Sonoma Private Wealth LLC
Sonoma Private Wealth LLC reported 72 positions worth $93.1M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: MSFT (8.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MSFT | SH | $8.3M | 8.94% | 22,313 | — | — | |
| ▸ 2 | SGOV | SH | $7.7M | 8.29% | 76,672 | — | — | |
| ▸ 3 | IVV | SH | $6.5M | 7.01% | 8,710 | — | — | |
| ▸ 4 | NVDA | SH | $5.2M | 5.54% | 25,785 | — | — | |
| ▸ 5 | AAPL | SH | $3.6M | 3.92% | 12,599 | — | — | |
| ▸ 6 | NAVN | SH | $3.3M | 3.59% | 146,296 | — | — | |
| ▸ 7 | PHYS | SH | $2.9M | 3.10% | 95,614 | — | — | |
| ▸ 8 | FNDF | SH | $2.7M | 2.90% | 51,238 | — | — | |
| ▸ 9 | IVE | SH | $2.6M | 2.79% | 11,425 | — | — | |
| ▸ 10 | CEF | SH | $2.3M | 2.44% | 56,438 | — | — |
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Frequently Asked Questions
What stocks does Sonoma Private Wealth LLC hold as of Q2 2026?
Sonoma Private Wealth LLC reported 72 positions worth $93.1M in its Q2 2026 13F filing. Largest positions: MSFT (8.9%), SGOV (8.3%), IVV (7.0%), NVDA (5.5%) and AAPL (3.9%).
What did Sonoma Private Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sonoma Private Wealth 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.