Notify me when Sonoma Private Wealth LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 68 | $82,809,392 | +$2,019,020 | -$4,737,455 | -$2,718,435 | MSFT, SGOV, IVV, NVDA, AAPL | 13F-HR | 17 Feb 2026, 09:27 |
| Q3 2025 | 71 | $83,721,856 | +$2,099,748 | -$5,625,654 | -$3,525,906 | MSFT, SGOV, NVDA, IVV, AAPL | 13F-HR | 14 Nov 2025, 09:11 |
| Q2 2025 | 72 | $81,554,448 | +$6,252,086 | -$4,938,269 | +$1,313,817 | MSFT, SGOV, IVV, NVDA, AAPL | 13F-HR | 13 Aug 2025, 15:18 |
| Q1 2025 | 71 | $72,103,512 | +$22,040,182 | -$10,583,874 | +$11,456,308 | MSFT, SGOV, IVV, NVDA, AAPL | 13F-HR | 15 May 2025, 11:40 |
| Q4 2024 | 80 | $61,945,650 | +$9,331,242 | -$10,369,047 | -$1,037,805 | IVV, NVDA, MSFT, VTV, IVE | 13F-HR | 06 Feb 2025, 07:33 |
| Q3 2024 | 90 | $64,192,978 | +$3,909,292 | -$4,189,556 | -$280,264 | IVV, MSFT, NVDA, VTV, IVE | 13F-HR | 17 Oct 2024, 16:40 |
| Q2 2024 | 87 | $61,605,518 | +$4,147,721 | -$4,024,526 | +$123,195 | IVV, MSFT, NVDA, IVE, VTV | 13F-HR | 14 Aug 2024, 11:47 |
| Q1 2024 | 86 | $62,156,956 | +$8,094,228 | -$11,713,088 | -$3,618,860 | IVV, MSFT, IVE, VTV, SPYD | 13F-HR | 09 May 2024, 15:06 |
| Q4 2023 | 79 | $60,411,577 | +$11,484,092 | -$10,920,197 | +$563,895 | IVV, SGOV, SPYD, IVE, VTV | 13F-HR | 12 Feb 2024, 12:28 |
| Q3 2023 | 73 | $54,837,473 | +$3,717,024 | -$4,395,156 | -$678,132 | IVV, SPYD, IVE, MSFT, VTV | 13F-HR | 30 Oct 2023, 11:38 |
| Q2 2023 | 77 | $57,221,108 | +$8,151,282 | -$3,756,012 | +$4,395,270 | IVV, SPYD, IVE, MSFT, VTV | 13F-HR | 14 Aug 2023, 09:39 |
| Q1 2023 | 70 | $50,306,696 | +$10,737,189 | -$6,969,614 | +$3,767,575 | IVV, SPYD, IVE, MSFT, VTV | 13F-HR | 10 May 2023, 10:07 |
| Q4 2022 | 65 | $45,269,944 | $0 | $0 | $0 | SPYD, IVV, IVE, EMNT, MSFT | 13F-HR | 13 Feb 2023, 17:06 |