Sonoma Private Wealth LLC — 13F Holdings & Portfolio

CIK 1965757 · latest 13F-HR filed 2026-08-14

Sonoma Private Wealth LLC manages $93.1M in 13F-reported U.S. long-equity assets across 72 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MSFT (8.94%), SGOV (8.29%), IVV (7.01%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 2, added to 47, and trimmed 10.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
230 NEWCOMB STREET
SONOMA, CA 95476
Phone
(415) 806-0073
Filing Manager
Sonoma Private Wealth LLC
San Francisco, CA
Signatory
Rick Mordesovich
CEO & Founder
Loading holdings…
AUM

$93.1M

Long-equity book

Holdings

72

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+7 / −2 / ↑47 / ↓10

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLIED MATLS INC$1.0M +103.1%
  • ISHARES TR$841.7K +14.8%
  • DATADOG INC$736.7K +118.7%
  • NVIDIA CORPORATION$625.6K +13.8%
  • PALO ALTO NETWORKS INC$572.3K +113.3%
Show all 47 →

Top Trims

  • ISHARES TR-$992.3K -11.4%
  • MICROSOFT CORP-$586.7K -6.6%
  • SPROTT ASSET MANAGEMENT LP-$559.5K -19.8%
  • SPROTT ASSET MANAGEMENT LP-$528.8K -15.5%
  • AT&T INC-$445.9K -27.9%
Show all 10 →

New Positions

  • NAVAN INC$3.3M
  • ISHARES TR$497.2K
  • ISHARES TR$479.3K
  • INTEL CORP$456.0K
  • ISHARES TR$299.7K
Show all 7 →

Exited Positions

  • VANGUARD CHARLOTTE FDS$292.7K
  • ACCENTURE PLC IRELAND$211.6K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MICROSOFT CORP MSFT 594918104 $8.3M 8.94% 22,313 SH
2 ISHARES TR SGOV 46436E718 $7.7M 8.29% 76,672 SH
3 ISHARES TR IVV 464287200 $6.5M 7.01% 8,710 SH
4 NVIDIA CORPORATION NVDA 67066G104 $5.2M 5.54% 25,785 SH
5 APPLE INC AAPL 037833100 $3.6M 3.92% 12,599 SH
6 NAVAN INC NAVN 639193101 $3.3M 3.59% 146,296 SH
7 SPROTT ASSET MANAGEMENT LP PHYS 85207H104 $2.9M 3.10% 95,614 SH
8 SCHWAB STRATEGIC TR FNDF 808524755 $2.7M 2.90% 51,238 SH
9 ISHARES TR IVE 464287408 $2.6M 2.79% 11,425 SH
10 SPROTT ASSET MANAGEMENT LP CEF 85208R101 $2.3M 2.44% 56,438 SH
11 VANGUARD INDEX FDS VTV 922908744 $2.1M 2.26% 9,676 SH
12 APPLIED MATLS INC AMAT 038222105 $2.1M 2.22% 2,861 SH
13 JOHNSON & JOHNSON JNJ 478160104 $1.7M 1.82% 6,686 SH
14 INVESCO CURRENCYSHARES SWISS FXF 46138R108 $1.7M 1.80% 15,359 SH
15 ALPHABET INC GOOGL 02079K305 $1.5M 1.64% 4,282 SH
16 DATADOG INC DDOG 23804L103 $1.4M 1.46% 5,214 SH
17 VANGUARD INTL EQUITY INDEX F VT 922042742 $1.3M 1.40% 8,290 SH
18 VANGUARD INDEX FDS VUG 922908736 $1.3M 1.36% 14,748 SH
19 ISHARES TR ACWI 464288257 $1.3M 1.36% 8,080 SH
20 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $1.2M 1.29% 1,614 SH
21 JPMORGAN CHASE & CO JPM 46625H100 $1.2M 1.24% 3,533 SH
22 AT&T INC T 00206R102 $1.1M 1.23% 55,536 SH
23 GOLDMAN SACHS ETF TR JUST 381430396 $1.1M 1.23% 10,763 SH
24 CISCO SYS INC CSCO 17275R102 $1.1M 1.17% 9,274 SH
25 PALO ALTO NETWORKS INC PANW 697435105 $1.1M 1.16% 3,160 SH
26 GE AEROSPACE GE 369604301 $1.1M 1.15% 2,861 SH
27 GLOBAL X FDS DTCR 37954Y236 $1.1M 1.13% 34,688 SH
28 VANGUARD INDEX FDS VTI 922908769 $1.0M 1.13% 2,837 SH
29 ISHARES TR IXN 464287291 $1.0M 1.11% 7,177 SH
30 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.0M 1.10% 14,391 SH
31 ALPHABET INC GOOG 02079K107 $919.7K 0.99% 2,603 SH
32 SPDR SERIES TRUST SPYD 78468R788 $889.6K 0.96% 18,645 SH
33 ABBVIE INC ABBV 00287Y109 $853.7K 0.92% 3,393 SH
34 GOLDMAN SACHS GROUP INC GS 38141G104 $844.5K 0.91% 835 SH
35 ISHARES TR QUAL 46432F339 $841.7K 0.90% 3,836 SH
36 ISHARES INC EWL 464286749 $831.5K 0.89% 13,229 SH
37 VISA INC V 92826C839 $817.6K 0.88% 2,383 SH
38 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $815.9K 0.88% 22,334 SH
39 AMAZON COM INC AMZN 023135106 $803.7K 0.86% 3,372 SH
40 VANGUARD WORLD FD ESGV 921910733 $803.6K 0.86% 6,077 SH
41 ISHARES TR ITA 464288760 $761.9K 0.82% 3,143 SH
42 VANGUARD WORLD FD MGC 921910873 $738.5K 0.79% 2,699 SH
43 VANGUARD WORLD FD MGV 921910840 $638.8K 0.69% 3,908 SH
44 HSBC HLDGS PLC HSBC 404280406 $622.2K 0.67% 6,543 SH
45 SCHWAB STRATEGIC TR SCHZ 808524839 $572.3K 0.61% 24,741 SH
46 VANGUARD INDEX FDS VO 922908629 $554.1K 0.60% 6,877 SH
47 INVESCO DB COMMDY INDX TRCK DBC 46138B103 $541.5K 0.58% 20,313 SH
48 VANGUARD INTL EQUITY INDEX F VWO 922042858 $532.0K 0.57% 8,912 SH
49 ISHARES TR IWD 464287598 $497.2K 0.53% 2,051 SH
50 AMPLIFY ETF TR ETHO 032108557 $487.3K 0.52% 6,045 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $93.1M 72 0001172661-26-003817
2026-03-31 2026-05-15 $81.2M 67 0001172661-26-002104
2025-12-31 2026-02-17 $82.8M 68 0001172661-26-000865
2025-09-30 2025-11-14 $83.7M 71 0001172661-25-004853