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Sage Mountain Advisors

Latest statistics and disclosures from Sage Mountain Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are JAAA, JQUA, VTI, QUAL, IQLT, and represent 53.13% of Sage Mountain Advisors's stock portfolio.
Added to shares of these 10 stocks: JAAA (+$22M), VGT (+$16M), VUG (+$11M), IWF (+$6.2M), VTI (+$5.3M), JMBS, VEA, IQLT, VO, VGIT.
Started 40 new stock positions in SMMT, JSI, KMB, FNDX, CGDV, MCD, APH, DGRO, PAYO, MU.
Reduced shares in these 10 stocks: VOO (-$5.3M), JQUA, VTEB, GLDM, LIEN, GOOG, KBDC, VT, CIBR, REFI.
Sold out of its positions in GOOG, BLCV, FIGR, Honeywell International, XSLV, RDIV, IGSB, HSCZ, LOW, NKE. SPSB, SLB, SCHA, BIZD, CLOI, VT, YETI.
Sage Mountain Advisors was a net buyer of stock by $93M.
Sage Mountain Advisors has $1.6B in assets under management (AUM), dropping by 13.79%.
Central Index Key (CIK): 0001832274

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Portfolio Holdings for Sage Mountain Advisors

Sage Mountain Advisors holds 304 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	17.4	$283M	+8%	5.6M	50.49	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	12.9	$210M		2.9M	72.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	9.8	$160M	+3%	432k	370.04	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	7.8	$126M		576k	219.43	View chart
Ishares Tr Msci Intl Qualty (IQLT)	5.2	$85M	+4%	1.7M	49.55	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.1	$51M	-9%	74k	686.81	View chart
Golub Capital BDC (GBDC)	3.0	$49M		3.8M	12.88	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.8	$46M	+8%	777k	58.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.7	$44M	+10%	622k	71.25	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	2.0	$32M	+16%	716k	44.99	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	1.9	$31M		166k	186.86	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.7	$28M		557k	51.00	View chart
Vanguard World Inf Tech Etf (VGT)	1.1	$18M	+701%	154k	119.52	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$18M	+2%	212k	85.49	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.9	$14M	+5%	160k	90.10	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$14M		19k	746.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$13M		44k	303.12	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$13M		80k	164.27	View chart
Broadcom (AVGO)	0.8	$13M	+4%	35k	377.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$13M	+511%	151k	86.14	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$13M		42k	302.97	View chart
Apple (AAPL)	0.7	$11M	+15%	38k	289.36	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.6	$10M	+25%	152k	68.54	View chart
JPMorgan Chase & Co. (JPM)	0.6	$9.9M		30k	327.33	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$9.5M	+3%	163k	58.20	View chart
Tesla Motors (TSLA)	0.6	$9.5M	+3%	23k	420.60	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$9.4M	+6%	13k	748.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$8.2M	+300%	66k	124.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$8.0M		11k	736.41	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.5	$7.9M	+23%	155k	51.00	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$7.8M		19k	409.50	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$7.4M		250k	29.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$6.7M	-21%	133k	50.58	View chart
Fortinet (FTNT)	0.4	$6.5M		43k	153.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$6.5M		30k	217.93	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$6.4M		9.7k	655.89	View chart
Copart (CPRT)	0.4	$6.4M		227k	28.19	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.4	$6.4M		104k	61.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$5.9M	+108%	17k	355.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$5.1M	+300%	63k	80.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$5.1M		34k	148.31	View chart
Amazon (AMZN)	0.3	$5.0M	+17%	21k	238.34	View chart
Spdr Index Shs Fds St Str Msci Eafe (QEFA)	0.3	$4.9M	+2%	51k	96.01	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$4.8M		38k	127.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$4.8M	+4%	50k	96.58	View chart
Kayne Anderson Bdc Com Shs (KBDC)	0.3	$4.8M	-15%	353k	13.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$4.3M		52k	83.75	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.3	$4.2M		107k	39.54	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.3	$4.1M		38k	106.31	View chart
RBB F/m Us Treasury (TBIL)	0.2	$3.9M	+145%	79k	49.86	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$3.9M	+5%	39k	100.67	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.2	$3.4M		19k	181.46	View chart
Meta Platforms Cl A (META)	0.2	$3.4M	+14%	6.0k	563.24	View chart
NVIDIA Corporation (NVDA)	0.2	$3.4M	+80%	17k	200.08	View chart
Microsoft Corporation (MSFT)	0.2	$3.3M	+47%	8.9k	373.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$3.1M	+8%	6.1k	500.39	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.2	$2.9M		65k	44.36	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$2.8M	+46%	5.9k	477.57	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$2.7M	-6%	80k	33.84	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.6M		11k	242.99	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$2.5M		33k	75.51	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$2.5M		7.2k	343.91	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$2.4M		44k	54.02	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$2.4M		47k	50.39	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$2.2M		3.00	748850.00	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.1	$2.2M	+29%	45k	47.97	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.1M	-4%	21k	103.88	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.1	$2.1M		54k	38.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$2.0M	-4%	5.5k	365.71	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.0M		8.2k	242.43	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.9M		12k	163.67	View chart
Eli Lilly & Co. (LLY)	0.1	$1.9M	+42%	1.6k	1199.43	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$1.9M	-27%	21k	89.85	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$1.9M	NEW	61k	30.17	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$1.8M		21k	89.01	View chart
Payoneer Global (PAYO)	0.1	$1.8M	NEW	257k	7.12	View chart
Ishares Tr Intl Eqty Factor (INTF)	0.1	$1.7M		43k	40.96	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.6M		15k	110.32	View chart
Rbc Cad (RY)	0.1	$1.6M		7.5k	206.97	View chart
Visa Com Cl A (V)	0.1	$1.5M	+39%	4.5k	343.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.5M	-8%	11k	137.52	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.1	$1.5M	-11%	19k	75.68	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.4M	+22%	42k	33.29	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$1.4M		9.0k	152.19	View chart
Wal-Mart Stores (WMT)	0.1	$1.3M	+21%	12k	113.26	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.3M		3.1k	426.45	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$1.2M		7.8k	156.97	View chart
Caterpillar (CAT)	0.1	$1.2M	+140%	1.2k	1064.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$1.2M		12k	98.98	View chart
Merck & Co (MRK)	0.1	$1.2M	+10%	9.1k	128.50	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$1.1M	NEW	20k	58.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$1.1M	+7%	4.8k	236.62	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.1	$1.1M	-27%	24k	46.04	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.1M		3.0k	368.38	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$1.1M	-62%	14k	79.42	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$1.0M		95k	10.90	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$1.0M		11k	96.46	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$989k		17k	58.92	View chart
Delta Air Lines Com New (DAL)	0.1	$989k		11k	93.66	View chart
Ishares Tr Esg Select Scre (XVV)	0.1	$987k		17k	56.79	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$946k		13k	74.90	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$919k		3.2k	285.62	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$905k		12k	75.88	View chart
Bitmine Immersion Techs Com New (BMNR)	0.1	$868k		65k	13.31	View chart
Strategy Cl A New (MSTR)	0.1	$843k	+24%	9.7k	86.93	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$837k		1.2k	703.34	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.1	$837k		40k	20.78	View chart
Texas Pacific Land Corp (TPL)	0.1	$834k	+4%	1.9k	437.64	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$832k		12k	67.56	View chart
Johnson & Johnson (JNJ)	0.1	$816k	+9%	3.2k	253.97	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$803k	+30%	8.8k	91.64	View chart
Cisco Systems (CSCO)	0.0	$798k	+3%	6.8k	117.46	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$797k		29k	27.70	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$796k	-4%	17k	47.35	View chart
Qualcomm (QCOM)	0.0	$771k	-37%	4.2k	184.79	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$765k	+6%	6.5k	117.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$761k	-31%	2.5k	300.45	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$735k		11k	67.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$732k	+10%	4.6k	158.03	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	0.0	$729k		11k	64.30	View chart
Spdr Index Shs Fds St Str Nat Etf (GNR)	0.0	$708k		11k	67.31	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$703k		2.9k	246.21	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$682k	-16%	15k	46.92	View chart
Costco Wholesale Corporation (COST)	0.0	$654k	+24%	699.00	935.47	View chart
American Express Company (AXP)	0.0	$651k	+168%	1.9k	338.25	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$630k		7.6k	82.84	View chart
Micron Technology (MU)	0.0	$597k	NEW	517.00	1154.29	View chart
Lululemon Athletica (LULU)	0.0	$596k	+29%	5.2k	114.18	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$585k		913.00	640.93	View chart
Lam Research Corp Com New (LRCX)	0.0	$578k	NEW	1.3k	433.23	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$573k		4.7k	121.42	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$566k		12k	48.18	View chart
AutoZone (AZO)	0.0	$556k	+7%	174.00	3195.94	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$536k		2.4k	227.06	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$536k	-5%	4.5k	118.99	View chart
Intel Corporation (INTC)	0.0	$531k	-43%	3.8k	139.63	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$522k		3.6k	146.41	View chart
Edap Tms S A Sponsored Adr (FOCL)	0.0	$518k		100k	5.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$509k	-2%	2.4k	212.77	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$484k		7.7k	63.04	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$473k		4.6k	102.81	View chart
Applied Materials (AMAT)	0.0	$472k	NEW	653.00	723.00	View chart
United Parcel Svcs CL B (UPS)	0.0	$472k	-40%	4.4k	107.51	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$466k		7.7k	60.79	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$454k	NEW	228.00	1990.59	View chart
Badger Meter (BMI)	0.0	$453k	+67%	3.1k	148.38	View chart
Oneok (OKE)	0.0	$452k		5.2k	86.94	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$449k		12k	36.84	View chart
Netflix (NFLX)	0.0	$446k	+99%	6.2k	71.40	View chart
Marathon Petroleum Corp (MPC)	0.0	$440k	NEW	1.7k	255.67	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$430k	-10%	4.5k	95.44	View chart
Ishares Ethereum Tr SHS (ETHA)	0.0	$430k		36k	11.89	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$421k		3.2k	130.40	View chart
Coca-Cola Company (KO)	0.0	$421k	+83%	5.2k	81.27	View chart
Chevron Corporation (CVX)	0.0	$420k	+77%	2.5k	165.76	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$417k	-18%	4.8k	87.71	View chart
Bank of America Corporation (BAC)	0.0	$407k		7.1k	56.98	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$398k		5.2k	76.55	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.0	$397k	NEW	8.0k	49.28	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$381k	+326%	4.3k	87.91	View chart
James Hardie Inds Ord Shs (JHX)	0.0	$371k	NEW	14k	26.18	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$370k	-4%	6.2k	59.69	View chart
Chicago Atlantic Real Estate Fin (REFI)	0.0	$368k	-65%	34k	10.72	View chart
McDonald's Corporation (MCD)	0.0	$365k	NEW	1.4k	270.31	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$356k		1.4k	252.23	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$350k	-28%	6.8k	51.51	View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM)	0.0	$350k		4.1k	85.67	View chart
Goldman Sachs (GS)	0.0	$348k	+6%	344.00	1011.37	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$346k	+33%	13k	25.95	View chart
TJX Companies (TJX)	0.0	$344k	+66%	2.3k	151.50	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$337k	+18%	1.8k	188.09	View chart
Exxon Mobil Corporation (XOM)	0.0	$336k		2.5k	136.69	View chart
Eaton Corp SHS (ETN)	0.0	$332k	+13%	779.00	426.12	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$331k		2.4k	137.54	View chart
Mastercard Incorporated Cl A (MA)	0.0	$330k	NEW	641.00	513.97	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.0	$325k		3.7k	88.17	View chart
Hilton Worldwide Holdings (HLT)	0.0	$323k	+8%	978.00	330.46	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$321k		5.9k	54.69	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$321k	-36%	3.0k	107.62	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.0	$319k	NEW	9.2k	34.62	View chart
Consolidated Edison (ED)	0.0	$306k	NEW	2.8k	110.63	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$303k		1.8k	164.60	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.0	$301k		3.0k	100.97	View chart
Silver Spike Investment Corp (LIEN)	0.0	$301k	-85%	31k	9.77	View chart
W.W. Grainger (GWW)	0.0	$295k	-41%	217.00	1360.40	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	0.0	$287k		7.1k	40.67	View chart
Amgen (AMGN)	0.0	$286k	+17%	790.00	362.12	View chart
