SONATA CAPITAL GROUP INC

Institutional manager (13F) · CIK 1172036

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $236M

#	Issuer	Value	Shares
1	ISHARES TR	$18M	42,390
2	ISHARES TR	$16M	167,673
3	ISHARES TR	$14M	66,659
4	APPLE INC	$14M	53,422
5	ISHARES TR	$12M	60,923
6	VANGUARD INDEX FDS	$11M	35,547
7	MICROSOFT CORP	$11M	30,335
8	VANGUARD WHITEHALL FDS	$10M	69,125
9	ISHARES TR	$8M	71,338
10	AMAZON COM INC	$8M	36,369
11	BERKSHIRE HATHAWAY INC DEL	$7M	14,304
12	ISHARES TR	$6M	248,397
13	ISHARES TR	$6M	236,946
14	ISHARES TR	$5M	45,848
15	ISHARES TR	$5M	76,817
16	STATE STR SPDR S&P 500 ETF T	$5M	7,288
17	STATE STR SPDR S&P MIDCAP 40	$5M	7,620
18	ISHARES TR	$4M	6,695
19	ISHARES TR	$4M	165,016
20	ISHARES TR	$4M	23,409
21	ISHARES TR	$4M	146,103
22	JPMORGAN CHASE & CO	$3M	11,410
23	VANGUARD INDEX FDS	$3M	14,646
24	SELECT SECTOR SPDR TR	$3M	22,260
25	VANGUARD MUN BD FDS	$3M	57,680
26	VANGUARD SPECIALIZED FUNDS	$3M	12,813
27	ISHARES TR	$3M	104,223
28	ISHARES TR	$3M	103,460
29	ISHARES TR	$2M	11,637
30	ISHARES TR	$2M	95,677
31	ISHARES TR	$2M	21,237
32	ISHARES TR	$2M	16,200
33	ISHARES TR	$2M	6,714
34	VANGUARD WORLD FD	$2M	6,640
35	ISHARES TR	$2M	8,281
36	ISHARES TR	$2M	13,888
37	ISHARES TR	$2M	10,480
38	COSTCO WHOLESALE CORPORATION	$2M	1,818
39	ALPHABET INC	$2M	5,937
40	WISDOMTREE TR	$2M	19,049
41	ISHARES TR	$2M	14,458
42	VANGUARD SCOTTSDALE FDS	$2M	18,956
43	ISHARES TR	$1M	68,444
44	VANGUARD WORLD FD	$1M	8,420
45	VANGUARD SCOTTSDALE FDS	$1M	13,157
46	BERKSHIRE HATHAWAY INC DEL	$1M	2
47	META PLATFORMS INC	$1M	2,502
48	NVIDIA CORPORATION	$1M	7,785
49	ISHARES TR	$1M	9,051
50	ISHARES TR	$1M	22,916

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.