• 13F History

Sugarloaf Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 10, 2025
Value $
$528M
Signature - Title
Todd J Smallwood - Chief Compliance Officer
Location
Duluth, GA
Summary
This page shows a list of all the recent 13F filings made by Sugarloaf Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sugarloaf Wealth Management, LLC reported 686 stock holdings with total value $528M as of Q4 2024. Top holdings included DRSK, ACIO, SPLG, JUCY, and VIGI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 686 $528M +$21.4M -$15.8M +$5.63M DRSK, ACIO, SPLG, JUCY, VIGI 13F-HR 1/10/2025, 02:26 PM
Q3 2024 673 $528M +$24.3M -$14.4M +$9.94M DRSK, ACIO, VIGI, JUCY, SPLG 13F-HR 10/8/2024, 09:31 AM
Q2 2024 663 $493M +$11.8M -$5.85M +$5.93M DRSK, ACIO, JUCY, VIGI, SPLG 13F-HR 7/8/2024, 12:02 PM
Q1 2024 668 $482M +$59.7M -$12.3M +$47.3M DRSK, ACIO, JUCY, VIGI, SPLG 13F-HR 4/23/2024, 09:52 AM
Q4 2023 681 $414M +$12.4M -$26M -$13.5M DRSK, JUCY, ACIO, VIGI, OSCV 13F-HR 1/10/2024, 11:56 AM
Q3 2023 703 $395M +$46.3M -$61.9M -$15.7M DRSK, JUCY, ACIO, VIGI, OSCV 13F-HR 11/13/2023, 09:20 AM
Q2 2023 687 $427M +$23.5M -$11.4M +$12M DRSK, ACIO, JUCY, OSCV, VIGI 13F-HR 7/13/2023, 09:45 AM
Q1 2023 695 $406M +$38.3M -$40.9M -$2.61M DRSK, ACIO, JUCY, OSCV, VIGI 13F-HR 4/26/2023, 01:48 PM
Q4 2022 780 $398M +$62.5M -$68.5M -$5.98M DRSK, ACIO, ADME, JUCY, OSCV 13F-HR 2/3/2023, 10:51 AM
Q3 2022 693 $387M +$19.7M -$7.25M +$12.4M DRSK, ACIO, ADME, OSCV, IDUB 13F-HR 10/11/2022, 02:56 PM
Q2 2022 724 $399M +$72M -$41.1M +$30.9M DRSK, ACIO, ADME, IDUB, OSCV 13F-HR 7/11/2022, 07:01 PM
Q1 2022 673 $422M +$23.7M -$3.3M +$20.4M DRSK, ACIO, ADME, OSCV, IDUB 13F-HR 4/25/2022, 04:22 PM
Q4 2021 712 $422M +$21.8M -$3.09M +$18.7M DRSK, ACIO, ADME, OSCV, IDUB 13F-HR 1/20/2022, 01:07 PM
Q3 2021 731 $380M +$37.9M -$18.1M +$19.7M DRSK, ACIO, ADME, OSCV, IDUB 13F-HR 10/20/2021, 12:09 PM
Q2 2021 722 $367M +$55M -$7.83M +$47.1M DRSK, ADME, ACIO, OSCV, IEFA 13F-HR 7/20/2021, 10:34 AM
Q1 2021 625 $262M +$18.7M -$1.18T -$1.18T DRSK, ACIO, ADME, OSCV, RSP 13F-HR 4/19/2021, 04:32 PM
Q4 2020 669 $298M +$12.7M -$5.26M +$7.43M DRSK, ADME, ACIO, AGG, ITOT 13F-HR 2/3/2021, 02:20 PM
Q3 2020 620 $272M +$36.9M -$24.4M +$12.5M DRSK, ADME, ACIO, AGG, ITOT 13F-HR 11/3/2020, 12:59 PM
Q2 2020 633 $256M +$20.9M -$5.84M +$15.1M DRSK, ADME, ACIO, AGG, QQQ 13F-HR 7/20/2020, 06:07 PM
Q1 2020 638 $220M +$48.3M -$25.4M +$22.9M DRSK, ACIO, ADME, AGG, IEFA 13F-HR 4/15/2020, 11:19 AM
Q4 2019 665 $235M DRSK, ADME, ACIO, ITOT, OSCV 13F-HR 1/29/2020, 01:26 PM