CIK 1832274
Sage Mountain Advisors LLC
Institutional 13F holdings & portfolio
Holdings
559
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 559
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | 5.0M | $1M+ | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 2.9M | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 417K | $1M+ | SH |
| QUAL | ISHARES TR | 562K | $1M+ | SH |
| IQLT | ISHARES TR | 1.5M | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 83K | $1M+ | SH |
| GBDC | GOLUB CAP BDC INC | 3.4M | $1M+ | SH |
| AAPL | APPLE INC | 150K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 640K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 189K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 68K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 512K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 590K | $1M+ | SH |
| QUS | SPDR SERIES TRUST | 170K | $1M+ | SH |
| AVGO | BROADCOM INC | 76K | $1M+ | SH |
| JMBS | JANUS DETROIT STR TR | 468K | $1M+ | SH |
| AMZN | AMAZON COM INC | 89K | $1M+ | SH |
| TSLA | TESLA INC | 42K | $1M+ | SH |
| GOOGL | ALPHABET INC | 57K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 52K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 204K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 19K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 51K | $1M+ | SH |
| META | META PLATFORMS INC | 20K | $1M+ | SH |
| GOOG | ALPHABET INC | 41K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 19K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 26K | $1M+ | SH |
| CHD | CHURCH & DWIGHT CO INC | 143K | $1M+ | SH |
| KBDC | KAYNE ANDERSON BDC INC | 798K | $1M+ | SH |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 152K | $1M+ | SH |
| CPRT | COPART INC | 285K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 42K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 19K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 182K | $1M+ | SH |
| ITOT | ISHARES TR | 58K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 155K | $1M+ | SH |
| IVV | ISHARES TR | 12K | $1M+ | SH |
| LLY | ELI LILLY & CO | 7K | $1M+ | SH |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 121K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 12K | $1M+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 119K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 250K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| IWB | ISHARES TR | 18K | $1M+ | SH |
| UYLD | ANGEL OAK FUNDS TRUST | 126K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 108K | $1M+ | SH |
| IWF | ISHARES TR | 13K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 49K | $1M+ | SH |
| V | VISA INC | 17K | $1M+ | SH |
| FTNT | FORTINET INC | 68K | $1M+ | SH |