Sugarloaf Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 8, 2024
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 673 stock holdings with total value $528M as of Q3 2024. Top holdings included DRSK, ACIO, VIGI, JUCY, and SPLG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 674 $482M +$59.7M -$12.3M +$47.3M DRSK, ACIO, JUCY, VIGI, SPLG 13F-HR 4/23/2024, 09:52 AM
Q4 2023 683 $414M +$12.4M -$26M -$13.5M DRSK, JUCY, ACIO, VIGI, OSCV 13F-HR 1/10/2024, 11:56 AM
Q3 2023 680 $395M +$46.3M -$61.9M -$15.7M DRSK, JUCY, ACIO, VIGI, OSCV 13F-HR 11/13/2023, 09:20 AM
Q2 2023 691 $427M +$23.5M -$12.1M +$11.4M DRSK, ACIO, JUCY, OSCV, VIGI 13F-HR 7/13/2023, 09:45 AM
Q1 2023 698 $406M +$38.3M -$43.4M -$5.1M DRSK, ACIO, JUCY, OSCV, VIGI 13F-HR 4/26/2023, 01:48 PM
Q4 2022 784 $398M +$61.6M -$72.7M -$11.1M DRSK, ACIO, ADME, JUCY, OSCV 13F-HR 2/3/2023, 11:51 AM
Q3 2022 817 $387M +$19.5M -$8.08M +$11.4M DRSK, ACIO, ADME, OSCV, IDUB 13F-HR 10/11/2022, 02:56 PM
Q2 2022 760 $397M +$70.3M -$43.1M +$27.2M DRSK, ACIO, ADME, IDUB, OSCV 13F-HR 7/11/2022, 07:01 PM
Q1 2022 699 $421M +$23.6M -$5.92M +$17.7M DRSK, ACIO, ADME, OSCV, IDUB 13F-HR 4/25/2022, 04:22 PM
Q4 2021 734 $421M +$21.8M -$4.49M +$17.3M DRSK, ACIO, ADME, OSCV, IDUB 13F-HR 1/20/2022, 02:07 PM
Q3 2021 742 $380M +$37.9M -$18.1M +$19.7M DRSK, ACIO, ADME, OSCV, IDUB 13F-HR 10/20/2021, 12:09 PM
Q2 2021 734 $366M +$160M -$29.5M +$130M DRSK, ADME, ACIO, OSCV, IEFA 13F-HR 7/20/2021, 10:34 AM
Q1 2021 730 $256M +$17.5M -$1.17T -$1.17T DRSK, ACIO, ADME, OSCV, RSP 13F-HR 4/19/2021, 04:32 PM
Q4 2020 704 $298M +$12M -$7.62M +$4.34M DRSK, ADME, ACIO, AGG, ITOT 13F-HR 2/3/2021, 03:20 PM
Q3 2020 661 $272M +$36.9M -$25.2M +$11.7M DRSK, ADME, ACIO, AGG, ITOT 13F-HR 11/3/2020, 01:59 PM
Q2 2020 666 $256M +$19.9M -$13.6M +$6.3M DRSK, ADME, ACIO, AGG, QQQ 13F-HR 7/20/2020, 06:07 PM
Q1 2020 675 $220M +$48.3M -$26.6M +$21.7M DRSK, ACIO, ADME, AGG, IEFA 13F-HR 4/15/2020, 11:19 AM
Q4 2019 690 $235M $0 $0 DRSK, ADME, ACIO, ITOT, OSCV 13F-HR 1/29/2020, 02:26 PM