Sanctuary Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
2,527
Total value ($000)
$18,500,175
Net value change ($000)
+187,900 (1.0%)
New positions
239
Sold out positions
128
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CORO 73,854 NEW
GOVT 50,161 118.2%
XOM 47,841 37.9%
BLCR 40,245 NEW
CVX 37,214 61.6%
EFG 33,900 55.2%
VLO 19,774 92.2%
SHLD 19,215 54.3%
GEV 18,737 38.6%
FSMD 18,543 97.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -109,662 -23.2%
OEF -71,263 -59.6%
XLG -48,919 -79.9%
NVDA -41,177 -7.6%
LLY -39,831 -15.2%
DYNF -38,916 -21.4%
AVGO -33,959 -13.3%
VUG -32,548 -9.6%
ORCL -30,072 -42.8%
TSLA -25,159 -17.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 825 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type