What does Sage Mountain Advisors LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Sage Mountain Advisors LLC 13F Filing

1. Portfolio Overview

Sage Mountain Advisors LLC manages a portfolio with a total market value of approximately $1.89 billion as of December 31, 2025. This represents a significant growth of +72.4% compared to the previous quarter's value of $1.09 billion. The portfolio consists of 559 holdings, indicating a high level of diversification.

The firm appears to utilize a "core-satellite" or "asset allocation overlay"...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

JAAA

JANUS DETROIT STR TR

$260M5.2M18.2%

JQUA

J P MORGAN EXCHANGE TRADED F

$182M3.0M12.7%

VTI

VANGUARD INDEX FDS

$134M418K9.4%

QUAL

ISHARES TR

$111M578K7.8%

IQLT

ISHARES TR

$75M1.6M5.3%

VOO

VANGUARD INDEX FDS

$49M82K3.4%

GBDC

GOLUB CAP BDC INC

$48M3.8M3.3%

VGIT

VANGUARD SCOTTSDALE FDS

$43M714K3.0%

VEA

VANGUARD TAX-MANAGED FDS

$36M562K2.5%

QUS

SPDR SERIES TRUST

$29M168K2.0%

Filing history

Filing history loading…