Sage Mountain Advisors LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1832274
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.4B
Holdings
281
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Sage Mountain Advisors LLC disclosed 281 positions worth $1.4B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 4 new positions and exited 287 — including a new stake in $FIGR and a full exit from $CHD. The portfolio is most concentrated in Other (90.3% of disclosed assets). All figures are sourced directly from Sage Mountain Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1832274.
AI Fund Analysis
ConcentratingJANUS DETROIT STR TR
18.2% weight
Held 9 quarters
J P MORGAN EXCHANGE TRADED
12.7% weight
Held 9 quarters
VANGUARD INDEX FDS
9.4% weight
Held 9 quarters
ISHARES TR
7.8% weight
Held 9 quarters
ISHARES TR
5.3% weight
Held 9 quarters
J P MORGAN EXCHANGE TRADED
8 quarters accumulating
VANGUARD INDEX FDS
8 quarters accumulating
ISHARES TR
8 quarters accumulating
ISHARES TR
8 quarters accumulating
VANGUARD SCOTTSDALE FDS
6 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
JANUS DETROIT STR TR
—Quality
$260.5M5,170,765 shJ P MORGAN EXCHANGE TRADED F
—Quality
$181.9M2,967,077 shVANGUARD INDEX FDS
—Quality
$134.1M418,114 shISHARES TR
—Quality
$110.8M577,602 shISHARES TR
—Quality
$75.3M1,627,732 shVANGUARD INDEX FDS
—Quality
$48.8M81,746 sh- —
Quality
$47.6M3,756,271 sh VANGUARD SCOTTSDALE FDS
—Quality
$42.5M713,836 shVANGUARD TAX-MANAGED FDS
—Quality
$36.0M561,686 shSPDR SERIES TRUST
—Quality
$28.8M168,022 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| JANUS DETROIT STR TR | — | $260.5M | 5,170,765 |
| J P MORGAN EXCHANGE TRADED F | — | $181.9M | 2,967,077 |
| VANGUARD INDEX FDS | — | $134.1M | 418,114 |
| ISHARES TR | — | $110.8M | 577,602 |
| ISHARES TR | — | $75.3M | 1,627,732 |
| VANGUARD INDEX FDS | — | $48.8M | 81,746 |
 GOLUB CAPITAL BDC, Inc.$GBDC | — | $47.6M | 3,756,271 |
| VANGUARD SCOTTSDALE FDS | — | $42.5M | 713,836 |
| VANGUARD TAX-MANAGED FDS | — | $36.0M | 561,686 |
| SPDR SERIES TRUST | — | $28.8M | 168,022 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Sage Mountain Advisors LLC's 281 positions.
Showing top 10 of 281 holdings.
Sector Allocation
Other
$1.3B
Financials
$67.4M
Technology
$36.7M
Consumer Discretionary
$15.7M
Industrials
$11.3M
Healthcare
$3.4M
Real Estate
$2.1M
Energy
$1.5M
Full Holdings — Sage Mountain Advisors LLC (Q1 2026)
All 281 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | JANUS DETROIT STR TR | $260.5M | 18.2% | +3% | — |
| 2 | — | J P MORGAN EXCHANGE TRADED F | $181.9M | 12.7% | +1% | — |
