Shira Ridge Wealth Management — 13F Holdings & Portfolio

CIK 1961210 · latest 13F-HR filed 2026-10-09

Shira Ridge Wealth Management manages $287.7M in 13F-reported U.S. long-equity assets across 83 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are SUSA (15.38%), DFAU (10.29%), DYNF (6.98%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 4 new positions and exited 4; 19 existing positions rose in reported value and 19 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

AUM

$287.7M

Long-equity book

Holdings

Distinct positions

Period

2026-09-30

Filed 2026-10-09

Q/Q Activity

+4 / −4 / ↑19 / ↓19

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26

SUSA15.4% · -1%DFAU10.3% · -1%DYNF7.0% · +4%IGM5.9% · -6%DFSD5.2% · +8%ESGD4.9% · +2%FLOT4.2% · +9%SHY3.9% · +12%DFAI3.9% · +3%YLDE3.6% · -0%IXN3.5% · -1%DFSB3.5% · +60%XLI3.4% · +1%AAPL2.5% · -16%VGT1.7% · -0%GOOG1.7% · -1%CGDG1.7% · +10%GOVT1.5% · +1%MSFT1.1% · -2%ILCG0.9% · -0%VIG0.8% · +2%GOOGL0.7% · -15%IETC0.6% · -5%VTI0.6% · -3%GLDM0.6% · -26%COST0.5% · -0%NVDA0.5% · -2%VOT0.4% · -10%DFSU0.4% · 0%AMZN0.4% · +5%META0.4% · -22%VOO0.4% · +17%SCHW0.4% · -1%XJH0.4% · -8%EFAV0.3% · -0%DFUS0.3% · -1%VUG0.3% · -0%SPYM0.3% · -1%DFAT0.3% · -9%EQIX0.3% · 0%VTV0.3% · -1%IUSB0.2% · -85%SCHB0.2% · 0%DFSI0.2% · 0%AVGE0.2% · +16%QQQ0.2% · +5%CSCO0.2% · -3%IVW0.2% · +3%AVGO0.2% · -4%JPM0.2% · -30%CVX0.2% · -10%CMF0.2% · -42%MRSH0.2% · 0%TDG0.2% · 0%GLW0.1% · +237%TFLO0.1% · new ITOT0.1% · 0%VO0.1% · 0%AMD0.1% · -9%ACWX0.1% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 64.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Oct 6, 2026.

Assets Under Management

$366.4M

Discretionary

$365.8M

Employees

Accounts

841

Address

999 FIFTH AVENUE
SUITE 590
SAN RAFAEL, CA 94901

Phone

(415) 721-0275

Website

WWW.SHIRARIDGE.COM
www.linkedin.com/in/laurie-nardone-cfp%C2%AE-90102b22
www.facebook.com/profile.php?id=100091424291528

Name	Title / Status	Ownership	Type
NARDONE, LAUREAN, SUE Control	MANAGING PRINCIPAL / CHIEF COMPLIANCE OFFICER since Jun 2000	75% or more	Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

DIMENSIONAL ETF TRUST$3.5M +52.3%
ISHARES TR$1.0M +10.2%
BLACKROCK ETF TRUST$1.0M +5.4%
ISHARES TR$993.7K +9.1%
MICROSOFT CORP$820.9K +34.5%

Show all 19 →

Top Trims

ISHARES TR-$4.1M -85.3%
SELECT SECTOR SPDR TR-$933.3K -8.8%
WORLD GOLD TR-$497.3K -23.7%
ALPHABET INC-$422.2K -18.0%
ISHARES TR-$387.0K -45.5%

Show all 19 →

New Positions

ISHARES TR$428.8K
ISHARES TR$340.3K
MCKESSON CORP$216.0K
ISHARES TR$202.4K

Exited Positions

Loading…

#	Issuer	Symbol	CUSIP	Value	Δ

Shira Ridge Wealth Management Holdings (2026-09-30)

