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Portfolio (Quarterly) Guide ↗

Sonoma Private Wealth LLC

· CIK 0001965757
13F Portfolio $81M AUM 67 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 25 Added 29 Reduced 8 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 12,912.0 $3.3M 4.04% -145.0 -1.1% $253.79 +21.7%
2 CEF SPROTT ASSET MANAGEMENT LP Financial Services 59,305.0 $2.8M 3.48% -1K -1.9% $47.72 -0.8%
3 FXF INVESCO CURRENCYSHARES SWISS Financial Services 15,519.0 $1.7M 2.11% -735.0 -4.5% $110.41 +1.8%
4 T AT&T INC Communication Services 55,036.0 $1.6M 1.96% -710.0 -1.3% $28.99 -12.9%
5 GOOGL ALPHABET INC Communication Services 4,238.0 $1.2M 1.50% -687.0 -13.9% $287.56 +33.2%
6 VUG VANGUARD INDEX FDS 2,458.0 $1.1M 1.32% -39.0 -1.6% $436.79 -80.0%
7 AMAT APPLIED MATLS INC Technology 2,980.0 $1.0M 1.25% -2K -43.4% $341.79 +26.4%
8 VEA VANGUARD TAX-MANAGED FDS 14,539.0 $932K 1.15% -379.0 -2.5% $64.08 +10.0%
9 DTCR GLOBAL X FDS 34,574.0 $828K 1.02% -1K -3.6% $23.96 +27.2%
10 QUAL ISHARES TR 4,047.0 $776K 0.96% -539.0 -11.8% $191.81 +11.8%
11 BUFR FIRST TR EXCHNG TRADED FD VI 22,334.0 $754K 0.93% -10K -31.1% $33.77 +7.4%
12 GOOG ALPHABET INC Communication Services 2,603.0 $747K 0.92% -1K -30.4% $286.86 +32.3%
13 CSCO CISCO SYS INC Technology 9,447.0 $733K 0.90% -341.0 -3.5% $77.59 +55.2%
14 IXN ISHARES TR 7,267.0 $726K 0.89% -377.0 -4.9% $99.97 +35.4%
15 GS GOLDMAN SACHS GROUP INC Financial Services 835.0 $706K 0.87% -264.0 -24.0% $845.99 +17.8%
16 MGC VANGUARD WORLD FD 2,739.0 $647K 0.80% -78.0 -2.8% $236.35 +16.0%
17 DBC INVESCO DB COMMDY INDX TRCK Financial Services 20,313.0 $588K 0.72% -673.0 -3.2% $28.95 +5.5%
18 AMZN AMAZON COM INC Consumer Cyclical 2,783.0 $580K 0.71% -3K -50.6% $208.27 +27.9%
19 SCHZ SCHWAB STRATEGIC TR 24,741.0 $574K 0.71% -5K -18.0% $23.22 -0.9%
20 ETHO AMPLIFY ETF TR 6,045.0 $399K 0.49% -120.0 -1.9% $66.08 +13.5%
Page 1 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.5%
Financial Services 29.7%
Communication Services 10.0%
Healthcare 5.7%
Industrials 3.6%
Consumer Cyclical 1.4%