Sonoma Allocations LLC
Sector Allocation
- Other60.0%$193.0M
- Financials21.9%$70.5M
- Technology8.5%$27.2M
- Consumer Discretionary6.2%$20.0M
- Industrials1.2%$3.8M
- Healthcare1.1%$3.5M
- Consumer Staples0.5%$1.5M
- Energy0.4%$1.3M
- Utilities0.2%$678,871
- Communication Services0.1%$459,947
AUM History
13fpro.ai/research/fund/sonoma-allocations-llc-2084965
Conviction and streaks
Concentrating · top 10 = 61.0%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 — Q2 2026
- ISHARES$47.3M
IVZ
$38.3M- ISHARES$36.2M
HD
$17.6MWT
$13.6MAAAU
$12.4M- FIDELITY$9.3M
AMD
$8.5M- J$7.3M
- HARTFORD$6.0M
- J$5.8M
- ALTSHARES$4.9M
- INNOVATOR$4.5M
- VANGUARD$4.5M
- ETF$4.2M
- DBX$4.2M
- AMERICAN$4.2M
AAPL
$3.9M- SCHWAB$3.8M
- ANGEL$3.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/sonoma-allocations-llc-2084965
Sonoma Allocations LLC 13F holdings — Q2 2026
$321.8M portfolio (+11.1% QoQ) · 118 holdings · Q2 2026 13F · top 10 are 61% of the stock portfolio
- 1
ISHARES INC - MSCI AUST ETF
$47.3M
14.7% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $38.3M
11.9% of stocks
+360%This quarter+5.5%Since filed4+ qtrsHeld- 3
ISHARES TR - CORE S&P500 ETF
$36.2M
11.3% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— $17.6M
5.5% of stocks
-6%This quarter-5.0%Since filed4+ qtrsHeld$13.6M
4.2% of stocks
+17%This quarter+12.2%Since filed4+ qtrsHeld$12.4M
3.9% of stocks
-1%This quarter-1.7%Since filed4+ qtrsHeld- 7
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$9.3M
2.9% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— $8.5M
2.6% of stocks
+0.1%This quarter+2.7%Since filed4+ qtrsHeld- 9
J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF
$7.3M
2.3% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
HARTFORD FDS EXCHANGE TRADED - STRAT INCOM ETF
$6.0M
1.9% of stocks
+85%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES INC - MSCI AUST ETF | $47.3M | 14.7% | New | — | New this quarter | — | — | |
| 2 | $38.3M | 11.9% | +360% | +5.5% | 4+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | ISHARES TR - CORE S&P500 ETF | $36.2M | 11.3% | -7% | — | — | — | — | |
| 4 | $17.6M | 5.5% | -6% | -5.0% | 4+ qtrs | 63.0#647 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | $13.6M | 4.2% | +17% | +12.2% | 4+ qtrsAdded 3 qtrs in a row | 61.4#787 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $12.4M | 3.9% | -1% | -1.7% | 4+ qtrsTrimmed 3 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $9.3M | 2.9% | +5% | — | — | — | — | |
| 8 | $8.5M | 2.6% | +0.1% | +2.7% | 4+ qtrs | 79.8#31 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | $7.3M | 2.3% | +6% | — | — | — | — | |
| 10 | HARTFORD FDS EXCHANGE TRADED - STRAT INCOM ETF | $6.0M | 1.9% | +85% | — | — | — | — |
All holdings — Sonoma Allocations LLC (Q2 2026)
118 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 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETFnote | — | $5.8M | 1.8% | 108K | -26% | — | — | 13F |
| 12 | — | ALTSHARES TRUST - EVENT-DRIVEN ETFetf/fund | — | $4.9M | 1.5% | 401K | -6% | — | — | 13F |
| 13 | — | INNOVATOR ETFS TRUST - GROWTH 100 POWER | — | $4.5M | 1.4% | 107K | New | — | — | 13F |
| 14 | — | VANGUARD INDEX FDS - VALUE ETFetf/fund | — | $4.5M | 1.4% | 21K | -6% | — | — | 13F |
| 15 | — | ETF SER SOLUTIONS - DEFIA QUANT ETFetf/fund | — | $4.2M | 1.3% | 26K | +35% | — | — | 13F |
| 16 | — | DBX ETF TR - XTRACK MSCI EUROetf/fund | — | $4.2M | 1.3% | 67K | -28% | — | — | 13F |
| 17 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKTetf/fund | — | $4.2M | 1.3% | 45K | +99% | — | — | 13F |
| 18 | Apple Inc. | Technology | $3.9M | 1.2% | 13K | -0.2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETFetf/fund | — | $3.8M | 1.2% | 96K | New | — | — | 13F |
| 20 | — | ANGEL OAK FUNDS TRUST - INCOME ETFetf/fund | — | $3.2M | 1.0% | 154K | +42% | — | — | 13F |
