Sage Mountain Advisors LLC
SEC-registered investment adviser providing wealth management and investment advisory services to clients in the United States. The firm is headquartered in Atlanta, Georgia, and operates under the supervision of the Securities and Exchange Commission. It offers customized investment advice tailored to individual client goals, objectives, and risk tolerance. Its website disseminates general information about its services but does not transact business in states where it is not registered or notice filed.
Investment Strategy
Not explicitly detailed in available sources, but the firm’s Q2 2025 13F filing shows a broadly diversified portfolio with nearly 500 holdings, including ETFs such as JAAA, JQUA, VTI, and QUAL, indicative of a multi-asset, ETF-focused investment approach. Investment recommendations are monitored to ensure suitability for each client’s needs and risk tolerance.
Top Holdings
Equity Positions (490)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JAAA | JANUS DETROIT STR TR | 12.96% | $199.2M | 3,925,010 | $50.17 | $50.75 | -$13.6M |
J JQUA | J P MORGAN EXCHANGE TRADED F | 10.60% | $162.8M | 2,711,715 | $47.75 | $60.05 | +$21.9M |
V VTI | VANGUARD INDEX FDS | 7.92% | $121.7M | 400,314 | $220.92 | $303.93 | +$12.4M |
Q QUAL | ISHARES TR | 6.85% | $105.3M | 576,078 | $129.45 | $182.82 | +$9.9M |
I IQLT | ISHARES TR | 3.87% | $59.5M | 1,376,979 | $37.39 | $43.22 | +$10.4M |