§ 13F · FUND PROFILE
SONATA CAPITAL GROUP INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $250.3B (13F)Positions · 121Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$75.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 42K | $20.0T | 7.2% | −1% |
| 2 | IWR | ISHARES TR | 178K | $17.1T | 6.2% | −3% |
| 3 | MSFT | MICROSOFT CORP | 31K | $14.9T | 5.4% | −1% |
| 4 | AAPL | APPLE INC | 54K | $14.6T | 5.3% | +19% |
| 5 | IWD | ISHARES TR | 66K | $13.9T | 5.0% | −1% |
| 6 | VTI | VANGUARD INDEX FDS | 36K | $11.9T | 4.3% | ±0% |
| 7 | IWN | ISHARES TR | 61K | $11.1T | 4.0% | −2% |
| 8 | VYM | VANGUARD WHITEHALL FDS | 69K | $9.9T | 3.6% | ±0% |
| 9 | IVW | ISHARES TR | 69K | $8.6T | 3.1% | −3% |
| 10 | AMZN | AMAZON COM INC | 37K | $8.5T | 3.1% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SONATA SIGNAL
AC read
SONATA CAPITAL GROUP INC is a Other fund managing $250.3 trillion in assets. The fund runs a portfolio of 121 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed