Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 43.72% of Shira Ridge Wealth Management's stock portfolio.
Added to shares of these 10 stocks: DFSB, DFSD, SHY, FLOT, DYNF, CGDG, TFLO, ACWX, DFAI, GLW.
Started 4 new stock positions in ACWX, IVE, TFLO, MCK.
Reduced shares in these 10 stocks: IUSB, AAPL, IGM, MRVL, SUSA, GLDM, KLAC, GOOGL, CMF, META.
Sold out of its positions in IVV, IWP, KLAC, MRVL.
Shira Ridge Wealth Management was a net seller of stock by $-869k.
Shira Ridge Wealth Management has $288M in assets under management (AUM), dropping by 0.37%.
Central Index Key (CIK): 0001961210

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 83 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Esg Optimized (SUSA)	15.4	$44M		284k	155.68	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	10.3	$30M		565k	52.36	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	7.0	$20M	+3%	290k	69.26	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	5.9	$17M	-5%	100k	169.04	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	5.2	$15M	+8%	322k	46.47	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	4.9	$14M		138k	103.05	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	4.2	$12M	+9%	234k	51.05	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	3.9	$11M	+11%	139k	81.20	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	3.9	$11M	+2%	270k	41.43	View chart
Legg Mason Etf Invt Fran Cle Enh Etf (YLDE)	3.6	$10M		188k	54.64	View chart
Ishares Tr Global Tech Etf (IXN)	3.5	$10M		69k	148.22	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	3.5	$10M	+60%	203k	49.55	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	3.4	$9.7M		58k	166.98	View chart
Apple (AAPL)	2.5	$7.2M	-16%	22k	333.02	View chart
Vanguard World Inf Tech Etf (VGT)	1.7	$5.0M		40k	125.67	View chart
Alphabet Cap Stk Cl C (GOOG)	1.7	$5.0M		15k	340.75	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.7	$4.9M	+10%	132k	37.03	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.5	$4.3M		197k	21.87	View chart
Microsoft Corporation (MSFT)	1.1	$3.2M	-2%	6.2k	512.88	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.9	$2.6M		22k	116.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$2.3M	+2%	9.9k	233.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.9M	-14%	5.6k	344.10	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.6	$1.8M	-4%	16k	114.15	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.7M	-3%	4.7k	374.28	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.6	$1.6M	-26%	19k	82.18	View chart
Costco Wholesale Corporation (COST)	0.5	$1.5M		1.7k	910.57	View chart
NVIDIA Corporation (NVDA)	0.5	$1.5M	-2%	6.7k	228.36	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$1.1M	-9%	3.8k	292.08	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$1.1M		24k	47.17	View chart
Amazon (AMZN)	0.4	$1.1M	+4%	4.4k	249.15	View chart
Meta Platforms Cl A (META)	0.4	$1.1M	-21%	1.5k	725.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.1M	+17%	1.5k	700.83	View chart
Charles Schwab Corporation (SCHW)	0.4	$1.1M		11k	97.74	View chart
Ishares Tr Esg Select Scre (XJH)	0.4	$1.0M	-7%	21k	48.78	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$1.0M		11k	91.12	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.3	$1.0M		12k	83.03	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$886k		9.8k	90.11	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$806k		9.0k	89.76	View chart
Dimensional Etf Trust Us Targeted Vlu	0.3	$786k	-9%	12k	66.44	View chart
Equinix (EQIX)	0.3	$771k		762.00	1011.58	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$728k		3.4k	216.08	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$703k	-84%	16k	44.09	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$619k		21k	29.31	View chart
Dimensional Etf Trust International (DFSI)	0.2	$603k		13k	45.17	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.2	$572k	+15%	5.8k	98.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$560k	+4%	757.00	739.43	View chart
Cisco Systems (CSCO)	0.2	$513k	-2%	4.8k	107.63	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$507k	+2%	3.6k	142.26	View chart
Broadcom (AVGO)	0.2	$499k	-4%	1.4k	351.19	View chart
JPMorgan Chase & Co. (JPM)	0.2	$473k	-30%	1.4k	330.74	View chart
Chevron Corporation (CVX)	0.2	$466k	-10%	2.3k	204.22	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$463k	-41%	8.6k	54.12	View chart
Marsh & McLennan Companies (MRSH)	0.2	$456k		2.7k	170.73	View chart
TransDigm Group Incorporated (TDG)	0.2	$440k		406.00	1082.60	View chart
Corning Incorporated (GLW)	0.1	$430k	+237%	2.8k	153.74	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$429k	NEW	8.5k	50.67	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$417k		2.5k	166.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$373k		4.8k	78.42	View chart
Advanced Micro Devices (AMD)	0.1	$343k	-9%	561.00	611.76	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$340k	NEW	4.5k	75.62	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$338k	-2%	12k	27.96	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$323k		1.7k	195.75	View chart
Tesla Motors (TSLA)	0.1	$322k	-2%	907.00	354.81	View chart
Micron Technology (MU)	0.1	$305k	+13%	286.00	1065.11	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$292k		9.7k	30.00	View chart
Newmont Mining Corporation (NEM)	0.1	$286k		2.5k	115.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$257k	-26%	516.00	497.95	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$255k	-21%	3.1k	82.16	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.1	$250k		3.2k	78.32	View chart
Eli Lilly & Co. (LLY)	0.1	$244k		210.00	1159.43	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$240k		576.00	416.13	View chart
Coca-Cola Company (KO)	0.1	$237k		2.7k	86.08	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$236k	+6%	3.5k	67.33	View chart
Abbvie (ABBV)	0.1	$231k		883.00	261.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$229k		806.00	284.41	View chart
Charter Communications Cl A (CHTR)	0.1	$222k		2.0k	110.90	View chart
McKesson Corporation (MCK)	0.1	$216k	NEW	253.00	853.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$216k	-8%	3.0k	71.94	View chart
Verizon Communications (VZ)	0.1	$216k	-2%	4.7k	45.87	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$207k		543.00	380.84	View chart
Ge Aerospace Com New (GE)	0.1	$206k		658.00	312.29	View chart
Union Pacific Corporation (UNP)	0.1	$204k		751.00	272.13	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$202k	NEW	887.00	228.16	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 Q3 filed Oct. 9, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z