Arkolith/Funds/Sincerus Advisory, LLC

Sincerus Advisory, LLC

CIK 2050968
Holdings as of Jun 30, 2026·disclosed Jul 6, 2026·~6-day 13F lag·13F-HR
Active Filer

Sincerus Advisory, LLC holds a focused book of 81 stocks worth $147.3M as of Q2 2026 (disclosed Jul 6, 2026, a ~45-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 15% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
6
new positions
Added to
48
existing
Trimmed
23
reduced
Sold out
1
exited

Concentration

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
52%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

10% mapped to company sectors

ETF / fund or unclassified
90%
Information Technology
7%
Financials
2%
Consumer Discretionary
0%
Real Estate
0%
Industrials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

81 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$22.8M30.5K
15.5%
−0.6%
Reduced · −191 sh
2Ishares TR
MSCI EAFE ETF
$10.8M103.5K
7.3%
+1.8%
Added · +2K sh
3Ishares TR
RUS MID CAP ETF
$8.8M80.0K
6.0%
+0.1%
Added · +104 sh
4Ishares TR
NATIONAL MUN ETF
$5.8M54.2K
4.0%
+3.5%
Added · +2K sh
5Ishares TR
CORE US AGGBD ET
$5.6M56.1K
3.8%
+15%
Added · +7K sh
6Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$5.0M70.1K
3.4%
+2.1%
Added · +1K sh
7Vanguard Specialized Funds
DIV APP ETF
$5.0M21.1K
3.4%
−1.3%
Reduced · −281 sh
8Ishares TR
RUSSELL 2000 ETF
$4.9M16.3K
3.3%
−1.2%
Reduced · −197 sh
9Digitalocean Hldgs Inc
COM
$4.3M27.5K
2.9%
−33%
Reduced · −14K sh
10Ishares TR
ESG AW MSCI EAFE
$3.8M36.6K
2.6%
+1.8%
Added · +661 sh
11Vanguard Mun BD FDS
TAX EXEMPT BD
$3.2M63.2K
2.2%
−0.6%
Reduced · −364 sh
12Vanguard Index FDS
MID CAP ETF
$3.1M39.1K
2.1%
+287%
Added · +29K sh
13Invesco Exchange Traded FD T
S&P500 EQL WGT
$3.1M14.7K
2.1%
−1.1%
Reduced · −166 sh
14J P Morgan Exchange Traded F
HEDG EQU LAD ETF
$3.0M45.1K
2.1%
+11%
Added · +4K sh
15Ishares TR
MSCI EMG MKT ETF
$2.6M38.2K
1.8%
−1.9%
Reduced · −753 sh
16Ishares TR
JPMORGAN USD EMG
$2.6M26.5K
1.7%
+6.1%
Added · +2K sh
17Ishares TR
EAFE SML CP ETF
$2.5M30.7K
1.7%
+1.7%
Added · +512 sh
18SPDR Gold TR
GOLD SHS
$2.5M6.8K
1.7%
−3.3%
Reduced · −232 sh
19Vanguard Intl Equity Index F
FTSE SMCAP ETF
$2.3M14.9K
1.6%
+1.7%
Added · +255 sh
20Apple Inc
COM
$2.1M7.3K
1.4%
+1.3%
Added · +94 sh
21Vanguard Scottsdale FDS
INT-TERM CORP
$2.0M24.6K
1.4%
−0.4%
Reduced · −110 sh
22SPDR Series Trust
ST BLOO HIGH ETF
$1.9M20.0K
1.3%
+0.1%
Added · +11 sh
