Sonoma Private Wealth LLC
CIK
1965757
City
San Francisco
State / Country
CA
Top Portfolio Positions
29 positions ·
$40,674,925 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
24,069 | $8,909,621 | 21.90% | |
| NVDA |
Nvidia Corp
Technology
|
25,996 | $4,533,702 | 11.15% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
96,318 | $3,413,509 | 8.39% | |
| AAPL |
Apple Inc.
Technology
|
12,912 | $3,276,936 | 8.06% | |
| CEF |
Sprott Physical Gold & Silver Trust
Financial Services
|
59,305 | $2,830,034 | 6.96% | |
| FXF |
Invesco CurrencyShares Swiss Franc Trust
|
15,519 | $1,713,452 | 4.21% | |
| JNJ |
Johnson & Johnson
Healthcare
|
6,686 | $1,634,325 | 4.02% | |
| T |
At&T Inc.
Communication Services
|
55,036 | $1,595,493 | 3.92% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
4,238 | $1,218,679 | 3.00% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,594 | $1,057,211 | 2.60% |
Portfolio Trend
Holdings in FXF
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,713,452 | 15,519 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,813,946 | 16,254 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,746,867 | 15,705 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,833,743 | 16,402 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,440,553 | 14,351 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||