SANCTUARY ADVISORS, LLC

PrivateCIK: 1777271

Location

INDIANAPOLIS, IN

2783

Positions

$21.59B

Total AUM (reported)

257.75M

Total Shares

Allocation by class

COM$7.57B35.1%

CORE S&P500 ETF$542.00M2.5%

CL A$497.85M2.3%

GROWTH ETF$386.62M1.8%

COM NEW$370.25M1.7%

CAP STK CL A$319.96M1.5%

S&P 500 ETF SHS$309.13M1.4%

Portfolio Concentration

Top 3$1.51B7.0%

4–10$2.16B10.0%

11–25$2.35B10.9%

Rest$15.56B72.1%

Top 3 weight

7.0%

Top 10 weight

17.0%

Voting Authority Distribution

Total shares with voting rights: 257.75M

Sole

Full voting authority

15.43M

% of voting shares6.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

242.32M

% of voting shares94.0%

Investment Discretion (by position count)

Sole2783

Shared0

Other0

Dominant voting typeNone · 94.0% of voting shares

Institutional Holdings2783

Rows:

NVIDIA CORPORATION

SOLE

COM

Shares2.91M

TypeSH

Market value$582.57M

2.70%

Sole

71.44K

Shared

0.00

None

2.84M

ISHARES TR

SOLE

CORE S&P500 ETF

Shares723.73K

TypeSH

Market value$542.00M

2.51%

Sole

204.39K

Shared

0.00

None

519.35K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares4.49M

TypeSH

Market value$386.62M

1.79%

Sole

716.02K

Shared

0.00

None

3.77M

MICROSOFT CORP

SOLE

COM

Shares987.63K

TypeSH

Market value$368.41M

1.71%

Sole

27.43K

Shared

0.00

None

960.20K

ALPHABET INC

SOLE

CAP STK CL A

Shares895.33K

TypeSH

Market value$319.96M

1.48%

Sole

17.98K

Shared

0.00

None

877.35K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares450.10K

TypeSH

Market value$309.13M

1.43%

Sole

9.48K

Shared

0.00

None

440.62K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares410.67K

TypeSH

Market value$306.67M

1.42%

Sole

26.57K

Shared

0.00

None

384.10K

ELI LILLY & CO

SOLE

COM

Shares247.63K

TypeSH

Market value$297.01M

1.38%

Sole

35.72K

Shared

0.00

None

211.90K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares1.30M

TypeSH

Market value$283.48M

1.31%

Sole

43.33K

Shared

0.00

None

1.26M

BROADCOM INC

SOLE

COM

Shares729.10K

TypeSH

Market value$275.42M

1.28%

Sole

12.68K

Shared

0.00

None

716.42K

JPMORGAN CHASE & CO

SOLE

COM

Shares737.45K

TypeSH

Market value$241.39M

1.12%

Sole

17.78K

Shared

0.00

None

719.66K

ALPHABET INC

SOLE

CAP STK CL C

Shares545.11K

TypeSH

Market value$192.60M

0.89%

Sole

15.17K

Shared

0.00

None

529.93K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares2.67M

TypeSH

Market value$181.58M

0.84%

Sole

96.78K

Shared

0.00

None

2.57M

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares783.94K

TypeSH

Market value$178.00M

0.82%

Sole

182.22K

Shared

0.00

None

601.72K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares1.22M

TypeSH

Market value$168.29M

0.78%

Sole

21.58K

Shared

0.00

None

1.20M

META PLATFORMS INC

SOLE

CL A

Shares278.63K

TypeSH

Market value$156.95M

0.73%

Sole

5.96K

Shared

0.00

None

272.68K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares1.52M

