Sanctuary Advisors, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,183 positions
Microsoft Corp. | 917,761 | $344.5M | 2.4% | $437.46 | -15.18% | 4 qtrssince 2024-Q2 | Decreased 0 |
NVIDIA Corp. | 2.7M | $288.7M | 2.0% | $121.29 | -10.87% | 4 qtrssince 2024-Q2 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 501,116 | $281.6M | 2.0% | $531.92 | +3.76% | 4 qtrssince 2024-Q2 | Decreased 0 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 738,972 | $274M | 1.9% | $61.85 | -0.73% | 4 qtrssince 2024-Q2 | Decreased 0 |
Vanguard Index Funds S&P 500 ETF SHS | 405,238 | $208.3M | 1.5% | $489.13 | +3.26% | 4 qtrssince 2024-Q2 | Increased 55 |
VANGUARD INDEX FDS | 1.2M | $207.4M | 1.5% | $153.53 | +9.10% | 4 qtrssince 2024-Q2 | Increased 50 |
Eli Lilly & Co. | 232,969 | $192.4M | 1.4% | $890.15 | -8.19% | 4 qtrssince 2024-Q2 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 318,213 | $178M | 1.3% | $533.60 | +3.12% | 4 qtrssince 2024-Q2 | Decreased 0 |
JPMorgan Chase & Co. | 660,662 | $162.1M | 1.1% | $193.71 | +22.91% | 4 qtrssince 2024-Q2 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 2.1M | $157.1M | 1.1% | $69.48 | +5.97% | 4 qtrssince 2024-Q2 | Increased 52 |
ISHARES MSCI USA QUALITY FACTOR ETF | 897,346 | $153.3M | 1.1% | $168.22 | +0.20% | 4 qtrssince 2024-Q2 | Increased 55 |
Meta Platforms Inc | 238,046 | $137.2M | 1.0% | $512.25 | +11.97% | 4 qtrssince 2024-Q2 | Decreased 0 |
ISHARES TR | 1.5M | $136.3M | 1.0% | $92.43 | -0.17% | 4 qtrssince 2024-Q2 | Increased 44 |
ISHARES CORE TOTAL USD BOND MARKET ETF | 3M | $136.2M | 1.0% | $41.48 | +4.63% | 4 qtrssince 2024-Q2 | Decreased 0 |
Alphabet Inc. | 814,444 | $125.9M | 0.9% | $178.79 | -13.92% | 4 qtrssince 2024-Q2 | Decreased 0 |
Broadcom Inc | 741,796 | $124.2M | 0.9% | $158.32 | +4.55% | 4 qtrssince 2024-Q2 | Decreased 0 |
EXXON MOBIL CORP | 1M | $123M | 0.9% | $108.80 | +4.62% | 4 qtrssince 2024-Q2 | Decreased 0 |
ISHARES S&P 500 VALUE ETF | 625,992 | $119.3M | 0.8% | $177.96 | +4.47% | 4 qtrssince 2024-Q2 | Increased 53 |
Visa Inc | 318,414 | $111.6M | 0.8% | $258.27 | +34.16% | 4 qtrssince 2024-Q2 | Decreased 0 |
Costco Wholesale Corporation | 111,549 | $105.5M | 0.7% | $844.50 | +11.04% | 4 qtrssince 2024-Q2 | Decreased 0 |
Sanctuary Advisors, LLC manages $14.2B across 2183 positions as of Q1 2025. Top holdings: MSFT (2.4%), NVDA (2.0%), IVV (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 100 new positions, 300 exits, 828 increased. Top move: VOO (INCREASED, conviction 55). Portfolio: $14.2B across 2183 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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