Ge Aerospace Com New (GE)	0.0	$283k	NEW	756.00	373.73	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$280k		5.5k	51.05	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$275k	-48%	5.2k	53.11	View chart
Ge Vernova (GEV)	0.0	$273k	NEW	232.00	1174.86	View chart
Raytheon Technologies Corp (RTX)	0.0	$271k	NEW	1.4k	189.73	View chart
Pool Corporation (POOL)	0.0	$269k	NEW	1.3k	214.90	View chart
Dutch Bros Cl A (BROS)	0.0	$262k	NEW	3.7k	71.81	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$262k	+100%	4.7k	56.16	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$260k		3.2k	79.97	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.0	$256k	NEW	4.3k	59.31	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$255k	+884%	3.1k	82.63	View chart
Palo Alto Networks (PANW)	0.0	$249k	NEW	731.00	341.02	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$246k		4.7k	52.12	View chart
Truist Financial Corp equities (TFC)	0.0	$242k	+6%	4.9k	49.82	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$233k		2.7k	87.88	View chart
Revolution Medicines (RVMD)	0.0	$232k	NEW	1.2k	187.28	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$230k		4.3k	53.61	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.0	$224k		3.0k	73.80	View chart
Paypal Holdings (PYPL)	0.0	$223k	+9%	5.2k	43.18	View chart
Te Connectivity Ord Shs (TEL)	0.0	$222k		1.1k	201.57	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$220k	NEW	1.4k	161.54	View chart
Amphenol Corp Cl A (APH)	0.0	$219k	NEW	1.2k	176.32	View chart
Emerson Electric (EMR)	0.0	$216k	-5%	1.5k	143.10	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$213k		2.0k	106.47	View chart
Arista Networks Com Shs (ANET)	0.0	$212k	NEW	1.2k	169.88	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$211k		1.1k	190.52	View chart
Oracle Corporation (ORCL)	0.0	$210k	NEW	1.4k	146.55	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.0	$207k		1.8k	117.33	View chart
Palantir Technologies Cl A (PLTR)	0.0	$206k	NEW	1.8k	116.67	View chart
Adobe Systems Incorporated (ADBE)	0.0	$205k	-4%	1.0k	205.02	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.0	$205k		4.1k	50.15	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$205k		925.00	221.20	View chart
Shell Spon Ads (SHEL)	0.0	$202k	NEW	2.6k	77.54	View chart
Kimberly-Clark Corporation (KMB)	0.0	$201k	NEW	1.8k	109.77	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$201k		1.6k	124.42	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$199k		6.9k	28.96	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$199k		2.9k	68.41	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$198k		1.3k	147.73	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$187k	-71%	5.4k	34.81	View chart
Franklin Templeton Etf Tr Ftse Europe (FLEE)	0.0	$184k		4.7k	38.85	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$177k		895.00	197.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$168k		2.2k	77.11	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$154k		2.3k	67.01	View chart
Flagstar Bank National Assoc Com New (FLG)	0.0	$149k		10k	14.94	View chart
Summit Therapeutics (SMMT)	0.0	$146k	NEW	10k	14.57	View chart
Franklin Templeton Etf Tr Ftse Canada (FLCA)	0.0	$141k		2.7k	51.47	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$140k		880.00	158.66	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$139k		1.7k	82.27	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$139k		420.00	331.43	View chart
Albertsons Companies Common Stock (ACI)	0.0	$135k	NEW	10k	13.53	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$130k	NEW	764.00	170.14	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.0	$130k		1.7k	76.58	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.0	$129k	NEW	1.4k	93.63	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Conc Etf (QVMT)	0.0	$126k		1.8k	69.87	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.0	$110k		1.1k	99.61	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$109k		2.0k	54.03	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.0	$107k		1.2k	92.98	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$106k		1.8k	57.67	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$105k		1.9k	56.48	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.0	$104k		1.0k	102.84	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$100k		1.3k	77.24	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$100k		253.00	394.00	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.0	$100k		835.00	119.13	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$97k	NEW	1.5k	64.60	View chart
Dyadic International (DYAI)	0.0	$96k		107k	0.90	View chart
Spdr Index Shs Fds St S&p Intl Etf (DWX)	0.0	$95k		2.1k	45.96	View chart
