Sanctuary Advisors, LLC
CIK
1777271
Location
INDIANAPOLIS, IN
Portfolio Value
Large
$21,446,935,495
Diversification
Diversified
Filing Date
Global Rank
#344
/ 8,818
▼ 10
Top Industry
Semiconductors
12.6%
Period ended 4 months ago
Filed Aug 13, 2026 · 3mo
9 quarters · since Jun 2024
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 37.6%, 30.0 effective positions, active share 46.3% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
17.4% over the last four quarters (under 30%)
Horizon
Medium horizon
Value-weighted holding period 8.5 quarters (4 to under 12)
Closest benchmark: every 13F filer's combined book, active share 46.3%; sector active share 38.8% against the combined 13F book's sector weights.
Over time 9 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
2,767 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
15.4%
+0.2 pts
Top 5
29.5%
+1.2 pts
Top 10
37.6%
+0.9 pts
HHI
332
Diversified+13
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 51.7% | $11,092,826,774 |
| Technology | 13.1% | $2,804,615,975 |
| Financial Services | 7.1% | $1,517,083,956 |
| Industrials | 6.1% | $1,304,644,030 |
| Healthcare | 5.2% | $1,120,358,937 |
| Communication Services | 4.4% | $936,301,150 |
| Energy | 3.1% | $656,356,328 |
| Consumer Cyclical | 3.0% | $634,186,924 |
| Consumer Defensive | 2.8% | $602,562,579 |
| Utilities | 1.5% | $317,443,822 |
| Real Estate | 1.2% | $258,162,762 |
| Basic Materials | 0.9% | $202,392,258 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH INDEX FUND | +3,790,163 | 4,488,264 | $386,619,060 | |
| VO | VANGUARD MID-CAP INDEX FUND | +656,261 | 848,107 | $68,331,980 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +637,962 | 728,486 | $87,068,646 | |
| IWF | iShares Russell 1000 Growth ETF | +561,253 | 735,866 | $91,372,481 | |
| CORO | +512,946 | 2,809,906 | $102,842,559 | ||
| IUSB | iShares Core Universal USD Bond ETF | +498,242 | 3,165,952 | $146,108,684 | |
| OTF | Blue Owl Technology Finance Corp. | +433,343 | 716,442 | $7,415,174 | |
| CRUX | Columbia Core Bond ETF | +364,744 | 1,306,443 | $39,167,161 | |
| GOVT | iShares U.S. Treasury Bond ETF | +357,439 | 4,399,631 | $100,223,594 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +312,711 | 750,676 | $44,807,850 | |
| VOOG | VANGUARD S&P 500 GROWTH INDEX FUND | +259,908 | 275,423 | $22,755,448 | |
| PZA | Invesco National AMT-Free Municipal Bond ETF | +259,240 | 992,255 | $23,337,837 | |
| GSEW | Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | +245,725 | 254,095 | $23,991,649 | |
| IVV | iShares Core S&P 500 ETF | +243,741 | 723,733 | $541,996,406 | |
| — | +241,430 | 299,888 | $8,219,930 | ||
| VEA | Vanguard FTSE Developed Markets ETF | +240,045 | 1,008,618 | $71,864,032 | |
| FCX | Freeport-Mcmoran Inc | +239,017 | 492,074 | $30,946,533 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | +223,688 | 892,772 | $78,456,803 | |
| JPST | JPMorgan Ultra-Short Income ETF | +223,160 | 374,421 | $18,934,469 | |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | +209,036 | 2,669,958 | $181,583,843 | |
| MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | +205,478 | 258,150 | $22,693,966 | |
| BLCR | +196,829 | 1,176,984 | $59,284,684 | ||
| GPIQ | Goldman Sachs Nasdaq-100 Premium Income ETF | +190,506 | 207,333 | $12,296,920 | |
| LMUB | iShares Long-Term National Muni Bond ETF | +186,433 | 513,457 | $26,299,267 | |
| FLMI | Franklin Dynamic Municipal Bond ETF | +183,957 | 967,787 | $24,359,198 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EFV | iShares MSCI EAFE Value ETF | −719,953 | 1,040,740 | $79,668,647 | |
| THRO | −701,035 | 1,422,921 | $61,342,124 | ||
| IAGG | iShares Core International Aggregate Bond ETF | −471,207 | 84,496 | $4,275,497 | |
| RF | Regions Financial Corp | −389,757 | 385,473 | $11,641,284 | |
| QUAL | iShares MSCI USA Quality Factor ETF | −319,523 | 284,788 | $62,491,030 | |
| BAI | BlackRock ETF Trust | −252,333 | 1,353,121 | $71,336,539 | |
| IVW | iShares S&P 500 Growth ETF | −183,182 | 1,223,682 | $168,292,985 | |
| BSCV | −171,330 | 453,793 | $7,435,398 | ||
| F | Ford Motor Co | −160,645 | 569,087 | $7,910,309 | |
| IEMG | iShares Trust | −157,562 | 1,648,912 | $136,595,870 | |
| BSCU | Invesco BulletShares 2030 Corporate Bond ETF | −153,997 | 299,876 | $4,991,436 | |
| SCHE | Schwab Emerging Markets Equity ETF | −147,762 | 1,761,499 | $63,871,953 | |
| DTD | WisdomTree U.S. Total Dividend Fund | −143,032 | 6,761 | $630,463 | |
| SPTL | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF | −142,099 | 927,836 | $24,337,138 | |
| ENVX | Enovix Corp | −141,582 | 23,162 | $140,593 | |
| OI | O-I Glass, Inc. | −139,138 | 25,322 | $243,850 | |
| UPWK | Upwork, Inc | −137,676 | 10,988 | $91,859 | |
| BSCY | −131,976 | 17,833 | $368,518 | ||
| BSCX | −128,658 | 25,671 | $540,502 | ||
| BSCT | Invesco BulletShares 2029 Corporate Bond ETF | −125,706 | 334,652 | $6,216,160 | |
| BSMR | Invesco BulletShares 2027 Municipal Bond ETF | −119,649 | 38,550 | $911,322 | |
| IVE | iShares S&P 500 Value ETF | −118,162 | 783,942 | $178,001,870 | |
| BSCQ | Invesco BulletShares 2026 Corporate Bond ETF | −116,002 | 487,530 | $9,519,023 | |
| XLG | Victory Portfolios II | −113,034 | 112,349 | $6,879,129 | |
| KIM | Kimco Realty Corp | −110,790 | 64,528 | $1,635,784 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IALT | 2,241,899 | $62,885,266 | ||
| GGOV | 522,734 | $26,288,292 | ||
| JPUS | JPMorgan Diversified Return U.S. Equity ETF | 171,147 | $23,999,943 | |
| HONA | Honeywell Aerospace Inc. | 73,143 | $16,170,454 | |
| TUSI | Touchstone ETF Trust-Touchstone Ultra Short Income ETF | 460,904 | $11,642,435 | |
| SPCX | Space Exploration Technologies Corp | 51,198 | $8,747,690 | |
| VSAT | Viasat Inc | 72,798 | $6,537,988 | |
| JPIN | JPMorgan Diversified Return International Equity ETF | 87,159 | $6,302,467 | |
| BFLX | Cann American Corp. | 156,014 | $3,997,078 | |
| MDYG | State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF | 35,391 | $3,966,977 | |