| 21 | SPDR S&P 500 ETF TRUSTetf/fund | — | $2.8M | 0.9% | 9,049 | +194% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | SPDR SERIES TRUST - STATE STRET SPDRetf/fund | — | $2.7M | 0.8% | 144K | -28% | — | — | 13F |
| 23 | — | PUTNAM ETF TRUST - FOCUSED LAR CAPetf/fund | — | $2.7M | 0.8% | 52K | +100% | — | — | 13F |
| 24 | — | VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund | — | $2.6M | 0.8% | 4,144 | +214% | — | — | 13F |
| 25 | — | VANECK ETF TRUST - EMERGING MRKT HIetf/fund | — | $2.5M | 0.8% | 125K | +125% | — | — | 13F |
| 26 | $GOOG | Alphabet Inc. | Technology | $2.4M | 0.8% | 6,823 | -3% | |||
| 27 | — | NORTHERN LTS FD TR IV - MAIN BUYWRITE | — | $2.3M | 0.7% | 161K | +42% | |||
| 28 | $NVDA | NVIDIA CORP | Technology | $2.2M | 0.7% | 11K | -4% | |||
| 29 | $AVGO | Broadcom Inc. | Technology | $1.9M | 0.6% | 5,135 | -3% | |||
| 30 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | — | $1.8M | 0.6% | 45K | -22% | |||
| 31 | — | GLOBAL X FDS - US INFR DEV ETF | — | $1.7M | 0.5% | 28K | +67% | |||
| 32 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.6M | 0.5% | 2,410 | -14% | |||
| 33 | $MSFT | MICROSOFT CORP | Technology | $1.6M | 0.5% | 4,040 | -5% | |||
| 34 | $WT | WisdomTree, Inc. | Financials | $1.5M | 0.5% | 15K | +99% | |||
| 35 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | — | $1.5M | 0.5% | 37K | -4% | |||
| 36 | — | GLOBAL X FDS - ADAPTIVE US | — | $1.5M | 0.5% | 30K | +102% | |||
| 37 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $1.5M | 0.5% | 4,022 | -27% | |||
| 38 | $LLY | ELI LILLY & Co | Healthcare | $1.5M | 0.5% | 1,225 | -6% | |||
| 39 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 APRI | — | $1.4M | 0.5% | 54K | New | |||
| 40 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.4M | 0.4% | 5,665 | -8% | |||
| 41 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.3M | 0.4% | 3,616 | +0.5% | |||
| 42 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $1.2M | 0.4% | 6,544 | +233% | |||
| 43 | — | DBX ETF TR - XTRACKRS S&P 500 | — | $1.2M | 0.4% | 18K | +12% | |||
| 44 | — | ALTSHARES TRUST - MERGER ARBITRAGE | — | $1.2M | 0.4% | 40K | -33% | |||
| 45 | $CAT | CATERPILLAR INC | Industrials | $1.2M | 0.4% | 1,144 | -6% | |||
| 46 | — | THRIVENT ETF TRUST - SMALL CAP VALUE | — | $1.1M | 0.3% | 35K | +74% | |||
| 47 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | — | $1.1M | 0.3% | 26K | -1.0% | |||
| 48 | — | TCW ETF TRUST - TRANSFRM 500 ETF | — | $1.0M | 0.3% | 12K | +25% | |||
| 49 | — | ETFIS SER TR I - VIRTUS NEWFLEET | — | $998K | 0.3% | 44K | +9% | |||
| 50 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | — | $994K | 0.3% | 29K | +63% | |||
| 51 | — | LAZARD ACTIVE ETF TR - US SY SM CA ETF | — | $967K | 0.3% | 31K | +72% | |||
| 52 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | — | $938K | 0.3% | 27K | -93% | |||
| 53 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $875K | 0.3% | 10K | +0.5% | |||
| 54 | $PANW | Palo Alto Networks Inc | Technology | $868K | 0.3% | 2,433 | +6% | |||
| 55 | — | LEGG MASON ETF INVT - FRAN CLE ENH ETF | — | $846K | 0.3% | 15K | +27% | |||
| 56 | $GOOGL | Alphabet Inc. | Technology | $805K | 0.3% | 2,246 | +0.9% | |||
| 57 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $759K | 0.2% | 1,508 | -1% | |||
| 58 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $754K | 0.2% | 1 | — | |||
| 59 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $748K | 0.2% | 9,236 | +300% | |||
| 60 | $META | Meta Platforms, Inc. | Technology | $732K | 0.2% | 1,183 | -2% | |||
| 61 | $V | VISA INC. | Financials | $712K | 0.2% | 2,015 | -6% | |||
| 62 | $WMT | Walmart Inc. | Consumer Staples | $703K | 0.2% | 6,499 | -2% | |||
