Sonoma Private Wealth LLC - Q42025 Holdings

Sonoma Private Wealth LLC holds 68 stocks with a total portfolio value of $ 82.81M as of Q42025. In Q42025, Sonoma Private Wealth LLC added 1 new position, increased stakes in 27 stocks, reduced 17 holdings, and fully exited 4 positions. The largest holding is Microsoft Corp (MSFT), representing 13.64% of the total portfolio.