Sage Mountain Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| JANUS DETROIT STR TR | $253.83M | 13.5% |
| J P MORGAN EXCHANGE TRADED F | $185.72M | 9.8% |
| VANGUARD INDEX FDS | $139.83M | 7.4% |
| iShares MSCI UAE ETF | $111.62M | 5.9% |
| ISHARES TR | $68.27M | 3.6% |
| VANGUARD INDEX FDS | $51.95M | 2.8% |
| GOLUB CAP BDC INC | $45.61M | 2.4% |
| Apple Inc. | $40.78M | 2.2% |
| VANGUARD SCOTTSDALE FDS | $38.34M | 2.0% |
| NVIDIA Corp | $35.27M | 1.9% |
| MICROSOFT CORP | $32.78M | 1.7% |
| VANGUARD TAX-MANAGED FDS | $31.99M | 1.7% |
| J P MORGAN EXCHANGE TRADED F | $30.05M | 1.6% |
| SPDR SERIES TRUST | $29.58M | 1.6% |
| Broadcom Inc. | $26.47M | 1.4% |
| JANUS DETROIT STR TR | $21.38M | 1.1% |
| Amazon.com Inc | $20.44M | 1.1% |
| Tesla Inc | $19.02M | 1.0% |
| Alphabet Inc. | $17.87M | 0.9% |
| JPMORGAN CHASE & CO | $16.72M | 0.9% |
| VANGUARD STAR FDS | $15.40M | 0.8% |
| VANGUARD WORLD FD | $14.49M | 0.8% |
| VANGUARD INDEX FDS | $13.24M | 0.7% |
| Meta Platforms Inc | $13.08M | 0.7% |
| Alphabet Inc. | $12.91M | 0.7% |
| SPDR S&P 500 ETF TR | $12.85M | 0.7% |
| VANGUARD INDEX FDS | $12.47M | 0.7% |
| CHURCH & DWIGHT CO INC /DE | $12.02M | 0.6% |
| Kayne Anderson BDC, Inc.KBDC | $11.43M | 0.6% |
| INVESCO EXCHANGE TRADED FD T | $11.39M | 0.6% |
| Copart Inc | $11.15M | 0.6% |
| INVESCO EXCH TRADED FD TR II | $10.67M | 0.6% |
| Warren E. Buffett | $9.44M | 0.5% |
| VANGUARD MUN BD FDS | $9.17M | 0.5% |
| iShares MSCI UAE ETF | $8.58M | 0.5% |
| BANK OF AMERICA CORP /DE | $8.55M | 0.5% |
| ISHARES TR | $8.21M | 0.4% |
| ELI LILLY & Co | $7.66M | 0.4% |
| INVESCO EXCH TRD SLF IDX FD | $7.38M | 0.4% |
| INVESCO QQQ TR | $7.34M | 0.4% |
| VANGUARD SCOTTSDALE FDS | $7.01M | 0.4% |
| SCHWAB STRATEGIC TR | $6.72M | 0.4% |
| VANGUARD INDEX FDS | $6.64M | 0.4% |
| ISHARES TR | $6.63M | 0.4% |
| ANGEL OAK FUNDS TRUST | $6.46M | 0.3% |
| INVESCO EXCHANGE TRADED FD T | $6.38M | 0.3% |
| ISHARES TR | $5.94M | 0.3% |
| EXXON MOBIL CORP | $5.90M | 0.3% |
| Visa Inc | $5.80M | 0.3% |
| Fortinet Inc | $5.43M | 0.3% |