| 63 | — | INNOVATOR ETFS TRUST - EQUIT DEFIN JUL | — | $687K | 0.2% | 23K | — | |||
| 64 | — | PACER FDS TR - US CASH COWS 100 | — | $662K | 0.2% | 10K | -31% | |||
| 65 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $616K | 0.2% | 1,374 | -18% | |||
| 66 | $JPM | JPMORGAN CHASE & CO | Financials | $588K | 0.2% | 1,753 | -11% | |||
| 67 | $CMI | CUMMINS INC | Industrials | $575K | 0.2% | 824 | +2% | |||
| 68 | $GEV | GE Vernova Inc. | Industrials | $560K | 0.2% | 483 | +31% | |||
| 69 | $GD | GENERAL DYNAMICS CORP | Industrials | $556K | 0.2% | 1,527 | +9% | |||
| 70 | $JNJ | JOHNSON & JOHNSON | Healthcare | $548K | 0.2% | 2,163 | +26% | |||
| 71 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $536K | 0.2% | 3,543 | +10% | |||
| 72 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $518K | 0.2% | 3,786 | -11% | |||
| 73 | $ORCL | ORACLE CORP | Technology | $507K | 0.2% | 3,499 | -9% | |||
| 74 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $505K | 0.2% | 1,421 | -9% | |||
| 75 | — | ISHARES TR - S&P 100 ETF | — | $505K | 0.2% | 1,377 | +0.1% | |||
| 76 | $ETN | Eaton Corp plc | Industrials | $473K | 0.1% | 1,121 | -20% | |||
| 77 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $465K | 0.1% | 3,678 | +16% | |||
| 78 | $NFLX | NETFLIX INC | Communication Services | $460K | 0.1% | 6,271 | +8% | |||
| 79 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $446K | 0.1% | 7,641 | -13% | |||
| 80 | $EOG | EOG RESOURCES INC | Energy | $443K | 0.1% | 3,434 | +22% | |||
| 81 | $GS | GOLDMAN SACHS GROUP INC | Financials | $441K | 0.1% | 428 | -16% | |||
| 82 | $FGDL | Franklin Templeton Holdings Trust | Financials | $438K | 0.1% | 8,073 | +29% | |||
| 83 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $438K | 0.1% | 7,097 | -13% | |||
| 84 | $DELL | Dell Technologies Inc. | Technology | $436K | 0.1% | 999 | -23% | |||
| 85 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $432K | 0.1% | 7,253 | New | |||
| 86 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BFR | — | $426K | 0.1% | 11K | -0.1% | |||
| 87 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $410K | 0.1% | 440 | -8% | |||
| 88 | $NOW | ServiceNow, Inc. | Technology | $409K | 0.1% | 3,875 | +24% | |||
| 89 | $ABBV | AbbVie Inc. | Healthcare | $404K | 0.1% | 1,614 | -22% | |||
| 90 | $UBER | Uber Technologies, Inc | Technology | $386K | 0.1% | 5,293 | -19% | |||
| 91 | — | SPDR SERIES TRUST - ST STR SP AERO | — | $381K | 0.1% | 1,315 | -32% | |||
| 92 | $NEE | NEXTERA ENERGY INC | Utilities | $376K | 0.1% | 4,323 | -9% | |||
| 93 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | — | $359K | 0.1% | 4,368 | +0.8% | |||
| 94 | $COR | Cencora, Inc. | Consumer Staples | $353K | 0.1% | 1,231 | New | |||
| 95 | — | INNOVATOR ETFS TRUST - EQUI DEFI 1 DECE | — | $349K | 0.1% | 13K | +7% | |||
| 96 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $346K | 0.1% | 1,455 | -13% | |||
| 97 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA B | — | $345K | 0.1% | 8,337 | — | |||
| 98 | $BGT | BLACKROCK FLOATING RATE INCOME TRUST | — | $341K | 0.1% | 347 | New | |||
| 99 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BF | — | $339K | 0.1% | 8,025 | -98% | |||
| 100 | — | NEOS ETF TRUST - NEOS S&P 500 HI | — | $339K | 0.1% | 6,357 | — | |||
| 101 | — | SEI EXCHANGE TRADED FUNDS - QIM US LARGE VAL | — | $327K | 0.1% | 6,783 | -55% | |||
| 102 | $MRK | Merck & Co., Inc. | Healthcare | $323K | 0.1% | 2,548 | New | |||
| 103 | $DTB | DTE ENERGY CO | Utilities | $302K | 0.1% | 1,987 | +0.8% | |||
| 104 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $298K | 0.1% | 3,253 | -28% | |||
| 105 | $MA | Mastercard Inc | Financials | $294K | 0.1% | 554 | -26% | |||
| 106 | $BKR | Baker Hughes Co | Energy | $291K | 0.1% | 5,316 | -33% | |||
