account_balance
Investment manager · 13F filer · SEC CIK 2084965
Sonoma Allocations LLC
Reported value$325Mas of Sep 30, 2026
Positions124 13 new, 7 sold out
Top 10 weight61.0%EWA alone is 14%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
EWAiShares Inc
14.4%Added +5%
IVZInvesco Ltd.
12.1%Added +3%
IVViShares Tr
11.2%Trimmed −2%
UJANInnovator Etfs Trust
5.4%Trimmed −3%
OPPEWisdomtree Tr
4.5%Added +5%
AAAUGoldman Sachs Physical Gold ETF
3.6%Trimmed −8%
AMDAdvanced Micro Devices Inc
3.0%
FBNDFidelity Merrimack STR Tr
2.6%Trimmed −4%
JPIBJ P Morgan Exchange Traded F
2.2%
HFSIHartford FDS Exchange Traded
1.9%+10%
XBAPInnovator Etfs Trust
1.8%New
AVEMAmerican Centy ETF Tr
1.5%+17%
EWAiShares Inc
14.4%Added +5%
IVZInvesco Ltd.
12.1%Added +3%
IVViShares Tr
11.2%Trimmed −2%
UJANInnovator Etfs Trust
5.4%−3%
OPPEWisdomtree Tr
4.5%
AAAUGoldman Sachs Physical Gold ETF
3.6%
AMD3.0%FBND2.6%
JPIB
HFSI
XBAP
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
EWA iShares Inc 14.4% Added +5%
IVZ Invesco Ltd. 12.1% Added +3%IVV iShares Tr 11.2% Trimmed −2%
UJAN Innovator Etfs Trust 5.4% Trimmed −3%
OPPE Wisdomtree Tr 4.5% Added +5%
AAAU Goldman Sachs Physical Gold ETF 3.6% Trimmed −8%AMD Advanced Micro Devices Inc 3.0% HeldFBND Fidelity Merrimack STR Tr 2.6% Trimmed −4%
JPIB J P Morgan Exchange Traded F 2.2% Held
HFSI Hartford FDS Exchange Traded 1.9% Added +10%
XBAP Innovator Etfs Trust 1.8% New
AVEM American Centy ETF Tr 1.5% Added +17%
What changed
Biggest moves since Jun 30, 2026
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