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CIK: 0001832274
Total reported value
$1.6B
$1.6B
492 檔
37.4%
During the Q1 2025 filing period, Sage Mountain Advisors LLC (CIK: 0001832274) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 492 reported positions.
In Q1 2025, Sage Mountain Advisors LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 492 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 15.69% | -0.85% | +3.50% | |
| 2 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 10.39% | +0.21% | +3.83% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.05% | +0.45% | +5.26% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.03% | +0.02% | -5.09% | |
| 5 | IQLT | Ishares Msci International Q | ETF-Other | 3.62% | -0.07% | +3.87% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.13% | -0.29% | -4.12% | |
| 7 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 3.06% | -0.30% | +9.43% | |
| 8 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 2.21% | -0.11% | -0.11% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.07% | +0.09% | -0.65% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.59% | +0.04% | -3.58% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.59% | +0.21% | -7.65% | |
| 12 | CPRT | Copart Inc | Stock-Industrials | 1.20% | -0.14% | +0.09% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.17% | -0.16% | +22.10% | |
| 14 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.16% | +0.04% | +22.24% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | +0.10% | +2.27% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.97% | -0.01% | -2.48% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | +0.09% | -1.65% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | — | +0.76% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.05% | +4.34% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.78% | -0.06% | +88.80% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.77% | +0.19% | — | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.74% | +0.01% | -1.09% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | — | +1.06% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.73% | — | -31.84% | |
| 25 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.69% | +0.09% | -2.82% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | — | +4.82% | |
| 27 | KBDC | Kayne Anderson Bdc Inc | Stock-Other | 0.65% | -0.11% | +166.47% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | — | +0.22% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.20% | -0.83% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | +0.05% | +2.95% | |
| 31 | FTNT | Fortinet Inc | Stock-Tech | 0.49% | +0.16% | +0.73% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | +0.01% | -2.89% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | -0.11% | EXIT | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.41% | — | -4.92% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.41% | — | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.01% | +6.37% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | -0.01% | — | |
| 38 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.36% | -0.01% | — | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | +0.02% | +2.53% | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.35% | -0.01% | -25.00% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.35% | +0.04% | +4.99% | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.35% | +0.01% | +21.16% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.04% | +44.29% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.31% | +0.02% | +1.03% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | +0.02% | +12.36% | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.30% | +0.04% | — | |
| 47 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.29% | -0.02% | -7.03% | |
| 48 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.28% | — | — | |
| 49 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.28% | — | — | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.26% | +0.02% | +12.51% |
According to official SEC Form 13F filings, Sage Mountain Advisors LLC reported a total U.S. public equity portfolio value of $1.6B across 492 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JAAA, JQUA, VTI) accounted for 37.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
JAAA
市值: $212.8M
During Q1 2025, Sage Mountain Advisors LLC's top holdings by market value included JAAA (15.7%)、JQUA (10.4%)、VTI (8.1%). The largest single position, JAAA, represented 15.7% of total portfolio value.
In Q1 2025, Sage Mountain Advisors LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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