Sanctuary Advisors, LLC
Institutional investor · Portfolio as of Q2 2025
Top Holdings2,347 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 953,675 | $474.4M | 2.9% | $442.02 | +11.81% | 5 qtrssince 2024-Q2 | Increased 56 |
NVIDIA CORP | 2.8M | $445.1M | 2.8% | $123.51 | +27.71% | 5 qtrssince 2024-Q2 | Increased 57 |
VANGUARD GROWTH ETF | 718,677 | $315.1M | 1.9% | $61.92 | +17.50% | 5 qtrssince 2024-Q2 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 390,589 | $242.5M | 1.5% | $536.31 | +14.38% | 5 qtrssince 2024-Q2 | Decreased 0 |
VANGUARD S&P 500 ETF | 407,151 | $231.3M | 1.4% | $493.29 | +13.93% | 5 qtrssince 2024-Q2 | Increased 48 |
BROADCOM INC | 763,356 | $210.4M | 1.3% | $171.71 | +59.37% | 5 qtrssince 2024-Q2 | Increased 50 |
VANGUARD VALUE ETF | 1.2M | $209.3M | 1.3% | $155.79 | +11.64% | 5 qtrssince 2024-Q2 | Decreased 0 |
JPMORGAN CHASE & CO | 701,682 | $203.4M | 1.3% | $200.67 | +41.06% | 5 qtrssince 2024-Q2 | Increased 51 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 326,985 | $202M | 1.3% | $539.51 | +13.33% | 5 qtrssince 2024-Q2 | Increased 49 |
META PLATFORMS INC-CLASS A | 252,188 | $186.1M | 1.2% | $525.05 | +39.52% | 5 qtrssince 2024-Q2 | Increased 51 |
ELI LILLY & CO | 234,600 | $182.9M | 1.1% | $889.33 | -13.09% | 5 qtrssince 2024-Q2 | Increased 48 |
ISHARES CORE MSCI EAFE ETF | 2.1M | $175.7M | 1.1% | $69.65 | +17.35% | 5 qtrssince 2024-Q2 | Increased 49 |
ISHARES MSCI USA QUALITY FAC | 949,298 | $173.6M | 1.1% | $169.65 | +6.45% | 5 qtrssince 2024-Q2 | Increased 51 |
ALPHABET INC-CL A | 862,467 | $152M | 0.9% | $178.88 | -0.35% | 5 qtrssince 2024-Q2 | Increased 45 |
ISHARES S&P 500 GROWTH ETF | 1.4M | $149.3M | 0.9% | $92.57 | +18.02% | 5 qtrssince 2024-Q2 | Decreased 0 |
ISHARES MSCI EAFE VALUE ETF | 2.3M | $146.8M | 0.9% | $54.66 | +13.57% | 5 qtrssince 2024-Q2 | Increased 58 |
ISHARES S&P 500/BARRA VALUE | 735,201 | $143.7M | 0.9% | $181.55 | +6.10% | 5 qtrssince 2024-Q2 | Increased 50 |
ISHARES TR | 2.9M | $133.3M | 0.8% | $41.48 | +6.10% | 5 qtrssince 2024-Q2 | Decreased 0 |
BLACKROCK ETF TRUST | 2.3M | $127.4M | 0.8% | $47.06 | +14.72% | 5 qtrssince 2024-Q2 | Increased 47 |
VISA INC-CLASS A SHARES | 329,386 | $116.9M | 0.7% | $261.38 | +34.52% | 5 qtrssince 2024-Q2 | Increased 44 |
Sanctuary Advisors, LLC manages $16.2B across 2347 positions as of Q2 2025. Top holdings: MSFT (2.9%), NVDA (2.8%), VUG (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 279 new positions, 116 exits, 1229 increased. Top move: EFV (INCREASED, conviction 58). Portfolio: $16.2B across 2347 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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