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

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