Sage Mountain Advisors LLC
CIK 0001832274 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.63B
2026 Q2
Positions
304
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
66.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
JAAA
JANUS DETROIT STR TR
17.4%
JQUA
J P MORGAN EXCHANGE TRADED F
12.9%
VTI
VANGUARD INDEX FDS
9.8%
QUAL
ISHARES TR
7.8%
IQLT
ISHARES TR
5.2%
VOO
VANGUARD INDEX FDS
3.1%
GBDC
GOLUB CAP BDC INC
3.0%
VGIT
VANGUARD SCOTTSDALE FDS
2.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.