StockDriftsStockDriftsTop 50 Sugarloaf Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DRSK | APTUS DEFINED RISK ETF | 12.35% | 2.38M | $65.3M | +1.74%(+40.82K) | — | 2024-12-31 | |
| ACIO | APTUS COLLARED INVESTMENT OPPORTUNITY ETF | 8.5% | 1.12M | $45.0M | +2.04%(+22.30K) | — | 2024-12-31 | |
| SPLG | SPDR PORTFOLIO S&P 500 ETF | 5.95% | 456.3K | $31.5M | +1.58%(+7.09K) | — | 2024-12-31 | |
| JUCY | APTUS ENHANCED YIELD ETF | 5.73% | 1.33M | $30.3M | -2.42%(-33.00K) | — | 2024-12-31 | |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 5.66% | 374.2K | $29.9M | +3.94%(+14.20K) | — | 2024-12-31 | |
| OSCV | OPUS SMALL CAP VALUE ETF | 5.32% | 759.7K | $28.1M | +1.83%(+13.66K) | — | 2024-12-31 | |
| DUBS | APTUS LARGE CAP ENHANCED YIELD ETF | 4.13% | 676.5K | $21.8M | +1.57%(+10.44K) | — | 2024-12-31 | |
| RSP | INVESCO ETF TRUST S&P 500 EQUAL WEIGHT | 4.11% | 124.0K | $21.7M | +2.20%(+2.67K) | — | 2024-12-31 | |
| IDUB | APTUS INTERNATIONAL ENHANCED YIELD | 4% | 1.05M | $21.1M | +3.71%(+37.60K) | — | 2024-12-31 | |
| AAPL | APPLE INC | 2.63% | 55.6K | $13.9M | +0.21%(+117) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Sugarloaf Wealth Management, Llc reports $528.66M in US-listed equity holdings across 686 positions in its most recent 13F filing. Its largest disclosed positions are DRSK (12.3%), ACIO (8.5%) and SPLG (6.0%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sugarloaf Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1664864). View Sugarloaf Wealth Management, Llc’s 13F filings on SEC