# EDGAR Filing Document

**Accession Number:** 0001172036
**File Stem:** 0001172036-26-000002
**Filing Date:** 2026-4
**Character Count:** 15987
**Document Hash:** 3a49cc8b304bebb660711ae0c5d136c2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172036-26-000002.hdr.sgml**: 20260430

**ACCESSION NUMBER**: 0001172036-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260430

**DATE AS OF CHANGE**: 20260430

**EFFECTIVENESS DATE**: 20260430

**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:** 26926725

**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:** 03-31-2026

**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

**CRD Number (if applicable):** 000111277

**SEC File Number (if applicable):** 801-57515

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

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

Shana A Moffatt  Seattle, WA  04-30-2026<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:** 123

**Form 13F Information Table Value Total:** $271094196

      (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 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 779288 | 2710 | SH |  | SOLE |  | 2710 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1703038 | 5937 | SH |  | SOLE |  | 5937 | 0 | 0 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 320976 | 4864 | SH |  | SOLE |  | 4864 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 7574572 | 36369 | SH |  | SOLE |  | 36269 | 0 | 100 |
| APPLE INC | COM | 037833100 |  | 13557937 | 53422 | SH |  | SOLE |  | 53422 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 346125 | 7100 | SH |  | SOLE |  | 7100 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 1436280 | 2 | SH |  | SOLE |  | 2 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 6854477 | 14304 | SH |  | SOLE |  | 14304 | 0 | 0 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 278865 | 5370 | SH |  | SOLE |  | 5370 | 0 | 0 |
| BOEING CO | COM | 097023105 |  | 207589 | 1043 | SH |  | SOLE |  | 1043 | 0 | 0 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 |  | 283570 | 3605 | SH |  | SOLE |  | 3605 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 417938 | 2020 | SH |  | SOLE |  | 2020 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 217330 | 2801 | SH |  | SOLE |  | 2801 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 1811510 | 1818 | SH |  | SOLE |  | 1818 | 0 | 0 |
| DOVER CORP | COM | 260003108 |  | 272862 | 1309 | SH |  | SOLE |  | 1309 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 656325 | 1835 | SH |  | SOLE |  | 1835 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 309234 | 336 | SH |  | SOLE |  | 336 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 587343 | 3462 | SH |  | SOLE |  | 3462 | 0 | 0 |
| FIDELITY NATL FINL INC | COM SHS | 31620R303 |  | 624275 | 13460 | SH |  | SOLE |  | 13460 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 711415 | 2935 | SH |  | SOLE |  | 2935 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1120919 | 1942 | SH |  | SOLE |  | 1942 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 258354 | 3704 | SH |  | SOLE |  | 3704 | 0 | 0 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 |  | 365895 | 6435 | SH |  | SOLE |  | 6435 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 5187453 | 76817 | SH |  | SOLE |  | 76817 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 996967 | 8020 | SH |  | SOLE |  | 8020 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 4373241 | 6695 | SH |  | SOLE |  | 5870 | 0 | 825 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 439072 | 4423 | SH |  | SOLE |  | 4423 | 0 | 0 |
| ISHARES TR | DOW JONES US ETF | 464287846 |  | 358890 | 2265 | SH |  | SOLE |  | 2265 | 0 | 0 |
| ISHARES TR | FUTURE AI  TECH | 46435U556 |  | 272201 | 5850 | SH |  | SOLE |  | 5850 | 0 | 0 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 6291899 | 248397 | SH |  | SOLE |  | 240301 | 0 | 8096 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 5743572 | 236946 | SH |  | SOLE |  | 236946 | 0 | 0 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 |  | 1498243 | 68444 | SH |  | SOLE |  | 59118 | 0 | 9326 |
| ISHARES TR | IBONDS DEC 2031 | 46436E486 |  | 846015 | 40421 | SH |  | SOLE |  | 30676 | 0 | 9745 |
| ISHARES TR | IBONDS DEC 2032 | 46436E312 |  | 963852 | 38142 | SH |  | SOLE |  | 30038 | 0 | 8104 |
