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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 5 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IVW ISHARES TR 10,949.0 $1.5M 0.09% NEW $137.52 +0.9%
82 VBIL VANGUARD INSTL INDEX FD 19,283.0 $1.5M 0.09% NEW $75.68 -0.0%
83 IBIT ISHARES BITCOIN TRUST ETF Financial Services 42,325.0 $1.4M 0.09% NEW $33.29 +31.2%
84 SDY SPDR SERIES TRUST 8,985.0 $1.4M 0.08% NEW $152.19 +4.1%
85 WMT WALMART INC Consumer Defensive 11,539.0 $1.3M 0.08% NEW $113.26 -8.4%
86 IWV ISHARES TR 3,053.0 $1.3M 0.08% NEW $426.45 +2.4%
87 ACWI ISHARES TR 7,820.0 $1.2M 0.07% NEW $156.97 +2.4%
88 CAT CATERPILLAR INC Industrials 1,151.0 $1.2M 0.07% NEW $1064.44 -22.2%
89 AGG ISHARES TR 12,326.0 $1.2M 0.07% NEW $98.98 -1.6%
90 MRK MERCK & CO INC Healthcare 9,098.0 $1.2M 0.07% NEW $128.50 +18.7%
91 PTLC PACER FDS TR 19,516.0 $1.1M 0.07% NEW $58.26 +2.4%
92 VIG VANGUARD SPECIALIZED FUNDS 4,776.0 $1.1M 0.07% NEW $236.62 +3.1%
93 SMMV ISHARES TR 23,957.0 $1.1M 0.07% NEW $46.04 +3.6%
94 GLD SPDR GOLD TR Financial Services 2,994.0 $1.1M 0.07% NEW $368.38 +14.9%
95 GLDM WORLD GOLD TR Financial Services 13,857.0 $1.1M 0.07% NEW $79.42 +15.0%
96 AGNC AGNC INVT CORP Real Estate 94,702.0 $1.0M 0.06% NEW $10.90 -0.1%
97 USMV ISHARES TR 10,672.0 $1.0M 0.06% NEW $96.46 +4.9%
98 PAVE GLOBAL X FDS 16,793.0 $989K 0.06% NEW $58.92 -4.3%
99 DAL DELTA AIR LINES INC Industrials 10,562.0 $989K 0.06% NEW $93.66 -12.0%
100 XVV ISHARES TR 17,386.0 $987K 0.06% NEW $56.79 +3.2%
Page 5 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%