StockDriftsStockDriftsTop 50 Sage Mountain Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | 18.23% | 5.17M | $260.5M | +3.04%(+152.47K) | $50.30(+0.50%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 12.73% | 2.97M | $181.9M | +0.94%(+27.52K) | $47.90(+50.27%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 9.39% | 418.1K | $134.1M | +0.25%(+1.05K) | $226.00(+63.17%) | 2026-03-31 | |
| QUAL | ISHARES TR | 7.75% | 577.6K | $110.8M | +2.78%(+15.61K) | $127.96(+70.71%) | 2026-03-31 | |
| IQLT | ISHARES TR | 5.27% | 1.63M | $75.3M | +8.36%(+125.57K) | $37.80(+31.21%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.42% | 81.7K | $48.8M | -1.32%(-1.09K) | $337.08(+103.17%) | 2026-03-31 | |
| GBDC | GOLUB CAP BDC INC | 3.33% | 3.76M | $47.6M | +11.76%(+395.34K) | $14.20(-8.50%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.97% | 713.8K | $42.5M | +11.58%(+74.08K) | $59.57(-1.30%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.52% | 561.7K | $36.0M | +9.70%(+49.66K) | $50.18(+41.11%) | 2026-03-31 | |
| QUS | SPDR SERIES TRUST | 2.02% | 168.0K | $28.8M | -1.05%(-1.78K) | $116.03(+62.48%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.66% | +39.22% |
| Top 20 Holdings Unweighted | +15.81% | +55.33% |
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