SONATA CAPITAL GROUP INC — 13F holdings

SONATA CAPITAL GROUP INC reported 128 holdings worth $314M in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

  1. IWF ISHARES TR — $21.3M (6.8%)
  2. AAPL APPLE INC — $16.8M (5.4%)
  3. IWD ISHARES TR — $16.7M (5.3%)
  4. IWR ISHARES TR — $15.6M (5.0%)
  5. MSFT MICROSOFT CORP — $15.4M (4.9%)
  6. VTI VANGUARD INDEX FDS — $13.3M (4.2%)
  7. IWN ISHARES TR — $12.5M (4.0%)
  8. IVW ISHARES TR — $12.3M (3.9%)
  9. VYM VANGUARD WHITEHALL FDS — $11.3M (3.6%)
  10. AMZN AMAZON COM INC — $9.24M (2.9%)