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
J
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
47103U845
$189.88M
11 %

3,739,330

J
JQUA

J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR
46641Q761
$181.77M
10 %

2,889,443

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$135.96M
8 %

414,298

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$113.31M
7 %

582,574

I
IQLT

ISHARES TR

MSCI INTL QUALTY
46434V456
$64.69M
4 %

1,463,937

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$50.10M
3 %

81,810

G
GBDC

GOLUB CAP BDC INC

COM
38173M102
$41.46M
2 %

3,028,489

A
AAPL

APPLE INC

COM
037833100
$38.97M
2 %

153,043

M
MSFT

MICROSOFT CORP

COM
594918104
$36.70M
2 %

70,864

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$35.96M
2 %

192,725

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