1y return+16.3%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $131 against $137 in the S&P 500.2
Sanctuary Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $580.5M | 2.7% | +1.7% |
| IVVIshares Tr | $542.0M | 2.5% | +50.8% |
| VUGVanguard Index Fds | $386.6M | 1.8% | +7.2% |
| MSFTMicrosoft Corp | $368.2M | 1.7% | |
| GOOGLAlphabet Inc | $318.9M | 1.5% | +2.0% |
| VOOVanguard Index Fds | $309.1M | 1.4% | +9.7% |
| SPYState Str Spdr S&p 500 Etf T | $304.4M | 1.4% | +3.4% |
| LLYEli Lilly & Co | $297.0M | 1.4% | +2.3% |
| VTVVanguard Index Fds | $283.5M | 1.3% | +5.1% |
| AVGOBroadcom Inc | $275.4M | 1.3% | +1.9% |
| JPMJpmorgan Chase & Co | $241.4M | 1.1% | +2.7% |
| GOOGAlphabet Inc | $192.6M | 0.9% | +2.4% |
| DYNFBlackrock Etf Trust | $181.6M | 0.8% | +8.5% |
| IVEIshares Tr | $178.0M | 0.8% | −13.1% |
| IVWIshares Tr | $168.3M | 0.8% | −13.0% |
| METAMeta Platforms Inc | $156.4M | 0.7% | −1.8% |
| IEFAIshares Tr | $146.8M | 0.7% | +9.7% |
| IUSBIshares Tr | $146.1M | 0.7% | +18.7% |
| USPXFranklin Templeton Etf Tr | $139.9M | 0.6% | |
| Exxon Mobil CorpCUSIP 30231G102 | $138.3M | 0.6% | −1.4% |
| IEMGIshares Inc | $136.6M | 0.6% | −8.7% |
| TSLATesla Inc | $136.0M | 0.6% | −1.1% |
| CATCaterpillar Inc | $131.7M | 0.6% | −2.8% |
| FLQLFranklin Templeton Etf Tr | $131.6M | 0.6% | |
| EFGIshares Tr | $126.6M | 0.6% | +18.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $91.5M |
| CATCaterpillar Inc | June 30, 2024 | +219.7% | $131.7M |
| TSMTaiwan Semiconductor Manufac | June 30, 2024 | +174.8% | $114.4M |
| CSCOCisco Sys Inc | June 30, 2024 | +147.2% | $101.4M |
| AVGOBroadcom Inc | June 30, 2024 | +135.3% | $275.4M |
| TSLATesla Inc | June 30, 2024 | +112.6% | $136.0M |
| GOOGLAlphabet Inc | June 30, 2024 | +96.2% | $318.9M |
| GOOGAlphabet Inc | June 30, 2024 | +92.6% | $192.6M |
| JNJJohnson & Johnson | June 30, 2024 | +73.8% | $100.0M |
| XLKSelect Sector Spdr Tr | June 30, 2024 | +68.4% | $104.0M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $32.4M
- CTRACoterra Energy Inc was $5.5M
- GLDDGreat Lakes Dredge & Dock Co was $5.2M
- UUUUEnergy Fuels Inc was $5.2M
- BSCZInvesco Exch Trd Slf Idx Fd was $2.9M
- Dupont De Nemours IncCUSIP 26614N102 was $2.2M
- IBTMIshares Tr was $2.2M
- RYNRayonier Inc was $2.2M
- HRTGHeritage Insurance Hldgs Inc was $1.6M
- GOAUEtf Ser Solutions was $1.4M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +8.9% | +10.5% |
| March 31, 2025 | −2.2% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +6.0% | +5.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Sanctuary Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1777271&type=13F-HR&dateb=&owner=include&count=40CIK 1777271
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1777271/000177727126000007/Filed August 13, 2026 · accession 0001777271-26-000007