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Shira Ridge Wealth Management

Latest statistics and disclosures from Shira Ridge Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SUSA, DFAU, DYNF, ESGD, DFSD, and represent 41.94% of Shira Ridge Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$6.4M), ARTY, DFSD, FLOT, CGDG, DFAU, GOVT, EAGG, SUSA, SHY.
Started 6 new stock positions in LLY, CGDG, GE, NEM, IVE, GLD.
Reduced shares in these 10 stocks: XJH, VOT, DFAT, VIG, IXN, IGM, ESML, AAPL, , DECK.
Sold out of its positions in DECK, IJR, QUAL, ESML, NFLX, PG, NOBL, XLV.
Shira Ridge Wealth Management was a net buyer of stock by $8.2M.
Shira Ridge Wealth Management has $249M in assets under management (AUM), dropping by 5.63%.
Central Index Key (CIK): 0001961210

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Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 83 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Esg Optimized (SUSA)	16.2	$40M		290k	139.34	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	10.4	$26M	+6%	554k	46.80	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	5.4	$13M	+90%	220k	60.81	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	5.2	$13M	+4%	137k	95.09	View chart
Dimensional Etf Trust Short Duration F (DFSD)	4.7	$12M	+37%	245k	47.95	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	4.7	$12M	-7%	90k	129.16	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.2	$11M		275k	38.11	View chart
Legg Mason Etf Invt Franklin Clearbr (YLDE)	4.2	$10M	+5%	191k	54.19	View chart
Select Sector Spdr Tr State Street Ind (XLI)	3.7	$9.2M	+3%	59k	155.12	View chart
Apple (AAPL)	3.2	$7.9M	-4%	29k	271.86	View chart
Ishares Tr Global Tech Etf (IXN)	3.0	$7.4M	-20%	71k	105.00	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	2.8	$7.1M	+73%	139k	50.86	View chart
Alphabet Cap Stk Cl C (GOOG)	2.0	$4.9M		16k	313.81	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.8	$4.6M	+15%	98k	46.54	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.6	$4.1M	+18%	50k	82.82	View chart
Ishares Tr Future Ai & Tech (ARTY)	1.6	$4.1M	+413%	85k	48.18	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	1.6	$4.1M	+28%	85k	47.85	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.6	$3.9M	+3%	45k	85.37	View chart
Vanguard World Inf Tech Etf (VGT)	1.5	$3.9M	-6%	5.1k	753.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.5	$3.8M	-35%	17k	219.78	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.4	$3.6M	+68%	156k	23.02	View chart
Microsoft Corporation (MSFT)	1.2	$3.1M		6.3k	483.58	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.0	$2.4M	NEW	67k	35.64	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.9	$2.3M	-2%	22k	104.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$2.1M	-3%	6.7k	313.01	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$1.8M	+6%	5.4k	335.26	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.7	$1.7M		17k	101.59	View chart
Costco Wholesale Corporation (COST)	0.6	$1.4M		1.7k	862.46	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.6	$1.4M	-67%	5.1k	279.14	View chart
Meta Platforms Cl A (META)	0.5	$1.3M	+5%	2.0k	660.13	View chart
NVIDIA Corporation (NVDA)	0.5	$1.3M		6.8k	186.51	View chart
Ishares Tr Esg Select Scre (XJH)	0.5	$1.2M	-79%	28k	44.65	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.5	$1.2M	-2%	28k	43.43	View chart
Charles Schwab Corporation (SCHW)	0.4	$1.1M		11k	99.91	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$983k	-2%	11k	86.25	View chart
Amazon (AMZN)	0.4	$963k	-2%	4.2k	230.82	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$909k		12k	74.17	View chart
Dimensional Etf Trust International (DFSI)	0.3	$824k		19k	42.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$819k	-6%	1.3k	627.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$808k		1.7k	487.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$802k	-76%	14k	59.54	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$753k	+6%	13k	57.46	View chart
