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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, DFSD, IGM, and represent 42.13% of Shira Ridge Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SHY, DYNF, IGM, FLOT, DFSD, CGDG, EAGG, GOVT, IUSB, DFAU.
Started 2 new stock positions in KO, EZU.
Reduced shares in these 10 stocks: ARTY, VIG, GLDM, DFAI, IYH, XLI, , LLY, CALI, VTI.
Sold out of its positions in ABBV, CALI, GE, IYH, IEMG, LLY.
Shira Ridge Wealth Management was a net buyer of stock by $11M.
Shira Ridge Wealth Management has $253M in assets under management (AUM), dropping by 1.52%.
Central Index Key (CIK): 0001961210

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Portfolio Holdings for Shira Ridge Wealth Management

Shira Ridge Wealth Management holds 79 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Esg Optimized (SUSA)	15.2	$38M		291k	132.10	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	10.1	$26M		564k	45.12	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	6.2	$16M	+23%	271k	58.18	View chart
Dimensional Etf Trust Short Duration F (DFSD)	5.4	$14M	+15%	283k	47.88	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	5.2	$13M	+24%	112k	118.51	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	5.2	$13M		136k	95.62	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	4.1	$10M	-4%	263k	38.96	View chart
Legg Mason Etf Invt Franklin Clearbr (YLDE)	4.0	$10M		189k	53.99	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	3.7	$9.4M	+32%	184k	50.95	View chart
Select Sector Spdr Tr State Street Ind (XLI)	3.7	$9.2M	-3%	57k	161.73	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	3.3	$8.3M	+102%	100k	82.57	View chart
Apple (AAPL)	2.9	$7.4M		29k	253.79	View chart
Ishares Tr Global Tech Etf (IXN)	2.8	$7.0M		71k	99.97	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	2.2	$5.5M	+36%	117k	47.55	View chart
Ishares Tr Core Univrsl Usd (IUSB)	2.1	$5.3M	+16%	115k	46.19	View chart
Alphabet Cap Stk Cl C (GOOG)	1.8	$4.4M		16k	286.87	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.7	$4.3M	+21%	190k	22.91	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.6	$4.0M	+67%	112k	35.90	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.4	$3.6M	-15%	38k	92.69	View chart
Vanguard World Inf Tech Etf (VGT)	1.4	$3.5M		5.1k	697.78	View chart
Microsoft Corporation (MSFT)	0.9	$2.4M		6.4k	370.17	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.8	$2.1M		22k	95.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$2.1M	-43%	9.7k	215.06	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$2.1M	+6%	7.2k	287.57	View chart
Costco Wholesale Corporation (COST)	0.7	$1.7M	+2%	1.7k	996.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.5M	-12%	4.7k	320.82	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.6	$1.5M		17k	88.38	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.5	$1.3M	-4%	4.9k	257.35	View chart
NVIDIA Corporation (NVDA)	0.5	$1.2M		6.9k	174.41	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$1.1M		28k	41.09	View chart
Meta Platforms Cl A (META)	0.4	$1.1M	-2%	1.9k	572.16	View chart
Ishares Tr Esg Select Scre (XJH)	0.4	$1.1M	-15%	24k	45.37	View chart
Charles Schwab Corporation (SCHW)	0.4	$1.0M		11k	93.98	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$1.0M		11k	91.37	View chart
Amazon (AMZN)	0.4	$886k		4.3k	208.27	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$862k		12k	70.91	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$824k	-2%	13k	62.45	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$822k	+10%	14k	56.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$774k		1.3k	597.52	View chart
Equinix (EQIX)	0.3	$757k		772.00	980.24	View chart
Dimensional Etf Trust International (DFSI)	0.3	$753k	-7%	18k	42.40	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$724k		1.7k	436.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$673k		3.4k	196.20	View chart
Marsh & McLennan Companies (MRSH)	0.2	$632k		3.6k	173.45	View chart
JPMorgan Chase & Co. (JPM)	0.2	$603k		2.1k	294.10	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$530k		21k	25.10	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$529k	+14%	6.9k	76.54	View chart
Chevron Corporation (CVX)	0.2	$525k	-7%	2.5k	206.91	View chart
Charter Communications Cl A (CHTR)	0.2	$511k		2.4k	215.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$499k		1.7k	287.16	View chart
TransDigm Group Incorporated (TDG)	0.2	$471k		406.00	1158.96	View chart
Broadcom (AVGO)	0.2	$443k		1.4k	309.51	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.2	$431k	-89%	9.3k	46.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$417k		722.00	576.90	View chart
Cisco Systems (CSCO)	0.2	$382k		4.9k	77.59	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$370k		2.6k	142.43	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$366k	+2%	3.2k	113.11	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$358k		2.6k	135.72	View chart
Tesla Motors (TSLA)	0.1	$343k		923.00	371.75	View chart
Marvell Technology (MRVL)	0.1	$343k		3.5k	99.05	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$342k		4.5k	75.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$336k		701.00	479.20	View chart
Stryker Corporation (SYK)	0.1	$300k		913.00	328.59	View chart
Newmont Mining Corporation (NEM)	0.1	$266k	-3%	2.5k	108.24	View chart
At&t (T)	0.1	$259k		8.9k	28.99	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$250k		9.7k	25.64	View chart
McKesson Corporation (MCK)	0.1	$248k		287.00	865.36	View chart
Verizon Communications (VZ)	0.1	$243k	-2%	4.8k	50.20	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$233k		1.8k	128.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$232k		539.00	430.29	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$228k	-12%	3.4k	67.53	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$220k		1.7k	132.90	View chart
McDonald's Corporation (MCD)	0.1	$219k		706.00	310.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$212k	-3%	1.0k	211.15	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$210k		801.00	261.84	View chart
Coca-Cola Company (KO)	0.1	$208k	NEW	2.7k	76.05	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$207k		317.00	654.24	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$205k		576.00	356.56	View chart
Ishares Msci Eurzone Etf (EZU)	0.1	$200k	NEW	3.2k	62.64	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 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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