#	Issuer	Symbol	CUSIP	Value	Weight	Shares	Type
1	ISHARES TR	SUSA	464288802	$44.2M	15.38%	284,219	SH
2	DIMENSIONAL ETF TRUST	DFAU	25434V104	$29.6M	10.29%	565,399	SH
3	BLACKROCK ETF TRUST	DYNF	09290C103	$20.1M	6.98%	289,865	SH
4	ISHARES TR	IGM	464287549	$16.9M	5.87%	99,967	SH
5	DIMENSIONAL ETF TRUST	DFSD	25434V864	$14.9M	5.20%	321,666	SH
6	ISHARES TR	ESGD	46435G516	$14.2M	4.92%	137,458	SH
7	ISHARES TR	FLOT	46429B655	$12.0M	4.16%	234,159	SH
8	ISHARES TR	SHY	464287457	$11.3M	3.91%	138,690	SH
9	DIMENSIONAL ETF TRUST	DFAI	25434V203	$11.2M	3.88%	269,654	SH
10	LEGG MASON ETF INVT	YLDE	524682309	$10.3M	3.57%	187,712	SH
11	ISHARES TR	IXN	464287291	$10.2M	3.54%	68,795	SH
12	DIMENSIONAL ETF TRUST	DFSB	25434V674	$10.1M	3.50%	203,256	SH
13	SELECT SECTOR SPDR TR	XLI	81369Y704	$9.7M	3.38%	58,284	SH
14	APPLE INC	AAPL	037833100	$7.2M	2.50%	21,636	SH
15	VANGUARD WORLD FD	VGT	92204A702	$5.0M	1.75%	39,996	SH
16	ALPHABET INC	GOOG	02079K107	$5.0M	1.73%	14,646	SH
17	CAPITAL GROUP DIVIDEND GROWE	CGDG	14021L109	$4.9M	1.69%	131,588	SH
18	ISHARES TR	GOVT	46429B267	$4.3M	1.50%	197,243	SH
19	MICROSOFT CORP	MSFT	594918104	$3.2M	1.11%	6,244	SH
20	ISHARES TR	ILCG	464287119	$2.6M	0.90%	22,031	SH
21	VANGUARD SPECIALIZED FUNDS	VIG	921908844	$2.3M	0.80%	9,910	SH
22	ALPHABET INC	GOOGL	02079K305	$1.9M	0.67%	5,574	SH
23	ISHARES U S ETF TR	IETC	46431W648	$1.8M	0.61%	15,460	SH
24	VANGUARD INDEX FDS	VTI	922908769	$1.7M	0.61%	4,659	SH
25	WORLD GOLD TR	GLDM	98149E303	$1.6M	0.56%	19,441	SH
26	COSTCO WHOLESALE CORPORATION	COST	22160K105	$1.5M	0.54%	1,699	SH
27	NVIDIA CORPORATION	NVDA	67066G104	$1.5M	0.54%	6,742	SH
28	VANGUARD INDEX FDS	VOT	922908538	$1.1M	0.39%	3,830	SH
29	DIMENSIONAL ETF TRUST	DFSU	25434V716	$1.1M	0.39%	23,554	SH
30	AMAZON COM INC	AMZN	023135106	$1.1M	0.38%	4,417	SH
31	META PLATFORMS INC	META	30303M102	$1.1M	0.37%	1,483	SH
32	VANGUARD INDEX FDS	VOO	922908363	$1.1M	0.37%	1,520	SH
33	SCHWAB CHARLES CORP	SCHW	808513105	$1.1M	0.37%	10,776	SH
34	ISHARES TR	XJH	46436E551	$1.0M	0.36%	21,095	SH
35	ISHARES TR	EFAV	46429B689	$1.0M	0.35%	11,064	SH
36	DIMENSIONAL ETF TRUST	DFUS	25434V401	$1.0M	0.35%	12,060	SH
37	VANGUARD INDEX FDS	VUG	922908736	$885.7K	0.31%	9,829	SH
38	SPDR SERIES TRUST	SPYM	78464A854	$805.6K	0.28%	8,975	SH
39	DIMENSIONAL ETF TRUST	DFAT	25434V609	$786.1K	0.27%	11,831	SH
40	EQUINIX INC	EQIX	29444U700	$770.8K	0.27%	762	SH
41	VANGUARD INDEX FDS	VTV	922908744	$728.2K	0.25%	3,370	SH
42	ISHARES TR	IUSB	46434V613	$702.9K	0.24%	15,943	SH
43	SCHWAB STRATEGIC TR	SCHB	808524102	$618.9K	0.22%	21,114	SH
44	DIMENSIONAL ETF TRUST	DFSI	25434V690	$602.6K	0.21%	13,340	SH
45	AMERICAN CENTY ETF TR	AVGE	025072232	$571.6K	0.20%	5,813	SH
46	INVESCO QQQ TR	QQQ	46090E103	$559.7K	0.19%	757	SH
47	CISCO SYS INC	CSCO	17275R102	$512.8K	0.18%	4,765	SH
48	ISHARES TR	IVW	464287309	$507.4K	0.18%	3,567	SH
49	BROADCOM INC	AVGO	11135F101	$498.7K	0.17%	1,420	SH
50	JPMORGAN CHASE & CO	JPM	46625H100	$473.3K	0.16%	1,431	SH

Filing History

Period	Filed	AUM	Holdings	Accession
2026-09-30	2026-10-09	$287.7M	83	0001754960-26-000834
2026-06-30	2026-07-09	$286.6M	83	0001754960-26-000452
2026-03-31	2026-04-13	$252.7M	79	0001754960-26-000222
2025-12-31	2026-01-12	$248.9M	83	0001754960-26-000022

Filer Information

Address

100 LARKSPUR LANDING CIRCLE
SUITE 203
LARKSPUR, CA 94939

Phone

(415) 721-0275

Filing Manager

Shira Ridge Wealth Management

LARKSPUR, CA

Signatory

Aryn Sands

Agent