Sage Mountain Advisors LLC
CIK: 0001832274SEC EDGAR →
Portfolio Value
$1.9B
Holdings
559
As of
Q4 2025
New Positions
559
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | JANUS DETROIT STR TR | 5,018,296 | $253.8M | 13.46% |
| 2 | J P MORGAN EXCHANGE TRADED F | 2,939,552 | $185.7M | 9.85% |
| 3 | VANGUARD INDEX FDS | 417,067 | $139.8M | 7.42% |
| 4 | ISHARES TR | 561,990 | $111.6M | 5.92% |
| 5 | ISHARES TR | 1,502,162 | $68.3M | 3.62% |
| 6 | VANGUARD INDEX FDS | 82,836 | $51.9M | 2.75% |
| 7 | GOLUB CAP BDC INC | 3,360,932 | $45.6M | 2.42% |
| 8 | APPLE INC | 149,994 | $40.8M | 2.16% |
| 9 | VANGUARD SCOTTSDALE FDS | 639,752 | $38.3M | 2.03% |
| 10 | NVIDIA CORPORATION | 189,141 | $35.3M | 1.87% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (559)
$253.8M · 5.0M shares
$185.7M · 2.9M shares
$139.8M · 417K shares
$111.6M · 562K shares
$68.3M · 1.5M shares
$51.9M · 83K shares
$45.6M · 3.4M shares
$40.8M · 150K shares
$38.3M · 640K shares
$35.3M · 189K shares
$32.8M · 68K shares
$32.0M · 512K shares
$30.1M · 590K shares
$29.6M · 170K shares
$26.5M · 76K shares
$21.4M · 468K shares
$20.4M · 89K shares
$19.0M · 42K shares
$17.9M · 57K shares
$16.7M · 52K shares
$15.4M · 204K shares
$14.5M · 19K shares
$13.2M · 51K shares
$13.1M · 20K shares
$12.9M · 41K shares
$12.9M · 19K shares
$12.5M · 26K shares
$12.0M · 143K shares
$11.4M · 798K shares
$11.4M · 152K shares
$11.2M · 285K shares
$10.7M · 42K shares
$9.4M · 19K shares
$9.2M · 182K shares
$8.6M · 58K shares
$8.6M · 155K shares
$8.2M · 12K shares
$7.7M · 7K shares
$7.4M · 121K shares
$7.3M · 12K shares
$7.0M · 119K shares
$6.7M · 250K shares
$6.6M · 23K shares
$6.6M · 18K shares
$6.5M · 126K shares
$6.4M · 108K shares
$5.9M · 13K shares
$5.9M · 49K shares
$5.8M · 17K shares
$5.4M · 68K shares
$4.6M · 38K shares
$4.6M · 41K shares
$4.5M · 50K shares
$4.4M · 21K shares
$4.0M · 34K shares
$3.9M · 11K shares
$3.8M · 20K shares
$3.8M · 52K shares
$3.8M · 42K shares
$3.8M · 16K shares
$3.6M · 6K shares
$3.5M · 38K shares
$3.5M · 10K shares
$3.5M · 36K shares
$3.4M · 34K shares
$3.4M · 44K shares
$3.3M · 19K shares
$3.1M · 33K shares
$3.1M · 29K shares
$3.0M · 9K shares
$2.9M · 15K shares
$2.8M · 86K shares
$2.8M · 268K shares
$2.7M · 8K shares
$2.7M · 14K shares
$2.7M · 33K shares
$2.6M · 15K shares
$2.6M · 9K shares
$2.6M · 18K shares
$2.6M · 8K shares
$2.6M · 65K shares
$2.5M · 3K shares
$2.4M · 11K shares
$2.3M · 8K shares
$2.3M · 15K shares
$2.3M · 11K shares
$2.3M · 11K shares
$2.3M · 3 shares
$2.3M · 7K shares
$2.3M · 32K shares
$2.2M · 26K shares
$2.2M · 7K shares
$2.2M · 6K shares
$2.2M · 23K shares
$2.1M · 18K shares
$2.1M · 12K shares
$2.1M · 47K shares
$2.1M · 2K shares
$2.1M · 30K shares
$2.1M · 21K shares
$2.0M · 4K shares
$2.0M · 11K shares
$2.0M · 13K shares
$2.0M · 22K shares
$1.9M · 15K shares
$1.9M · 7K shares
$1.8M · 2K shares
$1.8M · 3K shares
$1.8M · 22K shares
$1.8M · 13K shares
