Universe · entity
Sage Mountain Advisors LLC
Institutional manager (13F) · CIK 1832274
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | JANUS DETROIT STR TR | $260M | 5,170,765 |
| 2 | J P MORGAN EXCHANGE TRADED F | $182M | 2,967,077 |
| 3 | VANGUARD INDEX FDS | $134M | 418,114 |
| 4 | ISHARES TR | $111M | 577,602 |
| 5 | ISHARES TR | $75M | 1,627,732 |
| 6 | VANGUARD INDEX FDS | $49M | 81,746 |
| 7 | GOLUB CAP BDC INC | $48M | 3,756,271 |
| 8 | VANGUARD SCOTTSDALE FDS | $43M | 713,836 |
| 9 | VANGUARD TAX-MANAGED FDS | $36M | 561,686 |
| 10 | SPDR SERIES TRUST | $29M | 168,022 |
| 11 | J P MORGAN EXCHANGE TRADED F | $28M | 546,566 |
| 12 | JANUS DETROIT STR TR | $28M | 612,346 |
| 13 | VANGUARD STAR FDS | $16M | 206,753 |
| 14 | VANGUARD WORLD FD | $13M | 19,227 |
| 15 | STATE STR SPDR S&P 500 ETF T | $12M | 18,983 |
| 16 | VANGUARD INDEX FDS | $12M | 44,011 |
| 17 | INVESCO EXCHANGE TRADED FD T | $11M | 151,843 |
| 18 | ISHARES TR | $11M | 79,649 |
| 19 | VANGUARD INDEX FDS | $11M | 24,740 |
| 20 | BROADCOM INC | $10M | 32,971 |
| 21 | INVESCO EXCH TRADED FD TR II | $10M | 42,186 |
| 22 | VANGUARD SCOTTSDALE FDS | $9M | 157,323 |
| 23 | JPMORGAN CHASE & CO | $9M | 29,725 |
| 24 | VANGUARD MUN BD FDS | $9M | 170,392 |
| 25 | APPLE INC | $8M | 32,862 |
| 26 | TESLA INC | $8M | 21,874 |
| 27 | ISHARES TR | $8M | 11,799 |
| 28 | COPART INC | $8M | 226,504 |
| 29 | INVESCO EXCH TRD SLF IDX FD | $7M | 120,800 |
| 30 | ISHARES TR | $7M | 16,560 |
| 31 | ISHARES TR | $7M | 19,207 |
| 32 | ANGEL OAK FUNDS TRUST | $6M | 126,240 |
| 33 | SCHWAB STRATEGIC TR | $6M | 249,841 |
| 34 | INVESCO QQQ TR | $6M | 10,815 |
| 35 | VANGUARD INDEX FDS | $6M | 29,537 |
| 36 | INVESCO EXCHANGE TRADED FD T | $6M | 105,864 |
| 37 | KAYNE ANDERSON BDC INC | $6M | 418,062 |
| 38 | SPDR INDEX SHS FDS | $5M | 49,562 |
| 39 | VANGUARD INDEX FDS | $5M | 15,700 |
| 40 | ISHARES TR | $4M | 47,477 |
| 41 | VANGUARD SCOTTSDALE FDS | $4M | 38,103 |
| 42 | ISHARES TR | $4M | 33,485 |
| 43 | VANGUARD INTL EQUITY INDEX F | $4M | 51,903 |
| 44 | DIMENSIONAL ETF TRUST | $4M | 106,502 |
| 45 | VANECK ETF TRUST | $4M | 9,739 |
| 46 | AMAZON COM INC | $4M | 17,879 |
| 47 | ISHARES TR | $4M | 36,755 |
| 48 | VANGUARD SCOTTSDALE FDS | $4M | 38,239 |
| 49 | WORLD GOLD TR | $3M | 37,416 |
| 50 | FORTINET INC | $3M | 42,300 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.