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CIK: 0001961210
Total reported value
$287.7M
$287.7M
83 檔
43.3%
During the Q2 2026 filing period, Shira Ridge Wealth Management (CIK: 0001961210) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $287.7M across 83 reported positions.
Shira Ridge Wealth Management executed strategic sector rebalancing during Q2 2026, establishing 10 new positions while fully exiting 6 holdings and trimming 34 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 15.51% | -0.13% | -0.99% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 10.26% | +0.03% | +0.81% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 6.65% | +0.33% | +3.34% | |
| 4 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 6.05% | -0.18% | -5.12% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 4.94% | +0.26% | +4.65% | |
| 6 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 4.85% | +0.07% | -0.91% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 3.82% | +0.34% | +16.40% | |
| 8 | DFAI | Dimensional International Co | ETF-Other | 3.77% | +0.11% | -0.49% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-Other | 3.72% | -0.34% | +0.87% | |
| 10 | YLDE | Franklin Clearbridge Enhance | ETF-Other | 3.66% | -0.09% | -0.37% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.56% | +0.35% | +23.88% | |
| 12 | IXN | Ishares Global Tech ETF | ETF-Tech | 3.49% | +0.05% | -1.74% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.61% | -0.11% | -10.80% | |
| 14 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 2.31% | +1.19% | — | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.83% | -0.10% | -4.34% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.68% | +0.07% | +690.72% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.67% | -1.43% | -9.48% | |
| 18 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.56% | +0.13% | +6.38% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.55% | -0.05% | +3.00% | |
| 20 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.90% | — | -0.58% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | +0.28% | -0.41% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | -0.15% | -8.71% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.80% | — | +0.02% | |
| 24 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.73% | -0.17% | -31.18% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | -0.01% | +1.86% | |
| 26 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 0.61% | — | -4.32% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.02% | +0.06% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.06% | +0.01% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.45% | -0.06% | -13.40% | |
| 30 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.42% | -0.06% | -3.40% | |
| 31 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.38% | +0.01% | -14.78% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | — | -2.26% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.03% | -0.94% | |
| 34 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.35% | +0.02% | -1.14% | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.35% | — | — | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.34% | +0.01% | -0.91% | |
| 37 | MRVL | Marvell Technology Inc | Stock-Tech | 0.32% | -0.32% | EXIT | |
| 38 | DFAT | Dimensional US Target Value | ETF-Other | 0.32% | -0.05% | -1.47% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.06% | — | |
| 40 | CMF | Ishares California Muni Bond | ETF-Other | 0.30% | -0.14% | +2.08% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.30% | +0.01% | +495.35% | |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | — | +31.20% | |
| 43 | EQIX | Equinix Inc | Stock-Real Estate | 0.28% | -0.01% | -1.30% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.26% | -0.01% | -0.73% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | -0.07% | — | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.21% | +0.01% | — | |
| 47 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.21% | — | -24.89% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.20% | -0.02% | -0.45% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.20% | -0.03% | +3.57% | |
| 50 | TDG | Transdigm Group Inc | Stock-Industrials | 0.19% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFSB | Dim Glb Sustain Fix Inc ETF | +2.3% | NEW | New buy |
| 2 | IGM | Ishares Expanded Tech Sector | +0.8% | -5.12% | Trim |
| 3 | IXN | Ishares Global Tech ETF | +0.7% | -1.74% | Trim |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.4% | +3.34% | Add |
| 5 | SUSA | Ishares Esg Optimized Msci U | +0.3% | -0.99% | Trim |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | +0.3% | +23.88% | Add |
| 7 | VGT | Vanguard Info Tech ETF | +0.3% | +690.72% | Add |
| 8 | DFAU | Dimensional US Core Equity M | +0.2% | +0.81% | Add |
| 9 | MRVL | Marvell Technology Inc | +0.2% | -10.40% | Trim |
| 10 | AVGE | Avantis All Eqty Mrkts ETF | +0.2% | NEW | New buy |
| 11 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 12 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 13 | FLOT | Ishares Floating Rate Bond E | +0.1% | +16.40% | Add |
| 14 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 15 | LLY | Eli Lilly & Co | +0.1% | NEW | New buy |
| 16 | GE | General Electric | +0.1% | NEW | New buy |
| 17 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 18 | XLI | Ss Industrial Select Sector | +0.1% | +0.87% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | -4.34% | Trim |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +31.20% | Add |
| 21 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 22 | UNP | Union Pacific CORP | +0.1% | NEW | New buy |
| 23 | ILCG | Ishares Morningstar Growth E | +0.1% | -0.58% | Trim |
| 24 | CSCO | Cisco Systems Inc | +0.1% | -0.45% | Trim |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 26 | IVW | Ishares S&p 500 Growth ETF | 0% | +7.52% | Add |
| 27 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.86% | Add |
| 28 | IETC | Ishares U.s. Tech Independen | 0% | -4.32% | Trim |
| 29 | AVGO | Broadcom Inc | 0% | +3.57% | Add |
| 30 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 31 | DFUS | Dimensional US Eq Mkt ETF | 0% | — | Unchanged |
| 32 | VUG | Vanguard Growth ETF | 0% | +495.35% | Add |
| 33 | VB | Vanguard Small-cap ETF | 0% | +0.62% | Add |
| 34 | GOOGL | Alphabet Inc-cl A | — | -8.71% | Trim |
| 35 | NVDA | Nvidia CORP | — | +0.01% | Add |
| 36 | AMZN | Amazon.com Inc | — | -0.94% | Trim |
| 37 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 38 | SCHB | Schwab US Broad Market ETF | — | — | Unchanged |
| 39 | TDG | Transdigm Group Inc | — | — | Unchanged |
| 40 | TSLA | Tesla Inc | — | +0.33% | Add |
| 41 | SCHX | Schwab US Large-cap ETF | — | — | Unchanged |
| 42 | IWP | Ishares Russell Mid-cap Grow | — | — | Unchanged |
| 43 | IWB | Ishares Russell 1000 ETF | — | — | Unchanged |
| 44 | EZU | Ishares Msci Eurozone ETF | — | +3.28% | Add |
| 45 | IJH | Ishares Core S&p Midcap ETF | — | -2.93% | Trim |
| 46 | KO | Coca-cola Co/the | — | — | Unchanged |
| 47 | IVV | Ishares Core S&p 500 ETF | — | -8.83% | Trim |
| 48 | XJH | Ishare Esg Ss S&p Midcap ETF | 0% | -3.40% | Trim |
| 49 | DFAT | Dimensional US Target Value | 0% | -1.47% | Trim |
| 50 | VTV | Vanguard Value ETF | 0% | -0.73% | Trim |
According to official SEC Form 13F filings, Shira Ridge Wealth Management reported a total U.S. public equity portfolio value of $287.7M across 83 disclosed positions in Q2 2026.
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, DYNF) accounted for 43.3% of total reported equity market value during Q2 2026.
Top New Position Initiated
DFSB
市值: $6.6M
Top Position Liquidated / Trimmed
EAGG
前期市值: $5.5M
During Q2 2026, Shira Ridge Wealth Management's top holdings by market value included SUSA (15.5%)、DFAU (10.3%)、DYNF (6.7%). The largest single position, SUSA, represented 15.5% of total portfolio value.
In Q2 2026, Shira Ridge Wealth Management made 76 total portfolio adjustments, initiating 10 new buys, adding to 26 positions, trimming 34 holdings, and fully liquidating 6 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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