Sugarloaf Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Duluth, GA
CIK
0001664864
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 683 414,771 DRSK, JUCY, ACIO, VIGI 13F-HR 1/10/2024 000166486424000001
Q3 2023 698 395,491 DRSK, JUCY, ACIO, VIGI 13F-HR 11/13/2023 000166486423000005
Q2 2023 691 427,243 DRSK, ACIO, JUCY, OSCV 13F-HR 7/13/2023 000166486423000004
Q1 2023 702 406,873 DRSK, ACIO, JUCY, OSCV 13F-HR 4/26/2023 000166486423000003
Q4 2022 784 398,167 DRSK, ACIO, ADME, JUCY 13F-HR 2/3/2023 000166486423000002
Q3 2022 835 390,594 DRSK, ACIO, ADME, OSCV 13F-HR 10/11/2022 000166486422000007
Q2 2022 843 399,338 DRSK, ACIO, ADME, ETF SER SOLUTIONS 13F-HR 7/11/2022 000166486422000006
Q1 2022 779 422,184 DRSK, ACIO, ADME, OSCV 13F-HR 4/25/2022 000166486422000005
Q4 2021 790 421,761 DRSK, ACIO, ADME, OSCV 13F-HR 1/20/2022 000166486422000002
Q3 2021 806 380,250 DRSK, ACIO, ADME, OSCV 13F-HR 10/20/2021 000166486421000007
Q2 2021 784 366,954 DRSK, ADME, ACIO, OSCV 13F-HR 7/20/2021 000166486421000005
Q1 2021 783 334,904 DRSK, ACIO, ADME, OSCV 13F-HR 4/19/2021 000166486421000003
Q4 2020 756 298,797 DRSK, ADME, ACIO, AGG 13F-HR 2/3/2021 000166486421000001
Q3 2020 736 274,278 DRSK, ADME, ACIO, AGG 13F-HR 11/3/2020 000166486420000008
Q2 2020 724 260,565 DRSK, ADME, ACIO, AGG 13F-HR 7/21/2020 000166486420000005
Q1 2020 745 223,360 DRSK, ACIO, ADME, AGG 13F-HR 4/15/2020 000166486420000004
Q4 2019 761 235,260 DRSK, ADME, ACIO, ITOT 13F-HR 1/29/2020 000166486420000002