Sonoma Allocations LLC
Sonoma Allocations LLC reported 118 positions worth $321.8M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: EWA (14.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | EWA | SH | $47.3M | 14.69% | 502,093 | — | — | |
| ▸ 2 | IVZ | SH | $38.3M | 11.90% | 447,018 | — | — | |
| ▸ 3 | IVV | SH | $36.2M | 11.26% | 48,165 | — | — | |
| ▸ 4 | UJAN | SH | $17.6M | 5.46% | 387,022 | — | — | |
| ▸ 5 | OPPE | SH | $13.6M | 4.22% | 243,924 | — | — | |
| ▸ 6 | AAAU | SH | $12.4M | 3.86% | 308,858 | — | — | |
| ▸ 7 | FBND | SH | $9.3M | 2.88% | 203,946 | — | — | |
| ▸ 8 | AMD | SH | $8.5M | 2.63% | 15,331 | — | — | |
| ▸ 9 | JPIB | SH | $7.3M | 2.25% | 150,342 | — | — | |
| ▸ 10 | HFSI | SH | $6.0M | 1.87% | 171,553 | — | — |
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Frequently Asked Questions
What stocks does Sonoma Allocations LLC hold as of Q2 2026?
Sonoma Allocations LLC reported 118 positions worth $321.8M in its Q2 2026 13F filing. Largest positions: EWA (14.7%), IVZ (11.9%), IVV (11.3%), UJAN (5.5%) and OPPE (4.2%).
What did Sonoma Allocations LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sonoma Allocations LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.