| 3 | — | VANGUARD INDEX FDS | $134.1M | 9.4% | +0% | — |
| 4 | — | ISHARES TR | $110.8M | 7.8% | +3% | — |
| 5 | — | ISHARES TR | $75.3M | 5.3% | +8% | — |
| 6 | — | VANGUARD INDEX FDS | $48.8M | 3.4% | -1% | — |
| 7 | $GBDC | GOLUB CAPITAL BDC, Inc. | $47.6M | 3.3% | +12% | — |
| 8 | — | VANGUARD SCOTTSDALE FDS | $42.5M | 3.0% | +12% | — |
| 9 | — | VANGUARD TAX-MANAGED FDS | $36.0M | 2.5% | +10% | — |
| 10 | — | SPDR SERIES TRUST | $28.8M | 2.0% | -1% | — |
| 11 | — | J P MORGAN EXCHANGE TRADED F | $27.9M | 1.9% | -7% | — |
| 12 | — | JANUS DETROIT STR TR | $27.7M | 1.9% | +31% | — |
| 13 | — | VANGUARD STAR FDS | $15.9M | 1.1% | +1% | — |
| 14 | — | VANGUARD WORLD FD | $13.4M | 0.9% | +0% | — |
| 15 |  $SPY | SPDR S&P 500 ETF TRUST | $12.3M | 0.9% | +1% | — |
| 16 | — | VANGUARD INDEX FDS | $11.5M | 0.8% | -14% | — |
| 17 |  $IVZ | Invesco Ltd. | $11.4M | 0.8% | +0% | — |
| 18 | — | ISHARES TR | $11.3M | 0.8% | +38% | — |
| 19 | — | VANGUARD INDEX FDS | $10.8M | 0.8% | -3% | — |
| 20 |  $AVGO | Broadcom Inc. | $10.2M | 0.7% | -57% | 86.4 |
| 21 | $IVZ | Invesco Ltd. | $10.0M | 0.7% | +0% | — |
| 22 | — | VANGUARD SCOTTSDALE FDS | $9.2M | 0.6% | +32% | — |
| 23 |  $JPM | JPMORGAN CHASE & CO | $8.7M | 0.6% | -43% | 35.6 |
| 24 | — | VANGUARD MUN BD FDS | $8.5M | 0.6% | -7% | — |
| 25 |  $AAPL | Apple Inc. | $8.3M | 0.6% | -78% | 76.1 |
| 26 |  $TSLA | Tesla, Inc. | $8.1M | 0.6% | -48% | 50.1 |
| 27 | — | ISHARES TR | $7.7M | 0.5% | -2% | — |
| 28 |  $CPRT | COPART INC | $7.5M | 0.5% | -20% | 74.9 |
| 29 | $IVZ | Invesco Ltd. | $7.3M | 0.5% | +0% | — |
| 30 | — | ISHARES TR | $7.1M | 0.5% | +32% | — |
| 31 | — | ISHARES TR | $6.8M | 0.5% | +8% | — |
| 32 | — | ANGEL OAK FUNDS TRUST | $6.4M | 0.5% | -0% | — |
| 33 | — | SCHWAB STRATEGIC TR | $6.4M | 0.5% | +0% | — |
| 34 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.2M | 0.4% | -9% | — |
| 35 | — | VANGUARD INDEX FDS | $5.8M | 0.4% | +48% | — |
| 36 | $IVZ | Invesco Ltd. | $5.8M | 0.4% | -2% | — |
| 37 |  $KBDC | Kayne Anderson BDC, Inc. | $5.7M | 0.4% | -48% | — |
| 38 | — | SPDR INDEX SHS FDS | $4.6M | 0.3% | -1% | — |
| 39 | — | VANGUARD INDEX FDS | $4.5M | 0.3% | -31% | — |
| 40 | — | ISHARES TR | $4.3M | 0.3% | +13% | — |
| 41 | — | VANGUARD SCOTTSDALE FDS | $4.2M | 0.3% | +0% | — |
| 42 | — | ISHARES TR | $4.2M | 0.3% | -0% | — |
| 43 | — | VANGUARD INTL EQUITY INDEX F | $3.9M | 0.3% | +0% | — |
| 44 | — | DIMENSIONAL ETF TRUST | $3.8M | 0.3% | +65% | — |
| 45 | — | VANECK ETF TRUST | $3.7M | 0.3% | +0% | — |
| 46 |  $AMZN | AMAZON COM INC | $3.7M | 0.3% | -80% | 74.6 |
