Sanctuary Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Indianapolis, IN
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
2,971
Total value ($000)
$23,446,575
Net value change ($000)
+1,861,554 (8.6%)
New positions
284
Sold out positions
151
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
MSFT 223,841 60.8%
XOM 185,364 NEW
NVDA 139,552 24.0%
IEFA 74,986 51.1%
META 63,179 40.4%
CORO 49,506 48.1%
IVV 42,160 7.8%
IUSB 39,353 26.9%
CVX 39,249 51.8%
PLTR 37,279 57.4%
Top Reduces (Value $000, Stocks/ETFs)
XOM -138,330 -100.0%
MTUM -58,971 -83.8%
EFG -42,985 -33.9%
CAT -42,317 -32.1%
EFV -27,636 -34.7%
MBB -22,337 -64.6%
SPMB -21,818 -89.7%
SPMO -20,004 -48.6%
LMUB -18,802 -71.5%
TSLA -17,486 -12.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 22,075 (0.1% 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