Sonoma Private Wealth LLC — 13F Briefs
One brief for each quarterly Form 13F the fund filed with the SEC, newest first.
| Quarter | Quarter ended | Filed | Reported positions | |
|---|---|---|---|---|
| Q2 2026 13F Brief | Jun 30, 2026 | Aug 14, 2026 | 72 | |
| Q1 2026 13F Brief | Mar 31, 2026 | May 15, 2026 | 67 | |
| Q4 2025 13F Brief | Dec 31, 2025 | Feb 17, 2026 | 68 | |
| Q3 2025 13F Brief | Sep 30, 2025 | Nov 14, 2025 | 71 | |
| Q2 2025 13F Brief | Jun 30, 2025 | Aug 13, 2025 | 72 | |
| Q1 2025 13F Brief | Mar 31, 2025 | May 15, 2025 | 71 | |
| Q4 2024 13F Brief | Dec 31, 2024 | Feb 6, 2025 | 80 | |
| Q3 2024 13F Brief | Sep 30, 2024 | Oct 17, 2024 | 90 | |
| Q2 2024 13F Brief | Jun 30, 2024 | Aug 14, 2024 | 87 | |
| Q1 2024 13F Brief | Mar 31, 2024 | May 9, 2024 | 86 | |
| Q4 2023 13F Brief | Dec 31, 2023 | Feb 12, 2024 | 79 | |
| Q3 2023 13F Brief | Sep 30, 2023 | Oct 30, 2023 | 73 | |
| Q2 2023 13F Brief | Jun 30, 2023 | Aug 14, 2023 | 77 | |
| Q1 2023 13F Brief | Mar 31, 2023 | May 10, 2023 | 70 | |
| Q4 2022 13F Brief | Dec 31, 2022 | Feb 13, 2023 | 65 |
Holdings are as of each quarter-end; funds file up to 45 days later. How this brief is compiled
FilingExplorer is not affiliated with, sponsored by, or endorsed by Sonoma Private Wealth LLC. Data is compiled from public SEC filings.