| 47 | — | ISHARES TR | $3.7M | 0.3% | +7% | — |
| 48 | — | VANGUARD SCOTTSDALE FDS | $3.6M | 0.3% | -1% | — |
| 49 |  $GLDM | World Gold Trust | $3.5M | 0.2% | +43% | — |
| 50 |  $FTNT | Fortinet, Inc. | $3.5M | 0.2% | -38% | 78.1 |
| 51 | — | SPDR SERIES TRUST | $3.4M | 0.2% | +0% | — |
| 52 |  $META | Meta Platforms, Inc. | $3.0M | 0.2% | -73% | 80.9 |
| 53 |  $IAU | ISHARES GOLD TRUST | $2.9M | 0.2% | +0% | — |
| 54 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.7M | 0.2% | -70% | 64.5 |
| 55 | — | DIMENSIONAL ETF TRUST | $2.5M | 0.2% | +0% | — |
| 56 | — | SCHWAB STRATEGIC TR | $2.5M | 0.2% | +0% | — |
| 57 | — | VANGUARD INDEX FDS | $2.3M | 0.2% | -0% | — |
| 58 | — | DIMENSIONAL ETF TRUST | $2.3M | 0.2% | +1228% | — |
| 59 |  $GOOG | Alphabet Inc. | $2.3M | 0.2% | -86% | 80.2 |
| 60 |  $MSFT | MICROSOFT CORP | $2.2M | 0.2% | -91% | 83.7 |
| 61 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 0.1% | +0% | 64.5 |
| 62 | — | SPDR INDEX SHS FDS | $2.2M | 0.1% | +0% | — |
| 63 | — | VANGUARD INDEX FDS | $2.1M | 0.1% | +0% | — |
| 64 | — | ISHARES TR | $2.1M | 0.1% | +0% | — |
| 65 |  $LIEN | Chicago Atlantic BDC, Inc. | $2.0M | 0.1% | -20% | — |
| 66 | — | DIMENSIONAL ETF TRUST | $1.9M | 0.1% | -17% | — |
| 67 | — | ISHARES TR | $1.8M | 0.1% | +14% | — |
| 68 | — | FIRST TR EXCHANGE-TRADED FD | $1.8M | 0.1% | -10% | — |
| 69 | — | ISHARES TR | $1.7M | 0.1% | +0% | — |
| 70 | — | VANGUARD INDEX FDS | $1.7M | 0.1% | +0% | — |
| 71 | — | SPDR SERIES TRUST | $1.7M | 0.1% | +563% | — |
| 72 | — | ISHARES TR | $1.7M | 0.1% | +0% | — |
| 73 | — | VANGUARD INSTL INDEX FD | $1.6M | 0.1% | +2% | — |
| 74 |  $NVDA | NVIDIA CORP | $1.6M | 0.1% | -95% | 90.2 |
| 75 | — | ISHARES TR | $1.6M | 0.1% | +0% | — |
| 76 | — | RBB FD INC | $1.6M | 0.1% | +0% | — |
| 77 |  $GOOGL | Alphabet Inc. | $1.5M | 0.1% | -87% | 80.2 |
| 78 | — | ISHARES TR | $1.4M | 0.1% | +0% | — |
| 79 | — | ISHARES TR | $1.4M | 0.1% | +0% | — |
| 80 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.4M | 0.1% | -52% | — |
| 81 | — | ISHARES TR | $1.3M | 0.1% | +16% | — |
| 82 |  $IBIT | iShares Bitcoin Trust ETF | $1.3M | 0.1% | +1% | — |
| 83 | — | SPDR SERIES TRUST | $1.3M | 0.1% | +0% | — |
| 84 | — | BITMINE IMMERSION TECNOLOGIE | $1.3M | 0.1% | +128% | — |
| 85 |  $GLD | SPDR GOLD TRUST | $1.3M | 0.1% | +0% | — |
| 86 | — | ISHARES TR | $1.2M | 0.1% | +6% | — |
| 87 |  $RY | ROYAL BANK OF CANADA | $1.2M | 0.1% | -3% | — |
| 88 |  $WMT | Walmart Inc. | $1.2M | 0.1% | -77% | 63.2 |
| 89 | — | ISHARES TR | $1.1M | 0.1% | +0% | — |
