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Portfolio (Quarterly) Guide ↗

Sanctuary Advisors, LLC

· CIK 0001777271
13F Portfolio $17.4B AUM 2,423 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q3 2025 Q2 2025 · All 226 New 1157 Added 841 Reduced 160 Exited
Page 1 of 43  ·  841 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 2,787,598.0 $520.1M 2.98% -29K -1.0% $186.58 +26.3%
2 VUG VANGUARD INDEX FDS 665,304.0 $319.1M 1.83% -53K -7.4% $479.61 -81.8%
3 AVGO BROADCOM INC Technology 739,767.0 $244.1M 1.40% -24K -3.1% $329.91 +28.9%
4 VOO VANGUARD INDEX FDS 391,464.0 $239.7M 1.37% -16K -3.9% $612.38 +11.0%
5 JPM JPMORGAN CHASE & CO. Financial Services 692,289.0 $218.4M 1.25% -9K -1.3% $315.43 -4.9%
6 IVV ISHARES TR 323,125.0 $216.3M 1.24% -67K -17.3% $669.30 +10.9%
7 GOOGL ALPHABET INC Communication Services 846,509.0 $205.8M 1.18% -16K -1.9% $243.10 +65.0%
8 IEFA ISHARES TR 2,010,471.0 $175.5M 1.01% -94K -4.5% $87.31 +9.1%
9 QUAL ISHARES TR 862,480.0 $167.8M 0.96% -87K -9.2% $194.50 +8.2%
10 IVW ISHARES TR 1,306,322.0 $157.7M 0.90% -50K -3.7% $120.72 +13.3%
11 EFV ISHARES TR 1,959,758.0 $132.9M 0.76% -353K -15.3% $67.83 +13.9%
12 IUSB ISHARES TR 2,551,705.0 $119.2M 0.68% -331K -11.5% $46.71 -2.2%
13 XOM EXXON MOBIL CORP Energy 1,024,741.0 $115.5M 0.66% -35K -3.3% $112.75 +35.5%
14 ABBV ABBVIE INC Healthcare 472,158.0 $109.3M 0.63% -8K -1.7% $231.54 -9.1%
15 COST COSTCO WHSL CORP NEW Consumer Defensive 110,752.0 $102.5M 0.59% -5K -3.9% $925.63 +12.5%
16 VIG VANGUARD SPECIALIZED FUNDS 464,126.0 $100.2M 0.57% -36K -7.3% $215.79 +6.3%
17 NFLX NETFLIX INC Communication Services 80,877.0 $97.0M 0.56% -5K -5.9% $1198.91 -92.7%
18 HEI HEICO CORP NEW Industrials 250,914.0 $81.0M 0.46% -2K -0.8% $322.82 -8.0%
19 IBM INTERNATIONAL BUSINESS MACHS Technology 266,641.0 $75.2M 0.43% -12K -4.3% $282.16 -22.6%
20 XLK SELECT SECTOR SPDR TR 262,972.0 $74.1M 0.42% -27K -9.4% $281.86 -37.4%
Page 1 of 43  ·  841 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.1%
Financial Services 19.4%
Industrials 9.8%
Healthcare 9.6%
Communication Services 8.9%
Consumer Cyclical 7.3%
Consumer Defensive 6.2%
Energy 5.8%
Utilities 3.3%
Real Estate 2.2%