Sage Mountain Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 288 distinct positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the majority of the 288 holdings represented by various index funds and sector-specific funds. Major ETF providers, including iShares, Invesco, and Schwab, account for a significant portion of the portfolio.
Among the individual common stock positions, Sage Mountain holds a substantial position in Intel Corporation, with 9,660,000 shares. The firm also holds significant stakes in Lululemon Athletica Inc. (316,100 shares) and Qualcomm Inc. (27,300 shares). Other notable individual stock holdings include Johnson & Johnson (2,830 shares), Merck & Co. Inc. (8,218 shares), and Procter & Gamble Co. (2,337 shares).
The filing also includes exposure to the cryptocurrency market through various Bitcoin and Ethereum trusts, including the Grayscale Bitcoin Mini Trust and the iShares Bitcoin Trust.
