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SONATA CAPITAL GROUP INC 13F holdings

Filed 2026-07-24 · SONATA CAPITAL GROUP INC · 128 positions · $309.9M

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TickerCompanySharesValue% of portfolio
IWFISHARES TR170.1K$21.1M6.8%
IWRISHARES TR149.7K$16.5M5.3%
IWDISHARES TR67.6K$16.4M5.3%
AAPLAPPLE INC53.4K$15.5M5.0%
IWNISHARES TR60.5K$13.4M4.3%
VTIVANGUARD INDEX FDS35.8K$13.2M4.3%
IVWISHARES TR86.6K$11.9M3.8%
VYMVANGUARD WHITEHALL FDS72.7K$11.5M3.7%
MSFTMICROSOFT CORP30.4K$11.3M3.7%
AMZNAMAZON COM INC37.6K$9.0M2.9%
BRK-BBERKSHIRE HATHAWAY INC DEL14.8K$7.4M2.4%
IBDTISHARES TR262.0K$6.6M2.1%
IJHISHARES TR84.9K$6.5M2.1%
IJSISHARES TR47.7K$6.5M2.1%
IBDSISHARES TR237.1K$5.7M1.9%
SPYSTATE STR SPDR S&P 500 ETF T7.6K$5.7M1.8%
IVEISHARES TR25.1K$5.7M1.8%
MDYSTATE STR SPDR S&P MIDCAP 407.8K$5.5M1.8%
IVVISHARES TR6.8K$5.1M1.6%
XLKSELECT SECTOR SPDR TR23.0K$4.4M1.4%
IBDUISHARES TR185.7K$4.3M1.4%
JPMJPMORGAN CHASE & CO11.5K$3.8M1.2%
DVYISHARES TR23.4K$3.7M1.2%
VBRVANGUARD INDEX FDS14.8K$3.6M1.2%
IBDRISHARES TR138.8K$3.4M1.1%
VTEBVANGUARD MUN BD FDS60.2K$3.0M1.0%
VIGVANGUARD SPECIALIZED FUNDS12.7K$3.0M1.0%
IWMISHARES TR9.2K$2.8M0.9%
IBMPISHARES TR106.5K$2.7M0.9%
IBMQISHARES TR104.4K$2.7M0.9%
IYWISHARES TR10.5K$2.6M0.9%
IJTISHARES TR14.1K$2.5M0.8%
IWOISHARES TR6.3K$2.5M0.8%
IBMOISHARES TR95.7K$2.5M0.8%
IJJISHARES TR16.3K$2.4M0.8%
MUBISHARES TR21.3K$2.3M0.7%
GOOGALPHABET INC6.0K$2.1M0.7%
VISVANGUARD WORLD FD5.6K$2.0M0.7%
IBDVISHARES TR86.6K$1.9M0.6%
DTDWISDOMTREE TR19.0K$1.8M0.6%
COSTCOSTCO WHOLESALE CORPORATION1.8K$1.7M0.5%
VONGVANGUARD SCOTTSDALE FDS13.0K$1.7M0.5%
NVDANVIDIA CORPORATION7.8K$1.6M0.5%
IWSISHARES TR9.3K$1.5M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL2$1.5M0.5%
VCSHVANGUARD SCOTTSDALE FDS18.5K$1.5M0.5%
METAMETA PLATFORMS INC2.6K$1.5M0.5%
EEMISHARES TR20.8K$1.4M0.5%
QQQINVESCO QQQ TR1.9K$1.4M0.5%
LQDISHARES TR12.9K$1.4M0.5%
IWVISHARES TR3.2K$1.4M0.4%
IJRISHARES TR8.3K$1.2M0.4%
VDEVANGUARD WORLD FD7.9K$1.2M0.4%
VGKVANGUARD INTL EQUITY INDEX F13.1K$1.2M0.4%
VGTVANGUARD WORLD FD9.6K$1.1M0.4%
VCITVANGUARD SCOTTSDALE FDS13.2K$1.1M0.4%
SUBISHARES TR10.1K$1.1M0.3%
ICFISHARES TR15.1K$1.0M0.3%
EFAISHARES TR9.7K$1.0M0.3%
ACWIISHARES INC12.1K$1.0M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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