CIK: 0001961210
Total reported value
$286.6M
Reporting period: 2026-06-30 · Number of holdings: 83
Shira Ridge Wealth Management disclosed 83 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $286.6M and a quarterly turnover rate of 20.1%.
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Shira Ridge Wealth Management's disclosed holdings carry a Herfindahl concentration index of 0.059 — mathematically equivalent to about 17 equally-sized positions, well below its 83 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.98), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 11% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
New buy DFSB
Sold out EAGG
Add IGM
-5.1% $4.1M
Add IXN
-1.7% $3.0M
Trim GLDM
-31.2% -$1.5M
Trim DFSD
+4.7% $592.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 15.51% | +0.30% | -0.99% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 10.26% | +0.19% | +0.81% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-Other | 6.65% | +0.41% | +3.34% | |
| 4 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 6.05% | +0.81% | -5.12% | |
| 5 | DFSD | Dimensional Short Duration | ETF-Other | 4.94% | -0.43% | +4.65% | |
| 6 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 4.85% | -0.31% | -0.91% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 3.82% | +0.10% | +16.40% | |
| 8 | DFAI | Dimensional International Co | ETF-Other | 3.77% | -0.29% | -0.49% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-Other | 3.72% | +0.07% | +0.87% | |
| 10 | YLDE | Franklin Clearbridge Enhance | ETF-Other | 3.66% | -0.39% | -0.37% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.56% | +0.28% | +23.88% | |
| 12 | IXN | Ishares Global Tech ETF | ETF-Tech | 3.49% | +0.70% | -1.74% | |
| 13 | AAPL | Apple INC | Stock-Tech | 2.61% | -0.30% | -10.80% | |
| 14 | DFSB | Dim Glb Sustain Fix INC ETF | ETF-Other | 2.31% | +2.31% | NEW | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.83% | +0.07% | -4.34% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.68% | +0.28% | +690.72% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.67% | -0.43% | -9.48% | |
| 18 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.56% | -0.03% | +6.38% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.55% | — | +3.00% | |
| 20 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.90% | +0.06% | -0.58% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | — | -0.41% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | — | -8.71% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.80% | -0.02% | +0.02% | |
| 24 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.73% | -0.68% | -31.18% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.02% | +1.86% | |
| 26 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 0.61% | +0.02% | -4.32% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | — | +0.06% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | — | +0.01% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.45% | — | -13.40% | |
| 30 | XJH | Ishare Esg Ss S&p Midcap ETF | ETF-Other | 0.42% | -0.01% | -3.40% | |
| 31 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.38% | — | -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% | — | -0.94% | |
| 34 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.35% | — | -1.14% | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.35% | +0.01% | — | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.34% | — | -0.91% | |
| 37 | MRVL | Marvell Technology INC | Stock-Tech | 0.32% | +0.18% | -10.40% | |
| 38 | DFAT | Dimensional US Target Value | ETF-Other | 0.32% | — | -1.47% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | — | — | |
| 40 | CMF | Ishares California Muni Bond | ETF-Other | 0.30% | — | +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% | +0.07% | +31.20% | |
| 43 | EQIX | Equinix INC | Stock-Real Estate | 0.28% | — | -1.30% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.26% | — | -0.73% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | — | — | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.21% | — | — | |
| 47 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.21% | -0.09% | -24.89% | |
| 48 | CSCO | Cisco Systems INC | Stock-Tech | 0.20% | +0.05% | -0.45% | |
| 49 | AVGO | Broadcom INC | Stock-Tech | 0.20% | — | +3.57% | |
| 50 | TDG | Transdigm Group INC | Stock-Industrials | 0.19% | — | — |
Performance for Q3 2026
+4.2%
Performance Last 4 Quarters
+21.3%
Based on 75% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-06-30 | 83 | $286.6M | 20 | |
| 2026-03-31 | 79 | $252.7M | 13 | |
| 2025-12-31 | 83 | $248.9M | 21 | |
| 2025-09-30 | 85 | $235.7M | 21 | |
| 2025-06-30 | 83 | $218.9M | 0 | |
| 2025-03-31 | 75 | $200.5M | 0 | |
| 2024-12-31 | 77 | $204.4M | 0 | |
| 2024-09-30 | 81 | $196.1M | 0 | |
| 2024-06-30 | 75 | $179.5M | 0 | |
| 2024-03-31 | 73 | $174.7M | 0 | |
| 2023-12-31 | 74 | $166.6M | 0 | |
| 2023-09-30 | 67 | $152.2M | 0 | |
| 2023-06-30 | 65 | $159.6M | 0 | |
| 2023-03-31 | 63 | $151.5M | 0 | |
| 2022-12-31 | 58 | $145.2M | 0 |
Shira Ridge Wealth Management's most significant position changes for 2026-06-30: New buy: Dim Glb Sustain Fix INC ETF (DFSB); Sold out: Ishares Esg Aware US Aggrega (EAGG); New buy: Avantis All Eqty Mrkts ETF (AVGE); New buy: Advanced Micro Devices (AMD); New buy: Kla CORP (KLAC).
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.86% | Add |
| 26 | IETC | Ishares U.s. Tech Independen | 0% | -4.32% | Trim |
| 27 | DFUS | Dimensional US Eq Mkt ETF | 0% | — | Unchanged |
| 28 | VUG | Vanguard Growth ETF | 0% | +495.35% | Add |
| 29 | GOOGL | Alphabet Inc-cl A | — | -8.71% | Trim |
| 30 | NVDA | Nvidia CORP | — | +0.01% | Add |
| 31 | XJH | Ishare Esg Ss S&p Midcap ETF | 0% | -3.40% | Trim |
| 32 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.02% | Add |
| 33 | CGDG | Cap Group Dividend Growers | 0% | +6.38% | Add |
| 34 | IVE | Ishares S&p 500 Value ETF | -0.1% | EXIT | Sold out |
| 35 | ARTY | Ishares Future Ai & Tech ETF | -0.1% | -64.84% | Trim |
| 36 | MCD | Mcdonald's CORP | -0.1% | EXIT | Sold out |
| 37 | MRSH | Marsh & Mclennan Cos | -0.1% | -26.59% | Trim |
| 38 | DFSI | Dimensional Int Sus Cor1 ETF | -0.1% | -24.89% | Trim |
| 39 | T | At&t INC | -0.1% | EXIT | Sold out |
| 40 | MCK | Mckesson CORP | -0.1% | EXIT | Sold out |
| 41 | CHTR | Charter Communications Inc-a | -0.1% | -16.24% | Trim |
| 42 | SYK | Stryker CORP | -0.1% | EXIT | Sold out |
| 43 | DFAI | Dimensional International Co | -0.3% | -0.49% | Trim |
| 44 | AAPL | Apple INC | -0.3% | -10.80% | Trim |
| 45 | ESGD | Ishares Trust Ishares Esg Aw | -0.3% | -0.91% | Trim |
| 46 | YLDE | Franklin Clearbridge Enhance | -0.4% | -0.37% | Trim |
| 47 | DFSD | Dimensional Short Duration | -0.4% | +4.65% | Add |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.4% | -9.48% | Trim |
| 49 | GLDM | Spdr Gold Minishares Trust | -0.7% | -31.18% | Trim |
| 50 | EAGG | Ishares Esg Aware US Aggrega | -2.2% | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-06-30 | 2026-07-09 | 13F-HR | View on EDGAR |
| 2026-03-31 | 2026-04-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-20 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-10 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-10 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-18 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-10 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-11 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-12 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-08 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-12 | 13F-HR | View on EDGAR |
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