Holdings
Sonoma Private Wealth LLC
As of Jun 30, 2026, Sonoma Private Wealth LLC reported 27 positions worth US$40.3M. Largest: Microsoft Corp., Nvidia Corporation and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 22,313 | US$8.32M | −1,756 | Jun 30, 2026 |
| Nvidia Corporation | 25,785 | US$5.16M | −211 | Jun 30, 2026 |
| Apple Inc | 12,599 | US$3.65M | −313 | Jun 30, 2026 |
| Navan, Inc. | 146K | US$3.35M | new | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 6,856 | US$2.45M | +21 | Jun 30, 2026 |
| Applied Materials, Inc. | 2,861 | US$2.07M | −119 | Jun 30, 2026 |
| Johnson & Johnson | 6,686 | US$1.7M | no change | Jun 30, 2026 |
| Datadog, Inc. | 5,214 | US$1.36M | −45 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 3,533 | US$1.16M | −61 | Jun 30, 2026 |
| At&t Inc. | 55,536 | US$1.15M | +500 | Jun 30, 2026 |