Sage Mountain Advisors LLC
•CIK: 1832274•Filing: Q4 2025
**Sage Mountain Advisors LLC** manages $1.9B across a diversified portfolio of 559 positions. The fund exhibits significant concentration in fixed income and broad market equity exposure, highlighted by top holdings including JAAA at $253.8M and JQUA at $185.7M. Further allocations include substantial positions in VTI ($139.8M) and QUAL ($111.6M), indicating a strategic focus on core market indices and credit quality. This structure suggests a disciplined, large-cap oriented approach to capital preservation and growth.
Total AUM
$1.9B
QoQ Performance
+8.1%
Positions
398
Top 10 Concentration
55.0%
Latest Filing
Q4 2025
Top Holdings Allocation
JAAA
JQUA
VTI
QUAL
JAAA13.5%
JQUA9.8%
VTI7.4%
QUAL5.9%
IQLT3.6%
VOO2.8%
GBDC2.4%
AAPL2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.7%
Technology11.3%
ETF4.1%
Consumer3.2%
Financial2.8%
Healthcare1.6%
Industrial0.7%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+344 more exited positions
Changes from Q3 2025
NEW2 new positions
↑76 increased
↓95 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022