Shira Ridge Wealth Management — 13F Holdings & Portfolio
CIK 1961210 · latest 13F-HR filed 2026-07-09
Shira Ridge Wealth Management manages $286.6M in 13F-reported U.S. long-equity assets across 83 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SUSA (15.51%), DFAU (10.26%), DYNF (6.65%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 6, added to 45, and trimmed 12.
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.
SUITE 203
LARKSPUR, CA 94939
$286.6M
Long-equity book
83
Distinct positions
2026-06-30
Filed 2026-07-09
+10 / −6 / ↑45 / ↓12
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$6.0M +15.7%
- ISHARES TR$4.1M +31.0%
- DIMENSIONAL ETF TRUST$3.9M +15.5%
- BLACKROCK ETF TRUST$3.3M +20.8%
- ISHARES TR$3.0M +42.0%
Top Trims
- WORLD GOLD TR-$1.5M -41.0%
- ISHARES TR-$506.7K -9.6%
- CHARTER COMMUNICATIONS INC-$228.8K -44.8%
- MARSH & MCLENNAN COS INC-$186.0K -29.5%
- ISHARES TR-$182.9K -42.5%
New Positions
- DIMENSIONAL ETF TRUST$6.6M
- AMERICAN CENTY ETF TR$497.4K
- ADVANCED MICRO DEVICES INC$359.6K
- KLA CORP$356.0K
- MICRON TECHNOLOGY INC$289.7K
Exited Positions
- ISHARES TR$5.5M
- STRYKER CORPORATION$300.0K
- AT&T INC$258.7K
- MCKESSON CORP$248.4K
- MCDONALDS CORP$219.4K
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 | $44.5M | 15.51% | 288,096 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $29.4M | 10.26% | 568,889 | SH |
| 3 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $19.1M | 6.65% | 280,170 | SH |
| 4 | ISHARES TR | IGM | 464287549 | $17.4M | 6.05% | 106,089 | SH |
| 5 | DIMENSIONAL ETF TRUST | DFSD | 25434V864 | $14.2M | 4.94% | 296,404 | SH |
| 6 | ISHARES TR | ESGD | 46435G516 | $13.9M | 4.85% | 135,088 | SH |
| 7 | ISHARES TR | FLOT | 46429B655 | $11.0M | 3.82% | 214,694 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $10.8M | 3.77% | 262,117 | SH |
| 9 | SELECT SECTOR SPDR TR | XLI | 81369Y704 | $10.7M | 3.72% | 57,580 | SH |
| 10 | LEGG MASON ETF INVT | YLDE | 524682309 | $10.5M | 3.66% | 188,660 | SH |
| 11 | ISHARES TR | SHY | 464287457 | $10.2M | 3.56% | 124,436 | SH |
| 12 | ISHARES TR | IXN | 464287291 | $10.0M | 3.49% | 69,258 | SH |
| 13 | APPLE INC | AAPL | 037833100 | $7.5M | 2.61% | 25,843 | SH |
| 14 | DIMENSIONAL ETF TRUST | DFSB | 25434V674 | $6.6M | 2.31% | 126,923 | SH |
| 15 | ALPHABET INC | GOOG | 02079K107 | $5.2M | 1.83% | 14,820 | SH |
| 16 | VANGUARD WORLD FD | VGT | 92204A702 | $4.8M | 1.68% | 40,216 | SH |
| 17 | ISHARES TR | IUSB | 46434V613 | $4.8M | 1.67% | 103,932 | SH |
| 18 | CAPITAL GROUP DIVIDEND GROWE | CGDG | 14021L109 | $4.5M | 1.56% | 119,166 | SH |
| 19 | ISHARES TR | GOVT | 46429B267 | $4.5M | 1.55% | 195,392 | SH |
| 20 | ISHARES TR | ILCG | 464287119 | $2.6M | 0.90% | 22,117 | SH |
| 21 | MICROSOFT CORP | MSFT | 594918104 | $2.4M | 0.83% | 6,384 | SH |
| 22 | ALPHABET INC | GOOGL | 02079K305 | $2.3M | 0.82% | 6,548 | SH |
| 23 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $2.3M | 0.80% | 9,675 | SH |
| 24 | WORLD GOLD TR | GLDM | 98149E303 | $2.1M | 0.73% | 26,379 | SH |
| 25 | VANGUARD INDEX FDS | VTI | 922908769 | $1.8M | 0.62% | 4,817 | SH |
| 26 | ISHARES U S ETF TR | IETC | 46431W648 | $1.7M | 0.61% | 16,228 | SH |
| 27 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.6M | 0.56% | 1,707 | SH |
| 28 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.4M | 0.48% | 6,892 | SH |
| 29 | VANGUARD INDEX FDS | VOT | 922908538 | $1.3M | 0.45% | 4,232 | SH |
| 30 | ISHARES TR | XJH | 46436E551 | $1.2M | 0.42% | 22,896 | SH |
| 31 | DIMENSIONAL ETF TRUST | DFSU | 25434V716 | $1.1M | 0.38% | 23,554 | SH |
| 32 | META PLATFORMS INC | META | 30303M102 | $1.1M | 0.37% | 1,900 | SH |
| 33 | AMAZON COM INC | AMZN | 023135106 | $1.0M | 0.35% | 4,216 | SH |
| 34 | SCHWAB CHARLES CORP | SCHW | 808513105 | $1.0M | 0.35% | 10,876 | SH |
| 35 | DIMENSIONAL ETF TRUST | DFUS | 25434V401 | $996.2K | 0.35% | 12,158 | SH |
| 36 | ISHARES TR | EFAV | 46429B689 | $974.6K | 0.34% | 11,111 | SH |
| 37 | MARVELL TECHNOLOGY INC | MRVL | 573874104 | $924.4K | 0.32% | 3,103 | SH |
| 38 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $909.0K | 0.32% | 13,004 | SH |
| 39 | VANGUARD INDEX FDS | VOO | 922908363 | $889.4K | 0.31% | 1,295 | SH |
| 40 | ISHARES TR | CMF | 464288356 | $850.1K | 0.30% | 14,749 | SH |
| 41 | VANGUARD INDEX FDS | VUG | 922908736 | $849.8K | 0.30% | 9,865 | SH |
| 42 | SPDR SERIES TRUST | SPYM | 78464A854 | $797.5K | 0.28% | 9,075 | SH |
| 43 | EQUINIX INC | EQIX | 29444U700 | $794.3K | 0.28% | 762 | SH |
| 44 | VANGUARD INDEX FDS | VTV | 922908744 | $742.3K | 0.26% | 3,406 | SH |
| 45 | JPMORGAN CHASE & CO | JPM | 46625H100 | $670.9K | 0.23% | 2,050 | SH |
| 46 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $611.5K | 0.21% | 21,114 | SH |
| 47 | DIMENSIONAL ETF TRUST | DFSI | 25434V690 | $601.6K | 0.21% | 13,340 | SH |
| 48 | CISCO SYS INC | CSCO | 17275R102 | $574.9K | 0.20% | 4,895 | SH |
| 49 | BROADCOM INC | AVGO | 11135F101 | $559.4K | 0.20% | 1,481 | SH |
| 50 | TRANSDIGM GROUP INC | TDG | 893641100 | $540.8K | 0.19% | 406 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |