Sugarloaf Wealth Management, LLC - Portfolio overview

Sugarloaf Wealth Management, LLC has 686 reported holdings in this dataset, with the latest filing dated 2025-01-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DRSK - APTUS DEFINED RISK ETF, 12.35%
2. ACIO - APTUS COLLARED INVESTMENT OPPORTUNITY ETF, 8.50%
3. SPLG - SPDR PORTFOLIO S&P 500 ETF, 5.95%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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