DOSSIER · 13F-HR · Q4 2024

Sugarloaf Wealth Management, LLC

Sugarloaf Wealth's family office based in New York, NY — $529M in tracked AUM across 686 positions as of Q4 2024.

Sugarloaf Wealth·New York, NY·Family Office

CIK 0001664864 · last filed Dec 31, 2024

Total AUM

$529M

▲ 19.2%

vs prior

Holdings

686

—

positions

Whale Score

tracked

Activity

—

no data

changes this Q

Top sector

Tech

45% weight

concentration

AI Analysis · Q4 2024 · Q4 2024

Sugarloaf Wealth Management, LLC filed its latest 13F-HR for Q4 2024. See the latest holdings and position changes below.

Quarter at a glance — Q4 2024

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2024.

#HoldingValueSharesWeight

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