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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, IGM, DFSD, and represent 43.41% of Shira Ridge Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFSB (+$6.6M), VGT, SHY, FLOT, VUG, DFSD, DYNF, AVGE, AMD, KLAC.
Started 10 new stock positions in GLW, MU, AVGE, UNP, KLAC, DFSB, ABBV, GE, LLY, AMD.
Reduced shares in these 10 stocks: EAGG (-$5.5M), GLDM, IGM, AAPL, IUSB, ARTY, SUSA, SYK, , .
Sold out of its positions in T, IVE, EAGG, MCD, MCK, SYK.
Shira Ridge Wealth Management was a net buyer of stock by $7.4M.
Shira Ridge Wealth Management has $287M in assets under management (AUM), dropping by 13.41%.
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 June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Esg Optimized (SUSA)	15.5	$45M		288k	154.30	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	10.3	$29M		569k	51.69	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	6.6	$19M	+3%	280k	68.01	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	6.1	$17M	-5%	106k	163.58	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	4.9	$14M	+4%	296k	47.75	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	4.8	$14M		135k	102.81	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	3.8	$11M	+16%	215k	51.05	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.8	$11M		262k	41.25	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	3.7	$11M		58k	185.23	View chart
Legg Mason Etf Invt Fran Cle Enh Etf (YLDE)	3.7	$11M		189k	55.62	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	3.6	$10M	+23%	124k	82.11	View chart
Ishares Tr Global Tech Etf (IXN)	3.5	$10M		69k	144.48	View chart
Apple (AAPL)	2.6	$7.5M	-10%	26k	289.36	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	2.3	$6.6M	NEW	127k	52.11	View chart
Alphabet Cap Stk Cl C (GOOG)	1.8	$5.2M	-4%	15k	353.34	View chart
Vanguard World Inf Tech Etf (VGT)	1.7	$4.8M	+690%	40k	119.52	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.7	$4.8M	-9%	104k	46.15	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.6	$4.5M	+6%	119k	37.51	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.6	$4.5M	+3%	195k	22.78	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.9	$2.6M		22k	117.02	View chart
Microsoft Corporation (MSFT)	0.8	$2.4M		6.4k	373.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$2.3M	-8%	6.5k	357.38	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$2.3M		9.7k	236.62	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.7	$2.1M	-31%	26k	79.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.8M		4.8k	370.06	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.6	$1.7M	-4%	16k	107.35	View chart
Costco Wholesale Corporation (COST)	0.6	$1.6M		1.7k	935.67	View chart
NVIDIA Corporation (NVDA)	0.5	$1.4M		6.9k	200.08	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$1.3M	-13%	4.2k	306.31	View chart
Ishares Tr Esg Select Scre (XJH)	0.4	$1.2M	-3%	23k	52.15	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$1.1M	-14%	24k	46.63	View chart
Meta Platforms Cl A (META)	0.4	$1.1M	-2%	1.9k	563.32	View chart
Amazon (AMZN)	0.4	$1.0M		4.2k	238.34	View chart
Charles Schwab Corporation (SCHW)	0.4	$1.0M		11k	92.27	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.3	$996k		12k	81.94	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$975k		11k	87.71	View chart
Marvell Technology (MRVL)	0.3	$924k	-10%	3.1k	297.89	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$909k		13k	69.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$889k		1.3k	686.78	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$850k	+2%	15k	57.64	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$850k	+495%	9.9k	86.14	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$798k	+31%	9.1k	87.88	View chart
Equinix (EQIX)	0.3	$794k		762.00	1042.39	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$742k		3.4k	217.93	View chart
JPMorgan Chase & Co. (JPM)	0.2	$671k		2.1k	327.27	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$612k		21k	28.96	View chart
Dimensional Etf Trust International (DFSI)	0.2	$602k	-24%	13k	45.10	View chart
Cisco Systems (CSCO)	0.2	$575k		4.9k	117.45	View chart
Broadcom (AVGO)	0.2	$559k	+3%	1.5k	377.75	View chart
TransDigm Group Incorporated (TDG)	0.2	$541k		406.00	1332.04	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$531k		722.00	736.04	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.2	$497k	NEW	5.0k	99.10	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$478k	+7%	3.5k	137.53	View chart
Marsh & McLennan Companies (MRSH)	0.2	$446k	-26%	2.7k	166.67	View chart
Chevron Corporation (CVX)	0.1	$421k		2.5k	165.77	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$412k	-3%	2.5k	164.27	View chart
Tesla Motors (TSLA)	0.1	$390k		926.00	420.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$383k	+173%	4.8k	80.57	View chart
Advanced Micro Devices (AMD)	0.1	$360k	NEW	619.00	580.91	View chart
Kla Corp Com New (KLAC)	0.1	$356k	NEW	1.2k	301.71	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$351k		701.00	500.39	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$341k	+372%	12k	27.41	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$325k	-12%	3.9k	82.49	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$315k		1.7k	190.52	View chart
Micron Technology (MU)	0.1	$290k	NEW	251.00	1154.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$287k		9.7k	29.43	View chart
Charter Communications Cl A (CHTR)	0.1	$282k	-16%	2.0k	142.21	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$267k		1.8k	146.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$253k	-2%	3.3k	77.10	View chart
Eli Lilly & Co. (LLY)	0.1	$252k	NEW	210.00	1201.69	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.1	$248k	-64%	3.3k	76.16	View chart
Ge Aerospace Com New (GE)	0.1	$246k	NEW	658.00	373.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$244k		806.00	303.03	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$236k		576.00	409.50	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$230k	+3%	3.3k	69.50	View chart
Newmont Mining Corporation (NEM)	0.1	$229k		2.5k	93.38	View chart
Coca-Cola Company (KO)	0.1	$223k		2.7k	81.27	View chart
Abbvie (ABBV)	0.1	$222k	NEW	883.00	251.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$216k	-8%	289.00	748.28	View chart
Corning Incorporated (GLW)	0.1	$212k	NEW	829.00	255.43	View chart
Verizon Communications (VZ)	0.1	$205k		4.8k	42.34	View chart
Union Pacific Corporation (UNP)	0.1	$204k	NEW	751.00	272.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$200k		543.00	368.38	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 2026 Q2 filed July 9, 2026
Shira Ridge Wealth Management 2026 Q1 filed April 13, 2026
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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