Sanctuary Wealth Management, L.L.C 13F annual report
Sanctuary Wealth Management, L.L.C is an investment fund managing more than $129 billion ran by Brett Robison. There are currently 194 companies in Mr. Robison’s portfolio. The largest investments include Pgim Etf Tr and Ishares Tr, together worth $38.4 billion.
$129 billion Assets Under Management (AUM)
As of 1st August 2024, Sanctuary Wealth Management, L.L.C’s top holding is 422,083 shares of Pgim Etf Tr currently worth over $21 billion and making up 16.2% of the portfolio value.
In addition, the fund holds 213,617 shares of Ishares Tr worth $17.4 billion.
The third-largest holding is Vanguard Index Fds worth $24.7 billion and the next is Spdr Ser Tr worth $15.5 billion, with 169,202 shares owned.
Currently, Sanctuary Wealth Management, L.L.C's portfolio is worth at least $129 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Sanctuary Wealth Management, L.L.C
The Sanctuary Wealth Management, L.L.C office and employees reside in Pocatello, Idaho. According to the last 13-F report filed with the SEC, Brett Robison serves as the Chief Compliance Officer at Sanctuary Wealth Management, L.L.C.
Recent trades
In the most recent 13F filing, Sanctuary Wealth Management, L.L.C revealed that it had opened a new position in
Pgim Etf Tr and bought 422,083 shares worth $21 billion.
The investment fund also strengthened its position in Ishares Tr by buying
163,435 additional shares.
This makes their stake in Ishares Tr total 213,617 shares worth $17.4 billion.
On the other hand, there are companies that Sanctuary Wealth Management, L.L.C is getting rid of from its portfolio.
Sanctuary Wealth Management, L.L.C closed its position in Invesco Exch Traded Fd Tr Ii on 8th August 2024.
It sold the previously owned 123,917 shares for $22.6 billion.
Brett Robison also disclosed a decreased stake in Vanguard World Fd by 0.1%.
This leaves the value of the investment at $8.6 billion and 24,424 shares.
One of the smallest hedge funds
The two most similar investment funds to Sanctuary Wealth Management, L.L.C are Valley and Smallwood Wealth Investment Management. They manage $129 billion and $129 billion respectively.
Brett Robison investment strategy
Sanctuary Wealth Management, L.L.C’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 2.4% of
the total portfolio value.
The fund focuses on investments in the United States as
39.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
37% of the total holdings value.
On the other hand, small-cap stocks make up only 2.6% of the portfolio.
The average market cap of the portfolio companies is close to $160 billion.
The complete list of Sanctuary Wealth Management, L.L.C trades based on 13F SEC filings
These positions were updated on August 8th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Invesco Exch Traded Fd Tr Ii |
Closed
123,917
|