23Nushares ETF TR
NUVEEN ESG LRGVL
$1.9M37.6K
1.3%
−0.8%
Reduced · −287 sh
24Ishares TR
RESIDENTIAL MULT
$1.8M18.8K
1.2%
+2.1%
Added · +384 sh
25Ishares TR
RUS 1000 GRW ETF
$1.8M14.3K
1.2%
+294%
Added · +11K sh
26Ishares TR
GLB INFRASTR ETF
$1.7M26.1K
1.2%
+4.0%
Added · +999 sh
27Vanguard BD Index FDS
TOTAL BND MRKT
$1.5M20.8K
1.0%
−5.0%
Reduced · −1K sh
28Vanguard Intl Equity Index F
GLB EX US ETF
$1.5M33.2K
1.0%
+3.1%
Added · +993 sh
29Invesco QQQ TR
UNIT SER 1
$1.5M2.0K
1.0%
+1.3%
Added · +25 sh
30Dimensional ETF Trust
US CORE EQT MKT
$1.5M28.1K
1.0%
−5.2%
Reduced · −2K sh
31Wisdomtree TR
EMER MKT HIGH FD
$1.4M26.1K
1.0%
−1.1%
Reduced · −279 sh
32Goldman Sachs ETF TR
JUST US LRG CP
$1.4M13.0K
0.9%
+0.8%
Added · +100 sh
33Vanguard Index FDS
REAL ESTATE ETF
$1.3M13.8K
0.9%
+1.2%
Added · +161 sh
34Meta Platforms Inc
CL A
$1.3M2.3K
0.9%
+1.6%
Added · +37 sh
35Ishares TR
CORE S&P500 ETF
$1.3M1.7K
0.9%
−3.1%
Reduced · −54 sh
36Ishares TR
IBOXX INV CP ETF
$920K8.4K
0.6%
−3.3%
Reduced · −288 sh
37Vanguard Intl Equity Index F
FTSE PACIFIC ETF
$879K7.6K
0.6%
Held
38Ishares TR
0-3 MTH TREASURY
$852K8.5K
0.6%
+39%
Added · +2K sh
39Nvidia Corporation
COM
$819K4.1K
0.6%
+4.3%
Added · +168 sh
40Dimensional ETF Trust
US EQUI MARK ETF
$731K8.9K
0.5%
−3.7%
Reduced · −340 sh
41Vanguard Mun BD FDS
CORE TAX EXEMPT
$677K8.9K
0.5%
+55%
Added · +3K sh
42Vanguard Index FDS
S&P 500 ETF SHS
$676K985
0.5%
+0.9%
Added · +9 sh
43Dimensional ETF Trust
US SMALL CAP ETF
$637K7.7K
0.4%
−2.9%
Reduced · −232 sh
44Ishares TR
PFD AND INCM SEC
$629K20.6K
0.4%
−0.7%
Reduced · −154 sh
45Vanguard Intl Equity Index F
FTSE EUROPE ETF
$618K7.0K
0.4%
+1.4%
Added · +95 sh
46Vanguard Index FDS
TOTAL STK MKT
$616K1.7K
0.4%
+0.2%
Added · +3 sh
47SPDR Index SHS FDS
ST STR INFRA ETF
$575K7.6K
0.4%
+2.0%
Added · +153 sh
48Alphabet Inc
CAP STK CL A
$541K1.5K
0.4%
+5.1%
Added · +74 sh
49Alphabet Inc
CAP STK CL C
$528K1.5K
0.4%
−3.3%
Reduced · −51 sh
50Tidal Trust III
NAACP MINO ETF
$524K8.6K
0.4%
+2.4%
Added · +206 sh
Showing 50 of 81 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 6, 202681$147.3M13F-HR
Q1 2026Mar 31, 2026Apr 6, 202676$131.9M13F-HR
Q4 2025Dec 31, 2025Jan 8, 202674$124.4M13F-HR
Q3 2025Sep 30, 2025Oct 8, 202570$116.8M13F-HR
Q2 2025Jun 30, 2025Jul 29, 202566$106.4M13F-HR
Q1 2025Mar 31, 2025Apr 21, 202563$94.8M13F-HR
Q4 2024Dec 31, 2024Feb 5, 202563$93.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.