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Sonoma Allocations LLC

Q2 2026 13F filing

Updated 65 days ago

118 disclosed positions worth $321.8M

Portfolio value
$321.8M
Total holdings
118
New positions
16
Closed positions
43
Increased
43
Decreased
51
Turnover
50.0%
Filed
2026-07-08

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES INC

Value
$47.3M
Shares
502.1K
% Port
14.69%
I
2.IVZ

INVESCO LTD

Value
$38.3M
Shares
447.0K
% Port
11.90%
E

ISHARES TR

-6.6%
Value
$36.2M
Shares
48.2K
% Port
11.26%
?
4.N/A

INNOVATOR ETFS TRUST

-5.6%
Value
$17.6M
Shares
387.0K
% Port
5.46%
?
5.N/A

WISDOMTREE TR

+16.9%
Value
$13.6M
Shares
243.9K
% Port
4.22%
A

GOLDMAN SACHS PHYSICAL GOLD

-1.0%
Value
$12.4M
Shares
308.9K
% Port
3.86%
?
7.N/A

FIDELITY MERRIMACK STR TR

+5.3%
Value
$9.3M
Shares
203.9K
% Port
2.88%
A
8.AMD

ADVANCED MICRO DEVICES INC

+0.1%
Value
$8.5M
Shares
15.3K
% Port
2.63%
?
9.N/A

J P MORGAN EXCHANGE TRADED F

+5.7%
Value
$7.3M
Shares
150.3K
% Port
2.25%
?
10.N/A

HARTFORD FDS EXCHANGE TRADED

+85.3%
Value
$6M
Shares
171.6K
% Port
1.87%
?
11.N/A

J P MORGAN EXCHANGE TRADED F

-26.4%
Value
$5.8M
Shares
108.3K
% Port
1.79%
?
12.N/A

ALTSHARES TRUST

-5.7%
Value
$4.9M
Shares
401.0K
% Port
1.52%
?
13.N/A

INNOVATOR ETFS TRUST

Value
$4.5M
Shares
107.5K
% Port
1.40%
V
14.VGES

VANGUARD INDEX FDS

-6.0%
Value
$4.5M
Shares
20.5K
% Port
1.39%
?
15.N/A

ETF SER SOLUTIONS

+34.5%
Value
$4.2M
Shares
26.1K
% Port
1.32%
?
16.N/A

DBX ETF TR

-28.3%
Value
$4.2M
Shares
66.9K
% Port
1.30%
?
17.N/A

AMERICAN CENTY ETF TR

+98.6%
Value
$4.2M
Shares
44.5K
% Port
1.30%
A
18.AAPL

APPLE INC

-0.2%
Value
$3.9M
Shares
13.3K
% Port
1.22%
S

SCHWAB STRATEGIC TR

Value
$3.8M
Shares
95.9K
% Port
1.18%
?
20.N/A

ANGEL OAK FUNDS TRUST

+42.0%
Value
$3.2M
Shares
154.4K
% Port
1.00%
S
21.SPY

STATE STR SPDR S&P 500 ETF T

+194.5%
Value
$2.8M
Shares
9.0K
% Port
0.88%
?
22.N/A

SPDR SERIES TRUST

-28.3%
Value
$2.7M
Shares
144.0K
% Port
0.84%
?
23.N/A

PUTNAM ETF TRUST

+100.3%
Value
$2.7M
Shares
52.2K
% Port
0.83%
?
24.N/A

VANECK ETF TRUST

+213.7%
Value
$2.6M
Shares
4.1K
% Port
0.81%
?
25.N/A

VANECK ETF TRUST

+124.6%
Value
$2.5M
Shares
124.7K
% Port
0.77%
G

ALPHABET INC

-3.5%
Value
$2.4M
Shares
6.8K
% Port
0.75%
?
27.N/A

NORTHERN LTS FD TR IV

+42.0%
Value
$2.3M
Shares
161.3K
% Port
0.73%
N
28.NVDA

NVIDIA CORPORATION

-4.2%
Value
$2.2M
Shares
11.0K
% Port
0.68%
A
29.AVGO

BROADCOM INC

-2.8%
Value
$1.9M
Shares
5.1K
% Port
0.59%
?
30.N/A

LEGG MASON ETF INVT

-22.5%
Value
$1.8M
Shares
44.5K
% Port
0.56%
?
31.N/A

GLOBAL X FDS

+67.1%
Value
$1.7M
Shares
28.4K
% Port
0.52%
A
32.AMAT

APPLIED MATLS INC

-13.8%
Value
$1.6M
Shares
2.4K
% Port
0.49%
M
33.MSFT

MICROSOFT CORP

-4.6%
Value
$1.6M
Shares
4.0K
% Port
0.48%
?
34.N/A

WISDOMTREE TR

+99.2%
Value
$1.5M
Shares
14.9K
% Port
0.48%
?
35.N/A

INNOVATOR ETFS TRUST

-4.1%
Value
$1.5M
Shares
36.8K
% Port
0.47%
?
36.N/A

GLOBAL X FDS

+101.7%
Value
$1.5M
Shares
30.4K
% Port
0.47%
T
37.THQ

VANGUARD INDEX FDS

-27.5%
Value
$1.5M
Shares
4.0K
% Port
0.46%
L
38.LLY

ELI LILLY & CO

-6.3%
Value
$1.5M
Shares
1.2K
% Port
0.45%
?
39.N/A

INNOVATOR ETFS TRUST

Value
$1.4M
Shares
54.1K
% Port
0.45%
A
40.AMZN

AMAZON COM INC

-7.9%
Value
$1.4M
Shares
5.7K
% Port
0.43%
V
41.VGES

VANGUARD INDEX FDS

+0.5%
Value
$1.3M
Shares
3.6K
% Port
0.42%
?
42.N/A

FIRST TR EXCHANGE-TRADED FD

+232.9%
Value
$1.2M
Shares
6.5K
% Port
0.38%
?
43.N/A

DBX ETF TR

+11.9%
Value
$1.2M
Shares
17.8K
% Port
0.38%
?
44.N/A

ALTSHARES TRUST

-33.1%
Value
$1.2M
Shares
39.9K
% Port
0.37%
C
45.CAT

CATERPILLAR INC

-6.2%
Value
$1.2M
Shares
1.1K
% Port
0.36%
?
46.N/A

THRIVENT ETF TRUST

+74.5%
Value
$1.1M
Shares
34.5K
% Port
0.35%
?
47.N/A

INNOVATOR ETFS TRUST

-1.0%
Value
$1.1M
Shares
25.6K
% Port
0.33%
?
48.N/A

TCW ETF TRUST

+25.2%
Value
$1M
Shares
11.6K
% Port
0.32%
?
49.N/A

ETFIS SER TR I

+8.9%
Value
$998K
Shares
43.6K
% Port
0.31%
?
50.N/A

INNOVATOR ETFS TRUST

+62.8%
Value
$994K
Shares
29.0K
% Port
0.31%