Sonoma Private Wealth LLC — 13F holdings

Sonoma Private Wealth LLC reported 72 holdings worth $93.1M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. MSFT MICROSOFT CORP — $8.32M (8.9%)
2. SGOV ISHARES TR — $7.72M (8.3%)
3. IVV ISHARES TR — $6.52M (7.0%)
4. NVDA NVIDIA CORPORATION — $5.16M (5.5%)
5. AAPL APPLE INC — $3.65M (3.9%)
6. NAVN NAVAN INC — $3.35M (3.6%)
7. PHYS SPROTT ASSET MANAGEMENT LP — $2.88M (3.1%)
8. FNDF SCHWAB STRATEGIC TR — $2.70M (2.9%)
9. IVE ISHARES TR — $2.59M (2.8%)
10. CEF SPROTT ASSET MANAGEMENT LP — $2.27M (2.4%)