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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 13 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 QVMT INVESCO EXCH TRADED FD TR II 1,805.0 $126K 0.01% NEW $69.87 -5.9%
242 FIDU FIDELITY COVINGTON TRUST 1,104.0 $110K 0.01% NEW $99.61 -5.1%
243 PRF INVESCO EXCHANGE TRADED FD T 2,020.0 $109K 0.01% NEW $54.03 +3.7%
244 KBWB INVESCO EXCH TRADED FD TR II 1,154.0 $107K 0.01% NEW $92.98 +3.1%
245 SPSM SPDR SERIES TRUST 1,831.0 $106K 0.01% NEW $57.67 -1.2%
246 JEPI J P MORGAN EXCHANGE TRADED F 1,856.0 $105K 0.01% NEW $56.48 +2.6%
247 FDIS FIDELITY COVINGTON TRUST 1,011.0 $104K 0.01% NEW $102.84 +0.4%
248 FIDELITY COVINGTON TRUST 1,293.0 $100K 0.01% NEW $77.24
249 IWO ISHARES TR 253.0 $100K 0.01% NEW $394.00 -2.8%
250 SLYG SPDR SERIES TRUST 835.0 $99K 0.01% NEW $119.13 -3.0%
251 RING ISHARES INC 1,496.0 $97K 0.01% NEW $64.60 +40.1%
252 DYAI DYADIC INTL INC DEL Healthcare 106,564.0 $95K 0.01% NEW $0.90 -19.0%
253 DWX SPDR INDEX SHS FDS 2,060.0 $95K 0.01% NEW $45.96 +5.0%
254 CSM PROSHARES TR 1,100.0 $94K 0.01% NEW $85.22 +3.5%
255 IUSV ISHARES TR 835.0 $92K 0.01% NEW $110.11 +4.3%
256 XLY SELECT SECTOR SPDR TR 742.0 $87K 0.01% NEW $117.28 +0.9%
257 FCOM FIDELITY COVINGTON TRUST 1,243.0 $86K 0.01% NEW $69.48 +2.0%
258 IJK ISHARES TR 725.0 $85K 0.01% NEW $117.50 -3.0%
259 FLJP FRANKLIN TEMPLETON ETF TR 2,125.0 $84K 0.01% NEW $39.75 +1.7%
260 VNQ VANGUARD INDEX FDS 870.0 $84K 0.01% NEW $96.43 +2.3%
Page 13 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%