| 107 | $PH | Parker-Hannifin Corp | Industrials | $268K | 0.1% | 274 | -12% | |||
| 108 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $264K | 0.1% | 5,358 | -16% | |||
| 109 | — | ISHARES TR - MSCI EAFE ETF | — | $262K | 0.1% | 2,531 | — | |||
| 110 | $AZN | ASTRAZENECA PLC | Healthcare | $260K | 0.1% | 1,408 | New | |||
| 111 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | — | $251K | 0.1% | 4,451 | — | |||
| 112 | $MS | MORGAN STANLEY | Financials | $245K | 0.1% | 1,152 | -19% | |||
| 113 | — | VANECK ETF TRUST - ENVIRONMENTAL SR | — | $228K | 0.1% | 5,509 | New | |||
| 114 | $APH | AMPHENOL CORP /DE/ | Technology | $228K | 0.1% | 1,316 | New | |||
| 115 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $225K | 0.1% | 2,125 | — | |||
| 116 | — | GLOBAL X FDS - DOW 30 CO CA ETF | — | $220K | 0.1% | 9,907 | — | |||
| 117 | $TER | TERADYNE, INC | Technology | $216K | 0.1% | 495 | New | |||
| 118 | $EME | EMCOR Group, Inc. | Industrials | $207K | 0.1% | 256 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 13 new, 44 added to, 53 trimmed, 37 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
- ISHARES INC - MSCI AUST ETF$47.3M
first bought this quarter
- INNOVATOR ETFS TRUST - GROWTH 100 POWER$4.5M
first bought this quarter
- SCHWAB STRATEGIC TR - EMRG MKTEQ ETF$3.8M
first bought this quarter
- INNOVATOR ETFS TRUST - EQUI DEFI 1 APRI$1.4M
first bought this quarter
- J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM$432K
first bought this quarter
$CORCencora, Inc.$353K
first bought this quarter
+7 more in the Excel export
Added to (44)
now $38.3M · held 4+ qtrs
- HARTFORD FDS EXCHANGE TRADED - STRAT INCOM ETF+85%
now $6.0M
- AMERICAN CENTY ETF TR - AVANTIS EMGMKT+99%
now $4.2M
now $13.6M · held 4+ qtrs, 3 adds in a row
$SPYSPDR S&P 500 ETF TRUST+194%
now $2.8M · held 4+ qtrs
- VANECK ETF TRUST - SEMICONDUCTR ETF+214%
now $2.6M
+38 more in the Excel export
Trimmed (53)
- INNOVATOR ETFS TRUST - US EQT ULTRA BF-93%
now $938K
- ISHARES TR - CORE S&P500 ETF-7%
now $36.2M
- J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF-26%
now $5.8M
- DBX ETF TR - XTRACK MSCI EURO-28%
now $4.2M
- SPDR SERIES TRUST - STATE STRET SPDR-28%
now $2.7M
now $17.6M · held 4+ qtrs
+47 more in the Excel export
Sold out (37)
- ISHARES TR - RUS 1000 GRW ETFwas $20.7M
$QQQINVESCO QQQ TRUST, SERIES 1was $13.0M
held 3+ qtrs
- ISHARES TR - CORE US AGGBD ETwas $7.6M
- ISHARES TR - IBOXX INV CP ETFwas $6.4M
- ISHARES TR - 0-3 MNTH TREASRYwas $5.8M
- TWO RDS SHARED TR - ANFIELD UNVL ETFwas $2.4M
+31 more in the Excel export
Holdings by quarter
Every 13F Sonoma Allocations LLC has filed, 3 earlier quarters. Pick one to see what it held then.
Is it too late to follow Sonoma Allocations?
Q2 2026 13F filed with the SEC on Jul 8, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Sonoma Allocations's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+2.9%
Value-weighted move of the 10 largest stock positions
Turnover
29%
Last quarter
Top 10 weight
61%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
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 Q3 2025 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
Sonoma Allocations LLC disclosed 118 positions worth $321.8M in its Form 13F-HR for Q2 2026, followed by $IVZ. During the quarter the fund opened 13 new positions and exited 37. The portfolio is most concentrated in Other (60.0% of disclosed assets). All figures are sourced directly from Sonoma Allocations LLC’s Form 13F-HR filing with the SEC under CIK 2084965.
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AI-Powered Hedge Fund Analysis: Sonoma Allocations LLC
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Every holding in Sonoma Allocations LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.