account_balance
Investment manager · 13F filer · SEC CIK 1965757
Sonoma Private Wealth LLC
Reported value$93.1Mas of Jun 30, 2026
Positions72 7 new, 2 sold out
Top 10 weight48.5%MSFT alone is 9%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MSFTMicrosoft Corp
8.9%Trimmed −7%
SGOViShares Tr
8.3%Trimmed −11%
IVViShares Tr
7.0%
NVDANVIDIA Corp
5.5%
AAPLApple Inc.
3.9%Trimmed −2%
NAVNNavan, Inc.
3.6%New
PHYSSprott Physical Gold Trust
3.1%
FNDFSchwab Strategic Tr
2.9%
IVEiShares Tr
2.8%
CEFSprott Physical Gold & Silver Trust
2.4%−5%
VTVVanguard Index FDS
2.3%
AMATApplied Materials Inc
2.2%−4%
MSFTMicrosoft Corp
8.9%Trimmed −7%
SGOViShares Tr
8.3%Trimmed −11%
IVViShares Tr
7.0%
NVDANVIDIA Corp
5.5%
AAPLApple Inc.
3.9%−2%
NAVNNavan, Inc.
3.6%
PHYSSprott Physical Gold Trust
3.1%
FNDFSchwab Strategic Tr
2.9%
IVE2.8%
CEF2.4%VTV2.3%
AMATBoxes 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
MSFT Microsoft Corp 8.9% Trimmed −7%
SGOV iShares Tr 8.3% Trimmed −11%
IVV iShares Tr 7.0% Held
NVDA NVIDIA Corp 5.5% HeldAAPL Apple Inc. 3.9% Trimmed −2%NAVN Navan, Inc. 3.6% NewPHYS Sprott Physical Gold Trust 3.1% HeldFNDF Schwab Strategic Tr 2.9% Held
IVE iShares Tr 2.8% Held
CEF Sprott Physical Gold & Silver Trust 2.4% Trimmed −5%VTV Vanguard Index FDS 2.3% Held
AMAT Applied Materials Inc 2.2% Trimmed −4%What changed
Biggest moves since Mar 31, 2026
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