# EDGAR Filing Document

**Accession Number:** 0001172036
**File Stem:** 0001172036-25-000006
**Filing Date:** 2025-7
**Character Count:** 15318
**Document Hash:** 73c446613836bd20b3feff60073cbb51
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172036-25-000006.hdr.sgml**: 20250730

**ACCESSION NUMBER**: 0001172036-25-000006

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250730

**DATE AS OF CHANGE**: 20250730

**EFFECTIVENESS DATE**: 20250730

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SONATA CAPITAL GROUP INC
- **CENTRAL INDEX KEY:** 0001172036

**ORGANIZATION NAME:**
- **EIN:** 912035283
- **STATE OF INCORPORATION:** WA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-10198
- **FILM NUMBER:** 251168073

**BUSINESS ADDRESS:**
- **STREET 1:** 2001 6TH AVE
- **STREET 2:** SUITE 3410
- **CITY:** SEATTLE
- **STATE:** WA
- **ZIP:** 98121
- **BUSINESS PHONE:** 2062564400

**MAIL ADDRESS:**
- **STREET 1:** 2001 6TH AVENUE
- **STREET 2:** SUITE 3410
- **CITY:** SEATTLE
- **STATE:** WA
- **ZIP:** 98121

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** SONATA CAPITAL GROUP INC<br>**Address:** 2001 6TH AVENUE<br>SUITE 3410<br>SEATTLE, WA 98121

**Form 13F File Number:** 028-10198

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Shana Moffatt<br>**Title:** Portfolio Manager<br>**Phone:** 206-256-4400

**Signature, Place, and Date of Signing:**

Shana A Moffatt  Seattle, WA  07-30-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 121

