Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SONATA CAPITAL GROUP INC (CIK 1172036) reported $271.1M across 123 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWF ($18.1M, 6.67%), IWR ($16.3M, 6.01%), IWD ($14.2M, 5.25%), AAPL ($13.6M, 5.00%), IWN ($11.6M, 4.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $18.1M | 6.67% | 42,390 | Added |
| 2 | IWR | ISHARES TR | $16.3M | 6.01% | 167,673 | Trimmed |
| 3 | IWD | ISHARES TR | $14.2M | 5.25% | 66,659 | Added |
| 4 | AAPL | APPLE INC | $13.6M | 5.00% | 53,422 | Trimmed |
| 5 | IWN | ISHARES TR | $11.6M | 4.26% | 60,923 | Trimmed |
| 6 | VTI | VANGUARD INDEX FDS | $11.4M | 4.21% | 35,547 | Added |
| 7 | MSFT | MICROSOFT CORP | $11.2M | 4.14% | 30,335 | Trimmed |
| 8 | VYM | VANGUARD WHITEHALL FDS | $10.2M | 3.78% | 69,125 | Added |
| 9 | IVW | ISHARES TR | $8.1M | 2.98% | 71,338 | Added |
| 10 | AMZN | AMAZON COM INC | $7.6M | 2.79% | 36,369 | Trimmed |
| 11 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.9M | 2.53% | 14,304 | Trimmed |
| 12 | IBDT | ISHARES TR | $6.3M | 2.32% | 248,397 | Added |
| 13 | IBDS | ISHARES TR | $5.7M | 2.12% | 236,946 | Added |
| 14 | IJS | ISHARES TR | $5.4M | 2.00% | 45,848 | Trimmed |
| 15 | IJH | ISHARES TR | $5.2M | 1.91% | 76,817 | Trimmed |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $4.7M | 1.75% | 7,288 | Added |
| 17 | MDY | STATE STR SPDR S&P MIDCAP 40 | $4.7M | 1.73% | 7,620 | Added |
| 18 | IVV | ISHARES TR | $4.4M | 1.61% | 6,695 | Trimmed |
| 19 | IBDU | ISHARES TR | $3.8M | 1.42% | 165,016 | Added |
| 20 | DVY | ISHARES TR | $3.5M | 1.31% | 23,409 | Trimmed |
| 21 | IBDR | ISHARES TR | $3.5M | 1.31% | 146,103 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $3.4M | 1.24% | 11,410 | Trimmed |
| 23 | VBR | VANGUARD INDEX FDS | $3.2M | 1.17% | 14,646 | Added |
| 24 | XLK | SELECT SECTOR SPDR TR | $3.0M | 1.09% | 22,260 | Trimmed |
| 25 | VTEB | VANGUARD MUN BD FDS | $2.9M | 1.06% | 57,680 | Added |
Source: SEC Form 13F filings · as of 2026-03-31