$22,638,425,000 | |
| Pgim Etf Tr |
Opened
422,083
|
$20,977,547,000 | 16.21% |
| Ishares Tr |
325.68%
213,617
|
$17,380,337,000 | 13.43% |
| Vanguard Index Fds |
0.74%
106,854
|
$24,653,822,000 | 19.05% |
| Spdr Ser Tr |
Opened
169,202
|
$15,482,565,000 | 11.96% |
| Ishares Tr |
Closed
140,880
|
$10,634,033,000 | |
| Vanguard Bd Index Fds |
9.47%
114,776
|
$8,270,434,000 | 6.39% |
| J P Morgan Exchange Traded F |
28.99%
118,925
|
$6,110,153,000 | 4.72% |
| Vanguard World Fd |
12.55%
24,424
|
$8,599,954,000 | 6.64% |
| Axon Enterprise Inc |
No change
9,441
|
$2,777,920,000 | 2.15% |
| Dimensional Etf Trust |
13.41%
276,713
|
$10,296,616,000 | 7.95% |
| Vanguard Star Fds |
7.42%
30,367
|
$1,831,130,000 | 1.41% |
| ON Semiconductor Corp. |
478.14%
23,166
|
$1,588,029,000 | 1.23% |
| Vanguard Tax-managed Fds |
0.88%
23,032
|
$1,138,241,000 | 0.88% |
| Apple Inc |
14.75%
5,166
|
$1,088,132,000 | 0.84% |
| NVIDIA Corp |
1,021.65%
7,616
|
$940,881,000 | 0.73% |
| Ark Etf Tr |
7.92%
13,051
|
$573,142,000 | 0.44% |
| Exchange Traded Concepts Tru |
4.02%
14,189
|
$470,933,000 | 0.36% |
| Spdr Ser Tr |
11.03%
6,735
|
$446,867,000 | 0.35% |
| Fs Kkr Cap Corp |
No change
17,432
|
$343,933,000 | 0.27% |
| Pimco Etf Tr |
39.53%
3,540
|
$353,637,000 | 0.27% |
| First Tr Exchng Traded Fd Vi |
No change
18,356
|
$471,727,000 | 0.36% |
| Procter And Gamble Co |
No change
1,788
|
$294,877,000 | 0.23% |
| Philip Morris International Inc |
No change
2,666
|
$270,146,000 | 0.21% |
| Microsoft Corporation |
3.99%
443
|
$197,999,000 | 0.15% |
| BlackRock TCP Capital Corp |
26.08%
17,308
|
$186,922,000 | 0.14% |
| Oracle Corp. |
No change
1,272
|
$179,606,000 | 0.14% |
| Invesco Exchange Traded Fd T |
0.53%
3,014
|
$174,912,000 | 0.14% |
| Spdr Index Shs Fds |
5.29%
7,978
|
$288,980,000 | 0.22% |
| Vanguard Intl Equity Index F |
19.52%
2,174
|
$194,289,000 | 0.15% |
| General Electric Co |
0.32%
936
|
$148,798,000 | 0.11% |
| Vanguard Specialized Funds |
No change
754
|
$137,643,000 | 0.11% |
| Ares Capital Corp |
No change
6,047
|
$126,019,000 | 0.10% |
| Invesco Exch Traded Fd Tr Ii |
No change
2,563
|
$114,822,000 | 0.09% |
| International Business Machs |
No change
657
|
$113,628,000 | 0.09% |
| Vanguard Scottsdale Fds |
4.18%
2,168
|
$171,119,000 | 0.13% |
| Delta Air Lines, Inc. |
No change
2,143
|
$101,664,000 | 0.08% |
| NextEra Energy Inc |
No change
1,432
|
$101,400,000 | 0.08% |
| Phillips Edison Co Inc |
No change
3,070
|
$100,420,000 | 0.08% |
| Boeing Co. |
No change
453
|
$82,451,000 | 0.06% |
| Ford Mtr Co Del |
No change
6,490
|
$81,385,000 | 0.06% |
| Abrdn Gold Etf Trust |
No change
3,335
|
$74,104,000 | 0.06% |
| Amazon.com Inc. |
6.78%
362
|
$69,957,000 | 0.05% |
| Fidelity Covington Trust |
0.50%
1,199
|
$69,470,000 | 0.05% |
| Glacier Bancorp, Inc. |
No change
1,861
|
$69,453,000 | 0.05% |
| Union Pac Corp |
No change
290
|
