Sage Mountain Advisors LLC Portfolio Holdings

Sage Mountain Advisors LLC

  • $1.83 Billion
  • Q4 2025

Sage Mountain Advisors LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.83 Billion distributed in 559 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Janus Detroit Str Tr Janus Hen with a value of $254M, J P Morgan ETF Tr U S Quality with a value of $182M, Vanguard Total Stock Market Et with a value of $138M, Ishares Msci Usa Quality Facto with a value of $109M, and Ishares Msci Intl Quality Fact with a value of $67.3M.

Examining the 13F form we can see an increase of $124M in the current position value, from $1.7B to 1.83B.

Below you can find more details about Sage Mountain Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.83 Billion
ETFs: $1.24 Billion
Technology: $191 Million
Financial Services: $125 Million
Consumer Cyclical: $71.1 Million
Communication Services: $50.3 Million
Healthcare: $47.9 Million
Consumer Defensive: $32.5 Million
Industrials: $32.5 Million
Other: $37.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$265B
$1.83 Million 0.1% of portfolio
2,363
Q4 2025 Added 2.21%
$79.6B
$1.74 Million 0.1% of portfolio
13,039
Q4 2025 Reduced 8.99%
$168B
$1.89 Million 0.1% of portfolio
22,003
Q4 2025 Reduced 10.78%
$183B
$1.77 Million 0.1% of portfolio
5,189
Q4 2025 Added 5.32%
$190B
$1.77 Million 0.1% of portfolio
18,045
Q4 2025 Added 5.27%
$222B
$1.76 Million 0.1% of portfolio
3,108
Q4 2025 Reduced 12.75%
$204B
$1.62 Million 0.09% of portfolio
10,982
Q4 2025 Added 5.87%
$224B
$1.6 Million 0.09% of portfolio
5,253
Q4 2025 Reduced 6.36%
$197B
$1.67 Million 0.09% of portfolio
7,306
Q4 2025 Added 5.3%
$187B
$1.51 Million 0.08% of portfolio
9,052
Q4 2025 Added 30.7%
$193B
$1.38 Million 0.08% of portfolio
2,526
Q4 2025 Added 12.07%
$7.89B
$1.44 Million 0.08% of portfolio
1,407
Q4 2025 Added 211.28%
$161B
$1.38 Million 0.08% of portfolio
1,220
Q4 2025 Reduced 3.86%
$170B
$1.37 Million 0.08% of portfolio
9,387
Q4 2025 Added 2.01%
$140B
$1.43 Million 0.08% of portfolio
6,371
Q4 2025 Reduced 1.1%
$98.1B
$1.43 Million 0.08% of portfolio
10,316
Q4 2025 Reduced 4.97%
$152B
$1.37 Million 0.08% of portfolio
5,692
Q4 2025 Added 18.56%
$1.87B
$1.2 Million 0.07% of portfolio
5,985
Q4 2025 Added 38.86%
$237B
$1.22 Million 0.07% of portfolio
5,155
Q4 2025 Reduced 4.4%
$270B
$1.26 Million 0.07% of portfolio
7,931
Q4 2025 Reduced 1.13%
$177B
$1.27 Million 0.07% of portfolio
6,518
Q4 2025 Reduced 10.97%
$181B
$1.3 Million 0.07% of portfolio
51,223
Q4 2025 Reduced 24.19%
$182B
$1.05 Million 0.06% of portfolio
1,625
Q4 2025 Reduced 5.74%
$156B
$1.09 Million 0.06% of portfolio
8,797
Q4 2025 Added 2.24%
$29.2B
$1.03 Million 0.06% of portfolio
24,113
Q4 2025 Reduced 1.19%
$132B
$1.05 Million 0.06% of portfolio
5,375
Q4 2025 Reduced 3.48%
$121B
$1.01 Million 0.06% of portfolio
1,205
Q4 2025 Reduced 1.55%
$205B
$1.15 Million 0.06% of portfolio
7,802
Q4 2025 Added 0.08%
$181B
$1.09 Million 0.06% of portfolio
11,897
Q4 2025 Reduced 8.12%
$37.5B
$1.07 Million 0.06% of portfolio
18,346
Q4 2025 Added 16.21%
$159B
$1.12 Million 0.06% of portfolio
2,299
Q4 2025 Added 8.24%
$74.3B
$1.02 Million 0.06% of portfolio
16,691
Q4 2025 Reduced 3.32%
$69.1B
$843,000 0.05% of portfolio
9,685
Q4 2025 Reduced 13.25%
$5.6B
$966,000 0.05% of portfolio
95,176
Q4 2025 Reduced 41.6%
$81.8B
$949,000 0.05% of portfolio
8,000
Q4 2025 Added 3.57%
$111B
$866,000 0.05% of portfolio
1,997
Q4 2025 Reduced 0.55%
$97.3B
$879,000 0.05% of portfolio
10,377
Q4 2025 Reduced 1.66%
$73.2B
$917,000 0.05% of portfolio
238
Q4 2025 Reduced 0.42%
$89.3B
$840,000 0.05% of portfolio
7,608
Q4 2025 New
$191B
$955,000 0.05% of portfolio
199
Q4 2025 Reduced 7.87%
$136B
$938,000 0.05% of portfolio
4,248
Q4 2025 Reduced 12.75%
$269B
$844,000 0.05% of portfolio
3,913
Q4 2025 Reduced 9.19%
$123B
$936,000 0.05% of portfolio
3,169
Q4 2025 Added 11.78%
$111B
$906,000 0.05% of portfolio
2,678
Q4 2025 Added 2.61%
$132B
$988,000 0.05% of portfolio
4,388
Q4 2025 Reduced 8.35%
$193B
$946,000 0.05% of portfolio
8,953
Q4 2025 Reduced 4.52%
$167B
$941,000 0.05% of portfolio
10,243
Q4 2025 Added 8.27%
$98.6B
$993,000 0.05% of portfolio
10,965
Q4 2025 Reduced 30.73%
$143B
$858,000 0.05% of portfolio
24,746
Q4 2025 Added 0.13%

Summary

  • Portfolio
  • No. of Stocks 559
  • Current Value $1.83 Billion
  • Prior Value $1.7 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 60 stocks
  • Additional Purchases 173 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 200 stocks
Track This Portfolio

Track Sage Mountain Advisors LLC Portfolio

Follow Sage Mountain Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage Mountain Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage Mountain Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email