Long-term investor

Sonoma Private Wealth LLC @sonomaprivatewealthllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965757).

Record

  • Tracked since 2025-06-30 (431 days), 66 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.8% · 6 months +4.7% · 1 year +12.1% · all +12.1%
  • Max drawdown -4.1% · Sharpe 0.64 · win rate 16% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • MSFT · 8.9% · long · since 2025-06-30
  • 46436E718 · 8.3% · long · since 2025-06-30
  • 464287200 · 7.0% · long · since 2025-06-30
  • NVDA · 5.5% · long · since 2025-06-30
  • AAPL · 3.9% · long · since 2025-06-30
  • NAVN · 3.6% · long · since 2026-06-30
  • 85207H104 · 3.1% · long · since 2025-06-30
  • 808524755 · 2.9% · long · since 2025-12-31
  • 464287408 · 2.8% · long · since 2025-06-30
  • 85208R101 · 2.4% · long · since 2025-06-30
  • 922908744 · 2.3% · long · since 2025-06-30
  • AMAT · 2.2% · long · since 2025-06-30

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