Marsh & McLennan Companies	0.3	$676k		3.6k	185.52	View chart
JPMorgan Chase & Co. (JPM)	0.3	$664k	-5%	2.1k	322.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$663k		3.5k	190.99	View chart
Equinix (EQIX)	0.2	$592k		772.00	766.16	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$554k		21k	26.23	View chart
TransDigm Group Incorporated (TDG)	0.2	$540k		406.00	1329.85	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$506k		1.7k	290.20	View chart
Charter Communications Inc N Cl A (CHTR)	0.2	$494k		2.4k	208.75	View chart
Broadcom (AVGO)	0.2	$489k	-2%	1.4k	346.10	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$484k		6.0k	80.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$449k		731.00	614.01	View chart
Chevron Corporation (CVX)	0.2	$418k	+22%	2.7k	152.42	View chart
Tesla Motors (TSLA)	0.2	$409k		909.00	449.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$392k	-5%	2.6k	148.69	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$387k		3.1k	123.26	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$380k	-12%	5.8k	65.10	View chart
Cisco Systems (CSCO)	0.2	$379k	-3%	4.9k	77.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$352k	-2%	701.00	502.65	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$334k	+3%	4.5k	74.88	View chart
Stryker Corporation (SYK)	0.1	$321k	-3%	913.00	351.47	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$321k	-6%	2.6k	121.61	View chart
Marvell Technology (MRVL)	0.1	$294k	-2%	3.5k	84.98	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$262k		9.7k	26.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$256k	-34%	3.9k	66.00	View chart
Newmont Mining Corporation (NEM)	0.1	$253k	NEW	2.5k	99.85	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$250k		1.8k	136.94	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$238k	+90%	1.7k	143.97	View chart
McKesson Corporation (MCK)	0.1	$235k		287.00	820.29	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$234k		3.5k	67.22	View chart
Eli Lilly & Co. (LLY)	0.1	$224k	NEW	208.00	1076.39	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.1	$223k		4.4k	50.46	View chart
At&t (T)	0.1	$221k	-15%	8.9k	24.84	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$220k	NEW	1.0k	212.07	View chart
McDonald's Corporation (MCD)	0.1	$216k	-3%	706.00	305.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$216k	NEW	544.00	396.31	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$215k		576.00	373.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$213k	-27%	311.00	684.77	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$204k	-23%	791.00	257.87	View chart
Ge Aerospace Com New (GE)	0.1	$203k	NEW	658.00	308.03	View chart
Abbvie (ABBV)	0.1	$202k	-7%	886.00	228.47	View chart
Verizon Communications (VZ)	0.1	$201k		4.9k	40.73	View chart

Past Filings by Shira Ridge Wealth Management

SEC 13F filings are viewable for Shira Ridge Wealth Management going back to 2022

Shira Ridge Wealth Management 2025 Q4 filed Jan. 12, 2026
Shira Ridge Wealth Management 2025 Q3 filed Oct. 20, 2025
Shira Ridge Wealth Management 2025 Q2 filed July 10, 2025
Shira Ridge Wealth Management 2025 Q1 filed April 15, 2025
Shira Ridge Wealth Management 2024 Q4 filed Jan. 14, 2025
Shira Ridge Wealth Management 2024 Q3 filed Oct. 10, 2024
Shira Ridge Wealth Management 2024 Q2 filed July 12, 2024
Shira Ridge Wealth Management 2024 Q1 filed April 18, 2024
Shira Ridge Wealth Management 2023 Q4 filed Jan. 10, 2024
Shira Ridge Wealth Management 2023 Q3 filed Oct. 11, 2023
Shira Ridge Wealth Management 2023 Q2 filed July 12, 2023
Shira Ridge Wealth Management 2023 Q1 filed May 8, 2023
Shira Ridge Wealth Management 2022 Q4 filed Jan. 12, 2023

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