| 90 |  $REFI | Chicago Atlantic Real Estate Finance, Inc. | $1.1M | 0.1% | -19% | — |
| 91 | — | ISHARES TR | $1.1M | 0.1% | +0% | — |
| 92 |  $LLY | ELI LILLY & Co | $998,870 | 0.1% | -85% | 89.3 |
| 93 | — | ISHARES TR | $997,128 | 0.1% | +9% | — |
| 94 |  $MRK | Merck & Co., Inc. | $988,543 | 0.1% | -72% | 70.9 |
| 95 |  $MSTR | Strategy Inc | $971,818 | 0.1% | +30% | 25.4 |
| 96 |  $V | VISA INC. | $964,109 | 0.1% | -81% | 83.5 |
| 97 | — | VANGUARD SPECIALIZED FUNDS | $951,425 | 0.1% | -60% | — |
| 98 |  $AGNC | AGNC Investment Corp. | $949,861 | 0.1% | -0% | — |
| 99 | $IVZ | Invesco Ltd. | $924,124 | 0.1% | +0% | — |
| 100 | — | ISHARES TR | $918,301 | 0.1% | -5% | — |
| 101 |  $DOV | DOVER Corp | $871,104 | 0.1% | +0% | 63.1 |
| 102 |  $TPL | Texas Pacific Land Corp | $865,597 | 0.1% | +30% | 79.1 |
| 103 |  $QCOM | QUALCOMM INC/DE | $859,349 | 0.1% | -26% | 81.9 |
| 104 | — | ISHARES TR | $855,739 | 0.1% | +2% | — |
| 105 | — | GLOBAL X FDS | $853,252 | 0.1% | +0% | — |
| 106 | — | ANGEL OAK FUNDS TRUST | $836,275 | 0.1% | +0% | — |
| 107 | — | JANUS DETROIT STR TR | $816,273 | 0.1% | -39% | — |
| 108 | — | SPDR INDEX SHS FDS | $785,230 | 0.1% | -21% | — |
| 109 | — | ISHARES TR | $737,756 | 0.1% | -24% | — |
| 110 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $733,944 | 0.1% | +0% | — |
| 111 | — | SPDR SERIES TRUST | $729,176 | 0.1% | -2% | — |
| 112 |  $UPS | UNITED PARCEL SERVICE INC | $726,088 | 0.1% | -9% | 58.2 |
| 113 | — | FIRST TR EXCHANGE TRADED FD | $720,838 | 0.1% | +0% | — |
| 114 |  $JNJ | JOHNSON & JOHNSON | $716,943 | 0.1% | -86% | 72.8 |
| 115 |  $DAL | DELTA AIR LINES, INC. | $713,796 | 0.1% | -41% | 64.4 |
| 116 | — | SCHWAB STRATEGIC TR | $700,252 | 0.1% | +1% | — |
| 117 |  $BX | Blackstone Inc. | $699,793 | 0.1% | -41% | 68 |
| 118 | — | FIDELITY COVINGTON TRUST | $669,380 | 0.1% | +0% | — |
| 119 | — | LISTED FDS TR | $656,924 | 0.1% | +86% | — |
| 120 | — | ISHARES TR | $638,394 | 0.0% | NEW | — |
| 121 | — | VANGUARD WHITEHALL FDS | $619,058 | 0.0% | +0% | — |
| 122 |  $LULU | lululemon athletica inc. | $617,146 | 0.0% | -26% | 62.9 |
| 123 | — | SPDR SERIES TRUST | $616,462 | 0.0% | -69% | — |
| 124 | — | SELECT SECTOR SPDR TR | $612,901 | 0.0% | +5% | — |
| 125 | — | VANGUARD INDEX FDS | $587,351 | 0.0% | -36% | — |
| 126 |  $ETHA | iShares Ethereum Trust ETF | $572,555 | 0.0% | +2% | — |
| 127 | — | SCHWAB STRATEGIC TR | $571,998 | 0.0% | +0% | — |
| 128 | — | PROSHARES TR | $565,700 | 0.0% | +0% | — |
| 129 |  $COST | COSTCO WHOLESALE CORP /NEW | $558,001 | 0.0% | -81% | 67 |
| 130 | — | FIRST TR EXCHANGE-TRADED FD | $552,320 | 0.0% | +0% | — |
