13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001961210
Total reported value
$286.6M
$286.6M
83 檔
31.4%
According to the latest 13F quarterly dataset, Shira Ridge Wealth Management managed an equity portfolio of $286.6M at the end of Q2 2025, spanning 83 distinct U.S. exchange-listed positions.
Shira Ridge Wealth Management executed strategic sector rebalancing during Q2 2025, establishing 11 new positions while fully exiting 3 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 16.64% | +0.30% | -0.01% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 9.93% | +0.19% | -2.37% | |
| 3 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 5.24% | -0.31% | +0.50% | |
| 4 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 4.97% | +0.81% | +11.64% | |
| 5 | YLDE | Franklin Clearbridge Enhance | ETF-Other | 4.30% | -0.39% | -0.41% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 4.20% | -0.29% | -1.11% | |
| 7 | IXN | Ishares Global Tech ETF | ETF-Tech | 3.86% | +0.70% | -8.87% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-Other | 3.81% | +0.07% | -0.22% | |
| 9 | DFSD | Dimensional Short Duration | ETF-Other | 3.68% | -0.43% | -5.00% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.79% | -0.30% | -0.94% | |
| 11 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 2.68% | -0.01% | +4.13% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.57% | +0.41% | +14.59% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.44% | -0.02% | -4.02% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.06% | -0.05% | +0.49% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.91% | -0.43% | -2.82% | |
| 16 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.86% | -2.19% | EXIT | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.68% | +0.28% | +0.56% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.66% | +0.28% | -4.06% | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.60% | +0.10% | -5.31% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.46% | -0.11% | +0.05% | |
| 21 | DFAT | Dimensional US Target Value | ETF-Other | 1.40% | -0.01% | -1.43% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.27% | +0.07% | — | |
| 23 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.21% | -0.68% | +15.04% | |
| 24 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.15% | -0.17% | -6.14% | |
| 25 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.01% | +0.06% | — | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.11% | -0.18% | |
| 27 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 0.74% | +0.02% | -0.71% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | +0.02% | +30.87% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | -0.07% | +4.60% | |
| 30 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.56% | -0.07% | -1.18% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | — | -0.70% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.49% | — | +2.48% | |
| 33 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.46% | -0.06% | +0.01% | |
| 34 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.45% | -0.07% | +0.56% | |
| 35 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.45% | -0.10% | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | — | -9.15% | |
| 37 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.38% | +0.01% | +0.12% | |
| 38 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.37% | -0.09% | -1.40% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | — | — | |
| 40 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.34% | -0.09% | — | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.34% | +0.01% | -0.65% | |
| 42 | CMF | Ishares California Muni Bond | ETF-Other | 0.33% | -0.03% | -46.96% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.31% | — | -49.51% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.28% | -0.01% | -1.44% | |
| 45 | TDG | Transdigm Group Inc | Stock-Industrials | 0.28% | — | — | |
| 46 | EQIX | Equinix Inc | Stock-Real Estate | 0.28% | -0.02% | +2.70% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.01% | -1.18% | |
