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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 547 | $1,745,097,396 | +$165,688,474 | -$34,912,237 | +$130,776,237 | JAAA, JQUA, VTI, QUAL, IQLT | 13F-HR | 29 Oct 2025, 16:46 |
| Q2 2025 | 494 | $1,536,601,990 | +$124,569,213 | -$37,212,279 | +$87,356,934 | JAAA, JQUA, VTI, QUAL, IQLT | 13F-HR | 31 Jul 2025, 11:02 |
| Q1 2025 | 492 | $1,356,501,653 | +$66,616,039 | -$44,467,367 | +$22,148,672 | JAAA, JQUA, VTI, QUAL, IQLT | 13F-HR | 02 May 2025, 11:31 |
| Q4 2024 | 473 | $1,368,562,121 | +$218,177,617 | -$28,044,140 | +$190,133,477 | JAAA, JQUA, VTI, QUAL, VOO | 13F-HR | 07 Feb 2025, 14:14 |
| Q3 2024 | 485 | $1,173,123,033 | +$71,756,280 | -$17,442,353 | +$54,313,927 | JAAA, QUAL, JQUA, VTI, VOO | 13F-HR | 29 Oct 2024, 11:59 |
| Q2 2024 | 421 | $1,081,519,581 | +$133,563,782 | -$20,998,501 | +$112,565,281 | JAAA, QUAL, JQUA, VTI, VOO | 13F-HR | 31 Jul 2024, 11:05 |
| Q1 2024 | 408 | $962,170,954 | +$61,510,237 | -$28,842,707 | +$32,667,530 | JAAA, QUAL, JQUA, VTI, VOO | 13F-HR | 23 Apr 2024, 14:32 |
| Q4 2023 | 353 | $860,350,638 | +$89,389,315 | -$22,675,196 | +$66,714,119 | JAAA, QUAL, JQUA, VTI, VOO | 13F-HR | 01 Feb 2024, 15:42 |
| Q3 2023 | 363 | $727,040,952 | +$69,939,709 | -$9,283,881 | +$60,655,828 | JAAA, QUAL, JQUA, VTI, VOO | 13F-HR | 25 Oct 2023, 13:03 |
| Q2 2023 | 356 | $701,598,701 | +$47,274,717 | -$24,979,109 | +$22,295,608 | JAAA, QUAL, VTI, JQUA, VOO | 13F-HR | 24 Jul 2023, 12:46 |
| Q1 2023 | 333 | $620,129,614 | +$178,133,700 | -$15,252,921 | +$162,880,779 | QUAL, JAAA, VTI, JQUA, VOO | 13F-HR | 25 Apr 2023, 11:44 |
| Q4 2022 | 295 | $439,667,501 | +$105,060,198 | -$50,356,982 | +$54,703,216 | QUAL, VTI, JAAA, JQUA, VOO | 13F-HR | 01 Feb 2023, 14:09 |
| Q3 2022 | 373 | $375,616,280 | +$43,240,665 | -$96,739,164 | -$53,498,499 | QUAL, VTI, VOO, QUS, IQLT | 13F-HR | 31 Oct 2022, 14:00 |
| Q2 2022 | 603 | $563,949,183 | +$66,957,208 | -$49,493,145 | +$17,464,063 | QUAL, VOO, VTI, QUS, IQLT | Restatement | 25 Aug 2022, 13:42 |
| Q1 2022 | 611 | $638,925,223 | +$59,995,350 | -$92,789,141 | -$32,793,791 | QUAL, VOO, QUS, IQLT, GBDC | Restatement | 25 Aug 2022, 13:25 |
| Q4 2021 | 681 | $830,712,377 | +$144,902,216 | -$22,450,528 | +$122,451,688 | QUAL, ARLP, VOO, QUS, GBDC | 13F-HR | 02 Feb 2022, 15:40 |
| Q3 2021 | 574 | $687,454,000 | +$106,124,251 | -$40,980,221 | +$65,144,030 | QUAL, ARLP, VOO, QUS, GBDC | 13F-HR | 01 Nov 2021, 11:27 |
| Q2 2021 | 523 | $603,929,000 | +$130,569,254 | -$22,785,658 | +$107,783,596 | QUAL, ARLP, VOO, QUS, GBDC | 13F-HR | 22 Jul 2021, 15:33 |
| Q1 2021 | 460 | $468,542,000 | +$192,626,833 | -$45,478,201 | +$147,148,632 | QUAL, VOO, ARLP, QUS, GBDC | 13F-HR | 10 May 2021, 11:46 |
| Q4 2020 | 267 | $305,456,000 | $0 | QUAL, VOO, ARLP, QUS, GBDC | Restatement | 01 Mar 2021, 11:16 |