| FWD | AB Disruptors ETF | 26,688 | $3,953,026 | |
| REZ | iShares Residential and Multisector Real Estate ETF | 40,712 | $3,855,019 | |
| RONB | Baron First Principles ETF | 156,044 | $3,807,473 | |
| NFLT | Virtus Newfleet Multi-Sector Bond ETF | 163,497 | $3,752,256 | |
| IDEQ | Lazard International Dynamic Equity ETF | 94,223 | $3,304,400 | |
| GSL | Global Ship Lease, Inc. | 81,940 | $3,080,944 | |
| PUSH | PGIM Ultra Short Municipal Bond ETF | 57,316 | $2,889,586 | |
| LENS | Sarmaya Thematic ETF | 74,132 | $2,875,432 | |
| FLXR | 70,170 | $2,751,365 | ||
| FDXF | FedEx Freight Holding Company, Inc. | 16,062 | $2,425,362 | |
| NVDL | GraniteShares 2x Long NVDA Daily ETF | 64,529 | $1,923,609 | |
| FLRN | State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF | 62,335 | $1,923,034 | |
| — | 74,508 | $1,876,483 | ||
| AVAH | Aveanna Healthcare Holdings, Inc. | 214,153 | $1,835,291 | |
| SEZL | Sezzle Inc. | 10,688 | $1,834,381 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| — | 155,488 | $5,463,840 | ||
| — | 305,240 | $5,189,080 | ||
| UUUU | Energy Fuels Inc | 283,274 | $5,169,750 | |
| BSCZ | 142,737 | $2,928,963 | ||
| IBTM | iShares iBonds Dec 2032 Term Treasury ETF | 96,824 | $2,220,174 | |
| RYN | Rayonier Inc | 107,630 | $2,219,330 | |
| HRTG | Heritage Insurance Holdings, Inc. | 61,233 | $1,607,366 | |
| GOAU | U.S. Global GO GOLD and Precious Metal Miners ETF | 32,019 | $1,420,362 | |
| IHS | IHS Holding Ltd | 167,083 | $1,375,093 | |
| GRDN | Guardian Pharmacy Services, Inc. | 35,901 | $1,352,031 | |
| FUTU | Futu Holdings Ltd | 9,854 | $1,347,633 | |
| PAGS | PagSeguro Digital Ltd. | 134,494 | $1,347,629 | |
| ATAT | Atour Lifestyle Holdings Ltd | 35,971 | $1,324,092 | |
| FWONA | Liberty Media Corp | 15,211 | $1,187,674 | |
| VISN | Vistance Networks, Inc. | 63,145 | $1,149,239 | |
| HRMY | Harmony Biosciences Holdings, Inc. | 36,778 | $1,030,151 | |
| — | 15,219 | $988,322 | ||
| OAKM | Oakmark U.S. Large Cap ETF | 34,456 | $949,779 | |
| BBMC | JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 8,649 | $937,638 | |
| G | Genpact LTD | 24,604 | $916,499 | |
| LSGR | Natixis ETF Trust II | 21,055 | $829,356 | |
| XP | XP Inc. | 43,299 | $824,412 | |
| CZR | Caesars Entertainment, Inc. | 30,386 | $803,101 | |
| FHI | Federated Hermes, Inc. | 13,711 | $777,550 | |
| — | 9,948 | $751,969 | ||
| No positions match the current search. | ||||
2,767 tracked positions ·
$21,446,935,495 total
· filing declares
2,869 positions · $215,850,210,050
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 2,767 positions by value
· page 1 of 56
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
CALL
+ SHARES
Technology
|
Added | 2,911,546 | $582,571,239 | 2.72% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 723,733 | $541,996,406 | 2.53% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 4,488,264 | $386,619,060 | 1.80% | |
| MSFT |
Microsoft Corp
CALL
+ SHARES
Technology
|
Added | 987,631 | $368,406,115 | 1.72% | |
| GOOGL |
Alphabet Inc.