**Form 13F Information Table Value Total:** $250259

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287y109 |  | 304 | 1637 | SH |  | SOLE |  | 1637 | 0 | 0 |
| ALPHABET INC CLASS A | COM | 02079k305 |  | 478 | 2712 | SH |  | SOLE |  | 2712 | 0 | 0 |
| ALPHABET INC CLASS C | COM | 02079k107 |  | 1019 | 5745 | SH |  | SOLE |  | 5745 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209s103 |  | 291 | 4964 | SH |  | SOLE |  | 4964 | 0 | 0 |
| AMAZON.COM INC | COM | 023135106 |  | 8207 | 37409 | SH |  | SOLE |  | 37309 | 0 | 100 |
| APPLE INC | COM | 037833100 |  | 9164 | 44666 | SH |  | SOLE |  | 44666 | 0 | 0 |
| BANK OF AMERICA CORP | COM | 060505104 |  | 336 | 7100 | SH |  | SOLE |  | 7100 | 0 | 0 |
| BERKSHIRE HATHAWAY CLASS B | COM | 084670702 |  | 6939 | 14284 | SH |  | SOLE |  | 14184 | 0 | 100 |
| BOEING CO | COM | 097023105 |  | 245 | 1167 | SH |  | SOLE |  | 1167 | 0 | 0 |
| C-BOND SYS INC | COM | 12508x109 |  | 0 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| CANADIAN PACIFIC KAN F | COM | 13646k108 |  | 286 | 3605 | SH |  | SOLE |  | 3605 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 289 | 2020 | SH |  | SOLE |  | 2020 | 0 | 0 |
| CISCO SYS INC | COM | 17275r102 |  | 206 | 2965 | SH |  | SOLE |  | 2965 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160k105 |  | 1858 | 1877 | SH |  | SOLE |  | 1877 | 0 | 0 |
| DOVER CORP | COM | 260003108 |  | 273 | 1489 | SH |  | SOLE |  | 1489 | 0 | 0 |
| EATON CORP PLC F | COM | g29183103 |  | 655 | 1835 | SH |  | SOLE |  | 1835 | 0 | 0 |
| ELI LILLY AND CO | COM | 532457108 |  | 242 | 310 | SH |  | SOLE |  | 310 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231g102 |  | 383 | 3556 | SH |  | SOLE |  | 3556 | 0 | 0 |
| FNF GROUP | COM | 31620r303 |  | 755 | 13460 | SH |  | SOLE |  | 13460 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 202 | 552 | SH |  | SOLE |  | 552 | 0 | 0 |
| IBM CORP | COM | 459200101 |  | 781 | 2650 | SH |  | SOLE |  | 2650 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 343 | 2243 | SH |  | SOLE |  | 2243 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625h100 |  | 3102 | 10700 | SH |  | SOLE |  | 10700 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 366 | 1253 | SH |  | SOLE |  | 1253 | 0 | 0 |
| MERCK  CO. INC. | COM | 58933y105 |  | 345 | 4363 | SH |  | SOLE |  | 4363 | 0 | 0 |
| META PLATFORMS INC CLASS A | COM | 30303m102 |  | 1842 | 2496 | SH |  | SOLE |  | 2496 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 15327 | 30814 | SH |  | SOLE |  | 30814 | 0 | 0 |
| NETFLIX INC | COM | 64110l106 |  | 502 | 375 | SH |  | SOLE |  | 375 | 0 | 0 |
| NVIDIA CORP | COM | 67066g104 |  | 1223 | 7742 | SH |  | SOLE |  | 7742 | 0 | 0 |
| ORACLE CORP | COM | 68389x105 |  | 875 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| PACCAR INC | COM | 693718108 |  | 288 | 3030 | SH |  | SOLE |  | 3030 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 328 | 2059 | SH |  | SOLE |  | 2059 | 0 | 0 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 229 | 930 | SH |  | SOLE |  | 930 | 0 | 0 |
