Shira Ridge Wealth Management — 13F Holdings & Portfolio
CIK 1961210 · latest 13F-HR filed 2026-04-13
Shira Ridge Wealth Management manages $252.7M in 13F-reported U.S. long-equity assets across 79 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SUSA (15.21%), DFAU (10.08%), DYNF (6.24%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 6, added to 20, and trimmed 34.
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.
$252.7M
Long-equity book
79
Distinct positions
2026-03-31
Filed 2026-04-13
+2 / −6 / ↑20 / ↓34
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$4.2M +102.0%
- BLACKROCK ETF TRUST$2.4M +17.7%
- ISHARES TR$2.3M +33.2%
- DIMENSIONAL ETF TRUST$1.8M +15.6%
- CAPITAL GROUP DIVIDEND GROWE$1.6M +68.5%
Top Trims
- ISHARES TR-$3.7M -89.5%
- VANGUARD SPECIALIZED FUNDS-$1.7M -44.6%
- MICROSOFT CORP-$695.6K -22.7%
- APPLE INC-$565.5K -7.1%
- ALPHABET INC-$466.3K -9.5%
Exited Positions
- ISHARES TR$379.8K
- ISHARES INC$234.0K
- ELI LILLY & CO$223.9K
- BLACKROCK ETF TRUST II$223.3K
- GE AEROSPACE$202.7K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | SUSA | 464288802 | $38.4M | 15.21% | 290,974 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $25.5M | 10.08% | 564,321 | SH |
| 3 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $15.8M | 6.24% | 271,113 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $13.6M | 5.37% | 283,230 | SH |
| 5 | ISHARES TR | IGM | 464287549 | $13.3M | 5.24% | 111,809 | SH |
| 6 | ISHARES TR | ESGD | 46435G516 | $13.0M | 5.16% | 136,330 | SH |
| 7 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $10.3M | 4.06% | 263,407 | SH |
| 8 | LEGG MASON ETF INVT | YLDE | 524682309 | $10.2M | 4.05% | 189,365 | SH |
| 9 | ISHARES TR | FLOT | 46429B655 | $9.4M | 3.72% | 184,449 | SH |
| 10 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $9.2M | 3.65% | 57,084 | SH |
| 11 | ISHARES TR | SHY | 464287457 | $8.3M | 3.28% | 100,447 | SH |
| 12 | APPLE INC | AAPL | 037833100 | $7.4M | 2.91% | 28,973 | SH |
| 13 | ISHARES TR | IXN | 464287291 | $7.0M | 2.79% | 70,481 | SH |
| 14 | ISHARES TR | EAGG | 46435U549 | $5.5M | 2.19% | 116,463 | SH |
| 15 | ISHARES TR | IUSB | 46434V613 | $5.3M | 2.10% | 114,812 | SH |
| 16 | ALPHABET INC | GOOG | 02079K107 | $4.4M | 1.76% | 15,493 | SH |
| 17 | ISHARES TR | GOVT | 46429B267 | $4.3M | 1.72% | 189,693 | SH |
| 18 | CAPITAL GROUP DIVIDEND GROWE | CGDG | 14021L109 | $4.0M | 1.59% | 112,023 | SH |
| 19 | WORLD GOLD TR | GLDM | 98149E303 | $3.6M | 1.41% | 38,330 | SH |
| 20 | VANGUARD WORLD FD | VGT | 92204A702 | $3.5M | 1.40% | 5,086 | SH |
| 21 | MICROSOFT CORP | MSFT | 594918104 | $2.4M | 0.94% | 6,410 | SH |
| 22 | ISHARES TR | ILCG | 464287119 | $2.1M | 0.84% | 22,245 | SH |
| 23 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $2.1M | 0.82% | 9,673 | SH |
| 24 | ALPHABET INC | GOOGL | 02079K305 | $2.1M | 0.82% | 7,173 | SH |
| 25 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.7M | 0.67% | 1,706 | SH |
| 26 | VANGUARD INDEX FDS | VTI | 922908769 | $1.5M | 0.60% | 4,729 | SH |
| 27 | ISHARES U S ETF TR | IETC | 46431W648 | $1.5M | 0.59% | 16,961 | SH |
| 28 | VANGUARD INDEX FDS | VOT | 922908538 | $1.3M | 0.50% | 4,887 | SH |
| 29 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.2M | 0.48% | 6,891 | SH |
| 30 | DIMENSIONAL ETF TRUST | DFSU | 25434V716 | $1.1M | 0.45% | 27,639 | SH |
| 31 | META PLATFORMS INC | META | 30303M102 | $1.1M | 0.44% | 1,944 | SH |
| 32 | ISHARES TR | XJH | 46436E551 | $1.1M | 0.43% | 23,701 | SH |
| 33 | SCHWAB CHARLES CORP | SCHW | 808513105 | $1.0M | 0.41% | 11,001 | SH |
| 34 | ISHARES TR | EFAV | 46429B689 | $1.0M | 0.41% | 11,213 | SH |
| 35 | AMAZON COM INC | AMZN | 023135106 | $886.4K | 0.35% | 4,256 | SH |
| 36 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $862.1K | 0.34% | 12,158 | SH |
| 37 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $824.2K | 0.33% | 13,198 | SH |
| 38 | ISHARES TR | CMF | 464288356 | $821.5K | 0.33% | 14,448 | SH |
| 39 | VANGUARD INDEX FDS | VOO | 922908363 | $773.8K | 0.31% | 1,295 | SH |
| 40 | EQUINIX INC | EQIX | 29444U700 | $756.7K | 0.30% | 772 | SH |
| 41 | DIMENSIONAL ETF TRUST | DFSI | 25434V690 | $753.0K | 0.30% | 17,760 | SH |
| 42 | VANGUARD INDEX FDS | VUG | 922908736 | $723.8K | 0.29% | 1,657 | SH |
| 43 | VANGUARD INDEX FDS | VTV | 922908744 | $673.2K | 0.27% | 3,431 | SH |
| 44 | MARSH & MCLENNAN COS INC | MRSH | 571748102 | $631.5K | 0.25% | 3,641 | SH |
| 45 | JPMORGAN CHASE & CO | JPM | 46625H100 | $602.9K | 0.24% | 2,050 | SH |
| 46 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $530.0K | 0.21% | 21,114 | SH |
| 47 | SPDR SERIES TRUST | SPYM | 78464A854 | $529.4K | 0.21% | 6,917 | SH |
| 48 | CHEVRON CORPORATION | CVX | 166764100 | $524.9K | 0.21% | 2,537 | SH |
| 49 | CHARTER COMMUNICATIONS INC | CHTR | 16119P108 | $510.6K | 0.20% | 2,365 | SH |
| 50 | VANGUARD INDEX FDS | VO | 922908629 | $499.1K | 0.20% | 1,738 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $252.7M | 79 | 0001754960-26-000222 |
| 2025-12-31 | 2026-01-12 | $248.9M | 83 | 0001754960-26-000022 |