SONATA CAPITAL GROUP INC
Sector Allocation
- Other76.3%$239.3M
- Technology13.2%$41.2M
- Financials5.3%$16.8M
- Consumer Discretionary3.2%$9.9M
- Consumer Staples0.7%$2.2M
- Healthcare0.5%$1.6M
- Industrials0.5%$1.6M
- Energy0.3%$937,126
AUM History
13fpro.ai/research/fund/sonata-capital-group-inc-1172036
Conviction and streaks
Stable · top 10 = 46.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$21.3M
AAPL
$16.8M- ISHARES$16.7M
- ISHARES$15.6M
MSFT
$15.4M- VANGUARD$13.3M
- ISHARES$12.5M
- ISHARES$12.3M
- VANGUARD$11.3M
AMZN
$9.2MBRK.B
$7.6M- ISHARES$7.4M
- ISHARES$6.2M
SPY
$6.1M- ISHARES$6.1M
- ISHARES$5.9M
- ISHARES$5.8M
MDY
$5.1M- ISHARES$5.1M
- ISHARES$4.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sonata-capital-group-inc-1172036
SONATA CAPITAL GROUP INC 13F holdings — Q3 2026
$313.5M portfolio (+1.2% QoQ) · 128 holdings · Q3 2026 13F · top 10 are 46% of the stock portfolio
- 1
ISHARES TR - RUS 1000 GRW ETF
$21.3M
6.8% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— $16.8M
5.4% of stocks
-5%This quarter+0.3%Since filed11+ qtrsHeld- 3
ISHARES TR - RUS 1000 VAL ETF
$16.7M
5.3% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - RUS MID CAP ETF
$15.6M
5.0% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $15.4M
4.9% of stocks
-1.0%This quarter-0.2%Since filed11+ qtrsHeld- 6
VANGUARD INDEX FDS - MRNGSTR TTL STK
$13.3M
4.2% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - RUS 2000 VAL ETF
$12.5M
4.0% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - S&P 500 GRWT ETF
$12.3M
3.9% of stocks
-0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$11.3M
3.6% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— $9.2M
3.0% of stocks
-1%This quarter-5.1%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - RUS 1000 GRW ETF | $21.3M | 6.8% | -0.2% | — | — | — | — | |
| 2 | $16.8M | 5.4% | -5% | +0.3% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | ISHARES TR - RUS 1000 VAL ETF | $16.7M | 5.3% | -0.1% | — | — | — | — | |
| 4 | ISHARES TR - RUS MID CAP ETF | $15.6M | 5.0% | -2% | — | — | — | — | |
| 5 | $15.4M | 4.9% | -1.0% | -0.2% | 11+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $13.3M | 4.2% | -0.8% | — | — | — | — | |
| 7 | ISHARES TR - RUS 2000 VAL ETF | $12.5M | 4.0% | -1% | — | — | — | — | |
| 8 | ISHARES TR - S&P 500 GRWT ETF | $12.3M | 3.9% | -0.0% | — | — | — | — | |
| 9 | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $11.3M | 3.6% | +0.2% | — | — | — | — | |
| 10 | $9.2M | 3.0% | -1% | -5.1% | 11+ qtrs | 67.5#361 | Estimated buy price is Pro: unlock with a free trial |
All holdings — SONATA CAPITAL GROUP INC (Q3 2026)
128 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | BERKSHIRE HATHAWAY INC | Financials | $7.6M | 2.4% | 15K | +4% | 11+ qtrsAdded 2 qtrs in a row | 73.5 | 13F | |
| 12 | — | ISHARES TR - IBDS DEC28 ETFetf/fund | — | $7.4M | 2.4% | 297K | +13% | — | — | 13F |
| 13 | — | ISHARES TR - SP SMCP600VL ETFetf/fund | — | $6.2M | 2.0% | 48K | +0.6% | — | — | 13F |
| 14 | SPDR S&P 500 ETF TRUSTetf/fund | — | $6.1M | 1.9% | 7,999 | +5% | 11+ qtrsAdded 4 qtrs in a row | — | 13F | |
| 15 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $6.1M | 1.9% | 85K | -0.2% | — | — | 13F |
| 16 | — | ISHARES TR - S&P 500 VAL ETFetf/fund | — | $5.9M | 1.9% | 26K | +3% | — | — | 13F |
| 17 | — | ISHARES TR - IBONDS 27 ETFetf/fund | — | $5.8M | 1.8% | 238K | +0.5% | — | — | 13F |
| 18 | SPDR S&P MIDCAP 400 ETF TRUSTetf/fund | — | $5.1M | 1.6% | 7,839 | +0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $5.1M | 1.6% | 6,709 | -1% | — | — | 13F |
| 20 | — | ISHARES TR - IBONDS DEC 29etf/fund | — | $4.9M | 1.6% | 215K | +16% | — | — | 13F |