CALL
+ SHARES
Communication Services
|
Added | 895,328 | $319,963,367 | 1.49% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 450,098 | $309,131,807 | 1.44% | |
| SPY |
Spdr S&P 500 ETF Trust
PUT
+ SHARES
|
Added | 410,668 | $306,674,542 | 1.43% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 247,625 | $297,008,878 | 1.38% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Added | 1,300,791 | $283,481,382 | 1.32% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 729,103 | $275,418,658 | 1.28% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 737,445 | $241,387,871 | 1.13% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 545,107 | $192,602,656 | 0.90% | |
| DYNF |
iShares U.S. Equity Factor Rotation Active ETF
|
Added | 2,669,958 | $181,583,843 | 0.85% | |
| IVE |
iShares S&P 500 Value ETF
|
Reduced | 783,942 | $178,001,870 | 0.83% | |
| IVW |
iShares S&P 500 Growth ETF
|
Reduced | 1,223,682 | $168,292,985 | 0.78% | |
| META |
Meta Platforms, Inc.
CALL
+ SHARES
Communication Services
|
Reduced | 278,633 | $156,951,182 | 0.73% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 1,520,243 | $146,825,068 | 0.68% | |
| IUSB |
iShares Core Universal USD Bond ETF
|
Added | 3,165,952 | $146,108,684 | 0.68% | |
| USPX |
Franklin U.S. Equity Index ETF
|
Added | 2,141,932 | $139,868,159 | 0.65% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 1,011,776 | $138,330,014 | 0.64% | |
| IEMG |
iShares Trust
|
Reduced | 1,648,912 | $136,595,870 | 0.64% | |
| TSLA |
Tesla, Inc.
CALL
+ SHARES
Consumer Cyclical
|
Reduced | 323,559 | $136,088,915 | 0.63% | |
| CAT |
Caterpillar Inc
PUT
+ SHARES
Industrials
|
Reduced | 123,793 | $131,827,165 | 0.61% | |
| FLQL |
Franklin U.S. Large Cap Multifactor Index ETF
|
Added | 1,681,358 | $131,616,704 | 0.61% | |
| EFG |
iShares MSCI EAFE Growth ETF
|
Added | 1,017,830 | $126,638,408 | 0.59% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 1,085,825 | $122,980,539 | 0.57% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 474,171 | $119,320,390 | 0.56% | |
| VIG |
Vanguard Specialized Funds
|
Added | 502,877 | $118,990,755 | 0.55% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
CALL
+ SHARES
Technology
|
Added | 239,677 | $114,462,544 | 0.53% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 318,611 | $109,312,247 | 0.51% | |
| MU |
Micron Technology Inc
Technology
|
Added | 90,864 | $104,883,406 | 0.49% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Added | 545,880 | $104,001,057 | 0.48% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 110,014 | $102,914,796 | 0.48% | |
| CORO |
|
Added | 2,809,906 | $102,842,559 | 0.48% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 863,329 | $101,406,624 | 0.47% | |
| GOVT |
iShares U.S. Treasury Bond ETF
|
Added | 4,399,631 | $100,223,594 | 0.47% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 393,933 | $100,047,164 | 0.47% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 77,857 | $91,471,075 | 0.43% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 735,866 | $91,372,481 | 0.43% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 214,643 | $89,212,070 | 0.42% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 728,486 | $87,068,646 | 0.41% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 166,080 | $86,758,531 | 0.40% | |
| GLD |
Spdr Gold Trust
CALL
+ SHARES
|
Added | 232,619 | $85,692,187 | 0.40% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 82,129 | $83,062,806 | 0.39% | |
| EFA |
iShares MSCI EAFE ETF
|
Added | 778,613 | $80,882,318 | 0.38% | |
| HEI |
Heico Corp
Industrials
|
Added | 226,519 | $80,683,802 | 0.38% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 235,582 | $80,338,173 | 0.37% | |
| EFV |
iShares MSCI EAFE Value ETF
|
Reduced | 1,040,740 | $79,668,647 | 0.37% | |
| IBM |
International Business Machines Corp
CALL
+ SHARES
Technology
|
Added | 281,288 | $79,100,998 | 0.37% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Added | 892,772 | $78,456,803 | 0.37% |
Showing the top 50 of 2,767 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.