| 131 |  $AZO | AUTOZONE INC | $547,200 | 0.0% | -32% | 66.5 |
| 132 | — | ISHARES TR | $534,880 | 0.0% | +0% | — |
| 133 | — | ISHARES INC | $530,962 | 0.0% | -1% | — |
| 134 |  $CSCO | CISCO SYSTEMS, INC. | $507,451 | 0.0% | -85% | 72.3 |
| 135 | — | ISHARES TR | $498,732 | 0.0% | -0% | — |
| 136 | — | ISHARES TR | $495,721 | 0.0% | +0% | — |
| 137 | — | VANECK ETF TRUST | $476,932 | 0.0% | -40% | — |
| 138 | — | VANGUARD SCOTTSDALE FDS | $473,003 | 0.0% | +0% | — |
| 139 |  $OKE | ONEOK INC /NEW/ | $470,118 | 0.0% | -34% | 72 |
| 140 | $IVZ | Invesco Ltd. | $469,244 | 0.0% | -83% | — |
| 141 | — | SPDR SERIES TRUST | $468,793 | 0.0% | +0% | — |
| 142 | — | ISHARES TR | $456,628 | 0.0% | +0% | — |
| 143 | — | ISHARES TR | $439,565 | 0.0% | +0% | — |
| 144 | — | ISHARES TR | $439,396 | 0.0% | +0% | — |
| 145 | — | ISHARES TR | $438,052 | 0.0% | +19% | — |
| 146 | — | SPDR SERIES TRUST | $433,403 | 0.0% | +0% | — |
| 147 | — | DIMENSIONAL ETF TRUST | $414,060 | 0.0% | +0% | — |
| 148 |  $XOM | EXXON MOBIL CORP | $413,122 | 0.0% | -95% | 61.8 |
| 149 |  $GWW | W.W. GRAINGER, INC. | $401,418 | 0.0% | -43% | 69.5 |
| 150 | — | ISHARES TR | $386,546 | 0.0% | +0% | — |
| 151 | — | VANGUARD WORLD FD | $373,319 | 0.0% | -70% | — |
| 152 |  $FOCL | EDAP TMS SA | $372,000 | 0.0% | +0% | — |
| 153 | — | VANGUARD ADMIRAL FDS INC | $368,796 | 0.0% | +0% | — |
| 154 | — | VANGUARD INTL EQUITY INDEX F | $349,812 | 0.0% | +4% | — |
| 155 |  $BAC | BANK OF AMERICA CORP /DE/ | $348,124 | 0.0% | -95% | 68.4 |
| 156 |  $SLB | SLB LIMITED/NV | $346,831 | 0.0% | -47% | 63.2 |
| 157 |  $FIGR | Figure Technology Solutions, Inc. | $339,534 | 0.0% | NEW | — |
| 158 |  $CAT | CATERPILLAR INC | $339,352 | 0.0% | -86% | 67.8 |
| 159 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $323,543 | 0.0% | +0% | — |
| 160 | $IVZ | Invesco Ltd. | $318,570 | 0.0% | +0% | — |
| 161 | — | SPDR INDEX SHS FDS | $308,973 | 0.0% | +0% | — |
| 162 |  $HON | HONEYWELL INTERNATIONAL INC | $302,654 | 0.0% | -75% | 65.7 |
| 163 |  $NFLX | NETFLIX INC | $300,644 | 0.0% | -91% | 86.7 |
| 164 | — | ISHARES TR | $300,146 | 0.0% | +0% | — |
| 165 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $299,390 | 0.0% | +0% | — |
| 166 | — | VANGUARD MUN BD FDS | $298,221 | 0.0% | +0% | — |
| 167 |  $INTC | INTEL CORP | $297,922 | 0.0% | -73% | 41.5 |
| 168 |  $CVX | CHEVRON CORP | $294,827 | 0.0% | -91% | 54.7 |
| 169 | — | TCW ETF TRUST | $281,623 | 0.0% | +0% | — |
| 170 |  $BMI | BADGER METER INC | $278,039 | 0.0% | +20% | 71.6 |
| 171 | — | VANGUARD ADMIRAL FDS INC | $276,511 | 0.0% | +0% | — |