$65,615,000 | 0.05% |
| Coca-Cola Co |
No change
1,007
|
$64,096,000 | 0.05% |
| Conocophillips |
No change
550
|
$62,909,000 | 0.05% |
| Palo Alto Networks Inc |
No change
171
|
$57,971,000 | 0.04% |
| Johnson Johnson |
No change
393
|
$57,441,000 | 0.04% |
| Franco Nev Corp |
No change
475
|
$56,297,000 | 0.04% |
| Spdr Sp 500 Etf Tr |
No change
102
|
$55,510,000 | 0.04% |
| Ishares Inc |
0.29%
1,027
|
$54,975,000 | 0.04% |
| Home Depot, Inc. |
No change
147
|
$50,603,000 | 0.04% |
| Abbvie Inc |
No change
287
|
$49,226,000 | 0.04% |
| Southern Copper Corporation |
0.89%
454
|
$48,914,000 | 0.04% |
| Linde Plc. |
No change
109
|
$47,830,000 | 0.04% |
| Tesla Inc |
No change
238
|
$47,095,000 | 0.04% |
| Rumble Inc |
No change
8,180
|
$45,399,000 | 0.04% |
| VanEck ETF Trust |
No change
1,627
|
$69,979,000 | 0.05% |
| Meta Platforms Inc |
No change
86
|
$43,363,000 | 0.03% |
| Victory Portfolios II |
No change
717
|
$41,988,000 | 0.03% |
| Eversource Energy |
No change
719
|
$40,774,000 | 0.03% |
| Ge Vernova Llc |
Opened
234
|
$40,133,000 | 0.03% |
| Manulife Finl Corp |
No change
1,507
|
$40,116,000 | 0.03% |
| Lowes Cos Inc |
No change
178
|
$39,242,000 | 0.03% |
| The Southern Co. |
No change
477
|
$37,001,000 | 0.03% |
| Alps Etf Tr |
No change
760
|
$36,465,000 | 0.03% |
| Qualcomm, Inc. |
No change
175
|
$34,857,000 | 0.03% |
| Blackstone Mtg Tr Inc |
No change
1,996
|
$34,770,000 | 0.03% |
| Bhp Group Ltd |
No change
547
|
$31,228,000 | 0.02% |
| Micron Technology Inc. |
14.49%
236
|
$31,041,000 | 0.02% |
| Vertex Pharmaceuticals, Inc. |
No change
63
|
$29,529,000 | 0.02% |
| Prudential Finl Inc |
No change
250
|
$29,298,000 | 0.02% |
| Wells Fargo Co New |
No change
477
|
$28,329,000 | 0.02% |
| Altria Group Inc. |
70.12%
614
|
$27,968,000 | 0.02% |
| Ge Healthcare Technologies I |
0.28%
350
|
$27,272,000 | 0.02% |
| Gilead Sciences, Inc. |
No change
390
|
$26,758,000 | 0.02% |
| Dow Inc |
No change
502
|
$26,631,000 | 0.02% |
| International Paper Co. |
No change
600
|
$25,890,000 | 0.02% |
| Alphabet Inc |
34.00%
134
|
$24,578,000 | 0.02% |
| Kraft Heinz Co |
No change
760
|
$24,487,000 | 0.02% |
| Valero Energy Corp. |
No change
150
|
$23,514,000 | 0.02% |
| Coinbase Global Inc |
No change
105
|
$23,334,000 | 0.02% |
| First Tr Exchange Trad Fd Vi |
No change
954
|
$22,810,000 | 0.02% |
| Gold Fields Ltd |
No change
1,515
|
$22,574,000 | 0.02% |
| Rio Tinto plc |
No change
338
|
$22,284,000 | 0.02% |
| Bny Mellon Etf Trust |
Opened
232
|
$21,871,000 | 0.02% |
| GSK Plc |
15.24%
556
|
$21,406,000 | 0.02% |
| Verizon Communications Inc |
6.90%
499
|
$20,579,000 | 0.02% |
| British Amern Tob Plc |
No change
665
|
$20,568,000 | 0.02% |
| Disney Walt Co |
91.62%
206
|
$20,454,000 | 0.02% |
| Cohen Steers Reit Pfd |
No change
1,000
|
$20,370,000 | 0.02% |
| Mondelez International Inc. |
No change
300
|
$19,632,000 | 0.02% |
