Sanctuary Advisors, LLC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 18,500,175
- Description
- Indianapolis Indiana based relationship driven wealth allocation platform with a manager led operating structure and a high accountability and controls oriented investment mandate. The approach emphasizes valuation discipline and downside awareness, fundamental research depth, and long duration private asset evaluation for private client and family mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through manager selection governance and allocation selectivity.
- Website
- https://sanctuarywealth.com/
- Founded
- 2018
- Chairman
- —
- CEO
- Adam Malamed
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 2,527 | 18,500,175 | 13F-HR | Sanctuary Advisors, LLC |
| Q4 2025 | 1/29/2026 | 2,414 | 18,312,275 | 13F-HR | Sanctuary Advisors, LLC |
| Q3 2025 | 1/13/2026 | 2,413 | 17,445,942 | 13F-HR/A - NEW HOLDINGS | Sanctuary Advisors, LLC |
| Q3 2025 | 1/6/2026 | 2,199 | 15,492,283 | 13F-HR | Sanctuary Advisors, LLC |
| Q2 2025 | 1/6/2026 | 2,347 | 16,158,277 | 13F-HR | Sanctuary Advisors, LLC |
| Q1 2025 | 1/6/2026 | 2,183 | 14,219,712 | 13F-HR | Sanctuary Advisors, LLC |
| Q4 2024 | 1/31/2025 | 2,384 | 15,819,410 | 13F-HR | Sanctuary Advisors, LLC |
| Q3 2024 | 11/25/2024 | 2,365 | 15,784,005 | 13F-HR | Sanctuary Advisors, LLC |
| Q2 2024 | 9/5/2024 | 2,333 | 13,769,301 | 13F-HR | Sanctuary Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
825
(0.0% of total reported value)
· QoQ Δ:
+295
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.738 M | 52.7% | 0 | 4.076 M | -4.076 M |
| ETFs | 8.525 M | 46.1% | 4.369 M | 0 | 4.369 M |
| Debt | 226 K | 1.2% | 39.63 K | 0 | 39.63 K |
| Other | 2.633 K | 0.0% | 0 | 146 K | -146 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
18,500,175
Holdings
2527
QoQ value change ($000)
187,900
(1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.