| 172 |  $HLT | Hilton Worldwide Holdings Inc. | $273,672 | 0.0% | -66% | 73.1 |
| 173 |  $GS | GOLDMAN SACHS GROUP INC | $273,255 | 0.0% | -86% | — |
| 174 | — | ISHARES TR | $268,453 | 0.0% | +0% | — |
| 175 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $267,182 | 0.0% | +0% | — |
| 176 | — | ISHARES TR | $261,498 | 0.0% | -35% | — |
| 177 |  $STT | STATE STREET CORP | $258,582 | 0.0% | +0% | 61.5 |
| 178 | — | ISHARES TR | $258,331 | 0.0% | +0% | — |
| 179 | — | ISHARES TR | $256,165 | 0.0% | +0% | — |
| 180 |  $ADBE | ADOBE INC. | $255,234 | 0.0% | -48% | 80.4 |
| 181 | — | BLACKROCK ETF TRUST | $249,087 | 0.0% | NEW | — |
| 182 | — | PROSHARES TR | $247,215 | 0.0% | +0% | — |
| 183 |  $ETN | Eaton Corp plc | $246,077 | 0.0% | -93% | — |
| 184 |  $NKE | NIKE, Inc. | $244,504 | 0.0% | -59% | 53.4 |
| 185 |  $AMGN | AMGEN INC | $236,795 | 0.0% | -87% | 79.5 |
| 186 | — | ISHARES TR | $234,061 | 0.0% | -2% | — |
| 187 |  $TEL | TE Connectivity plc | $229,661 | 0.0% | NEW | — |
| 188 |  $LOW | LOWES COMPANIES INC | $226,593 | 0.0% | -85% | 63.5 |
| 189 |  $TJX | TJX COMPANIES INC /DE/ | $217,511 | 0.0% | -85% | 70.7 |
| 190 |  $AXP | AMERICAN EXPRESS CO | $216,878 | 0.0% | -88% | 73.2 |
| 191 |  $KO | COCA COLA CO | $214,993 | 0.0% | -90% | 74 |
| 192 | — | FIRST TR EXCH TRADED FD III | $213,894 | 0.0% | +0% | — |
| 193 | — | ISHARES TR | $213,000 | 0.0% | +0% | — |
| 194 |  $NU | Nu Holdings Ltd. | $212,909 | 0.0% | +0% | — |
| 195 |  $YETI | YETI Holdings, Inc. | $212,551 | 0.0% | -0% | 54.8 |
| 196 |  $PYPL | PayPal Holdings, Inc. | $212,445 | 0.0% | NEW | 70.5 |
| 197 | — | SELECT SECTOR SPDR TR | $211,995 | 0.0% | +0% | — |
| 198 |  $TFC | TRUIST FINANCIAL CORP | $210,497 | 0.0% | -66% | — |
| 199 |  $EMR | EMERSON ELECTRIC CO | $208,715 | 0.0% | -34% | 65.9 |
| 200 | — | SPDR SERIES TRUST | $202,984 | 0.0% | +1% | — |
| 201 | — | ISHARES TR | $179,974 | 0.0% | +0% | — |
| 202 | — | VANGUARD ADMIRAL FDS INC | $179,266 | 0.0% | +0% | — |
| 203 | — | ISHARES TR | $178,602 | 0.0% | -24% | — |
| 204 | — | ISHARES TR | $177,285 | 0.0% | +0% | — |
| 205 | — | ISHARES TR | $175,371 | 0.0% | +0% | — |
| 206 | — | SCHWAB STRATEGIC TR | $172,387 | 0.0% | +9% | — |
| 207 | — | FRANKLIN TEMPLETON ETF TR | $171,946 | 0.0% | +0% | — |
| 208 | — | ISHARES TR | $164,748 | 0.0% | +0% | — |
| 209 | — | VANGUARD INDEX FDS | $164,692 | 0.0% | +0% | — |
| 210 | — | SELECT SECTOR SPDR TR | $147,253 | 0.0% | +17% | — |
| 211 | — | ISHARES TR | $147,219 | 0.0% | +7% | — |
| 212 | — | ISHARES TR | $141,772 | 0.0% | +0% | — |
