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Sonoma Allocations’s TCW Transform 500 ETF VOTE Stock Holding History

Sonoma Allocations’s Portfolio VOTE Stock Details VOTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Buy
11,564
+2,325
+25% +$198K 0.32% 48
2026
Q1 		$714K Buy
9,239
+1,278
+16% +$102K 0.25% 64
2025
Q4 		$650K Buy
7,961
+4,175
+110% +$332K 0.22% 61
2025
Q3 		$294K Buy
+3,786
New +$286K 0.11% 101

Other funds holding VOTE

AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
EWA
Etesian Wealth Advisors West Linn, Oregon $338M AUM 15.5% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $203M AUM 12.95% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
RFW
Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return

Sonoma Allocations's VOTE Position: Q2 2026 in Review

Sonoma Allocations increased its TCW Transform 500 ETF (VOTE) stake by 25% in Q2 2026, buying an estimated $198K and bringing the position to 11,564 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #48.

Sonoma Allocations first reported a position in VOTE in Q3 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold VOTE as of Q2 2026.

  • Sonoma Allocations held 11,564 shares of TCW Transform 500 ETF worth $1.02M as of Q2 2026.
  • Sonoma Allocations bought 2,325 TCW Transform 500 ETF shares in Q2 2026, an estimated $198K.
  • TCW Transform 500 ETF made up 0.32% of Sonoma Allocations's portfolio in Q2 2026, its #48 holding.
  • Sonoma Allocations first reported a position in TCW Transform 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held TCW Transform 500 ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.