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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 6 of 16  ·  304 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPLV INVESCO EXCH TRADED FD TR II 12,635.0 $946K 0.06% NEW $74.90 +0.5%
102 FTEC FIDELITY COVINGTON TRUST 3,217.0 $919K 0.06% NEW $285.62 -1.0%
103 FV FIRST TR EXCHANGE TRADED FD 11,927.0 $905K 0.06% NEW $75.88 -2.5%
104 BMNR BITMINE IMMERSION TECHS INC Financial Services 65,229.0 $868K 0.05% NEW $13.31 +71.5%
105 MSTR STRATEGY INC Technology 9,697.0 $843K 0.05% NEW $86.93 +37.2%
106 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,190.0 $837K 0.05% NEW $703.34 -0.5%
107 CARY ANGEL OAK FUNDS TRUST 40,258.0 $837K 0.05% NEW $20.78 -0.4%
108 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,905.0 $834K 0.05% NEW $437.64 -12.3%
109 SPMD SPDR SERIES TRUST 12,313.0 $832K 0.05% NEW $67.56 -0.4%
110 JNJ JOHNSON & JOHNSON Healthcare 3,211.0 $815K 0.05% NEW $253.97 +6.4%
111 BIL SPDR SERIES TRUST 8,764.0 $803K 0.05% NEW $91.64 -0.0%
112 CSCO CISCO SYS INC Technology 6,797.0 $798K 0.05% NEW $117.46 -5.5%
113 SCHF SCHWAB STRATEGIC TR 28,767.0 $797K 0.05% NEW $27.70 +2.7%
114 JBBB JANUS DETROIT STR TR 16,805.0 $796K 0.05% NEW $47.35 +0.4%
115 QCOM QUALCOMM INC Technology 4,173.0 $771K 0.05% NEW $184.79 -13.0%
116 BX BLACKSTONE INC Financial Services 6,497.0 $764K 0.05% NEW $117.67 +21.8%
117 IWM ISHARES TR 2,532.0 $761K 0.05% NEW $300.45 -0.2%
118 SSO PROSHARES TR 10,904.0 $735K 0.04% NEW $67.38 +4.1%
119 VYM VANGUARD WHITEHALL FDS 4,634.0 $732K 0.04% NEW $158.03 +4.4%
120 MAGS LISTED FDS TR 11,338.0 $729K 0.04% NEW $64.30 +4.6%
Page 6 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%