Long-term investor
Sonoma Allocations LLC @sonomaallocationsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002084965).
Record
- Tracked since 2025-09-30 (342 days), 165 trades recorded
- Returns: week n/a · month n/a · 90 days +5.7% · 6 months +6.6% · 1 year n/a · all +6.6%
- Max drawdown n/a · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- EWA · 14.7% · long · since 2026-06-30
- IVZ · 11.9% · long · since 2026-06-30
- IVV · 11.3% · long · since 2025-09-30
- UJAN · 5.5% · long · since 2025-09-30
- OPPE · 4.2% · long · since 2025-09-30
- AAAU · 3.9% · long · since 2025-09-30
- FBND · 2.9% · long · since 2025-09-30
- AMD · 2.6% · long · since 2025-09-30
- JPIB · 2.3% · long · since 2025-09-30
- HFSI · 1.9% · long · since 2025-09-30
- JBND · 1.8% · long · since 2025-09-30
- EVNT · 1.5% · long · since 2025-09-30