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Sage Mountain Advisors LLC - Portfolio Stock Holdings

Sage Mountain Advisors LLC disclosed 320 stock positions in a recent SEC 13F filing. $1,626,038,189 of stock holdings were filed, with the largest holdings including JAAA, JQUA, and VTI. This filing represented positions held on June 30, 2026, and was filed on Aug. 5, 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:

June 30, 2026

No. of Stocks:

320

Est. Stock Holding Value:

$1,626,038,189

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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