Sonoma Private Wealth LLC: 13F holdings
CIK 19657572026Q2
| Positions | 72 |
|---|---|
| Reported value | $93.1m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| MSFT MICROSOFT CORP | 22,313 | $8.3m | 8.9% |
| SGOV ISHARES TR | 76,672 | $7.7m | 8.3% |
| IVV ISHARES TR | 8,710 | $6.5m | 7.0% |
| NVDA NVIDIA CORPORATION | 25,785 | $5.2m | 5.5% |
| AAPL APPLE INC | 12,599 | $3.6m | 3.9% |
| NAVAN INC | 146,296 | $3.3m | 3.6% |
| PHYS SPROTT ASSET MANAGEMENT LP | 95,614 | $2.9m | 3.1% |
| EWU SCHWAB STRATEGIC TR | 51,238 | $2.7m | 2.9% |
| IVE ISHARES TR | 11,425 | $2.6m | 2.8% |
| CEF SPROTT ASSET MANAGEMENT LP | 56,438 | $2.3m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965757")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.