| SALESFORCE INC | COM | 79466l302 |  | 373 | 1367 | SH |  | SOLE |  | 1367 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 214 | 2325 | SH |  | SOLE |  | 2325 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 534 | 5824 | SH |  | SOLE |  | 5824 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324p102 |  | 239 | 765 | SH |  | SOLE |  | 765 | 0 | 0 |
| VISA INC CLASS A | COM | 92826c839 |  | 469 | 1321 | SH |  | SOLE |  | 1321 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106l109 |  | 206 | 900 | SH |  | SOLE |  | 900 | 0 | 0 |
| WELLS FARGO  CO | COM | 949746101 |  | 250 | 3115 | SH |  | SOLE |  | 3115 | 0 | 0 |
| ENERGY SELECT SECTOR SPDR ETF | ETF | 81369y506 |  | 292 | 3445 | SH |  | SOLE |  | 3445 | 0 | 0 |
| INVESCO QQQ ETF | ETF | 46090e103 |  | 1073 | 1946 | SH |  | SOLE |  | 1946 | 0 | 0 |
| ISHARES CORE S 500 ETF | ETF | 464287200 |  | 4112 | 6622 | SH |  | SOLE |  | 5797 | 0 | 825 |
| ISHARES CORE S MID CAP ETF | ETF | 464287507 |  | 4809 | 77537 | SH |  | SOLE |  | 77537 | 0 | 0 |
| ISHARES CORE S SMALL CAP ETF | ETF | 464287804 |  | 875 | 8006 | SH |  | SOLE |  | 8006 | 0 | 0 |
| ISHARES DOW JONES US ETF | ETF | 464287846 |  | 837 | 5549 | SH |  | SOLE |  | 5549 | 0 | 0 |
| ISHARES FUTURE AI AND TECH ETF | ETF | 46435u556 |  | 227 | 5525 | SH |  | SOLE |  | 5525 | 0 | 0 |
| ISHARES MSCI EAFE ETF | ETF | 464287465 |  | 579 | 6476 | SH |  | SOLE |  | 6476 | 0 | 0 |
| ISHARES MSCI EMERGING MARKETS | ETF | 464287234 |  | 1039 | 21531 | SH |  | SOLE |  | 21531 | 0 | 0 |
| ISHARES PREFERRED INCOME SEC E | ETF | 464288687 |  | 662 | 21577 | SH |  | SOLE |  | 21577 | 0 | 0 |
| ISHARES RUSSELL 1000 GROWTH ET | ETF | 464287614 |  | 18130 | 42700 | SH |  | SOLE |  | 41800 | 0 | 900 |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | 464287598 |  | 12790 | 65852 | SH |  | SOLE |  | 65852 | 0 | 0 |
| ISHARES RUSSELL 2000 ETF | ETF | 464287655 |  | 1668 | 7732 | SH |  | SOLE |  | 7732 | 0 | 0 |
| ISHARES RUSSELL 2000 GROWTH ET | ETF | 464287648 |  | 1944 | 6801 | SH |  | SOLE |  | 6801 | 0 | 0 |
| ISHARES RUSSELL 2000 VALUE ETF | ETF | 464287630 |  | 9897 | 62737 | SH |  | SOLE |  | 62737 | 0 | 0 |
| ISHARES RUSSELL 3000 ETF | ETF | 464287689 |  | 1151 | 3280 | SH |  | SOLE |  | 3280 | 0 | 0 |
| ISHARES RUSSELL MID CAP ETF | ETF | 464287499 |  | 16981 | 184636 | SH |  | SOLE |  | 182303 | 0 | 2333 |
| ISHARES RUSSELL MID CAP VALUE | ETF | 464287473 |  | 1186 | 8972 | SH |  | SOLE |  | 8972 | 0 | 0 |
| ISHARES S 500 GROWTH ETF | ETF | 464287309 |  | 7916 | 71899 | SH |  | SOLE |  | 71899 | 0 | 0 |
| ISHARES S 500 VALUE ETF | ETF | 464287408 |  | 1918 | 9814 | SH |  | SOLE |  | 9814 | 0 | 0 |
| ISHARES S MID CAP 400 VALUE | ETF | 464287705 |  | 2118 | 17140 | SH |  | SOLE |  | 17140 | 0 | 0 |
| ISHARES S SMALL CAP 600 ETF | ETF | 464287879 |  | 4596 | 46194 | SH |  | SOLE |  | 44894 | 0 | 1300 |
