Notify me when Sugarloaf Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 686 | $528,017,075 | +$21,404,341 | -$15,769,638 | +$5,634,703 | DRSK, ACIO, SPLG, JUCY, VIGI | 13F-HR | 10 Jan 2025, 14:26 |
| Q3 2024 | 673 | $528,048,378 | +$24,302,228 | -$14,362,708 | +$9,939,520 | DRSK, ACIO, VIGI, JUCY, SPLG | 13F-HR | 08 Oct 2024, 09:31 |
| Q2 2024 | 663 | $493,023,212 | +$11,782,390 | -$5,852,667 | +$5,929,723 | DRSK, ACIO, JUCY, VIGI, SPLG | 13F-HR | 08 Jul 2024, 12:02 |
| Q1 2024 | 674 | $482,320,958 | +$59,673,311 | -$12,342,020 | +$47,331,291 | DRSK, ACIO, JUCY, VIGI, SPLG | 13F-HR | 23 Apr 2024, 09:52 |
| Q4 2023 | 683 | $414,252,265 | +$12,443,086 | -$25,981,050 | -$13,537,964 | DRSK, JUCY, ACIO, VIGI, OSCV | 13F-HR | 10 Jan 2024, 11:56 |
| Q3 2023 | 680 | $394,963,707 | +$46,256,126 | -$61,941,919 | -$15,685,793 | DRSK, JUCY, ACIO, VIGI, OSCV | 13F-HR | 13 Nov 2023, 09:20 |
| Q2 2023 | 691 | $426,677,806 | +$23,453,468 | -$12,066,252 | +$11,387,216 | DRSK, ACIO, JUCY, OSCV, VIGI | 13F-HR | 13 Jul 2023, 09:45 |
| Q1 2023 | 698 | $406,310,192 | +$38,262,216 | -$43,361,299 | -$5,099,083 | DRSK, ACIO, JUCY, OSCV, VIGI | 13F-HR | 26 Apr 2023, 13:48 |
| Q4 2022 | 784 | $397,595,687 | +$61,597,302 | -$72,737,976 | -$11,140,674 | DRSK, ACIO, ADME, JUCY, OSCV | 13F-HR | 03 Feb 2023, 11:51 |
| Q3 2022 | 817 | $387,330,000 | +$19,457,494 | -$8,080,187 | +$11,377,307 | DRSK, ACIO, ADME, OSCV, IDUB | 13F-HR | 11 Oct 2022, 14:56 |
| Q2 2022 | 760 | $397,308,028 | +$70,309,174 | -$43,076,195 | +$27,232,979 | DRSK, ACIO, ADME, IDUB, OSCV | 13F-HR | 11 Jul 2022, 19:01 |
| Q1 2022 | 699 | $421,353,000 | +$23,566,186 | -$5,915,386 | +$17,650,800 | DRSK, ACIO, ADME, OSCV, IDUB | 13F-HR | 25 Apr 2022, 16:22 |
| Q4 2021 | 734 | $421,371,000 | +$21,761,709 | -$4,491,244 | +$17,270,465 | DRSK, ACIO, ADME, OSCV, IDUB | 13F-HR | 20 Jan 2022, 14:07 |
| Q3 2021 | 742 | $379,831,000 | +$37,865,095 | -$18,116,205 | +$19,748,890 | DRSK, ACIO, ADME, OSCV, IDUB | 13F-HR | 20 Oct 2021, 12:09 |
| Q2 2021 | 734 | $366,458,000 | +$159,769,660 | -$29,502,267 | +$130,267,393 | DRSK, ADME, ACIO, OSCV, IEFA | 13F-HR | 20 Jul 2021, 10:34 |
| Q1 2021 | 730 | $255,621,074 | +$17,481,780 | -$1,173,103,348,822 | -$1,173,085,867,042 | DRSK, ACIO, ADME, OSCV, RSP | 13F-HR | 19 Apr 2021, 16:32 |
| Q4 2020 | 704 | $297,546,000 | +$11,959,625 | -$7,622,681 | +$4,336,944 | DRSK, ADME, ACIO, AGG, ITOT | 13F-HR | 03 Feb 2021, 15:20 |
| Q3 2020 | 661 | $272,313,000 | +$36,886,899 | -$25,178,882 | +$11,708,017 | DRSK, ADME, ACIO, AGG, ITOT | 13F-HR | 03 Nov 2020, 13:59 |
| Q2 2020 | 666 | $255,613,000 | +$19,927,869 | -$13,629,975 | +$6,297,894 | DRSK, ADME, ACIO, AGG, QQQ | 13F-HR | 20 Jul 2020, 18:07 |
| Q1 2020 | 675 | $219,860,000 | +$48,333,304 | -$26,646,487 | +$21,686,817 | DRSK, ACIO, ADME, AGG, IEFA | 13F-HR | 15 Apr 2020, 11:19 |
| Q4 2019 | 690 | $234,991,000 | $0 | $0 | $0 | DRSK, ADME, ACIO, ITOT, OSCV | 13F-HR | 29 Jan 2020, 14:26 |