$1.7M · 6K shares
$1.7M · 11K shares
$1.7M · 21K shares
$1.7M · 34K shares
$1.7M · 5K shares
$1.6M · 43K shares
$1.6M · 32K shares
$1.6M · 5K shares
$1.6M · 21K shares
$1.6M · 10K shares
$1.6M · 11K shares
$1.5M · 9K shares
$1.5M · 6K shares
$1.5M · 7K shares
$1.5M · 6K shares
$1.5M · 121K shares
$1.5M · 1K shares
$1.4M · 9K shares
$1.4M · 33K shares
$1.4M · 3K shares
$1.4M · 15K shares
$1.4M · 3K shares
$1.4M · 8K shares
$1.4M · 5K shares
$1.4M · 29K shares
$1.4M · 2K shares
$1.4M · 3K shares
$1.3M · 8K shares
$1.3M · 18K shares
$1.3M · 51K shares
$1.3M · 10K shares
$1.3M · 9K shares
$1.2M · 2K shares
$1.2M · 3K shares
$1.2M · 3K shares
$1.2M · 12K shares
$1.1M · 5K shares
$1.1M · 7K shares
$1.1M · 24K shares
$1.1M · 8K shares
$1.1M · 2K shares
$1.1M · 9K shares
$1.1M · 2K shares
$1.1M · 199 shares
$1.1M · 8K shares
$1.0M · 5K shares
$1.0M · 10K shares
$1.0M · 95K shares
$1.0M · 9K shares
$1.0M · 17K shares
$999K · 4K shares
$989K · 3K shares
$988K · 1K shares
$982K · 4K shares
$972K · 12K shares
$967K · 10K shares
$958K · 4K shares
$958K · 8K shares
$957K · 2K shares
$956K · 11K shares
$946K · 3K shares
$946K · 23K shares
$940K · 1K shares
$930K · 4K shares
$929K · 10K shares
$920K · 6K shares
$913K · 25K shares
$909K · 6K shares
$905K · 2K shares
$902K · 13K shares
$894K · 17K shares
$886K · 6K shares
$883K · 8K shares
$878K · 5K shares
$873K · 10K shares
$858K · 6K shares
$852K · 11K shares
$843K · 9K shares
$838K · 40K shares
$832K · 13K shares
$822K · 4K shares
$809K · 16K shares
$806K · 8K shares
$806K · 238 shares
$803K · 4K shares
$802K · 17K shares
$799K · 20K shares
$798K · 36K shares
$794K · 4K shares
$790K · 3K shares
$790K · 2K shares
$776K · 29K shares
$768K · 3K shares
$765K · 6K shares
$758K · 2K shares
$750K · 8K shares
$750K · 701 shares
$750K · 12K shares
$748K · 4K shares
$746K · 1K shares
$732K · 2K shares
$729K · 4K shares
$725K · 13K shares
$724K · 4K shares
$722K · 3K shares
$717K · 1K shares
$715K · 9K shares
$713K · 11K shares
$707K · 2K shares
$692K · 3K shares
$692K · 4K shares
$688K · 3K shares
$679K · 9K shares
$679K · 7K shares
$673K · 28K shares
$673K · 766 shares
$668K · 2K shares
$667K · 7K shares
$663K · 7K shares
$661K · 13K shares
$661K · 8K shares
$654K · 8K shares
$652K · 2K shares
$651K · 7K shares
$648K · 643 shares
$646K · 3K shares
$645K · 26K shares
$639K · 2K shares
$631K · 11K shares
$624K · 2K shares
$614K · 3K shares
$609K · 8K shares
$606K · 5K shares
$604K · 4K shares
$599K · 4K shares
$586K · 20K shares
$581K · 8K shares
$580K · 2K shares
$580K · 2K shares
$573K · 8K shares
$567K · 4K shares
$562K · 2K shares
$557K · 1K shares
$554K · 5K shares
$554K · 3K shares
$553K · 19K shares
$551K · 2K shares
$541K · 12K shares
$534K · 9K shares
$530K · 4K shares
$530K · 10K shares
$529K · 686 shares
$524K · 2K shares
$518K · 5K shares
$515K · 10K shares
$514K · 8K shares
$510K · 5K shares
