Sonoma Allocations
$290M 13F equity value
152 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 51,544 | $34M | 11.8% |
| IWF | ISHARES TR | 47,935 | $21M | 7.1% |
| UJAN | INNOVATOR ETFS TRUST | 410,090 | $18M | 6.0% |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 312,076 | $14M | 5.0% |
| QQQ | INVESCO QQQ TR | 22,130 | $13M | 4.5% |
| OPPE | WISDOMTREE TR | 208,686 | $11M | 3.9% |
| RWL | INVESCO EXCH TRADED FD TR II | 97,079 | $11M | 3.9% |
| FBND | FIDELITY MERRIMACK STR TR | 193,762 | $9M | 3.1% |
| JBND | J P MORGAN EXCHANGE TRADED F | 147,141 | $8M | 2.7% |
| AGG | ISHARES TR | 76,419 | $8M | 2.6% |
Track Sonoma Allocations's 13F portfolio: $290M in reported holdings, 152 positions. Top holdings and quarterly changes on SentiSense.