account_balance

Investment manager · 13F filer · SEC CIK 1832274

Sage Mountain Advisors LLC

Reported value$1.63Bas of Sep 30, 2026
Positions283 13 new, 34 sold out
Top 10 weight67.0%JAAA alone is 17%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
JAAA Janus Detroit STR Tr 16.8% Trimmed −3%
JQUA J P Morgan Exchange Traded F 13.2% Held
VTI Vanguard Index FDS 10.2% Added +2%
QUAL iShares Tr 7.9% Held
IQLT iShares Tr 5.3% Added +3%
VOO Vanguard Index FDS 3.1% Held
GBDC Golub Capital BDC, Inc. 2.9% Held
VEA Vanguard Tax-Managed FDS 2.9% Added +6%
VGIT Vanguard Scottsdale FDS 2.7% Held
JMBS Janus Detroit STR Tr 2.0% Added +10%
QUS SPDR Series Trust 1.9% Held
JMST J P Morgan Exchange Traded F 1.8% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Aug 5, 2026 filing
add_circleNew
arrow_upwardAdded
  • OMFL +58%
  • KBDC +55%
  • UYLD +12%
  • JMBS +10%
arrow_downwardTrimmed
  • AMZN −52%
  • VTEB −37%
  • VONG −32%
  • META −23%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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