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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 3 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IJR ISHARES TR 34,072.0 $5.1M 0.31% NEW $148.31 -0.7%
42 AMZN AMAZON COM INC Consumer Cyclical 21,011.0 $5.0M 0.31% NEW $238.34 +8.5%
43 QEFA SPDR INDEX SHS FDS 50,581.0 $4.9M 0.30% NEW $96.01 +6.3%
44 VONG VANGUARD SCOTTSDALE FDS 37,501.0 $4.8M 0.29% NEW $127.81 -1.4%
45 IEFA ISHARES TR 49,608.0 $4.8M 0.29% NEW $96.58 +4.4%
46 KBDC KAYNE ANDERSON BDC INC Financial Services 353,274.0 $4.8M 0.29% NEW $13.53 -1.3%
47 VEU VANGUARD INTL EQUITY INDEX F 51,920.0 $4.3M 0.27% NEW $83.75 +2.3%
48 DFLV DIMENSIONAL ETF TRUST 106,502.0 $4.2M 0.26% NEW $39.54 +6.2%
49 VONV VANGUARD SCOTTSDALE FDS 38,239.0 $4.1M 0.25% NEW $106.31 +6.1%
50 TBIL RBB FD INC 78,922.0 $3.9M 0.24% NEW $49.86 +0.3%
51 SGOV ISHARES TR 38,878.0 $3.9M 0.24% NEW $100.67 -0.0%
52 LGLV SPDR SERIES TRUST 18,958.0 $3.4M 0.21% NEW $181.46 +3.9%
53 META META PLATFORMS INC Communication Services 6,033.0 $3.4M 0.21% NEW $563.24 -2.4%
54 NVDA NVIDIA CORPORATION Technology 16,937.0 $3.4M 0.21% NEW $200.08 +7.3%
55 MSFT MICROSOFT CORP Technology 8,871.0 $3.3M 0.20% NEW $373.01 +29.5%
56 BERKSHIRE HATHAWAY INC DEL 6,097.0 $3.1M 0.19% NEW $500.39
57 DFAC DIMENSIONAL ETF TRUST 64,523.0 $2.9M 0.18% NEW $44.36 +2.8%
58 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,937.0 $2.8M 0.17% NEW $477.57 -12.3%
59 SCHG SCHWAB STRATEGIC TR 80,435.0 $2.7M 0.17% NEW $33.84 +4.4%
60 VBR VANGUARD INDEX FDS 10,785.0 $2.6M 0.16% NEW $242.99 +2.5%
Page 3 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%