Sage Mountain Advisors LLC
Q3 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
547
- Value ($000)
$1,745,097
- Date Filed10/29/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $189.88 M | 11 % | 3,739,330 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $181.77 M | 10 % | 2,889,443 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $135.96 M | 8 % | 414,298 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $113.31 M | 7 % | 582,574 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $64.69 M | 4 % | 1,463,937 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $50.10 M | 3 % | 81,810 | ||
GBDC GOLUB CAP BDC INC | COM | 38173M102 | $41.46 M | 2 % | 3,028,489 | ||
AAPL APPLE INC | COM | 037833100 | $38.97 M | 2 % | 153,043 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $36.70 M | 2 % | 70,864 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $35.96 M | 2 % | 192,725 |
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