Sanctuary Advisors, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings2,596 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.9M | $846.1M | 2.6% | $477.43 | +7.58% | 6 qtrssince 2024-Q2 | Increased 87 |
NVIDIA CORP | 5.5M | $808.8M | 2.5% | $151.70 | +19.87% | 6 qtrssince 2024-Q2 | Increased 86 |
VANGUARD GROWTH ETF | 1.4M | $593.1M | 1.8% | $70.59 | +12.88% | 6 qtrssince 2024-Q2 | Increased 79 |
ISHARES CORE S&P 500 ETF | 824,241 | $497.8M | 1.5% | $603.71 | +10.06% | 6 qtrssince 2024-Q2 | Increased 80 |
VANGUARD S&P 500 ETF | 796,702 | $448M | 1.4% | $549.58 | +10.71% | 6 qtrssince 2024-Q2 | Increased 79 |
VANGUARD VALUE ETF | 2.4M | $430.9M | 1.3% | $170.48 | +8.40% | 6 qtrssince 2024-Q2 | Increased 79 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 678,221 | $417.8M | 1.3% | $602.80 | +9.77% | 6 qtrssince 2024-Q2 | Increased 79 |
JPMORGAN CHASE & CO | 1.4M | $380.4M | 1.2% | $254.62 | +22.83% | 6 qtrssince 2024-Q2 | Increased 78 |
ELI LILLY & CO | 469,754 | $373.1M | 1.1% | $823.70 | -7.95% | 6 qtrssince 2024-Q2 | Increased 79 |
BROADCOM INC | 1.5M | $368.3M | 1.1% | $247.51 | +32.55% | 6 qtrssince 2024-Q2 | Increased 78 |
VISA INC-CLASS A SHARES | 989,837 | $345.3M | 1.0% | $312.95 | +8.22% | 6 qtrssince 2024-Q2 | Increased 79 |
META PLATFORMS INC-CLASS A | 504,526 | $332.9M | 1.0% | $633.95 | +17.17% | 6 qtrssince 2024-Q2 | Increased 79 |
ISHARES CORE MSCI EAFE ETF | 4.1M | $332.7M | 1.0% | $77.22 | +10.41% | 6 qtrssince 2024-Q2 | Increased 78 |
ALPHABET INC-CL A | 1.7M | $331.7M | 1.0% | $210.13 | +16.06% | 6 qtrssince 2024-Q2 | Increased 77 |
WALMART INC | 3.4M | $328.7M | 1.0% | $91.44 | +12.50% | 6 qtrssince 2024-Q2 | Increased 70 |
ISHARES MSCI USA QUALITY FAC | 1.8M | $321.1M | 1.0% | $180.30 | +6.92% | 6 qtrssince 2024-Q2 | Increased 68 |
VANGUARD DIVIDEND APPRECIATION ETF ETF | 1.5M | $298.7M | 0.9% | $202.28 | +5.66% | 6 qtrssince 2024-Q2 | Increased 70 |
ISHARES S&P 500 GROWTH ETF | 2.8M | $294M | 0.9% | $106.61 | +12.59% | 6 qtrssince 2024-Q2 | Increased 70 |
ISHARES S&P 500/BARRA VALUE | 1.4M | $276.9M | 0.8% | $192.51 | +6.40% | 6 qtrssince 2024-Q2 | Increased 68 |
BLACKROCK ETF TRUST | 5M | $274.7M | 0.8% | $53.38 | +10.35% | 6 qtrssince 2024-Q2 | Increased 70 |
Sanctuary Advisors, LLC manages $32.9B across 2596 positions as of Q3 2025. Top holdings: MSFT (2.6%), NVDA (2.5%), VUG (1.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 319 new positions, 72 exits, 2140 increased. Top move: MSFT (INCREASED, conviction 87). Portfolio: $32.9B across 2596 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