Proshares Tr Large Cap Cre (CSM)	0.0	$94k		1.1k	85.22	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$92k	+49%	835.00	110.11	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$87k		742.00	117.28	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.0	$86k		1.2k	69.48	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$85k		725.00	117.50	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.0	$85k		2.1k	39.75	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$84k	+255%	870.00	96.43	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$70k		3.4k	20.49	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$66k		1.2k	55.93	View chart
Wipro Spon Adr 1 Sh (WIT)	0.0	$62k	NEW	28k	2.25	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.0	$62k		565.00	109.11	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.0	$61k		569.00	107.82	View chart
Spdr Series Trust St Str R2k Lowv (SMLV)	0.0	$54k	-24%	340.00	157.36	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$53k		493.00	107.13	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.0	$52k		1.2k	43.76	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$52k		281.00	185.23	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$52k		377.00	136.56	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$43k		825.00	52.54	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$41k		468.00	88.54	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$39k		106.00	365.87	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$39k		1.2k	31.71	View chart
Global X Fds Global X Copper (COPX)	0.0	$37k		485.00	76.97	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.0	$36k		190.00	187.82	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$36k		1.2k	29.56	View chart
Krispy Kreme (DNUT)	0.0	$35k		10k	3.53	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$33k		1.2k	27.62	View chart
Psq Holdings Cl A (PSQH)	0.0	$29k		72k	0.40	View chart
Fidelity Covington Trust Msci Utils Index (FUTY)	0.0	$23k		392.00	58.42	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.0	$22k		374.00	58.51	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.0	$21k		252.00	82.63	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$19k		370.00	51.78	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$19k		223.00	83.07	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$18k		686.00	26.50	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$17k		149.00	115.69	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.0	$16k		379.00	42.72	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$15k	NEW	483.00	31.10	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$14k		75.00	190.19	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.0	$12k		236.00	50.83	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$12k		100.00	117.02	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$12k		155.00	75.17	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$9.8k		74.00	132.24	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$9.7k		147.00	65.73	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.0	$3.9k		81.00	47.67	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$1.2k		5.00	242.40	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.0	$568.000000		2.00	284.00	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.0	$225.000000		3.00	75.00	View chart
Invesco Exchange Traded Fd T Wilderhil Clan (PBW)	0.0	$174.000000		4.00	43.50	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$86.000000	NEW	1.00	86.00	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$76.000000	NEW	1.00	76.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$51.000000	NEW	1.00	51.00	View chart
Janus Detroit Str Tr Hend Secu In Etf (JSI)	0.0	$51.000000	NEW	1.00	51.00	View chart

Past Filings by Sage Mountain Advisors

SEC 13F filings are viewable for Sage Mountain Advisors going back to 2020

Sage Mountain Advisors 2026 Q2 filed Aug. 5, 2026
Sage Mountain Advisors 2026 Q1 filed May 11, 2026
Sage Mountain Advisors 2025 Q4 filed Jan. 23, 2026
Sage Mountain Advisors 2025 Q3 filed Oct. 29, 2025
Sage Mountain Advisors 2025 Q2 filed July 31, 2025
Sage Mountain Advisors 2025 Q1 filed May 2, 2025
Sage Mountain Advisors 2024 Q4 filed Feb. 7, 2025
Sage Mountain Advisors 2024 Q3 filed Oct. 29, 2024
Sage Mountain Advisors 2024 Q2 filed July 31, 2024
Sage Mountain Advisors 2024 Q1 filed April 23, 2024
Sage Mountain Advisors 2023 Q4 filed Feb. 1, 2024
Sage Mountain Advisors 2023 Q3 filed Oct. 25, 2023
Sage Mountain Advisors 2023 Q2 filed July 24, 2023
Sage Mountain Advisors 2023 Q1 filed April 25, 2023
Sage Mountain Advisors 2022 Q4 filed Feb. 1, 2023
Sage Mountain Advisors 2022 Q3 filed Oct. 31, 2022

View all past filings

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