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Portfolio (Quarterly) Guide ↗

Sonoma Allocations LLC

· CIK 0002084965
13F Portfolio $322M AUM 118 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 39 Added 49 Reduced 43 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 SPMO INVESCO EXCH TRADED FD TR II 5,061 $589K 0.20% SOLD
22 XSMO INVESCO EXCHANGE TRADED FD T 7,232 $567K 0.20% SOLD
23 IWR ISHARES TR 4,899 $483K 0.17% SOLD
24 SPYM SPDR SERIES TRUST 5,981 $463K 0.16% SOLD
25 SHEL SHELL PLC Energy 4,859 $456K 0.16% SOLD
26 CRBG COREBRIDGE FINL INC 1,265 $406K 0.14% SOLD
27 DVY ISHARES TR 2,578 $391K 0.14% SOLD
28 BLK BLACKROCK INC Financial Services 394 $378K 0.13% SOLD
29 SOXX ISHARES TR 1,057 $366K 0.13% SOLD
30 INFL LISTED FDS TR 6,682 $353K 0.12% SOLD
31 DYNF BLACKROCK ETF TRUST 5,286 $312K 0.11% SOLD
32 JEPQ J P MORGAN EXCHANGE TRADED F 5,591 $312K 0.11% SOLD
33 GLD SPDR GOLD TR Financial Services 715 $309K 0.11% SOLD
34 USTB VICTORY PORTFOLIOS II 5,697 $288K 0.10% SOLD
35 SAN BANCO SANTANDER SA Financial Services 23,591 $269K 0.09% SOLD
36 KO COCA COLA CO Consumer Defensive 3,138 $238K 0.08% SOLD
37 ABT ABBOTT LABORATORIES Healthcare 2,305 $235K 0.08% SOLD
38 USMV ISHARES TR 2,376 $221K 0.08% SOLD
39 SPUU DIREXION SHARES ETF TRUST 1,275 $215K 0.07% SOLD
40 VRT VERTIV HOLDINGS CO Industrials 807 $210K 0.07% SOLD
Page 2 of 3  ·  43 positions
Sector Allocation
Financial Services 60.0%
Technology 24.5%
Healthcare 3.6%
Industrials 3.4%
Consumer Cyclical 2.5%
Communication Services 2.1%
Energy 1.3%
Utilities 1.3%
Consumer Defensive 1.2%