Sincerus Advisory, LLC
Top Portfolio Positions
16 positions ·
$34,188,840 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
30,702 | $19,966,738 | 58.40% | |
| DOCN |
DigitalOcean Holdings, Inc.
Technology
|
41,136 | $3,528,646 | 10.32% | |
| GLD |
Spdr Gold Trust
|
7,039 | $3,028,811 | 8.86% | |
| AAPL |
Apple Inc.
Technology
|
7,235 | $1,836,170 | 5.37% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,277 | $1,302,740 | 3.81% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,977 | $1,141,084 | 3.34% | |
| NVDA |
Nvidia Corp
Technology
|
3,927 | $684,868 | 2.00% | |
| IAU |
Ishares Gold Trust
|
5,133 | $452,525 | 1.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,440 | $414,086 | 1.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,926 | $401,128 | 1.17% |
Portfolio Trend
6 quarters · across all stocks
Holdings in LDI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,903 | 16,129 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $33,387 | 16,129 | Shares | Sole | 2026-01-08 | |
| No 13F history on record for this holder in this stock. | ||||||