Sonoma Allocations LLC

CIK: 0002084965Latest portfolio: $301.2M · Q4 2025

Holdings

128

Total Value

$301.2M

New Positions

127

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
IVVISHARES TR
54,713$38.2M12.68%NEW
2
IWFISHARES TR
51,074$23.9M7.93%NEW
3
UJANINNOVATOR ETFS TRUST
388,822$17.0M5.64%NEW
4
AAAUGOLDMAN SACHS PHYSICAL GOLD
319,442$14.7M4.88%NEW
5
NDQINVESCO QQQ TR
23,274$14.6M4.84%NEW
6
RWLINVESCO EXCH TRADED FD TR II
102,737$12.2M4.04%NEW
7
IDMOINVESCO EXCH TRADED FD TR II
196,032$11.4M3.80%NEW
8
OPPEWISDOMTREE TR
190,154$10.4M3.44%NEW
9
AGGISHARES TR
103,256$10.3M3.42%NEW
10
FBNDFIDELITY MERRIMACK STR TR
199,712$9.2M3.05%NEW
11
JBNDJ P MORGAN EXCHANGE TRADED F
169,762$9.2M3.04%NEW
12
LQDISHARES TR
79,414$8.7M2.90%NEW
13
JPIBJ P MORGAN EXCHANGE TRADED F
142,451$7.0M2.31%NEW
14
DBEZDBX ETF TR
101,547$5.8M1.94%NEW
15
SGOVISHARES TR
55,215$5.5M1.84%NEW
16
VTVVANGUARD INDEX FDS
23,393$4.7M1.56%NEW
17
TIPXSPDR SERIES TRUST
235,287$4.5M1.50%NEW
18
EVNTALTSHARES TRUST
348,455$4.1M1.35%NEW
19
AMDADVANCED MICRO DEVICES INC
15,406$3.8M1.26%NEW
20
AAPLAPPLE INC
14,008$3.7M1.23%NEW
21
AFIFTWO RDS SHARED TR
287,243$2.7M0.90%NEW
22
GOOGALPHABET INC
7,690$2.6M0.87%NEW
23
NVDANVIDIA CORPORATION
13,060$2.5M0.82%NEW
24
RWJINVESCO EXCH TRADED FD TR II
45,334$2.4M0.79%NEW
25
LVHILEGG MASON ETF INVT
61,696$2.4M0.79%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($3.819723887169752e+266T)
Technology0.0% ($3.809370524682e+32T)
Unknown0.0% ($14577600341333.3T)
Healthcare0.0% ($1516602543.5T)
Industrials0.0% ($850602581.4T)
Consumer Cyclical0.0% ($1697575.5T)
Communication Services0.0% ($26301.2T)
Energy0.0% ($703.5T)
Consumer Defensive0.0% ($1.0T)
Utilities0.0% ($476.4B)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 23, 2026$301.2M128
Q3 2025Oct 24, 2025$275.0B0

Fund Information

CIK0002084965
Most Recent FilingFeb 23, 2026
Number of Filings2

Sonoma Allocations LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $301.2M across 128 holdings. The largest position is ISHARES TR (IVV), representing 12.7% of the portfolio. Compared to the previous quarter, the fund opened 128 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.