| 21 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETFetf/fund | — | $4.5M | 1.4% | 23K | -0.2% | — | — | 13F |
| 22 | JPMORGAN CHASE & CO | Financials | $3.7M | 1.2% | 11K | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | ISHARES TR - SELECT DIVID ETFetf/fund | — | $3.5M | 1.1% | 23K | -2% | — | — | 13F |
| 24 | — | VANGUARD INDEX FDS - MRNGSTR SML CP Vetf/fund | — | $3.5M | 1.1% | 15K | +1% | — | — | 13F |
| 25 | — | ISHARES TR - IBONDS DEC2026etf/fund | — | $3.2M | 1.0% | 134K | -3% | — | — | 13F |
| 26 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $3.1M | 1.0% | 13K | +3% | |||
| 27 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $2.8M | 0.9% | 60K | -0.6% | |||
| 28 | — | ISHARES TR - U.S. TECH ETF | — | $2.7M | 0.9% | 10K | -2% | |||
| 29 | — | ISHARES TR - IBONDS DEC 28 | — | $2.6M | 0.8% | 105K | +0.3% | |||
| 30 | — | ISHARES TR - RUSSELL 2000 ETF | — | $2.6M | 0.8% | 9,272 | +0.6% | |||
| 31 | — | ISHARES TR - IBONDS DEC 27 | — | $2.6M | 0.8% | 102K | -4% | |||
| 32 | — | ISHARES TR - IBONDS DEC 26 | — | $2.5M | 0.8% | 96K | — | |||
| 33 | — | ISHARES TR - S&P SML 600 GWT | — | $2.4M | 0.8% | 15K | +6% | |||
| 34 | — | ISHARES TR - RUS 2000 GRW ETF | — | $2.2M | 0.7% | 6,294 | +0.2% | |||
| 35 | — | ISHARES TR - S&P MC 400VL ETF | — | $2.2M | 0.7% | 16K | -2% | |||
| 36 | — | ISHARES TR - NATIONAL MUN ETF | — | $2.1M | 0.7% | 21K | -0.7% | |||
| 37 | $GOOG | Alphabet Inc. | Technology | $2.0M | 0.7% | 5,962 | — | |||
| 38 | — | ISHARES TR - IBONDS DEC 2030 | — | $2.0M | 0.7% | 96K | +11% | |||
| 39 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | — | $1.8M | 0.6% | 5,750 | +2% | |||
| 40 | $WT | WisdomTree, Inc. | Financials | $1.8M | 0.6% | 19K | — | |||
| 41 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $1.7M | 0.5% | 13K | -1% | |||
| 42 | $NVDA | NVIDIA CORP | Technology | $1.6M | 0.5% | 6,979 | -10% | |||
| 43 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $1.6M | 0.5% | 20K | +10% | |||
| 44 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.6M | 0.5% | 1,708 | -5% | |||
| 45 | $META | Meta Platforms, Inc. | Technology | $1.5M | 0.5% | 2,100 | -19% | |||
| 46 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.5% | 2 | — | |||
| 47 | — | ISHARES TR - RUS MDCP VAL ETF | — | $1.5M | 0.5% | 9,256 | -0.5% | |||
| 48 | — | ISHARES TR - MSCI EMG MKT ETF | — | $1.4M | 0.4% | 21K | -0.1% | |||
| 49 | — | VANGUARD WORLD FD - ENERGY ETF | — | $1.4M | 0.4% | 8,020 | +1% | |||
| 50 | — | ISHARES TR - RUSSELL 3000 ETF | — | $1.4M | 0.4% | 3,190 | — | |||
| 51 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.3M | 0.4% | 1,773 | -8% | |||
| 52 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.3M | 0.4% | 10K | +6% | |||
| 53 | — | ISHARES TR - IBOXX INV CP ETF | — | $1.3M | 0.4% | 12K | -4% | |||
| 54 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.1M | 0.4% | 8,388 | +0.8% | |||
| 55 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $1.1M | 0.4% | 13K | — | |||
| 56 | — | ISHARES INC - CORE MSCI EMKT | — | $1.1M | 0.3% | 14K | +12% | |||
| 57 | — | ISHARES TR - SHRT NAT MUN ETF | — | $1.0M | 0.3% | 9,941 | -1% | |||
| 58 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $1.0M | 0.3% | 13K | +0.5% | |||
| 59 | — | ISHARES TR - MSCI EAFE ETF | — | $1.0M | 0.3% | 9,714 | +0.5% | |||
| 60 | — | ISHARES TR - SELECT US REIT | — | $939K | 0.3% | 15K | -1% | |||
| 61 | $GOOGL | Alphabet Inc. | Technology | $932K | 0.3% | 2,710 | — | |||
| 62 | — | ISHARES TR - IBONDS DEC 2032 | — | $928K | 0.3% | 39K | +0.6% | |||
| 63 | — | ISHARES TR - IBONDS DEC 2031 | — | $821K | 0.3% | 41K | +0.6% | |||
| 64 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $810K | 0.3% | 10K | — | |||