| Blackrock Muniyield Fd Inc |
No change
1,700
|
$18,445,000 | 0.01% |
| Walmart Inc |
No change
270
|
$18,282,000 | 0.01% |
| Hancock John Pfd Income Fd I |
17.57%
1,154
|
$18,245,000 | 0.01% |
| Mastercard Incorporated |
28.57%
36
|
$15,882,000 | 0.01% |
| Nucor Corp. |
No change
93
|
$14,701,000 | 0.01% |
| Crowdstrike Holdings Inc |
84.21%
35
|
$13,412,000 | 0.01% |
| PayPal Holdings Inc |
Closed
187
|
$12,527,000 | |
| Hancock John Pfd Income Fd |
No change
697
|
$11,647,000 | 0.01% |
| Pfizer Inc. |
26.60%
414
|
$11,584,000 | 0.01% |
| Applied Matls Inc |
No change
49
|
$11,564,000 | 0.01% |
| MercadoLibre Inc |
No change
7
|
$11,504,000 | 0.01% |
| First Tr Exchange-traded Fd |
No change
238
|
$11,436,000 | 0.01% |
| Deere Co |
6.45%
29
|
$10,835,000 | 0.01% |
| Ishares U S Etf Tr |
No change
215
|
$10,821,000 | 0.01% |
| Vanguard Whitehall Fds |
No change
90
|
$10,674,000 | 0.01% |
| Mcdonalds Corp |
No change
41
|
$10,448,000 | 0.01% |
| Lyondellbasell Industries N |
No change
105
|
$10,044,000 | 0.01% |
| Trump Media Technology Gro |
No change
300
|
$9,825,000 | 0.01% |
| Cincinnati Finl Corp |
No change
80
|
$9,448,000 | 0.01% |
| Medtronic Plc |
7.03%
119
|
$9,366,000 | 0.01% |
| Direxion Shs Etf Tr |
No change
313
|
$9,050,000 | 0.01% |
| Schwab Strategic Tr |
Closed
392
|
$12,149,000 | |
| Southwest Airls Co |
12.02%
300
|
$8,583,000 | 0.01% |
| Schlumberger Ltd. |
No change
175
|
$8,257,000 | 0.01% |
| Ishares Tr |
Opened
373
|
$17,704,000 | 0.01% |
| Cohen Steers Quality Incom |
Closed
584
|
$7,055,000 | |
| Vanguard Charlotte Fds |
976.92%
140
|
$6,814,000 | 0.01% |
| Netflix Inc. |
42.86%
10
|
$6,749,000 | 0.01% |
| WestRock Co |
No change
131
|
$6,584,000 | 0.01% |
| Spdr Gold Tr |
No change
30
|
$6,450,000 | 0.00% |
| Zoom Video Communications In |
No change
100
|
$5,919,000 | 0.00% |
| Vanguard Intl Equity Index F |
Opened
50
|
$5,875,000 | 0.00% |
| United Parcel Service, Inc. |
No change
42
|
$5,748,000 | 0.00% |
| Haleon Plc |
15.24%
695
|
$5,741,000 | 0.00% |
| Unitedhealth Group Inc |
83.33%
11
|
$5,602,000 | 0.00% |
| Visa Inc |
200.00%
21
|
$5,512,000 | 0.00% |
| Eli Lilly Co |
40.00%
6
|
$5,432,000 | 0.00% |
| Flaherty Crumrine Pfd Secs |
Closed
359
|
$5,331,000 | |
| Starbucks Corp. |
Opened
68
|
$5,294,000 | 0.00% |
| Fidelity Covington Trust |
Opened
206
|
$5,220,000 | 0.00% |
| Cadence Design System Inc |
No change
15
|
$4,616,000 | 0.00% |
| Nike, Inc. |
45.95%
54
|
$4,070,000 | 0.00% |
| Jpmorgan Chase Co |
No change
20
|
$4,045,000 | 0.00% |
| RTX Corp |
No change
40
|
$4,016,000 | 0.00% |
| Ingersoll Rand Inc. |
No change
42
|
$3,815,000 | 0.00% |
| Cisco Sys Inc |
No change
80
|
$3,801,000 | 0.00% |
| Vanguard Scottsdale Fds |
Opened
134
|
$6,710,000 | 0.01% |
| Tjx Cos Inc New |
8.11%
34
|
$3,743,000 | 0.00% |
| Woodside Energy Group Ltd |
No change
197
|
$3,706,000 | 0.00% |
| Sylvamo Corp |
