Sugarloaf Wealth Management, LLC — 13F holdings

Sugarloaf Wealth Management, LLC reported 686 holdings worth $529M in its 13F filing for Q4 2024, filed January 10, 2025.

Largest positions

1. DRSK Aptus Defined Risk ETF — $65.3M (12.4%)
2. ACIO APTUS COLLARED INV — $45.0M (8.5%)
3. SPYM SPDR SERIES TRUST — $31.5M (6.0%)
4. JUCY APTUS ENHANCED YIELD — $30.3M (5.7%)
5. VIGI VANGUARD WHITEHALL FDS — $29.9M (5.7%)
6. OSCV OPUS SMALL CAP VALUE — $28.1M (5.3%)
7. DUBS ETF SER SOLUTIONS — $21.8M (4.1%)
8. RSP INVESCO EXCHANGE TRADED FD T — $21.7M (4.1%)
9. IDUB ETF SER SOLUTIONS — $21.1M (4.0%)
10. AAPL APPLE INC — $13.9M (2.6%)