| 65 | $ETN | Eaton Corp plc | Industrials | $789K | 0.3% | 1,835 | — | |||
| 66 | — | ISHARES TR - CORE MSCI EAFE | — | $717K | 0.2% | 7,401 | +23% | |||
| 67 | — | ISHARES TR - IBONDS DEC 2029 | — | $712K | 0.2% | 29K | +46% | |||
| 68 | — | SPDR SERIES TRUST - ST STR SP SEMI | — | $662K | 0.2% | 1,250 | — | |||
| 69 | — | SPDR SERIES TRUST - ST STR CONV ETF | — | $661K | 0.2% | 6,535 | — | |||
| 70 | — | ISHARES TR - PFD AND INCM SEC | — | $603K | 0.2% | 20K | +0.2% | |||
| 71 | — | ISHARES TR - US CONSUM DISCRE | — | $596K | 0.2% | 6,290 | -0.9% | |||
| 72 | $JNJ | JOHNSON & JOHNSON | Healthcare | $594K | 0.2% | 2,243 | — | |||
| 73 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $581K | 0.2% | 950 | — | |||
| 74 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $570K | 0.2% | 8,129 | — | |||
| 75 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $563K | 0.2% | 3,462 | New | |||
| 76 | $ORCL | ORACLE CORP | Technology | $549K | 0.2% | 4,000 | — | |||
| 77 | $FNF | Fidelity National Financial, Inc. | Financials | $520K | 0.2% | 13K | — | |||
| 78 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $515K | 0.2% | 7,068 | -17% | |||
| 79 | — | ISHARES TR - IBOXX HI YD ETF | — | $512K | 0.2% | 6,635 | -13% | |||
| 80 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $499K | 0.2% | 4,055 | — | |||
| 81 | — | ISHARES TR - FUTU AI TECH ETF | — | $458K | 0.1% | 5,850 | — | |||
| 82 | $V | VISA INC. | Financials | $448K | 0.1% | 1,247 | — | |||
| 83 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $448K | 0.1% | 4,766 | — | |||
| 84 | — | ISHARES TR - CALIF MUN BD ETF | — | $443K | 0.1% | 8,180 | — | |||
| 85 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $436K | 0.1% | 7,095 | +0.3% | |||
| 86 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $433K | 0.1% | 8,535 | — | |||
| 87 | — | ISHARES TR - DOW JONES US ETF | — | $417K | 0.1% | 2,250 | -0.7% | |||
| 88 | — | ISHARES TR - U.S. INSRNCE ETF | — | $413K | 0.1% | 3,050 | — | |||
| 89 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $410K | 0.1% | 2,095 | -7% | |||
| 90 | — | ISHARES TR - CORE US AGGBD ET | — | $395K | 0.1% | 4,173 | -6% | |||
| 91 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $394K | 0.1% | 7,792 | — | |||
| 92 | $LLY | ELI LILLY & Co | Healthcare | $389K | 0.1% | 337 | +0.3% | |||
| 93 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $386K | 0.1% | 7,100 | — | |||
| 94 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $381K | 0.1% | 750 | — | |||
| 95 | $CVX | CHEVRON CORP | Energy | $374K | 0.1% | 1,830 | -3% | |||
| 96 | $MRK | Merck & Co., Inc. | Healthcare | $369K | 0.1% | 2,541 | +0.1% | |||
| 97 | $CRM | Salesforce, Inc. | Technology | $366K | 0.1% | 1,595 | — | |||
| 98 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $361K | 0.1% | 5,364 | +10% | |||
| 99 | $GLD | SPDR GOLD TRUST | Financials | $343K | 0.1% | 900 | — | |||
| 100 | — | ISHARES TR - EXPANDED TECH | — | $329K | 0.1% | 3,090 | — | |||
| 101 | $PANW | Palo Alto Networks Inc | Technology | $318K | 0.1% | 800 | — | |||
| 102 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $315K | 0.1% | 5,900 | — | |||
| 103 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $311K | 0.1% | 985 | — | |||
| 104 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $307K | 0.1% | 3,605 | — | |||
| 105 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $307K | 0.1% | 3,402 | — | |||
| 106 | — | VANGUARD SCOTTSDALE FDS - VNG RUS3000IDX | — | $305K | 0.1% | 910 | — | |||
| 107 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $304K | 0.1% | 1,925 | +10% | |||
| 108 | $CSCO | CISCO SYSTEMS, INC. | Technology | $301K | 0.1% | 2,801 | — | |||