$509K · 19K shares
$508K · 2K shares
$504K · 6K shares
$503K · 2K shares
$500K · 5K shares
$499K · 1K shares
$499K · 3K shares
$498K · 3K shares
$495K · 1K shares
$494K · 11K shares
$490K · 13K shares
$489K · 6K shares
$488K · 4K shares
$487K · 2K shares
$487K · 18K shares
$481K · 1K shares
$477K · 706 shares
$473K · 2K shares
$471K · 2K shares
$471K · 11K shares
$471K · 2K shares
$470K · 2K shares
$469K · 5K shares
$465K · 2K shares
$463K · 2K shares
$460K · 4K shares
$459K · 4K shares
$455K · 2K shares
$455K · 35K shares
$450K · 5K shares
$438K · 6K shares
$437K · 2K shares
$437K · 5K shares
$435K · 8K shares
$434K · 15K shares
$433K · 12K shares
$433K · 3K shares
$430K · 2K shares
$427K · 2K shares
$426K · 556 shares
$425K · 10K shares
$420K · 1K shares
$417K · 5K shares
$416K · 3K shares
$415K · 9K shares
$412K · 719 shares
$410K · 10K shares
$409K · 33K shares
$409K · 4K shares
$407K · 24K shares
$407K · 306 shares
$407K · 869 shares
$404K · 1K shares
$404K · 8K shares
$403K · 5K shares
$402K · 6K shares
$398K · 4K shares
$398K · 12K shares
$396K · 3K shares
$395K · 14K shares
$394K · 10K shares
$386K · 10K shares
$384K · 16K shares
$383K · 1K shares
$380K · 1K shares
$378K · 3K shares
$377K · 1K shares
$375K · 2K shares
$374K · 1K shares
$374K · 25K shares
$374K · 602 shares
$372K · 2K shares
$371K · 7K shares
$371K · 5K shares
$370K · 5K shares
$370K · 878 shares
$364K · 3K shares
$364K · 14K shares
$363K · 19K shares
$362K · 9K shares
$361K · 2K shares
$360K · 3K shares
$359K · 2K shares
$359K · 4K shares
$359K · 6K shares
$356K · 8K shares
$356K · 1K shares
$347K · 3K shares
$347K · 9K shares
$343K · 896 shares
$337K · 417 shares
$336K · 2K shares
$336K · 3K shares
$335K · 6K shares
$332K · 3K shares
$331K · 4K shares
$331K · 7K shares
$330K · 4K shares
$329K · 100K shares
$329K · 2K shares
$327K · 2K shares
$324K · 2K shares
$321K · 4K shares
$321K · 2K shares
$320K · 2K shares
$315K · 2K shares
$315K · 2K shares
$313K · 4K shares
$313K · 4K shares
$312K · 7K shares
$312K · 5K shares
$311K · 2K shares
$310K · 1K shares
$307K · 1K shares
$306K · 6K shares
$306K · 5K shares
$305K · 18K shares
$304K · 2K shares
$304K · 2K shares
$300K · 14K shares
$300K · 3K shares
$299K · 5K shares
$298K · 1K shares
$296K · 4K shares
$296K · 6K shares
$292K · 3K shares
$291K · 2K shares
$290K · 320 shares
$290K · 2K shares
$286K · 755 shares
$281K · 1K shares
$280K · 3K shares
$277K · 16K shares
$277K · 3K shares
$276K · 2K shares
$276K · 4K shares
$275K · 4K shares
$275K · 913 shares
$274K · 806 shares
QMMM HOLDINGS LTD
$271K · 2K shares
$271K · 4K shares
$271K · 3K shares
$268K · 2K shares
$267K · 2K shares
$264K · 36K shares
$264K · 2K shares
$264K · 5K shares
$262K · 3K shares
$261K · 3K shares
$260K · 1K shares
$259K · 2K shares
$259K · 2K shares
$259K · 6K shares
$258K · 16K shares
$258K · 3K shares
$257K · 6K shares
$257K · 942 shares
$257K · 2K shares
