StockDriftsStockDriftsTop 50 Sage Mountain Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | 17.38% | 5.60M | $282.6M | +8.23%(+425.81K) | $50.31(+0.59%) | 2026-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 12.94% | 2.91M | $210.4M | -1.90%(-56.42K) | $47.90(+56.51%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 9.84% | 432.4K | $160.0M | +3.43%(+14.33K) | $229.80(+66.82%) | 2026-06-30 | |
| QUAL | ISHARES TR | 7.77% | 575.6K | $126.3M | -0.34%(-1.96K) | $127.96(+75.86%) | 2026-06-30 | |
| IQLT | ISHARES TR | 5.2% | 1.71M | $84.6M | +4.86%(+79.09K) | $38.21(+35.96%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.13% | 74.0K | $50.8M | -9.44%(-7.72K) | $337.08(+111.42%) | 2026-06-30 | |
| GBDC | GOLUB CAP BDC INC | 3.03% | 3.83M | $49.3M | +1.94%(+72.89K) | $14.17(-6.88%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.82% | 777.0K | $45.8M | +8.84%(+63.12K) | $59.54(-1.95%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.73% | 622.0K | $44.3M | +10.74%(+60.32K) | $51.78(+42.94%) | 2026-06-30 | |
| JMBS | JANUS DETROIT STR TR | 1.98% | 716.3K | $32.2M | +16.98%(+103.99K) | $45.30(-2.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.12% | +44.76% | +10.05% | +61.39% |
| Top 20 Holdings Unweighted | +18.39% | +65.94% | +11.30% | +70.80% |
Sage Mountain Advisors LLC reports $1.63B in US-listed equity holdings across 304 positions in its most recent 13F filing. Its largest disclosed positions are JAAA (17.4%), JQUA (12.9%) and VTI (9.8%). The top 20 holdings account for 77.7% of reported assets. Its disclosed equity book has returned +44.76% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sage Mountain Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1832274). View Sage Mountain Advisors LLC’s 13F filings on SEC