Sage Mountain Advisors LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,625,985
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 304 | 1,625,985 | 13F-HR | Sage Mountain Advisors LLC |
| Q1 2026 | 5/11/2026 | 281 | 1,428,885 | 13F-HR | Sage Mountain Advisors LLC |
| Q4 2025 | 1/23/2026 | 559 | 1,885,688 | 13F-HR | Sage Mountain Advisors LLC |
| Q3 2025 | 10/29/2025 | 547 | 1,745,097 | 13F-HR | Sage Mountain Advisors LLC |
| Q2 2025 | 7/31/2025 | 494 | 1,536,602 | 13F-HR | Sage Mountain Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 509.4 K | 31.3% | 62.78 K | 0 | 62.78 K |
| ETFs | 1.117 M | 68.7% | 134.3 K | 0 | 134.3 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
1,625,985
Holdings
304
QoQ value change ($000)
197,100
(13.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.