Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sage Mountain Advisors LLC (CIK 1832274) reported $1.43B across 280 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JAAA ($260.5M, 18.23%), JQUA ($181.9M, 12.73%), VTI ($134.1M, 9.39%), QUAL ($110.8M, 7.75%), IQLT ($75.3M, 5.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JAAA | JANUS DETROIT STR TR | $260.5M | 18.23% | 5.2M | Added |
| 2 | JQUA | J P MORGAN EXCHANGE TRADED F | $181.9M | 12.73% | 3.0M | Added |
| 3 | VTI | VANGUARD INDEX FDS | $134.1M | 9.39% | 418,114 | Added |
| 4 | QUAL | ISHARES TR | $110.8M | 7.75% | 577,602 | Added |
| 5 | IQLT | ISHARES TR | $75.3M | 5.27% | 1.6M | Added |
| 6 | VOO | VANGUARD INDEX FDS | $48.8M | 3.42% | 81,746 | Trimmed |
| 7 | GBDC | GOLUB CAP BDC INC | $47.6M | 3.33% | 3.8M | Added |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $42.5M | 2.97% | 713,836 | Added |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $36.0M | 2.52% | 561,686 | Added |
| 10 | QUS | SPDR SERIES TRUST | $28.8M | 2.02% | 168,022 | Trimmed |
| 11 | JMST | J P MORGAN EXCHANGE TRADED F | $27.9M | 1.95% | 546,566 | Trimmed |
| 12 | JMBS | JANUS DETROIT STR TR | $27.7M | 1.94% | 612,346 | Added |
| 13 | VXUS | VANGUARD STAR FDS | $15.9M | 1.12% | 206,753 | Added |
| 14 | VGT | VANGUARD WORLD FD | $13.4M | 0.94% | 19,227 | Hold |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $12.3M | 0.86% | 18,983 | Added |
| 16 | VB | VANGUARD INDEX FDS | $11.5M | 0.81% | 44,011 | Trimmed |
| 17 | SPHQ | INVESCO EXCHANGE TRADED FD T | $11.4M | 0.80% | 151,843 | Added |
| 18 | ITOT | ISHARES TR | $11.3M | 0.79% | 79,649 | Added |
| 19 | VUG | VANGUARD INDEX FDS | $10.8M | 0.76% | 24,740 | Trimmed |
| 20 | AVGO | BROADCOM INC | $10.2M | 0.71% | 32,971 | Trimmed |
| 21 | QQQM | INVESCO EXCH TRADED FD TR II | $10.0M | 0.70% | 42,186 | Added |
| 22 | VGSH | VANGUARD SCOTTSDALE FDS | $9.2M | 0.64% | 157,323 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $8.7M | 0.61% | 29,725 | Trimmed |
| 24 | VTEB | VANGUARD MUN BD FDS | $8.5M | 0.59% | 170,392 | Trimmed |
| 25 | AAPL | APPLE INC | $8.3M | 0.58% | 32,862 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31