| ISHARES TR | IBONDS DEC 26 | 46435U259 |  | 2452202 | 95677 | SH |  | SOLE |  | 95677 | 0 | 0 |
| ISHARES TR | IBONDS DEC 27 | 46435U283 |  | 2651434 | 104223 | SH |  | SOLE |  | 104223 | 0 | 0 |
| ISHARES TR | IBONDS DEC 28 | 46435U325 |  | 2641334 | 103460 | SH |  | SOLE |  | 103460 | 0 | 0 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 3541537 | 146103 | SH |  | SOLE |  | 146103 | 0 | 0 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 607441 | 7635 | SH |  | SOLE |  | 7635 | 0 | 0 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 1575784 | 14458 | SH |  | SOLE |  | 10158 | 0 | 4300 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 884329 | 9105 | SH |  | SOLE |  | 8855 | 0 | 250 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 1301386 | 22916 | SH |  | SOLE |  | 22916 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 2254308 | 21237 | SH |  | SOLE |  | 21237 | 0 | 0 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 657276 | 21678 | SH |  | SOLE |  | 21678 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 18075091 | 42390 | SH |  | SOLE |  | 41490 | 0 | 900 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 14243015 | 66659 | SH |  | SOLE |  | 66659 | 0 | 0 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 2106918 | 6714 | SH |  | SOLE |  | 6714 | 0 | 0 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 11550345 | 60923 | SH |  | SOLE |  | 60923 | 0 | 0 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 1319093 | 9051 | SH |  | SOLE |  | 9051 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 16302883 | 167673 | SH |  | SOLE |  | 165340 | 0 | 2333 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 2053587 | 8281 | SH |  | SOLE |  | 8281 | 0 | 0 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 1189883 | 3210 | SH |  | SOLE |  | 3210 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 8069030 | 71338 | SH |  | SOLE |  | 71338 | 0 | 0 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 2457085 | 11637 | SH |  | SOLE |  | 11637 | 0 | 0 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 2146500 | 16200 | SH |  | SOLE |  | 16200 | 0 | 0 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 2009798 | 13888 | SH |  | SOLE |  | 13888 | 0 | 0 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 3544306 | 23409 | SH |  | SOLE |  | 23409 | 0 | 0 |
| ISHARES TR | SELECT US REIT | 464287564 |  | 1000452 | 16165 | SH |  | SOLE |  | 16165 | 0 | 0 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 1085342 | 10191 | SH |  | SOLE |  | 10191 | 0 | 0 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 5430696 | 45848 | SH |  | SOLE |  | 44548 | 0 | 1300 |
| ISHARES TR | U.S. INSRNCE ETF | 464288786 |  | 410528 | 3200 | SH |  | SOLE |  | 3200 | 0 | 0 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 281033 | 2972 | SH |  | SOLE |  | 2972 | 0 | 0 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 1901282 | 10480 | SH |  | SOLE |  | 10480 | 0 | 0 |
| ISHARES TR | US CONSM STAPLES | 464287812 |  | 288524 | 4120 | SH |  | SOLE |  | 4120 | 0 | 0 |
| ISHARES TR | US CONSUM DISCRE | 464287580 |  | 639285 | 6596 | SH |  | SOLE |  | 6596 | 0 | 0 |
| ISHARES TR | US HLTHCARE ETF | 464287762 |  | 246560 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| ISHARES TR | US INDUSTRIALS | 464287754 |  | 295080 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| ISHARES TR | USD INV GRDE ETF | 464288620 |  | 242062 | 4725 | SH |  | SOLE |  | 4725 | 0 | 0 |
| ISHARES TR | IBONDS DEC 2029 | 46436E163 |  | 498711 | 19673 | SH |  | SOLE |  | 19673 | 0 | 0 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 3838275 | 165016 | SH |  | SOLE |  | 156147 | 0 | 8869 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 254056 | 4482 | SH |  | SOLE |  | 4482 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 397237 | 7792 | SH |  | SOLE |  | 7792 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 548279 | 2243 | SH |  | SOLE |  | 2243 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 3356366 | 11410 | SH |  | SOLE |  | 11410 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 358341 | 1153 | SH |  | SOLE |  | 1153 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 340009 | 2827 | SH |  | SOLE |  | 2827 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1431383 | 2502 | SH |  | SOLE |  | 2502 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 11229116 | 30335 | SH |  | SOLE |  | 30265 | 0 | 70 |
