Sonoma Private Wealth LLC

Q1 2026 13F Holdings

Location
San Francisco, CA
Holdings as of
3/31/2026
Value ($000)
$81,222
Num holdings
67
Date filed
5/15/2026
Form type
13F-HR
Prev filing
2/17/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type