13F Filings History of Sonoma Allocations LLC

Latest 13F report
Q4 2025 - 23 Feb 2026
Value $
$301,229,571
Signature - Title
Todd Arthur Gomes - Managing Partner and Chief Compliance Officer
Location
Santa Rosa, CA
Summary
This page shows a list of all the recent 13F filings made by Sonoma Allocations LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sonoma Allocations LLC reported 128 stock holdings with total value $301,229,571 as of Q4 2025. Top holdings included IVV, IWF, UJAN, AAAU, and QQQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 128 $301,229,571 +$54,531,258 -$37,509,359 +$17,021,899 IVV, IWF, UJAN, AAAU, QQQ 13F-HR 23 Feb 2026, 14:42
Q3 2025 137 $274,965,465 $0 $0 $0 IVV, IWF, UJAN, JBND, AAAU 13F-HR 24 Oct 2025, 09:19