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Portfolio (Quarterly) Guide ↗

Sanctuary Advisors, LLC

· CIK 0001777271
13F Portfolio $21.6B AUM 2,869 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q3 2025 · All 674 New 1289 Added 818 Reduced 244 Exited
Page 5 of 143  ·  2,843 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OEF ISHARES TR 147,078.0 $53.8M 0.25% -187K -55.9% $365.87 +4.1%
82 MCD MCDONALDS CORP Consumer Cyclical 198,568.0 $53.7M 0.25% +29K +17.3% $270.31 -1.8%
83 SHLD GLOBAL X FDS 892,482.0 $53.3M 0.25% +392K +78.2% $59.71 +17.2%
84 TXN TEXAS INSTRS INC Technology 178,646.0 $53.2M 0.25% +18K +11.3% $298.07 -5.1%
85 NEE NEXTERA ENERGY INC Utilities 596,968.0 $52.4M 0.24% +39K +7.0% $87.77 -1.8%
86 VFLO VICTORY PORTFOLIOS II 1,138,388.0 $52.1M 0.24% +325K +40.0% $45.75 +16.6%
87 INTC INTEL CORP Technology 366,969.0 $51.2M 0.24% +112K +44.0% $139.63 -25.9%
88 SGOV ISHARES TR 508,591.0 $51.2M 0.24% +205K +67.5% $100.67 -0.1%
89 IJR ISHARES TR 339,968.0 $50.4M 0.23% -10K -2.9% $148.31 +1.0%
90 PM PHILIP MORRIS INTL INC Consumer Defensive 266,459.0 $48.2M 0.22% -18K -6.3% $180.91 +2.0%
91 EMXC ISHARES INC 469,938.0 $48.1M 0.22% +115K +32.3% $102.30 -3.9%
92 MRK MERCK & CO INC Healthcare 370,246.0 $47.6M 0.22% +34K +10.0% $128.50 +5.8%
93 QQQM INVESCO EXCH TRADED FD TR II 155,633.0 $47.2M 0.22% +59K +61.0% $302.97 -0.8%
94 FSMD FIDELITY COVINGTON TRUST 867,190.0 $45.8M 0.21% +440K +103.2% $52.85 +1.0%
95 IWM ISHARES TR 152,529.0 $45.8M 0.21% +7K +5.2% $300.45 +1.2%
96 VCLT VANGUARD SCOTTSDALE FDS 598,717.0 $45.1M 0.21% +70K +13.2% $75.25 -5.3%
97 VWO VANGUARD INTL EQUITY INDEX F 750,676.0 $44.8M 0.21% +381K +103.0% $59.69 +1.2%
98 WELL WELLTOWER INC Real Estate 196,946.0 $44.7M 0.21% +5K +2.6% $226.97 +3.7%
99 PXF INVESCO EXCH TRADED FD TR II 590,254.0 $44.6M 0.21% NEW $75.64 +5.2%
100 PH PARKER-HANNIFIN CORP Industrials 44,822.0 $43.8M 0.20% -2K -4.8% $978.12 +7.7%
Page 5 of 143  ·  2,843 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 26.6%
Financial Services 18.0%
Industrials 10.7%
Healthcare 10.6%
Communication Services 8.5%
Energy 6.2%
Consumer Cyclical 5.9%
Consumer Defensive 5.6%
Utilities 3.8%
Real Estate 2.4%