Sage Mountain Advisors
$1.4B Assets Reported
572 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | 5,170,765 | $260M | 18.2% |
| JQUA | J P MORGAN EXCHANGE TRADED F | 2,967,077 | $182M | 12.7% |
| VTI | VANGUARD INDEX FDS | 418,114 | $134M | 9.4% |
| QUAL | ISHARES TR | 577,602 | $111M | 7.8% |
| IQLT | ISHARES TR | 1,627,732 | $75M | 5.3% |
| VOO | VANGUARD INDEX FDS | 81,746 | $49M | 3.4% |
| GBDC | GOLUB CAP BDC INC | 3,756,271 | $48M | 3.3% |
| VGIT | VANGUARD SCOTTSDALE FDS | 713,836 | $43M | 3.0% |
| VEA | VANGUARD TAX-MANAGED FDS | 561,686 | $36M | 2.5% |
| QUS | SPDR SERIES TRUST | 168,022 | $29M | 2.0% |
Track Sage Mountain Advisors's 13F portfolio: $1.4B in reported holdings, 572 positions. Top holdings, AUM, and quarterly changes on SentiSense.