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CIK: 0001961210
Total reported value
$286.6M
$286.6M
85 檔
33.7%
In Q3 2025, Shira Ridge Wealth Management's U.S. equity holdings reached a combined market value of $286.6M, distributed across 85 disclosed stock positions.
In Q3 2025, Shira Ridge Wealth Management displayed an active expansion posture, initiating 13 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 16.39% | +0.30% | -0.93% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 10.11% | +0.19% | +1.49% | |
| 3 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 5.19% | +0.81% | +0.38% | |
| 4 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 5.14% | -0.31% | +1.41% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 4.19% | -0.29% | +2.14% | |
| 6 | YLDE | Franklin Clearbridge Enhance | ETF-Other | 4.18% | -0.39% | +0.97% | |
| 7 | IXN | Ishares Global Tech ETF | ETF-Tech | 3.92% | +0.70% | -2.13% | |
| 8 | XLI | Ss Industrial Select Sector | ETF-Other | 3.75% | +0.07% | +1.55% | |
| 9 | DFSD | Dimensional Short Duration | ETF-Other | 3.63% | -0.43% | +5.95% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.29% | -0.30% | +2.45% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.91% | +0.41% | +12.03% | |
| 12 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 2.55% | -0.01% | -3.06% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.44% | -0.02% | +2.08% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.94% | -0.05% | -1.53% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.73% | +0.10% | +16.60% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.73% | +0.28% | -1.54% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.69% | -0.43% | -5.63% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.62% | +0.07% | +0.03% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.48% | +0.28% | -4.54% | |
| 20 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.41% | -0.68% | +7.58% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | -0.11% | +0.03% | |
| 22 | DFAT | Dimensional US Target Value | ETF-Other | 1.40% | -0.01% | -0.12% | |
| 23 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.35% | -2.19% | EXIT | |
| 24 | ILCG | Ishares Morningstar Growth E | ETF-Other | 1.01% | +0.06% | — | |
| 25 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.91% | -0.17% | -15.37% | |
| 26 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 0.74% | +0.02% | — | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.72% | — | +2.95% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.70% | +0.02% | +9.39% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.11% | +0.73% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.07% | +0.37% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | — | +2.67% | |
| 32 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.52% | -0.07% | -7.37% | |
| 33 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.44% | -0.06% | — | |
| 34 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.42% | -0.07% | -0.47% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | — | +3.36% | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.38% | +0.01% | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | — | +0.29% | |
| 38 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.34% | -0.09% | +3.25% | |
| 39 | VUG | Vanguard Growth ETF | ETF-Other | 0.34% | +0.01% | -0.66% | |
| 40 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.32% | -0.08% | — | |
| 41 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.31% | -0.09% | +0.08% | |
| 42 | CMF | Ishares California Muni Bond | ETF-Other | 0.30% | -0.03% | -3.34% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | -0.01% | +4.02% | |
| 44 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.27% | -0.10% | -1.30% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.27% | -0.01% | -0.89% | |
| 46 | EQIX | Equinix Inc | Stock-Real Estate | 0.25% | -0.02% | — | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.23% | — | — | |
| 48 | TDG | Transdigm Group Inc | Stock-Industrials | 0.23% | — | — | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.22% | -0.07% | — | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | +0.02% | -9.79% |
According to official SEC Form 13F filings, Shira Ridge Wealth Management reported a total U.S. public equity portfolio value of $286.6M across 85 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SUSA, DFAU, IGM) accounted for 33.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
ARTY
市值: $755.3K
Top Position Liquidated / Trimmed
MTN
前期市值: $353.8K
During Q3 2025, Shira Ridge Wealth Management's top holdings by market value included SUSA (16.4%)、DFAU (10.1%)、IGM (5.2%). The largest single position, SUSA, represented 16.4% of total portfolio value.
In Q3 2025, Shira Ridge Wealth Management made 49 total portfolio adjustments, initiating 13 new buys, adding to 16 positions, trimming 17 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.
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