| 213 | — | FRANKLIN TEMPLETON ETF TR | $133,851 | 0.0% | +0% | — |
| 214 | — | ISHARES TR | $132,905 | 0.0% | -18% | — |
| 215 |  $FLG | FLAGSTAR BANK, NATIONAL ASSOCIATION | $131,700 | 0.0% | -3% | — |
| 216 | — | SELECT SECTOR SPDR TR | $129,017 | 0.0% | -42% | — |
| 217 | — | VANGUARD ADMIRAL FDS INC | $127,987 | 0.0% | +0% | — |
| 218 | — | SCHWAB STRATEGIC TR | $127,640 | 0.0% | +0% | — |
| 219 | — | VANGUARD SCOTTSDALE FDS | $120,781 | 0.0% | +0% | — |
| 220 | — | FIDELITY COVINGTON TRUST | $119,156 | 0.0% | -0% | — |
| 221 | — | VANECK ETF TRUST | $117,171 | 0.0% | +0% | — |
| 222 | — | INVESCO EXCH TRADED FD TR II | $106,990 | 0.0% | +1% | — |
| 223 | — | J P MORGAN EXCHANGE TRADED F | $105,198 | 0.0% | +0% | — |
| 224 | $IVZ | Invesco Ltd. | $96,011 | 0.0% | +0% | — |
| 225 | — | FIDELITY COVINGTON TRUST | $95,518 | 0.0% | +0% | — |
| 226 | — | FIDELITY COVINGTON TRUST | $94,286 | 0.0% | +0% | — |
| 227 | — | SPDR INDEX SHS FDS | $93,940 | 0.0% | +0% | — |
| 228 | $IVZ | Invesco Ltd. | $91,304 | 0.0% | NEW | — |
| 229 | — | FIDELITY COVINGTON TRUST | $90,964 | 0.0% | -1% | — |
| 230 | — | SPDR SERIES TRUST | $88,474 | 0.0% | +0% | — |
| 231 |  $DYAI | DYADIC INTERNATIONAL INC | $87,382 | 0.0% | +0% | — |
| 232 | — | FIDELITY COVINGTON TRUST | $84,673 | 0.0% | +0% | — |
| 233 | — | PROSHARES TR | $82,302 | 0.0% | -90% | — |
| 234 | — | SELECT SECTOR SPDR TR | $80,863 | 0.0% | +0% | — |
| 235 | — | SPDR SERIES TRUST | $80,678 | 0.0% | +0% | — |
| 236 | — | ISHARES TR | $79,402 | 0.0% | +0% | — |
| 237 | — | FRANKLIN TEMPLETON ETF TR | $76,883 | 0.0% | +0% | — |
| 238 | — | ISHARES TR | $72,950 | 0.0% | +0% | — |
| 239 | — | ISHARES TR | $62,442 | 0.0% | +0% | — |
| 240 | — | SPDR SERIES TRUST | $61,959 | 0.0% | +0% | — |
| 241 | — | ISHARES TR | $57,226 | 0.0% | +0% | — |
| 242 | — | ISHARES TR | $55,625 | 0.0% | +0% | — |
| 243 | — | SELECT SECTOR SPDR TR | $54,654 | 0.0% | +0% | — |
| 244 | — | SPDR SERIES TRUST | $53,438 | 0.0% | +0% | — |
| 245 | — | SPDR SERIES TRUST | $52,075 | 0.0% | +0% | — |
| 246 | — | SPDR INDEX SHS FDS | $50,592 | 0.0% | +0% | — |
| 247 | — | SELECT SECTOR SPDR TR | $45,446 | 0.0% | +0% | — |
| 248 | — | ISHARES TR | $44,616 | 0.0% | +0% | — |
| 249 | — | FIDELITY COVINGTON TRUST | $43,172 | 0.0% | +0% | — |
| 250 | — | FIDELITY COVINGTON TRUST | $40,824 | 0.0% | +0% | — |
| 251 | — | VANGUARD INTL EQUITY INDEX F | $38,577 | 0.0% | +0% | — |
| 252 |  $PSQH | PSQ Holdings, Inc. | $38,359 | 0.0% | -0% | — |
| 253 | — | SCHWAB STRATEGIC TR | $37,460 | 0.0% | +85% | — |
| 254 | — | GLOBAL X FDS | $37,030 | 0.0% | -97% | — |
