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Portfolio (Quarterly) Guide ↗

Sage Mountain Advisors LLC

· CIK 0001832274
13F Portfolio $1.6B AUM 304 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 304 New
Page 2 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQM INVESCO EXCH TRADED FD TR II 42,317.0 $12.8M 0.79% NEW $302.97 -3.0%
22 AAPL APPLE INC Technology 37,830.0 $10.9M 0.67% NEW $289.36 +6.9%
23 OMFL INVESCO EXCH TRD SLF IDX FD 151,832.0 $10.4M 0.64% NEW $68.54 +3.1%
24 JPM JPMORGAN CHASE & CO Financial Services 30,247.0 $9.9M 0.61% NEW $327.33 +7.4%
25 VGSH VANGUARD SCOTTSDALE FDS 163,403.0 $9.5M 0.58% NEW $58.20 -0.1%
26 TSLA TESLA INC Consumer Cyclical 22,581.0 $9.5M 0.58% NEW $420.60 -13.7%
27 IVV ISHARES TR 12,524.0 $9.4M 0.58% NEW $748.89 +2.7%
28 IWF ISHARES TR 66,240.0 $8.2M 0.51% NEW $124.17 -1.4%
29 QQQ INVESCO QQQ TR Financial Services 10,846.0 $8.0M 0.49% NEW $736.41 -3.1%
30 UYLD ANGEL OAK FUNDS TRUST 155,404.0 $7.9M 0.49% NEW $51.00 +0.3%
31 IWB ISHARES TR 19,136.0 $7.8M 0.48% NEW $409.50 +2.5%
32 SCHX SCHWAB STRATEGIC TR 249,841.0 $7.4M 0.45% NEW $29.43 +2.7%
33 VTEB VANGUARD MUN BD FDS 133,358.0 $6.7M 0.41% NEW $50.58 -2.1%
34 FORTINET INC 42,527.0 $6.5M 0.40% NEW $153.62
35 VTV VANGUARD INDEX FDS 29,939.0 $6.5M 0.40% NEW $217.93 +3.9%
36 SMH VANECK ETF TRUST 9,739.0 $6.4M 0.39% NEW $655.89 -14.6%
37 CPRT COPART INC Industrials 226,504.0 $6.4M 0.39% NEW $28.19 +19.9%
38 XLG INVESCO EXCHANGE TRADED FD T 104,090.0 $6.4M 0.39% NEW $61.23 +1.4%
39 GOOGL ALPHABET INC Communication Services 16,663.0 $5.9M 0.36% NEW $355.75 -3.1%
40 VO VANGUARD INDEX FDS 62,803.0 $5.1M 0.31% NEW $80.57 +3.0%
Page 2 of 16  ·  304 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 52.6%
Technology 21.8%
Consumer Cyclical 8.7%
Industrials 5.5%
Communication Services 5.0%
Healthcare 2.6%
Consumer Defensive 1.4%
Energy 1.4%
Real Estate 0.7%
Utilities 0.3%