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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 4 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IAU ISHARES GOLD TR Financial Services 33,303.0 $2.5M 0.15% NEW $75.51 +14.9%
62 VV VANGUARD INDEX FDS 7,194.0 $2.5M 0.15% NEW $343.91 +2.5%
63 DFIV DIMENSIONAL ETF TRUST 44,203.0 $2.4M 0.15% NEW $54.02 +7.9%
64 SPDW SPDR INDEX SHS FDS 47,171.0 $2.4M 0.15% NEW $50.39 +3.2%
65 BERKSHIRE HATHAWAY INC DEL 3.0 $2.2M 0.14% NEW $748850.00
66 SHM SPDR SERIES TRUST 45,104.0 $2.2M 0.13% NEW $47.97 -0.4%
67 EFA ISHARES TR 20,517.0 $2.1M 0.13% NEW $103.88 +4.2%
68 DFSV DIMENSIONAL ETF TRUST 53,769.0 $2.1M 0.13% NEW $38.79 +3.9%
69 VBK VANGUARD INDEX FDS 5,484.0 $2.0M 0.12% NEW $365.71 -1.9%
70 IWD ISHARES TR 8,249.0 $2.0M 0.12% NEW $242.43 +6.1%
71 ESGU ISHARES TR 11,476.0 $1.9M 0.12% NEW $163.67 +2.5%
72 LLY ELI LILLY & CO Healthcare 1,550.0 $1.9M 0.11% NEW $1199.43 +4.6%
73 CIBR FIRST TR EXCHANGE-TRADED FD 20,591.0 $1.9M 0.11% NEW $89.85 +5.6%
74 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 61,320.0 $1.9M 0.11% NEW $30.17 +16.0%
75 IDEV ISHARES TR 20,686.0 $1.8M 0.11% NEW $89.01 +4.8%
76 PAYO PAYONEER GLOBAL INC Technology 257,283.0 $1.8M 0.11% NEW $7.12 -0.1%
77 INTF ISHARES TR 42,634.0 $1.7M 0.11% NEW $40.96 +5.3%
78 IWR ISHARES TR 14,756.0 $1.6M 0.10% NEW $110.32 +2.8%
79 RY ROYAL BK CDA Financial Services 7,530.0 $1.6M 0.10% NEW $206.97 -0.8%
80 V VISA INC Financial Services 4,455.0 $1.5M 0.09% NEW $343.08 +8.1%
Page 4 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%