| 255 |  $DNUT | Krispy Kreme, Inc. | $33,900 | 0.0% | -2% | 24.9 |
| 256 | — | ISHARES TR | $33,715 | 0.0% | +0% | — |
| 257 | $IVZ | Invesco Ltd. | $31,893 | 0.0% | +0% | — |
| 258 | — | ISHARES TR | $30,432 | 0.0% | +0% | — |
| 259 | — | FIDELITY COVINGTON TRUST | $23,155 | 0.0% | +0% | — |
| 260 | — | VANGUARD INDEX FDS | $21,732 | 0.0% | +0% | — |
| 261 | — | FIDELITY COVINGTON TRUST | $21,557 | 0.0% | +0% | — |
| 262 | — | SELECT SECTOR SPDR TR | $18,282 | 0.0% | +0% | — |
| 263 | — | SCHWAB STRATEGIC TR | $18,254 | 0.0% | +0% | — |
| 264 | — | SPDR SERIES TRUST | $18,132 | 0.0% | -91% | — |
| 265 | $IVZ | Invesco Ltd. | $17,932 | 0.0% | +0% | — |
| 266 | — | SPDR INDEX SHS FDS | $17,357 | 0.0% | +0% | — |
| 267 | — | ISHARES TR | $17,174 | 0.0% | +0% | — |
| 268 | — | FRANKLIN TEMPLETON ETF TR | $15,088 | 0.0% | +0% | — |
| 269 | — | VANGUARD INTL EQUITY INDEX F | $14,562 | 0.0% | +0% | — |
| 270 | — | ISHARES TR | $12,664 | 0.0% | +0% | — |
| 271 | — | SELECT SECTOR SPDR TR | $11,793 | 0.0% | +0% | — |
| 272 | — | ISHARES TR | $10,892 | 0.0% | +0% | — |
| 273 | — | VANECK ETF TRUST | $9,697 | 0.0% | -98% | — |
| 274 | — | ISHARES TR | $9,548 | 0.0% | +0% | — |
| 275 | $IVZ | Invesco Ltd. | $9,399 | 0.0% | +0% | — |
| 276 | — | VANGUARD WORLD FD | $8,308 | 0.0% | +0% | — |
| 277 | — | SPDR SERIES TRUST | $3,684 | 0.0% | +0% | — |
| 278 | — | ISHARES TR | $1,094 | 0.0% | -95% | — |
| 279 | — | SPDR SERIES TRUST | $508 | 0.0% | +0% | — |
| 280 | — | SPDR SERIES TRUST | $195 | 0.0% | -100% | — |
| 281 | — | INVESCO EXCHANGE TRADED FD T | $140 | 0.0% | +0% | — |
New Positions (4)
Exited Positions (287)
$CHD CHURCH & DWIGHT CO INC /DE/
$HD HOME DEPOT, INC.
$ABBV AbbVie Inc.
$MA Mastercard Inc
$PNFP Pinnacle Financial Partners, Inc.
$ORCL ORACLE CORP
$UNH UNITEDHEALTH GROUP INC
$PLTR Palantir Technologies Inc.
$IBM INTERNATIONAL BUSINESS MACHINES CORP
$PG PROCTER & GAMBLE Co
$MU MICRON TECHNOLOGY INC
$AMD ADVANCED MICRO DEVICES INC
$GE GENERAL ELECTRIC CO
$WFC WELLS FARGO & COMPANY/MN
$C CITIGROUP INCBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Sage Mountain Advisors LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Sage Mountain Advisors LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Sage Mountain Advisors LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Sage Mountain Advisors LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Sage Mountain Advisors LLC (SEC CIK: 1832274), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Sage Mountain Advisors LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.