0001172661-23-003012.txt : 20230814 0001172661-23-003012.hdr.sgml : 20230814 20230814093908 ACCESSION NUMBER: 0001172661-23-003012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Sonoma Private Wealth LLC CENTRAL INDEX KEY: 0001965757 IRS NUMBER: 844993465 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22947 FILM NUMBER: 231166864 BUSINESS ADDRESS: STREET 1: 230 NEWCOMB STREET CITY: SONOMA STATE: CA ZIP: 95476 BUSINESS PHONE: 415-806-0073 MAIL ADDRESS: STREET 1: 268 BUSH STREET STREET 2: #3926 CITY: SAN FRANCISCO STATE: CA ZIP: 94104 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001965757 XXXXXXXX 06-30-2023 06-30-2023 false Sonoma Private Wealth LLC

268 BUSH STREET #3926 San Francisco CA 94104

13F HOLDINGS REPORT 028-22947 000308547 801-125022 N Rick Mordesovich 415-806-0073 /s/ Rick Mordesovich San Francisco CA 08-14-2023 0 77 57221108 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 222946 2045 SH SOLE 0 0 2045 ABBVIE INC COM 00287Y109 555778 4125 SH SOLE 0 0 4125 ADOBE SYSTEMS INCORPORATED COM 00724F101 716370 1465 SH SOLE 0 0 1465 AKAMAI TECHNOLOGIES INC COM 00971T101 500037 5564 SH SOLE 0 0 5564 ALPHABET INC CAP STK CL C 02079K107 578841 4785 SH SOLE 0 0 4785 ALPHABET INC CAP STK CL A 02079K305 372147 3109 SH SOLE 0 0 3109 AMAZON COM INC COM 023135106 599532 4599 SH SOLE 0 0 4599 AMERICAN EXPRESS CO COM 025816109 350774 2014 SH SOLE 0 0 2014 APPLE INC COM 037833100 1331172 6863 SH SOLE 0 0 6863 APPLIED MATLS INC COM 038222105 852063 5895 SH SOLE 0 0 5895 ARCHER DANIELS MIDLAND CO COM 039483102 529600 7009 SH SOLE 0 0 7009 AT&T INC COM 00206R102 366978 23008 SH SOLE 0 0 23008 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 782936 2296 SH SOLE 0 0 2296 BOX INC CL 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