| 48 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.26% | — | -4.42% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.23% | — | — | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.23% | -0.07% | -1.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGM | Ishares Expanded Tech Sector | +1.1% | +11.64% | Add |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.4% | +14.59% | Add |
| 3 | MSFT | Microsoft CORP | +0.3% | +0.05% | Add |
| 4 | VGT | Vanguard Info Tech ETF | +0.2% | +0.56% | Add |
| 5 | SUSA | Ishares Esg Optimized Msci U | +0.2% | -0.01% | Trim |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +30.87% | Add |
| 7 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +0.49% | Add |
| 8 | NVDA | Nvidia CORP | +0.1% | +2.48% | Add |
| 9 | GLDM | Spdr Gold Minishares Trust | +0.1% | +15.04% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +4.60% | Add |
| 11 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 12 | XLI | Ss Industrial Select Sector | +0.1% | -0.22% | Trim |
| 13 | IEMG | Ishares Core Msci Emerging | +0.1% | NEW | New buy |
| 14 | CALI | Ishrs Sh-trm Ca Muni Act ETF | +0.1% | NEW | New buy |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | New buy |
| 16 | XLK | Ss Technology Select Sector | +0.1% | NEW | New buy |
| 17 | VST | Vistra CORP | +0.1% | NEW | New buy |
| 18 | MCK | Mckesson CORP | +0.1% | NEW | New buy |
| 19 | ILCG | Ishares Morningstar Growth E | +0.1% | — | Unchanged |
| 20 | IETC | Ishares U.s. Tech Independen | +0.1% | -0.71% | Trim |
| 21 | PG | Procter & Gamble Co/the | +0.1% | NEW | New buy |
| 22 | EFV | Ishares Msci Eafe Value ETF | +0.1% | NEW | New buy |
| 23 | INTU | Intuit Inc | +0.1% | NEW | New buy |
| 24 | VB | Vanguard Small-cap ETF | +0.1% | NEW | New buy |
| 25 | IXN | Ishares Global Tech ETF | +0.1% | -8.87% | Trim |
| 26 | AVGO | Broadcom Inc | +0.1% | -1.35% | Trim |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | — | Unchanged |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +0.50% | Add |
| 29 | XJH | Ishare Esg Ss S&p Midcap ETF | 0% | +4.13% | Add |
| 30 | SCHW | Schwab (charles) CORP | 0% | +0.01% | Add |
| 31 | VUG | Vanguard Growth ETF | 0% | -0.65% | Trim |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | -0.70% | Trim |
| 33 | DFAI | Dimensional International Co | 0% | -1.11% | Trim |
| 34 | MTN | Vail Resorts Inc | -0.1% | -39.26% | Trim |
| 35 | MRSH | Marsh & Mclennan Cos | -0.1% | -1.40% | Trim |
| 36 | DFAT | Dimensional US Target Value | -0.1% | -1.43% | Trim |
| 37 | KO | Coca-cola Co/the | -0.1% | EXIT | Sold out |
| 38 | VZ | Verizon Communications Inc | -0.1% | EXIT | Sold out |
| 39 | DFAU | Dimensional US Core Equity M | -0.1% | -2.37% | Trim |
| 40 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | EXIT | Sold out |
| 41 | GOVT | Ishares US Treasury Bond ETF | -0.2% | -6.14% | Trim |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -4.06% | Trim |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.2% | -2.82% | Trim |
| 44 | FLOT | Ishares Floating Rate Bond E | -0.2% | -5.31% | Trim |
| 45 | EAGG | Ishares Esg Aware US Aggrega | -0.3% | -6.68% | Trim |
| 46 | YLDE | Franklin Clearbridge Enhance | -0.3% | -0.41% | Trim |
| 47 | CMF | Ishares California Muni Bond | -0.4% | -46.96% | Trim |
| 48 | XLV | Ss Health Care Select Sector | -0.4% | -49.51% | Trim |
| 49 | DFSD | Dimensional Short Duration | -0.5% | -5.00% | Trim |
| 50 | AAPL | Apple Inc | -0.5% | -0.94% | Trim |
According to official SEC Form 13F filings, Shira Ridge Wealth Management reported a total U.S. public equity portfolio value of $286.6M across 83 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SUSA, DFAU, ESGD) accounted for 31.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
NFLX
市值: $254.4K
Top Position Liquidated / Trimmed
TLT
前期市值: $299.9K
During Q2 2025, Shira Ridge Wealth Management's top holdings by market value included SUSA (16.6%)、DFAU (9.9%)、ESGD (5.2%). The largest single position, SUSA, represented 16.6% of total portfolio value.
In Q2 2025, Shira Ridge Wealth Management made 48 total portfolio adjustments, initiating 11 new buys, adding to 12 positions, trimming 22 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.