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 (476 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days -0.6% · 6 months +7.5% · 1 year +13.2% · all +13.2%
- Max drawdown n/a · data quality Good
- 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