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Home > Institutional Investor > Sonoma Private Wealth Llc > 13F Holdings

Instuitional Investor - Sonoma Private Wealth Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 22,313 $8,323,034 8.94%
2.
Ishares Tr
 76,672 $7,718,597 8.29%
3.
Ishares Trust
 IEF 8,710 $6,522,681 7.01%
4.
Nvidia Corp
 NVDA 25,785 $5,159,239 5.54%
5.
Apple Inc.
 AAPL 12,599 $3,645,672 3.92%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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