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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 12 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,833.0 $201K 0.01% NEW $109.77 +0.8%
222 EFG ISHARES TR 1,616.0 $201K 0.01% NEW $124.42 +0.4%
223 SCHB SCHWAB STRATEGIC TR 6,868.0 $199K 0.01% NEW $28.96 +1.9%
224 EEM ISHARES TR 2,901.0 $198K 0.01% NEW $68.41 -3.5%
225 IJJ ISHARES TR 1,338.0 $198K 0.01% NEW $147.73 +0.1%
226 SCHV SCHWAB STRATEGIC TR 5,370.0 $187K 0.01% NEW $34.81 -0.1%
227 FLEE FRANKLIN TEMPLETON ETF TR 4,729.0 $184K 0.01% NEW $38.85 +3.8%
228 VOE VANGUARD INDEX FDS 895.0 $177K 0.01% NEW $197.50 +5.7%
229 IJH ISHARES TR 2,180.0 $168K 0.01% NEW $77.11 -1.4%
230 IYH ISHARES TR 2,300.0 $154K 0.01% NEW $67.01 +10.1%
231 FLAGSTAR BANK NATIONAL ASSOC 10,000.0 $149K 0.01% NEW $14.94
232 SMMT SUMMIT THERAPEUTICS INC Healthcare 10,000.0 $146K 0.01% NEW $14.57 -13.5%
233 FLCA FRANKLIN TEMPLETON ETF TR 2,735.0 $141K 0.01% NEW $51.47 +7.4%
234 XLV SELECT SECTOR SPDR TR 880.0 $140K 0.01% NEW $158.66 +10.0%
235 SCZ ISHARES TR 1,695.0 $139K 0.01% NEW $82.27 +5.1%
236 VTHR VANGUARD SCOTTSDALE FDS 420.0 $139K 0.01% NEW $331.43 +1.9%
237 ACI ALBERTSONS COMPANIES INC Consumer Defensive 10,000.0 $135K 0.01% NEW $13.53 -6.8%
238 XMMO INVESCO EXCHANGE TRADED FD T 764.0 $130K 0.01% NEW $170.14 -9.3%
239 FNCL FIDELITY COVINGTON TRUST 1,697.0 $130K 0.01% NEW $76.58 +7.8%
240 XSMO INVESCO EXCHANGE TRADED FD T 1,382.0 $129K 0.01% NEW $93.63 -9.0%
Page 12 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%