| ISHARES S SMLL CAP 600 GRTH | ETF | 464287887 |  | 1826 | 13725 | SH |  | SOLE |  | 13725 | 0 | 0 |
| ISHARES SELECT DIVIDEND ETF | ETF | 464287168 |  | 3188 | 24003 | SH |  | SOLE |  | 24003 | 0 | 0 |
| ISHARES SELECT US REIT ETF | ETF | 464287564 |  | 1055 | 17245 | SH |  | SOLE |  | 17245 | 0 | 0 |
| ISHARES U S CONSUMER DISCRTRY | ETF | 464287580 |  | 657 | 6596 | SH |  | SOLE |  | 6596 | 0 | 0 |
| ISHARES U S CONSUMER STAPLES E | ETF | 464287812 |  | 315 | 4470 | SH |  | SOLE |  | 4470 | 0 | 0 |
| ISHARES US HEALTHCARE ETF | ETF | 464287762 |  | 226 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| ISHARES US INDUSTRIALS ETF | ETF | 464287754 |  | 285 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| ISHARES US INSURANCE ETF | ETF | 464288786 |  | 511 | 3800 | SH |  | SOLE |  | 3800 | 0 | 0 |
| ISHARES US REAL ESTATE ETF | ETF | 464287739 |  | 282 | 2972 | SH |  | SOLE |  | 2972 | 0 | 0 |
| ISHARES US TECHNOLOGY ETF | ETF | 464287721 |  | 1816 | 10480 | SH |  | SOLE |  | 10480 | 0 | 0 |
| JPMORGAN EQUITY PREMIUM INCOME | ETF | 46641q332 |  | 254 | 4464 | SH |  | SOLE |  | 4464 | 0 | 0 |
| SELECT STR FINANCIAL SELECT SP | ETF | 81369y605 |  | 335 | 6400 | SH |  | SOLE |  | 6400 | 0 | 0 |
| SPDR DOW JONES INDUSTRIAL AVER | ETF | 252787106 |  | 330 | 750 | SH |  | SOLE |  | 750 | 0 | 0 |
| SPDR GOLD SHARES ETF | ETF | 78463v107 |  | 213 | 700 | SH |  | SOLE |  | 700 | 0 | 0 |
| SPDR S 500 ETF | ETF | 78462f103 |  | 4358 | 7053 | SH |  | SOLE |  | 7053 | 0 | 0 |
| SPDR S 500 GROWTH ETF | ETF | 78464a409 |  | 387 | 4061 | SH |  | SOLE |  | 4061 | 0 | 0 |
| SPDR S MIDCAP 400 ETF | ETF | 78467y107 |  | 4235 | 7476 | SH |  | SOLE |  | 7476 | 0 | 0 |
| SPDR S SEMICONDUCTOR ETF | ETF | 78464a862 |  | 449 | 1750 | SH |  | SOLE |  | 1750 | 0 | 0 |
| TECHNOLOGY SELECT SECTOR SPDR | ETF | 81369y803 |  | 2927 | 11560 | SH |  | SOLE |  | 11560 | 0 | 0 |
| VANGUARD DIVIDEND APPRECIATION | ETF | 921908844 |  | 2623 | 12818 | SH |  | SOLE |  | 12818 | 0 | 0 |
| VANGUARD ENERGY ETF | ETF | 92204a306 |  | 958 | 8040 | SH |  | SOLE |  | 8040 | 0 | 0 |
| VANGUARD FTSE EUROPE ETF | ETF | 922042874 |  | 913 | 11784 | SH |  | SOLE |  | 11784 | 0 | 0 |
| VANGUARD GROWTH ETF | ETF | 922908736 |  | 249 | 567 | SH |  | SOLE |  | 567 | 0 | 0 |
| VANGUARD HEALTH CARE ETF | ETF | 92204a504 |  | 312 | 1255 | SH |  | SOLE |  | 1255 | 0 | 0 |
| VANGUARD HIGH DIVIDEND YIELD E | ETF | 921946406 |  | 9296 | 69735 | SH |  | SOLE |  | 69735 | 0 | 0 |
| VANGUARD INDUSTRIALS ETF | ETF | 92204a603 |  | 1588 | 5670 | SH |  | SOLE |  | 5670 | 0 | 0 |
| VANGUARD INFORMATION TECHNOLOG | ETF | 92204a702 |  | 667 | 1005 | SH |  | SOLE |  | 1005 | 0 | 0 |
| VANGUARD MID CAP ETF | ETF | 922908629 |  | 813 | 2907 | SH |  | SOLE |  | 2907 | 0 | 0 |
| VANGUARD MID CAP VALUE ETF | ETF | 922908512 |  | 404 | 2459 | SH |  | SOLE |  | 2459 | 0 | 0 |
| VANGUARD RUSSELL 1000 GROWTH E | ETF | 92206c680 |  | 1098 | 10056 | SH |  | SOLE |  | 10056 | 0 | 0 |
| VANGUARD RUSSELL 3000 ETF | ETF | 92206c599 |  | 232 | 850 | SH |  | SOLE |  | 850 | 0 | 0 |
| VANGUARD SMALL CAP VALUE ETF | ETF | 922908611 |  | 2622 | 13447 | SH |  | SOLE |  | 13447 | 0 | 0 |
| VANGUARD TOTAL STOCK MARKET ET | ETF | 922908769 |  | 10860 | 35733 | SH |  | SOLE |  | 35733 | 0 | 0 |
| VANGUARD VALUE ETF | ETF | 922908744 |  | 228 | 1288 | SH |  | SOLE |  | 1288 | 0 | 0 |
| WISDOMTREE US TOTAL DIVIDEND E | ETF | 97717w109 |  | 1543 | 19399 | SH |  | SOLE |  | 19399 | 0 | 0 |
| ISHARES BRD USD INV GRD CORP B | ETF | 464288620 |  | 243 | 4725 | SH |  | SOLE |  | 4725 | 0 | 0 |
| ISHARES CORE US AGGREGATE BOND | ETF | 464287226 |  | 464 | 4673 | SH |  | SOLE |  | 4673 | 0 | 0 |
| ISHARES IBND DEC 2025 TRM MUN | ETF | 46435u432 |  | 2433 | 90910 | SH |  | SOLE |  | 90910 | 0 | 0 |
| ISHARES IBND DEC 2030 TRM CORP | ETF | 46436e726 |  | 290 | 13200 | SH |  | SOLE |  | 13200 | 0 | 0 |
| ISHARES IBOND DEC 2031 TRM CRP | ETF | 46436e486 |  | 286 | 13600 | SH |  | SOLE |  | 13600 | 0 | 0 |
| ISHARES IBONDS DEC 2026 TERM C | ETF | 46435gaa0 |  | 3758 | 154989 | SH |  | SOLE |  | 154989 | 0 | 0 |
| ISHARES IBONDS DEC 2026 TRM MU | ETF | 46435u259 |  | 2442 | 95287 | SH |  | SOLE |  | 95287 | 0 | 0 |
| ISHARES IBONDS DEC 2027 TERM C | ETF | 46435uaa9 |  | 5225 | 215293 | SH |  | SOLE |  | 215293 | 0 | 0 |
| ISHARES IBONDS DEC 2027 TRM MN | ETF | 46435u283 |  | 2347 | 92603 | SH |  | SOLE |  | 92603 | 0 | 0 |
| ISHARES IBONDS DEC 2028 TERM E | ETF | 46435u515 |  | 4009 | 157719 | SH |  | SOLE |  | 157719 | 0 | 0 |
| ISHARES IBONDS DEC 2029 TERM E | ETF | 46436e205 |  | 294 | 12600 | SH |  | SOLE |  | 12600 | 0 | 0 |
| ISHARES IBONDS DEC 2032 TM CRP | ETF | 46436e312 |  | 303 | 12000 | SH |  | SOLE |  | 12000 | 0 | 0 |
| ISHARES IBOXX HIGH YIELD BOND | ETF | 464288513 |  | 593 | 7350 | SH |  | SOLE |  | 7350 | 0 | 0 |
| ISHARES IBOXX INVT GRADE BOND | ETF | 464287242 |  | 1723 | 15721 | SH |  | SOLE |  | 11421 | 0 | 4300 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 464288414 |  | 1497 | 14330 | SH |  | SOLE |  | 14330 | 0 | 0 |
| ISHARES SHORT TERM NTNL MUN BN | ETF | 464288158 |  | 823 | 7736 | SH |  | SOLE |  | 7736 | 0 | 0 |
| ISHR IBND DEC 2025 TRM ETF | ETF | 46434vbd1 |  | 3103 | 123244 | SH |  | SOLE |  | 123244 | 0 | 0 |
| JPMORGAN ULTRA SHRT MUNCIPL IN | ETF | 46641q654 |  | 517 | 10147 | SH |  | SOLE |  | 10147 | 0 | 0 |
| SPDR BLOOMBERG CONVRTBL SECRS | ETF | 78464a359 |  | 540 | 6535 | SH |  | SOLE |  | 2435 | 0 | 4100 |
| VANGUARD INTERMEDIATE TERM BON | ETF | 921937819 |  | 624 | 8071 | SH |  | SOLE |  | 8071 | 0 | 0 |
| VANGUARD INTERMEDIATE TERM COR | ETF | 92206c870 |  | 876 | 10560 | SH |  | SOLE |  | 10560 | 0 | 0 |
| VANGUARD MUNI BND TAX EXEMPT E | ETF | 922907746 |  | 2956 | 60280 | SH |  | SOLE |  | 60280 | 0 | 0 |
| VANGUARD SHORT TERM COR BD ETF | ETF | 92206c409 |  | 1521 | 19131 | SH |  | SOLE |  | 15859 | 0 | 3272 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 |  | 569 | 7729 | SH |  | SOLE |  | 7729 | 0 | 0 |

---