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 51–100 of 559
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | 38K | $1M+ | SH |
| WMT | WALMART INC | 41K | $1M+ | SH |
| QEFA | SPDR INDEX SHS FDS | 50K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 21K | $1M+ | SH |
| IJR | ISHARES TR | 34K | $1M+ | SH |
| HD | HOME DEPOT INC | 11K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 20K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 52K | $1M+ | SH |
| IEFA | ISHARES TR | 42K | $1M+ | SH |
| ABBV | ABBVIE INC | 16K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 6K | $1M+ | SH |
| VONV | VANGUARD SCOTTSDALE FDS | 38K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 10K | $1M+ | SH |
| PNFP | PINNACLE FINL PARTNERS INC | 36K | $1M+ | SH |
| SGOV | ISHARES TR | 34K | $1M+ | SH |
| CSCO | CISCO SYS INC | 44K | $1M+ | SH |
| LGLV | SPDR SERIES TRUST | 19K | $1M+ | SH |
| NFLX | NETFLIX INC | 33K | $1M+ | SH |
| MRK | MERCK & CO INC | 29K | $1M+ | SH |
| ETN | EATON CORP PLC | 9K | $1M+ | SH |
| ORCL | ORACLE CORP | 15K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 86K | $1M+ | SH |
| LIEN | CHICAGO ATLANTIC BDC INC | 268K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 8K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 14K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 33K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 15K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 9K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 18K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 8K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 65K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 11K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 8K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 15K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 11K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 11K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3 | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 32K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 26K | $1M+ | SH |
| GE | GE AEROSPACE | 7K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 6K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 23K | $1M+ | SH |
| C | CITIGROUP INC | 18K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 12K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 47K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| KO | COCA COLA CO | 30K | $1M+ | SH |
| EFA | ISHARES TR | 21K | $1M+ | SH |