TypeSH

Market value$146.83M

0.68%

Sole

147.33K

Shared

0.00

None

1.37M

ISHARES TR

SOLE

CORE UNIVRSL USD

Shares3.17M

TypeSH

Market value$146.11M

0.68%

Sole

26.82K

Shared

0.00

None

3.14M

FRANKLIN TEMPLETON ETF TR

SOLE

US EQUITY INDEX

Shares2.14M

TypeSH

Market value$139.87M

0.65%

Sole

61.26K

Shared

0.00

None

2.08M

EXXON MOBIL CORP

SOLE

COM

Shares1.01M

TypeSH

Market value$138.33M

0.64%

Sole

26.60K

Shared

0.00

None

985.18K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares1.65M

TypeSH

Market value$136.60M

0.63%

Sole

72.31K

Shared

0.00

None

1.58M

TESLA INC

SOLE

COM

Shares323.56K

TypeSH

Market value$136.09M

0.63%

Sole

7.30K

Shared

0.00

None

316.26K

CATERPILLAR INC

SOLE

COM

Shares123.79K

TypeSH

Market value$131.83M

0.61%

Sole

Shared

0.00

None

121.80K

FRANKLIN TEMPLETON ETF TR

SOLE

US LRG CP MLTFCT

Shares1.68M

TypeSH

Market value$131.62M

0.61%

Sole

43.93K

Shared

0.00

None

1.64M

ISHARES TR

SOLE

EAFE GRWTH ETF

Shares1.02M

TypeSH

Market value$126.64M

0.59%

Sole

16.70K

Shared

0.00

None

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
NVIDIA CORPORATIONSOLE	COM	2.91M	SH	$582.57M 2.70%	71.44K	2.84M
ISHARES TRSOLE	CORE S&P500 ETF	723.73K	SH	$542.00M 2.51%	204.39K	519.35K
VANGUARD INDEX FDSSOLE	GROWTH ETF	4.49M	SH	$386.62M 1.79%	716.02K	3.77M
MICROSOFT CORPSOLE	COM	987.63K	SH	$368.41M 1.71%	27.43K	960.20K
ALPHABET INCSOLE	CAP STK CL A	895.33K	SH	$319.96M 1.48%	17.98K	877.35K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	450.10K	SH	$309.13M 1.43%	9.48K	440.62K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	410.67K	SH	$306.67M 1.42%	26.57K	384.10K
ELI LILLY & COSOLE	COM	247.63K	SH	$297.01M 1.38%	35.72K	211.90K
VANGUARD INDEX FDSSOLE	VALUE ETF	1.30M	SH	$283.48M 1.31%	43.33K	1.26M
BROADCOM INCSOLE	COM	729.10K	SH	$275.42M 1.28%	12.68K	716.42K
JPMORGAN CHASE & COSOLE	COM	737.45K	SH	$241.39M 1.12%	17.78K	719.66K
ALPHABET INCSOLE	CAP STK CL C	545.11K	SH	$192.60M 0.89%	15.17K	529.93K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	2.67M	SH	$181.58M 0.84%	96.78K	2.57M
ISHARES TRSOLE	S&P 500 VAL ETF	783.94K	SH	$178.00M 0.82%	182.22K	601.72K
ISHARES TRSOLE	S&P 500 GRWT ETF	1.22M	SH	$168.29M 0.78%	21.58K	1.20M
META PLATFORMS INCSOLE	CL A	278.63K	SH	$156.95M 0.73%	5.96K	272.68K
ISHARES TRSOLE	CORE MSCI EAFE	1.52M	SH	$146.83M 0.68%	147.33K	1.37M
ISHARES TRSOLE	CORE UNIVRSL USD	3.17M	SH	$146.11M 0.68%	26.82K	3.14M
FRANKLIN TEMPLETON ETF TRSOLE	US EQUITY INDEX	2.14M	SH	$139.87M 0.65%	61.26K	2.08M
EXXON MOBIL CORPSOLE	COM	1.01M	SH	$138.33M 0.64%	26.60K	985.18K
ISHARES INCSOLE	CORE MSCI EMKT	1.65M	SH	$136.60M 0.63%	72.31K	1.58M
TESLA INCSOLE	COM	323.56K	SH	$136.09M 0.63%	7.30K	316.26K
CATERPILLAR INCSOLE	COM	123.79K	SH	$131.83M 0.61%	2K	121.80K
FRANKLIN TEMPLETON ETF TRSOLE	US LRG CP MLTFCT	1.68M	SH	$131.62M 0.61%	43.93K	1.64M
ISHARES TRSOLE	EAFE GRWTH ETF	1.02M	SH	$126.64M 0.59%	16.70K	1M

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