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Todd Arthur Gomes

Sonoma Allocations Llc

Assets Managed
$321.806M
Holdings
118
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
11.09%(2Q avg: 3.63%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sonoma Allocations Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 118 positions.

Assets under management

The assets under management (AUM) of Sonoma Allocations Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 321.806M in assets, with a quarterly growth rate of 11.09% and a 2-quarter average growth rate of 3.63%. The portfolio is managed by Todd Arthur Gomes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
EWA
Ishares Msci Australia Etf
Recent Activity
New Position
14.7%
$47.279M
502,093 shares@ $94.17 avg price
IVZ
Invesco Ltd
Recent Activity
New Position
11.91%
$38.3M
447,018 shares@ $85.68 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -6.55%
11.27%
$36.241M
48,165 shares@ $752.44 avg price
UJAN
Innovator U.s. Equity Ultra
Recent Activity
Decreased -5.62%
5.47%
$17.575M
387,022 shares@ $45.41 avg price
EUSC
Wisdomtree Europe Hedg Sm Eq
Recent Activity
Increased 16.89%
4.22%
$13.566M
243,924 shares@ $55.62 avg price
AAAU
Goldman Sachs Physical Gold
Recent Activity
Decreased -1.03%
3.86%
$12.415M
308,858 shares@ $40.2 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 5.26%
2.89%
$9.272M
203,946 shares@ $45.47 avg price
AMD
Advanced Micro Devices
Recent Activity
Increased 0.1%
2.64%
$8.474M
15,331 shares@ $552.77 avg price
JPIB
Jpmorgan Intl Bnd Etf
Recent Activity
Increased 5.69%
2.26%
$7.253M
150,342 shares@ $48.25 avg price
HSUN
Hartfor Strateg Income Etf-u
Recent Activity
Increased 85.28%
1.88%
$6.027M
171,553 shares@ $35.13 avg price

1-10 of 118