No change
54
|
$3,704,000 | 0.00% |
| Turtle Beach Corp |
No change
245
|
$3,513,000 | 0.00% |
| Ameriprise Finl Inc |
No change
8
|
$3,418,000 | 0.00% |
| Costco Whsl Corp New |
No change
4
|
$3,400,000 | 0.00% |
| Salesforce Inc |
116.67%
13
|
$3,342,000 | 0.00% |
| Thermo Fisher Scientific Inc. |
Opened
6
|
$3,318,000 | 0.00% |
| ServiceNow Inc |
Opened
4
|
$3,147,000 | 0.00% |
| Blackrock Cr Allocation Inco |
No change
281
|
$3,010,000 | 0.00% |
| Hess Corporation |
No change
20
|
$2,950,000 | 0.00% |
| Akamai Technologies Inc |
Closed
27
|
$2,937,000 | |
| Abbott Labs |
Opened
28
|
$2,909,000 | 0.00% |
| Airbnb, Inc. |
Opened
19
|
$2,881,000 | 0.00% |
| Main Str Cap Corp |
No change
49
|
$2,449,000 | 0.00% |
| Astrazeneca plc |
Closed
36
|
$2,439,000 | |
| Advanced Micro Devices Inc. |
28.57%
15
|
$2,433,000 | 0.00% |
| Marsh Mclennan Cos Inc |
No change
11
|
$2,318,000 | 0.00% |
| Equinor ASA |
Closed
85
|
$2,298,000 | |
| Select Sector Spdr Tr |
No change
67
|
$4,006,000 | 0.00% |
| Marathon Digital Holdings In |
Closed
100
|
$2,258,000 | |
| Adobe Inc |
300.00%
4
|
$2,222,000 | 0.00% |
| Invesco Exch Traded Fd Tr Ii |
Opened
102
|
$2,146,000 | 0.00% |
| Sony Group Corp |
Closed
25
|
$2,144,000 | |
| Novo-nordisk A S |
Opened
15
|
$2,141,000 | 0.00% |
| Accenture Plc Ireland |
Opened
7
|
$2,124,000 | 0.00% |
| NIO Inc |
16.67%
500
|
$2,080,000 | 0.00% |
| Zoetis Inc |
Opened
12
|
$2,080,000 | 0.00% |
| Ecolab, Inc. |
Closed
9
|
$2,078,000 | |
| Robinhood Mkts Inc |
Closed
100
|
$2,013,000 | |
| Autodesk Inc. |
Opened
8
|
$1,980,000 | 0.00% |
| Intel Corp. |
No change
63
|
$1,951,000 | 0.00% |
| Mattel, Inc. |
Closed
97
|
$1,922,000 | |
| Nxp Semiconductors N V |
No change
7
|
$1,884,000 | 0.00% |
| Gartner, Inc. |
Opened
4
|
$1,796,000 | 0.00% |
| Att Inc |
Closed
100
|
$1,760,000 | |
| Vanguard World Fd |
Closed
24
|
$2,809,000 | |
| MSA Safety Inc |
No change
8
|
$1,502,000 | 0.00% |
| Alcon Ag |
Closed
18
|
$1,499,000 | |
| AGCO Corp. |
Closed
12
|
$1,476,000 | |
| Vanguard Whitehall Fds |
Opened
23
|
$1,447,000 | 0.00% |
| Western Digital Corp. |
No change
19
|
$1,440,000 | 0.00% |
| Aptiv PLC |
Closed
18
|
$1,434,000 | |
| Price T Rowe Group Inc |
Closed
11
|
$1,341,000 | |
| Vail Resorts Inc. |
Closed
6
|
$1,337,000 | |
| Caterpillar Inc. |
No change
4
|
$1,332,000 | 0.00% |
| Electronic Arts, Inc. |
Closed
10
|
$1,327,000 | |
| Unilever plc |
Closed
26
|
$1,305,000 | |
| Alibaba Group Hldg Ltd |
Closed
18
|
$1,302,000 | |
| Avalonbay Cmntys Inc |
Closed
7
|
$1,299,000 | |
| Takeda Pharmaceutical Co |
Closed
84
|
$1,167,000 | |
| Workday Inc |
Opened
5
|
$1,118,000 | 0.00% |
| Innovative Indl Pptys Inc |
Opened
10
|
$1,092,000 | 0.00% |
| Medical Pptys Trust Inc |
No change
250
|
$1,078,000 | 0.00% |
| American Assets Tr Inc |
Opened
48
|
$1,074,000 | 0.00% |
| Moderna Inc |
No change
9
|
$1,069,000 | 0.00% |
