, 20:14
Q1 2025 63 $94,804,885 +$3,774,675 -$1,353,528 +$2,421,147 SPY, EFA, IWR, MUB, VIG 13F-HR 21 Apr 2025, 16:54
Q4 2024 63 $93,237,504 $0 $0 $0 SPY, EFA, IWR, VIG, IWM 13F-HR 04 Feb 2025, 20:53