Sonoma Private Wealth LLC - Portfolio overview

Sonoma Private Wealth LLC has 79 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 10.37%
2. SGOV - ISHARES TR, 10.14%
3. IVV - ISHARES TR, 6.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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