Sage Mountain Advisors LLC
Q2 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
494
- Value ($000)
$1,536,602
- Date Filed07/31/2025
- Form type13F-HR
- CIK0001832274
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $199.19 M | 13 % | 3,925,010 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $162.84 M | 11 % | 2,711,715 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $121.67 M | 8 % | 400,314 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $105.32 M | 7 % | 576,078 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $59.51 M | 4 % | 1,376,979 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $47.15 M | 3 % | 83,005 | ||
GBDC GOLUB CAP BDC INC | COM | 38173M102 | $44.44 M | 3 % | 3,033,453 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $31.22 M | 2 % | 62,757 | ||
KRE SPDR SERIES TRUST | MSCI USA STRTGIC | 78468R812 | $30.51 M | 2 % | 187,074 | ||
AAPL APPLE INC | COM | 037833100 | $28.15 M | 2 % | 137,200 |
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