| 109 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $301K | 0.1% | 5,346 | +0.1% | |||
| 110 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $299K | 0.1% | 2,059 | — | |||
| 111 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $297K | 0.1% | 1,350 | -34% | |||
| 112 | — | ISHARES TR - US HLTHCARE ETF | — | $286K | 0.1% | 4,000 | — | |||
| 113 | — | ISHARES TR - U.S. REAL ES ETF | — | $282K | 0.1% | 2,972 | — | |||
| 114 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $279K | 0.1% | 1,291 | +0.1% | |||
| 115 | $INTC | INTEL CORP | Technology | $278K | 0.1% | 2,316 | — | |||
| 116 | — | ISHARES TR - US CONSM STAPLES | — | $278K | 0.1% | 3,927 | +6% | |||
| 117 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $273K | 0.1% | 3,415 | — | |||
| 118 | $PCAR | PACCAR INC | Industrials | $250K | 0.1% | 2,275 | -10% | |||
| 119 | — | ISHARES TR - US INDUSTRIALS | — | $245K | 0.1% | 1,600 | — | |||
| 120 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $244K | 0.1% | 665 | — | |||
| 121 | $DOV | DOVER Corp | Industrials | $231K | 0.1% | 1,237 | -6% | |||
| 122 | — | ISHARES TR - USD INV GRDE ETF | — | $230K | 0.1% | 4,725 | — | |||
| 123 | $MCD | MCDONALDS CORP | Consumer Discretionary | $220K | 0.1% | 953 | -17% | |||
| 124 | $C | CITIGROUP INC | Financials | $213K | 0.1% | 1,644 | — | |||
| 125 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $212K | 0.1% | 800 | New | |||
| 126 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $210K | 0.1% | 299 | New | |||
| 127 | — | ISHARES TR - ISHARES BIOTECH | — | $205K | 0.1% | 975 | New | |||
| 128 | — | SPDR SERIES TRUST - ST STR RATE ETF | — | $204K | 0.1% | 6,600 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 5 new, 37 added to, 41 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
$XOM.R34088EXXON MOBIL CORP$563K
first bought this quarter
$CRWDCrowdStrike Holdings, Inc.$212K
first bought this quarter
- VANGUARD INDEX FDS - S&P 500 ETF SHS$210K
first bought this quarter
- ISHARES TR - ISHARES BIOTECH$205K
first bought this quarter
- SPDR SERIES TRUST - ST STR RATE ETF$204K
first bought this quarter
Added to (37)
- ISHARES TR - IBDS DEC28 ETF+13%
now $7.4M
- ISHARES TR - IBONDS DEC 29+16%
now $4.9M
now $6.1M · held 11+ qtrs, 4 adds in a row
now $7.6M · held 11+ qtrs, 2 adds in a row
- ISHARES TR - IBONDS DEC 2029+46%
now $712K
- ISHARES TR - IBONDS DEC 2030+11%
now $2.0M
+31 more in the Excel export
Trimmed (41)
now $16.8M · held 11+ qtrs
- ISHARES TR - RUS MID CAP ETF-2%
now $15.6M
$METAMeta Platforms, Inc.-19%
now $1.5M · held 11+ qtrs
$NVDANVIDIA CORP-10%
now $1.6M · held 11+ qtrs
- ISHARES TR - RUS 2000 VAL ETF-1%
now $12.5M
$IBMINTERNATIONAL BUSINESS MACHINES CORP-34%
now $297K · held 11+ qtrs, 3 trims in a row
+35 more in the Excel export
Holdings by quarter
Every 13F SONATA CAPITAL GROUP INC has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow SONATA CAPITAL GROUP?
Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of SONATA CAPITAL GROUP's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-1.0%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 8% over the last 4
Top 10 weight
46%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
SONATA CAPITAL GROUP INC disclosed 128 positions worth $313.5M in its Form 13F-HR for Q3 2026, followed by $AAPL. During the quarter the fund opened 5 new positions and exited 5 — including a new stake in $XOM.R34088 and a full exit from $BA. The portfolio is most concentrated in Other (76.3% of disclosed assets). All figures are sourced directly from SONATA CAPITAL GROUP INC’s Form 13F-HR filing with the SEC under CIK 1172036.
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