Sonoma Private Wealth LLC - Q12026 Holdings

Sonoma Private Wealth LLC holds 67 stocks with a total portfolio value of $ 81.22M as of Q12026. In Q12026, Sonoma Private Wealth LLC added 7 new positions, increased stakes in 26 stocks, reduced 30 holdings, and fully exited 8 positions. The largest holding is Microsoft Corp (MSFT), representing 10.97% of the total portfolio.