Notify me when Sage Mountain Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 559 | $1,885,687,842 | +$174,451,595 | -$56,059,128 | +$118,392,467 | JAAA, JQUA, VTI, QUAL, IQLT | 13F-HR | 23 Jan 2026, 17:09 |
| Q3 2025 | 547 | $1,745,097,396 | +$165,688,481 | -$34,912,238 | +$130,776,243 | JAAA, JQUA, VTI, QUAL, IQLT | 13F-HR | 29 Oct 2025, 16:46 |
| Q2 2025 | 494 | $1,536,601,990 | +$124,569,209 | -$37,212,279 | +$87,356,930 | JAAA, JQUA, VTI, QUAL, IQLT | 13F-HR | 31 Jul 2025, 11:02 |
| Q1 2025 | 492 | $1,356,501,653 | +$66,616,040 | -$44,467,373 | +$22,148,667 | JAAA, JQUA, VTI, QUAL, IQLT | 13F-HR | 02 May 2025, 11:31 |
| Q4 2024 | 473 | $1,368,562,121 | +$218,177,618 | -$28,044,135 | +$190,133,483 | JAAA, JQUA, VTI, QUAL, VOO | 13F-HR | 07 Feb 2025, 14:14 |
| Q3 2024 | 485 | $1,173,123,033 | +$71,756,278 | -$17,442,352 | +$54,313,926 | JAAA, QUAL, JQUA, VTI, VOO | 13F-HR | 29 Oct 2024, 11:59 |
| Q2 2024 | 421 | $1,081,519,581 | +$133,563,789 | -$20,998,500 | +$112,565,289 | JAAA, QUAL, JQUA, VTI, VOO | 13F-HR | 31 Jul 2024, 11:05 |
| Q1 2024 | 408 | $962,170,954 | +$61,510,233 | -$28,842,705 | +$32,667,528 | JAAA, QUAL, JQUA, VTI, VOO | 13F-HR | 23 Apr 2024, 14:32 |
| Q4 2023 | 355 | $861,910,513 | +$90,569,959 | -$22,675,195 | +$67,894,764 | JAAA, QUAL, JQUA, VTI, VOO | 13F-HR | 01 Feb 2024, 15:42 |
| Q3 2023 | 363 | $727,040,952 | +$69,939,704 | -$15,133,258 | +$54,806,446 | JAAA, QUAL, JQUA, VTI, VOO | 13F-HR | 25 Oct 2023, 13:03 |
| Q2 2023 | 356 | $701,588,219 | +$47,274,718 | -$18,960,301 | +$28,314,417 | JAAA, QUAL, VTI, JQUA, VOO | 13F-HR | 24 Jul 2023, 12:46 |
| Q1 2023 | 333 | $620,129,614 | +$178,133,703 | -$23,531,600 | +$154,602,103 | QUAL, JAAA, VTI, JQUA, VOO | 13F-HR | 25 Apr 2023, 11:44 |
| Q4 2022 | 296 | $439,667,670 | +$105,060,182 | -$71,202,756 | +$33,857,426 | QUAL, VTI, JAAA, JQUA, VOO | 13F-HR | 01 Feb 2023, 15:09 |
| Q3 2022 | 379 | $375,976,000 | +$43,261,332 | -$210,245,965 | -$166,984,633 | QUAL, VTI, VOO, QUS, IQLT | 13F-HR | 31 Oct 2022, 14:00 |
| Q2 2022 | 614 | $564,978,000 | +$66,966,181 | -$79,687,340 | -$12,721,159 | QUAL, VOO, VTI, QUS, IQLT | Restatement | 25 Aug 2022, 13:42 |
| Q1 2022 | 616 | $639,855,000 | +$60,079,326 | -$220,428,782 | -$160,349,456 | QUAL, VOO, QUS, IQLT, GBDC | Restatement | 25 Aug 2022, 13:25 |
| Q4 2021 | 688 | $828,071,000 | +$145,952,138 | -$45,105,182 | +$100,846,956 | QUAL, ARLP, VOO, QUS, GBDC | 13F-HR | 02 Feb 2022, 16:40 |
| Q3 2021 | 574 | $687,454,000 | +$106,124,180 | -$41,196,692 | +$64,927,488 | QUAL, ARLP, VOO, QUS, GBDC | 13F-HR | 01 Nov 2021, 11:27 |
| Q2 2021 | 523 | $603,929,000 | +$130,569,606 | -$22,812,653 | +$107,756,953 | QUAL, ARLP, VOO, QUS, GBDC | 13F-HR | 22 Jul 2021, 15:33 |
| Q1 2021 | 460 | $468,503,000 | +$192,587,802 | -$45,478,210 | +$147,109,592 | QUAL, VOO, ARLP, QUS, GBDC | 13F-HR | 10 May 2021, 11:46 |
| Q4 2020 | 268 | $304,467,000 | $0 | $0 | $0 | QUAL, VOO, ARLP, QUS, GBDC | Restatement | 01 Mar 2021, 12:16 |