Sage Mountain Advisors LLC

Q1 2026 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    281

  • Value ($000)

    $1,428,885

  • Date Filed
    05/11/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
JAAA

JANUS DETROIT STR TR

HENDRSON AAA CL
$260.45M
18 %

5,170,765

JQUA

J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR
$181.94M
13 %

2,967,077

VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$134.14M
9 %

418,114

QUAL

ISHARES TR

MSCI USA QLT FCT
$110.79M
8 %

577,602

IQLT

ISHARES TR

MSCI INTL QUALTY
$75.25M
5 %

1,627,732

VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$48.85M
3 %

81,746

GBDC

GOLUB CAP BDC INC

COM
$47.55M
3 %

3,756,271

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
$42.51M
3 %

713,836

VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$35.99M
3 %

561,686

KRE

SPDR SERIES TRUST

STATE STREET SPD
$28.84M
2 %

168,022

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