Institutional Fund
Sage Mountain Advisors LLC
Atlanta, GACIK 18322745 filings on record
Portfolio Value
$1.43B
Q1 2026
Holdings
281
Reported positions
New Buys
13
Opened this quarter
QoQ Change
-24.2%
from $1.89B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Janus Detroit Str Tr18.2%
- J P Morgan Exchange Traded F12.7%
- Vanguard Index Fds9.4%
- Ishares Tr7.8%
- Ishares Tr5.3%
- Vanguard Index Fds3.4%
- Other43.2%
Portfolio Holdings
281 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Janus Detroit Str Tr | 5.17M | $260.45M | 18.2% | +152.5K | Added |
| 2 | J P Morgan Exchange Traded F | 2.97M | $181.94M | 12.7% | +27.5K | Added |
| 3 | Vanguard Index Fds | 418.1K | $134.14M | 9.4% | +1.0K | Added |
| 4 | Ishares Tr | 577.6K | $110.79M | 7.8% | +15.6K | Added |
| 5 | Ishares Tr | 1.63M | $75.25M | 5.3% | +125.6K | Added |
| 6 | Vanguard Index Fds | 81.7K | $48.85M | 3.4% | −1.1K | Reduced |
| 7 | Golub Cap Bdc Inc | 3.76M | $47.55M | 3.3% | +395.3K | Added |
| 8 | Vanguard Scottsdale Fds | 713.8K | $42.51M | 3.0% | +74.1K | Added |
| 9 | Vanguard Tax-Managed Fds | 561.7K | $35.99M | 2.5% | +49.7K | Added |
| 10 | Spdr Series Trust | 168.0K | $28.84M | 2.0% | −1.8K | Reduced |
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