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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, IGM, ESGD, DFAI, and represent 41.03% of Shira Ridge Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ARTY, DYNF, FLOT, DFSD, ESML, DFAU, GLDM, IJR, ABBV, VZ.
Started 6 new stock positions in IWB, ESML, VZ, ARTY, IJR, ABBV.
Reduced shares in these 10 stocks: EAGG, GOVT, SUSA, XLV, IUSB, VST, , EFV, INTU, IXN.
Sold out of its positions in INTU, EFV, MTN, VST.
Shira Ridge Wealth Management was a net buyer of stock by $1.7M.
Shira Ridge Wealth Management has $236M in assets under management (AUM), dropping by 7.65%.
Central Index Key (CIK): 0001961210

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Positions held by Shira Ridge Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 85 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Esg Optimized (SUSA)	16.4	$39M		285k	135.65	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	10.1	$24M		521k	45.76	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	5.2	$12M		97k	125.95	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	5.1	$12M		130k	92.98	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.2	$9.9M	+2%	272k	36.35	View chart
Legg Mason Etf Invt Franklin Clearbr (YLDE)	4.2	$9.9M		181k	54.61	View chart
Ishares Tr Global Tech Etf (IXN)	3.9	$9.2M	-2%	90k	103.21	View chart
Select Sector Spdr Tr Indl (XLI)	3.8	$8.8M		57k	154.23	View chart
Dimensional Etf Trust Short Duration F (DFSD)	3.6	$8.6M	+5%	178k	48.19	View chart
Apple (AAPL)	3.3	$7.8M	+2%	31k	254.63	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.9	$6.9M	+12%	116k	59.20	View chart
Ishares Tr Esg Select Scre (XJH)	2.6	$6.0M	-3%	137k	43.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.4	$5.8M	+2%	27k	215.79	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	1.9	$4.6M		16k	293.79	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.7	$4.1M	+16%	80k	51.09	View chart
Vanguard World Inf Tech Etf (VGT)	1.7	$4.1M		5.5k	746.66	View chart
Ishares Tr Core Total Usd (IUSB)	1.7	$4.0M	-5%	85k	46.71	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$3.8M		16k	243.56	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.5	$3.5M	-4%	42k	82.96	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.4	$3.3M	+7%	44k	76.45	View chart
Microsoft Corporation (MSFT)	1.4	$3.3M		6.4k	517.96	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.4	$3.3M		57k	58.21	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	1.3	$3.2M	-22%	66k	48.03	View chart
Ishares Tr Morningstar Grwt (ILCG)	1.0	$2.4M		23k	104.30	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.9	$2.1M	-15%	93k	23.12	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.7	$1.8M		17k	101.93	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.7M	+2%	7.0k	243.11	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$1.7M	+9%	5.0k	328.20	View chart
Costco Wholesale Corporation (COST)	0.7	$1.5M		1.7k	925.74	View chart
Meta Platforms Cl A (META)	0.6	$1.4M		1.9k	734.42	View chart
NVIDIA Corporation (NVDA)	0.6	$1.3M	+2%	7.0k	186.59	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.5	$1.2M	-7%	29k	42.47	View chart
Charles Schwab Corporation (SCHW)	0.4	$1.0M		11k	95.47	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$993k		12k	84.83	View chart
Amazon (AMZN)	0.4	$938k	+3%	4.3k	219.57	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.4	$900k		12k	72.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$858k		1.4k	612.35	View chart
Dimensional Etf Trust International (DFSI)	0.3	$802k	+3%	20k	40.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$797k		1.7k	479.61	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.3	$755k	NEW	17k	45.78	View chart
Marsh & McLennan Companies (MMC)	0.3	$739k		3.7k	201.53	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$704k	-3%	12k	57.04	View chart
JPMorgan Chase & Co. (JPM)	0.3	$685k	+4%	2.2k	315.37	View chart
Charter Communications Inc N Cl A (CHTR)	0.3	$648k		2.4k	275.10	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$646k		3.5k	186.49	View chart
Equinix (EQIX)	0.3	$597k		762.00	783.24	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$543k		21k	25.71	View chart
TransDigm Group Incorporated (TDG)	0.2	$535k		406.00	1318.02	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$521k		1.8k	293.72	View chart
Broadcom (AVGO)	0.2	$477k	-9%	1.4k	329.91	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.2	$474k	+8%	6.1k	78.34	View chart
Ishares Tr Esg Aware Msci (ESML)	0.2	$467k	NEW	10k	45.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$439k		731.00	600.08	View chart
Tesla Motors (TSLA)	0.2	$412k	-4%	926.00	444.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$406k		2.8k	145.65	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.2	$390k	-33%	6.6k	58.72	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$384k	+8%	5.9k	65.26	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$378k		3.1k	120.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$363k	+3%	721.00	502.74	View chart
Stryker Corporation (SYK)	0.1	$350k	+2%	947.00	369.67	View chart
Cisco Systems (CSCO)	0.1	$349k		5.1k	68.42	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$347k	-49%	2.5k	139.16	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$347k	-12%	2.8k	122.45	View chart
Chevron Corporation (CVX)	0.1	$347k	+3%	2.2k	155.30	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$318k		4.3k	73.54	View chart
Deckers Outdoor Corporation (DECK)	0.1	$314k		3.1k	101.37	View chart
Marvell Technology (MRVL)	0.1	$298k		3.5k	84.07	View chart
At&t (T)	0.1	$297k	+3%	11k	28.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$289k	+20%	431.00	669.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$264k	+22%	1.0k	254.22	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$260k		1.8k	142.41	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$256k		9.7k	26.34	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$250k	-9%	1.3k	194.50	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$244k		865.00	281.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$234k	NEW	2.0k	118.84	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$234k	-15%	3.5k	65.92	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.1	$225k		4.4k	50.67	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$225k	-8%	2.2k	103.07	View chart
McDonald's Corporation (MCD)	0.1	$223k	+3%	734.00	303.89	View chart
Netflix (NFLX)	0.1	$223k	-2%	186.00	1198.92	View chart
McKesson Corporation (MCK)	0.1	$222k		287.00	772.54	View chart
Abbvie (ABBV)	0.1	$221k	NEW	953.00	231.59	View chart
Procter & Gamble Company (PG)	0.1	$217k	+8%	1.4k	153.61	View chart
Verizon Communications (VZ)	0.1	$217k	NEW	4.9k	43.95	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$211k	NEW	576.00	365.48	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 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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