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Whitney Imeraj

Sage Mountain Advisors Llc

Assets Managed
$1.429B
Holdings
281
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-24.22%(2Q avg: -8.08%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sage Mountain Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 281 positions.

Assets under management

The assets under management (AUM) of Sage Mountain Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.429B in assets, with a quarterly growth rate of -24.22% and a 2-quarter average growth rate of -8.08%. The portfolio is managed by Whitney Imeraj, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Increased 3.04%
18.23%
$260.451M
5.171M shares@ $50.37 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Increased 0.94%
12.74%
$181.941M
2.967M shares@ $61.32 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.26%
9.39%
$134.135M
418,114 shares@ $320.82 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 2.78%
7.76%
$110.79M
577,602 shares@ $191.82 avg price
IQLT
Ishares Msci International Q
Recent Activity
Increased 8.36%
5.27%
$75.25M
1.628M shares@ $46.24 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.31%
3.42%
$48.847M
81,746 shares@ $597.56 avg price
GBDC
Golub Capital Bdc Inc
Recent Activity
Increased 11.77%
3.33%
$47.554M
3.756M shares@ $12.67 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 11.59%
2.98%
$42.509M
713,836 shares@ $59.56 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 9.7%
2.52%
$35.993M
561,686 shares@ $64.09 avg price
QUS
Spdr Msci Usa Strategicfacto
Recent Activity
Decreased -1.04%
2.02%
$28.839M
168,022 shares@ $171.64 avg price

1-10 of 281