Sonoma Private Wealth LLC
Sonoma Private Wealth LLC reported 72 holdings worth US$93.1M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Sonoma Private Wealth LLC reported 72 holdings worth US$93.1M as of Jun 30, 2026. Largest: Microsoft Corp., Nvidia Corporation and Apple Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 72
- Value as reported
- US$93.1M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 22,313 | US$8.32M | 8.9% |
| Nvidia Corporation | 25,785 | US$5.16M | 5.5% |
| Apple Inc | 12,599 | US$3.65M | 3.9% |
| Navan, Inc. | 146K | US$3.35M | 3.6% |
| Alphabet Inc (google) Class C | 6,856 | US$2.45M | 2.6% |
| Applied Materials, Inc. | 2,861 | US$2.07M | 2.2% |
| Johnson & Johnson | 6,686 | US$1.7M | 1.8% |
| Datadog, Inc. | 5,214 | US$1.36M | 1.5% |
| Jp Morgan Chase & Co. | 3,533 | US$1.16M | 1.2% |
| At&t Inc. | 55,536 | US$1.15M | 1.2% |
| Cisco Systems, Inc. | 9,274 | US$1.09M | 1.2% |
| Palo Alto Networks, Inc. | 3,160 | US$1.08M | 1.2% |
| Ge Aerospace | 2,861 | US$1.07M | 1.1% |
| Abbvie Inc. | 3,393 | US$854K | 0.92% |
| Goldman Sachs Group, Inc. (the) | 835 | US$844K | 0.91% |
| Visa Inc. | 2,383 | US$818K | 0.88% |
| Amazon.com, Inc. | 3,372 | US$804K | 0.86% |
| Hsbc Holdings Plc | 6,543 | US$622K | 0.67% |
| Intel Corporation | 3,266 | US$456K | 0.49% |
| Parker-hannifin Corporation | 426 | US$417K | 0.45% |
| Procore Technologies, Inc. | 8,648 | US$351K | 0.38% |
| Texas Instruments Incorporated | 1,052 | US$314K | 0.34% |
| Lockheed Martin Corporation | 532 | US$271K | 0.29% |
| Meta Platforms, Inc. | 480 | US$270K | 0.29% |
| Verizon Communications Inc. | 6,203 | US$263K | 0.28% |
| Caterpillar, Inc. | 213 | US$227K | 0.24% |
| Lam Research Corporation | 495 | US$214K | 0.23% |
Source
View original at SEC
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