$255K · 2K shares
$254K · 9K shares
$253K · 7K shares
$252K · 12K shares
$251K · 5K shares
$251K · 2K shares
$251K · 4K shares
$251K · 5K shares
$249K · 488 shares
$248K · 1K shares
$244K · 1K shares
$242K · 1K shares
$242K · 2K shares
$242K · 5K shares
$241K · 9K shares
$241K · 5K shares
$239K · 1K shares
$238K · 2K shares
$237K · 4K shares
$236K · 2K shares
$235K · 4K shares
$235K · 5K shares
$235K · 2K shares
$230K · 1K shares
$230K · 545 shares
$228K · 6K shares
$227K · 7K shares
$227K · 2K shares
$226K · 2K shares
$225K · 372 shares
$223K · 4K shares
$222K · 924 shares
$217K · 1K shares
$217K · 19K shares
$215K · 3K shares
$215K · 5K shares
$214K · 2K shares
$213K · 2K shares
$211K · 10K shares
$211K · 3K shares
$211K · 951 shares
$210K · 5K shares
$210K · 808 shares
$209K · 967 shares
$208K · 7K shares
$207K · 1K shares
$205K · 4K shares
$202K · 5K shares
$201K · 1K shares
$201K · 2K shares
$200K · 5K shares
$196K · 12K shares
$184K · 2K shares
$176K · 1K shares
$172K · 2K shares
$172K · 5K shares
$167K · 13K shares
$167K · 925 shares
$166K · 3K shares
$164K · 6K shares
$161K · 2K shares
$159K · 2K shares
$158K · 893 shares
$158K · 3K shares
$149K · 2K shares
$139K · 314 shares
$136K · 948 shares
$133K · 2K shares
$132K · 3K shares
$132K · 2K shares
$130K · 25K shares
$129K · 9K shares
$129K · 10K shares
$127K · 1K shares
$126K · 420 shares
$124K · 4K shares
$115K · 11K shares
$106K · 2K shares
$103K · 1K shares
$102K · 2K shares
$100K · 107K shares
$96K · 1K shares
$94K · 2K shares
$92K · 10K shares
$91K · 1K shares
$91K · 1K shares
$90K · 2K shares
$88K · 742 shares
$85K · 2K shares
$81K · 253 shares
$78K · 835 shares
$74K · 73K shares
$73K · 2K shares
$70K · 725 shares
$68K · 16K shares
$59K · 452 shares
$58K · 493 shares
$57K · 560 shares
$57K · 20K shares
$56K · 3K shares
$54K · 1K shares
$51K · 565 shares
$50K · 569 shares
$48K · 1K shares
$43K · 281 shares
$42K · 377 shares
$40K · 10K shares
$40K · 825 shares
$39K · 468 shares
$36K · 106 shares
$30K · 1K shares
$29K · 573 shares
$29K · 1K shares
$21K · 392 shares
$21K · 245 shares
$19K · 374 shares
$18K · 686 shares
$18K · 660 shares
$17K · 252 shares
$17K · 223 shares
$17K · 370 shares
$14K · 379 shares
$14K · 190 shares
$13K · 149 shares
$12K · 75 shares
$11K · 155 shares
$10K · 100 shares
$10K · 236 shares
$9K · 147 shares
$8K · 74 shares
$7K · 83 shares
$3K · 81 shares
$0 · 2 shares
$0 · 4 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 251 | $1.4B | 73.1% |
| Technology | 55 | $191.5M | 10.2% |
| Consumer Cyclical | 35 | $62.0M | 3.3% |
| Communication Services | 18 | $53.6M | 2.8% |
| Industrials | 50 | $44.1M | 2.3% |
| Healthcare | 40 | $43.8M | 2.3% |
| Unknown | 34 | $42.3M | 2.2% |
| Consumer Defensive | 21 | $30.9M | 1.6% |
| Energy | 14 | $14.2M | 0.8% |
| Utilities | 17 | $10.7M | 0.6% |
| Real Estate | 12 | $7.4M | 0.4% |
| Basic Materials | 12 | $5.9M | 0.3% |