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Sage Mountain Advisors LLC - Portfolio Stock Holdings

Sage Mountain Advisors LLC disclosed 568 stock positions in a recent SEC 13F filing. $1,392,955,846 of stock holdings were filed, with the largest holdings including JAAA, JQUA, and VTI. This filing represented positions held on March 31, 2026, and was filed on May 11, 2026.

We estimate the fund has a total AUM of $4,286,824,438 and has 31 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

568

Est. Stock Holding Value:

$1,392,955,846

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Sage Mountain Advisors LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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