Sage Mountain Advisors LLC
CIK 1832274
13F filing for Q2 2026・No. 1,898
- Holdings
- US$1.63B
- Quarter change
- +US$197.1M
- Entries
- 304
- Net bought (estimate)
- +US$55.67M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 40
- Sold out 17
- Cut 44
- Added 83
- Corporate actions 0
- Unchanged 137
Largest holdings
304 stocks worth US$1.63B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| JANUS DETROIT STR TRHENDRSON AAA CL | Added | 5,596,571 | US$282.57M | 17.38% |
| J P MORGAN EXCHANGE TRADED FUS QUALTY FCTR | Cut | 2,910,657 | US$210.38M | 12.94% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 432,445 | US$160.02M | 9.84% |
| ISHARES TRMSCI USA QLT FCT | Cut | 575,644 | US$126.31M | 7.77% |
| ISHARES TRMSCI INTL QUALTY | Added | 1,706,820 | US$84.57M | 5.20% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Cut | 74,026 | US$50.84M | 3.13% |
| GOLUB CAP BDC INCCOM | Added | 3,829,164 | US$49.32M | 3.03% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 776,955 | US$45.82M | 2.82% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 622,002 | US$44.32M | 2.73% |
| JANUS DETROIT STR TRHENDERSON MTG | Added | 716,333 | US$32.23M | 1.98% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.