| NETFLIX INC. | COM | 64110L106 |  | 269220 | 2800 | SH |  | SOLE |  | 2800 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1357672 | 7785 | SH |  | SOLE |  | 7785 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 588440 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| PACCAR INC | COM | 693718108 |  | 292215 | 2530 | SH |  | SOLE |  | 2530 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 208449 | 1425 | SH |  | SOLE |  | 1425 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 297402 | 2059 | SH |  | SOLE |  | 2059 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 241664 | 1295 | SH |  | SOLE |  | 1295 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 431773 | 7048 | SH |  | SOLE |  | 7048 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 340653 | 6900 | SH |  | SOLE |  | 6900 | 0 | 0 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 2958366 | 22260 | SH |  | SOLE |  | 22260 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 224409 | 2325 | SH |  | SOLE |  | 2325 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 301203 | 700 | SH |  | SOLE |  | 700 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A359 |  | 598084 | 6535 | SH |  | SOLE |  | 2435 | 0 | 4100 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 397613 | 4061 | SH |  | SOLE |  | 4061 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A862 |  | 407650 | 1250 | SH |  | SOLE |  | 1250 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A870 |  | 204368 | 1600 | SH |  | SOLE |  | 1600 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 290946 | 600 | SH |  | SOLE |  | 600 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 426986 | 4766 | SH |  | SOLE |  | 4766 | 0 | 0 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 |  | 347393 | 750 | SH |  | SOLE |  | 750 | 0 | 0 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 4739947 | 7288 | SH |  | SOLE |  | 7288 | 0 | 0 |
| STATE STR SPDR S MIDCAP 40 | UTSER1 S | 78467Y107 |  | 4699573 | 7620 | SH |  | SOLE |  | 7620 | 0 | 0 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 653561 | 8468 | SH |  | SOLE |  | 8468 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 598620 | 8129 | SH |  | SOLE |  | 8129 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 247660 | 567 | SH |  | SOLE |  | 567 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 413709 | 2245 | SH |  | SOLE |  | 2245 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 885089 | 3082 | SH |  | SOLE |  | 3082 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 3181844 | 14646 | SH |  | SOLE |  | 14646 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 11403682 | 35547 | SH |  | SOLE |  | 35245 | 0 | 302 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 253043 | 1290 | SH |  | SOLE |  | 1290 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 |  | 1075242 | 13044 | SH |  | SOLE |  | 13044 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 2877656 | 57680 | SH |  | SOLE |  | 57680 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 1099334 | 13285 | SH |  | SOLE |  | 13285 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 1502625 | 18956 | SH |  | SOLE |  | 15684 | 0 | 3272 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 1443214 | 13157 | SH |  | SOLE |  | 13157 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 |  | 261693 | 910 | SH |  | SOLE |  | 910 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 2755574 | 12813 | SH |  | SOLE |  | 12813 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 10237481 | 69125 | SH |  | SOLE |  | 69125 | 0 | 0 |
| VANGUARD WORLD FD | ENERGY ETF | 92204A306 |  | 1456997 | 8420 | SH |  | SOLE |  | 8420 | 0 | 0 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 268246 | 985 | SH |  | SOLE |  | 985 | 0 | 0 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 |  | 2073141 | 6640 | SH |  | SOLE |  | 6640 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 826799 | 1185 | SH |  | SOLE |  | 1185 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 376894 | 1247 | SH |  | SOLE |  | 1247 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 206811 | 900 | SH |  | SOLE |  | 900 | 0 | 0 |
| WELLS FARGO  CO | COM | 949746101 |  | 351479 | 4415 | SH |  | SOLE |  | 4415 | 0 | 0 |
| WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 |  | 1645072 | 19049 | SH |  | SOLE |  | 19049 | 0 | 0 |

---