account_balance
Investment manager · 13F filer · SEC CIK 1172036
Sonata Capital Group Inc
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Reported value$314Mas of Sep 30, 2026
Positions128 5 new, 5 sold out
Top 10 weight46.1%IWF alone is 7%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWFiShares Tr
6.8%
AAPLApple Inc.
5.4%Trimmed −5%
IWDiShares Tr
5.3%
IWRiShares Tr
5.0%Trimmed −2%
MSFTMicrosoft Corp
4.9%
VTIVanguard Index FDS
4.2%
IWNiShares Tr
4.0%
IVWiShares Tr
3.9%
VYMVanguard Whitehall FDS
3.6%
AMZNAmazon.com Inc
2.9%
BRK-BBerkshire Hathaway Inc
2.4%+4%
IBDTiShares Tr
2.4%+13%
IWFiShares Tr
6.8%
AAPLApple Inc.
5.4%
IWDiShares Tr
5.3%
IWRiShares Tr
5.0%
MSFTMicrosoft Corp
4.9%
VTIVanguard Index FDS
4.2%
IWNiShares Tr
4.0%
IVWiShares Tr
3.9%
VYMVanguard Whitehall FDS
3.6%
IBDT
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IWF iShares Tr 6.8% Held
AAPL Apple Inc. 5.4% Trimmed −5%IWD iShares Tr 5.3% Held
IWR iShares Tr 5.0% Trimmed −2%
MSFT Microsoft Corp 4.9% HeldVTI Vanguard Index FDS 4.2% Held
IWN iShares Tr 4.0% Held
IVW iShares Tr 3.9% Held
VYM Vanguard Whitehall FDS 3.6% Held
AMZN Amazon.com Inc 2.9% HeldBRK-B Berkshire Hathaway Inc 2.4% Added +4%IBDT iShares Tr 2.4% Added +13%
What changed
Biggest moves since Jun 30, 2026
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