| Genmab A/s |
Closed
35
|
$1,047,000 | |
| Bio Rad Labs Inc |
Closed
3
|
$1,038,000 | |
| CIENA Corp. |
Closed
21
|
$1,038,000 | |
| City Office REIT Inc |
Opened
208
|
$1,036,000 | 0.00% |
| Global Med Reit Inc |
Opened
112
|
$1,017,000 | 0.00% |
| Realty Income Corp. |
No change
19
|
$1,004,000 | 0.00% |
| Spdr Ser Tr |
Closed
16
|
$984,000 | |
| Community Healthcare Tr Inc |
Opened
42
|
$982,000 | 0.00% |
| Montrose Environmental Group, Inc. |
Closed
25
|
$979,000 | |
| Vici Pptys Inc |
No change
34
|
$974,000 | 0.00% |
| MSCI Inc |
Opened
2
|
$964,000 | 0.00% |
| Kyndryl Hldgs Inc |
21.74%
36
|
$947,000 | 0.00% |
| PTC Inc |
Closed
5
|
$945,000 | |
| Keysight Technologies Inc |
Closed
6
|
$938,000 | |
| Kilroy Rlty Corp |
Opened
30
|
$935,000 | 0.00% |
| Li Auto Inc. |
Closed
30
|
$908,000 | |
| Trimble Inc |
Closed
14
|
$901,000 | |
| Global X Fds |
90.57%
50
|
$863,000 | 0.00% |
| Biomarin Pharmaceutical Inc. |
Closed
9
|
$786,000 | |
| Evgo Inc |
Closed
300
|
$753,000 | |
| BioNTech SE |
No change
9
|
$723,000 | 0.00% |
| Laboratory Corp Amer Hldgs |
Closed
3
|
$655,000 | |
| Blackstone Inc |
No change
5
|
$619,000 | 0.00% |
| Paycom Software Inc |
Opened
4
|
$572,000 | 0.00% |
| Clearbridge Mlp And Midstrm |
90.71%
13
|
$529,000 | 0.00% |
| Tilray Brands Inc |
Closed
200
|
$494,000 | |
| Align Technology, Inc. |
Opened
2
|
$483,000 | 0.00% |
| Cava Group Inc |
Opened
5
|
$464,000 | 0.00% |
| Procore Technologies, Inc. |
Closed
5
|
$411,000 | |
| Taiwan Semiconductor Mfg Ltd |
Closed
3
|
$408,000 | |
| Roblox Corporation |
Closed
10
|
$382,000 | |
| Shoals Technologies Group In |
Closed
34
|
$380,000 | |
| Lyft Inc |
Closed
19
|
$368,000 | |
| Vanguard Index Fds |
Closed
2
|
$351,000 | |
| AltC Acquisition Corp. |
Opened
31
|
$263,000 | 0.00% |
| Etf Ser Solutions |
Closed
12
|
$252,000 | |
| Viatris Inc. |
Closed
18
|
$215,000 | |
| B. Riley Financial Inc |
Closed
10
|
$212,000 | |
| Warner Bros.Discovery Inc |
Closed
24
|
$210,000 | |
| Workhorse Group Inc |
Closed
814
|
$191,000 | |
| Inmode Ltd |
Closed
8
|
$173,000 | |
| Gamestop Corp New |
Closed
13
|
$163,000 | |
| Teladoc Health Inc |
No change
13
|
$127,000 | 0.00% |
| QuantumScape Corporation |
Closed
20
|
$126,000 | |
| Fortrea Hldgs Inc |
Closed
3
|
$120,000 | |
| Chargepoint Holdings Inc. |
Closed
40
|
$76,000 | |
| Grindr Inc |
Opened
6
|
$73,000 | 0.00% |
| Intra-Cellular Therapies Inc |
Closed
1
|
$69,000 | |
| Ark 21shares Bitcoin Etf |
Opened
1
|
$60,000 | 0.00% |
| Franklin Templeton Digital H |
No change
1
|
$21,000 | 0.00% |
| Peakstone Realty Trust |
No change
1
|
$11,000 | 0.00% |
| Sunpower Corp |
Closed
1
|
$3,000 | |
| Ampio Pharmaceuticals Inc |
No change
14
|
$2,000 | 0.00% |
| BioVie Inc. |
No change
3
|
$1,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 251 holdings | |||
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