Sage Mountain Advisors LLC

Q3 2025 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    547

  • Value ($000)

    $1,745,097

  • Date Filed
    10/29/2025
  • Form type
    13F-HR
  • CIK
    0001832274
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
JAAA
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
$189.88M
11 %

3,739,330

JQUA
JQUA

J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR
$181.77M
10 %

2,889,443

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$135.96M
8 %

414,298

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
$113.31M
7 %

582,574

IQLT
IQLT

ISHARES TR

MSCI INTL QUALTY
$64.69M
4 %

1,463,937

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$50.10M
3 %

81,810

GBDC
GBDC

GOLUB CAP BDC INC

COM
$41.46M
2 %

3,028,489

AAPL
AAPL

APPLE INC

COM
$38.97M
2 %

153,043

MSFT
MSFT

MICROSOFT CORP

COM
$36.70M
2 %

70,864

NVDA
NVDA

NVIDIA CORPORATION

COM
$35.96M
2 %

192,725

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