§ 13F · FUND PROFILE
Sage Mountain Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1536.6T (13F)Positions · 494Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$47.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JAAA | JANUS DETROIT STR TR | 5.02M | $253.8T | 13.5% | +34% |
| 2 | JQUA | J P MORGAN EXCHANGE TRADED F | 2.94M | $185.7T | 9.8% | +2% |
| 3 | VTI | VANGUARD INDEX FDS | 417K | $139.8T | 7.4% | +1% |
| 4 | QUAL | ISHARES TR | 562K | $111.6T | 5.9% | −4% |
| 5 | IQLT | ISHARES TR | 1.50M | $68.3T | 3.6% | +3% |
| 6 | VOO | VANGUARD INDEX FDS | 83K | $51.9T | 2.8% | +1% |
| 7 | GBDC | GOLUB CAP BDC INC | 3.36M | $45.6T | 2.4% | +11% |
| 8 | AAPL | APPLE INC | 150K | $40.8T | 2.2% | −2% |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | 640K | $38.3T | 2.0% | +12% |
| 10 | NVDA | NVIDIA CORPORATION | 189K | $35.3T | 1.9% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAGE SIGNAL
AC read
Sage Mountain Advisors LLC is a Other fund managing $1536602.0 trillion in assets. The fund runs a broad portfolio of 494 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed