Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q4 2024 data
Sugarloaf Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Sugarloaf Wealth Management, LLC

•CIK: 1664864•Filing: Q4 2024

**Sugarloaf Wealth Management, LLC** manages $529M across a diverse portfolio of 686 positions. The fund exhibits significant concentration in technology and thematic sectors, highlighted by the top holding in DRSK at $65.3M. Further notable allocations include substantial positions in ACIO ($45.0M) and SPYM ($31.5M). This structure suggests a tactical, growth-oriented mandate within its current asset allocation.

Total AUM
$528.7M
QoQ Performance
-0.0%
Positions
686
Top 10 Concentration
60.0%
Latest Filing
Q4 2024

Top Holdings Allocation

DRSK
ACIO
SPYM
JUCY
VIGI
OSCV
DRSK12.4%
ACIO8.5%
SPYM6.0%
JUCY5.7%
VIGI5.7%
OSCV5.3%
DUBS4.1%
RSP4.1%

📈 Biggest Buys

NVDA
NVIDIA CORPORATION COM
+131.7%
1.0% of portfolio
HD
HOME DEPOT
+21.6%
1.6% of portfolio
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+3.9%
5.7% of portfolio
DRSK
APTUS DEFINED RISK ETF
+1.7%
12.4% of portfolio
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
+8.7%
2.4% of portfolio

📉 Biggest Sells

AVGO
AVAGO TECHNOLOGIES LTD
-89.4%
0.1% of portfolio
WMT
WALMART INC COM
-18.5%
1.0% of portfolio
JUCY
APTUS ENHANCED YIELD ETF
-2.4%
5.7% of portfolio
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-31.8%
0.3% of portfolio
JPM
JPMORGAN CHASE & CO. COM
-13.5%
0.9% of portfolio

Sector Breakdown

Other83.0%
Technology5.8%
Consumer4.1%
Financial2.5%
Healthcare1.3%
Utilities0.9%
Real Estate0.7%
ETF0.6%

🚪 Exited Positionssold since Q3 2024

STEW
SRH TOTAL RETURN FUND INC COM
SOLD
$679.1K
LCTU
BLACKROCK U.S. CARBON TRANSITION READINESS ETF
SOLD
$299.9K
USXF
ISHARES ESG ADVANCED MSCI USA ETF
SOLD
$235.5K
SUSC
ISHARES ESG AWARE USD CORPORATE BOND ETF
SOLD
$221.9K
DSI
ISHARES MSCI KLD 400 SOCIAL ETF
SOLD
$210.7K
+473 more exited positions

Changes from Q3 2024

NEW5 new positions
↑103 increased
↓51 decreased

Historical Filings

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

DRSK12.4%
APTUS DEFINED RISK ETF
$65.3M
ACIO8.5%
APTUS COLLARED INVESTMENT OPPORTUNITY ETF
$45.0M
SPYM6.0%
SPDR PORTFOLIO S&P 500 ETF
$31.5M
JUCY5.7%
APTUS ENHANCED YIELD ETF
$30.3M
VIGI5.7%
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
$29.9M

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