SEC Form 13F

SONATA CAPITAL GROUP INC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$309,918,295
Positions128

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIWFRUS 1000 GRW ETF$21,124,917170,129
ISHARES TRIWRRUS MID CAP ETF$16,519,731149,744
ISHARES TRIWDRUS 1000 VAL ETF$16,385,16267,587
APPLE INCAAPLCOM$15,458,64553,424
ISHARES TRIWNRUS 2000 VAL ETF$13,377,85360,479
VANGUARD INDEX FDSVTITOTAL STK MKT$13,237,72535,774
ISHARES TRIVWS&P 500 GRWT ETF$11,909,11286,593
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$11,482,71072,662
MICROSOFT CORPMSFTCOM$11,323,21030,356
AMAZON COM INCAMZNCOM$8,955,38837,574

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