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Showing Q4 2024 data
Sanctuary Wealth Management, L.L.C.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Sanctuary Wealth Management, L.L.C.
•CIK: 1728436•Filing: Q4 2024
**Sanctuary Wealth Management, L.L.C.** manages $151M across a diversified portfolio of 272 positions. The strategy exhibits a strong core allocation to broad market indices, evidenced by top holdings including IVV ($19.8M) and VTI ($15.5M). Significant exposure is maintained in growth and fixed income sectors, with QQQM ($12.2M) and BND ($10.2M) representing key components. The portfolio further allocates capital to sector-specific plays, notably VONG ($10.9M) and NDQ ($8.3M).
Total AUM
$151.2M
QoQ Performance
+8.1%
Positions
200
Top 10 Concentration
67.8%
Latest Filing
Q4 2024
Top Holdings Allocation
IVV
VTI
QQQM
VONG
BND
VOO
NDQ
IVV13.1%
VTI10.3%
QQQM8.1%
VONG7.2%
BND6.7%
VOO5.8%
NDQ5.5%
JPST4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other78.0%
ETF19.0%
Technology2.1%
Consumer0.3%
Industrial0.2%
Consumer Staples0.2%
Utilities0.1%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2024
+86 more exited positions
Changes from Q3 2024
NEW15 new positions
↑39 increased
↓41 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023