Shira Ridge Wealth Management

Portfolio Overview

Shira Ridge Wealth Management disclosed 83 positions worth $286.6M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 10 new positions and exited 6. The portfolio is most concentrated in Other (88.0% of disclosed assets). All figures are sourced directly from Shira Ridge Wealth Management’s Form 13F-HR filing with the SEC under CIK 1961210.

• ISHARES TR - ESG OPTIMIZED

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  Quality

  $44.5M288,096 sh

• DIMENSIONAL ETF TRUST - US CORE EQT MKT

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  Quality

  $29.4M568,889 sh

• BLACKROCK ETF TRUST - ISHARES US EQUIT

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  Quality

  $19.1M280,170 sh

• ISHARES TR - EXPND TEC SC ETF

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  Quality

  $17.4M106,089 sh

• DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF

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  Quality

  $14.2M296,404 sh

• ISHARES TR - ESG AW MSCI EAFE

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  Quality

  $13.9M135,088 sh

• ISHARES TR - FLTG RATE NT ETF

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  Quality

  $11.0M214,694 sh

• DIMENSIONAL ETF TRUST - INTL CORE EQT MK

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  Quality

  $10.8M262,117 sh

• SELECT SECTOR SPDR TR - ST STR INDL ETF

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  Quality

  $10.7M57,580 sh

• LEGG MASON ETF INVT - FRAN CLE ENH ETF

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  Quality

  $10.5M188,660 sh

Showing top 10 of 83 holdings.

Full Holdings — Shira Ridge Wealth Management (Q2 2026)

All 83 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	ISHARES TR - ESG OPTIMIZED	$44.5M	15.5%	-1%	—
2	—	DIMENSIONAL ETF TRUST - US CORE EQT MKT	$29.4M	10.3%	+1%	—
3	—	BLACKROCK ETF TRUST - ISHARES US EQUIT	$19.1M	6.7%	+3%	—
4	—	ISHARES TR - EXPND TEC SC ETF	$17.4M	6.0%	-5%	—
5	—	DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF	$14.2M	4.9%	+5%	—
6	—	ISHARES TR - ESG AW MSCI EAFE	$13.9M	4.8%	-1%	—
7	—	ISHARES TR - FLTG RATE NT ETF	$11.0M	3.8%	+16%	—
8	—	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	$10.8M	3.8%	-0%	—
9	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	$10.7M	3.7%	+1%	—
10	—	LEGG MASON ETF INVT - FRAN CLE ENH ETF	$10.5M	3.7%	-0%	—
11	—	ISHARES TR - 1 3 YR TREAS BD	$10.2M	3.6%	+24%	—
12	—	ISHARES TR - GLOBAL TECH ETF	$10.0M	3.5%	-2%	—
13	$AAPL	Apple Inc.	$7.5M	2.6%	-11%	76.1
14	—	DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA	$6.6M	2.3%	NEW	—
15	$GOOGL	Alphabet Inc.	$5.2M	1.8%	-4%	80.2
16	—	VANGUARD WORLD FD - INF TECH ETF	$4.8M	1.7%	+691%	—
17	—	ISHARES TR - CORE UNIVRSL USD	$4.8M	1.7%	-9%	—
18	—	CAPITAL GROUP DIVIDEND GROWE - SHS ETF	$4.5M	1.6%	+6%	—
19	—	ISHARES TR - US TREAS BD ETF	$4.5M	1.6%	+3%	—
20	—	ISHARES TR - MORNINGSTAR GRWT	$2.6M	0.9%	-1%	—
21	$MSFT	MICROSOFT CORP	$2.4M	0.8%	-0%	83.7
22	$GOOG	Alphabet Inc.	$2.3M	0.8%	-9%	80.2
23	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$2.3M	0.8%	+0%	—
24	$GLDM	World Gold Trust	$2.1M	0.7%	-31%	—
25	—	VANGUARD INDEX FDS - TOTAL STK MKT	$1.8M	0.6%	+2%	—
26	—	ISHARES U S ETF TR - U.S. TECH INDEPD	$1.7M	0.6%	-4%	—
27	$COST	COSTCO WHOLESALE CORP /NEW	$1.6M	0.6%	+0%	67
28	$NVDA	NVIDIA CORP	$1.4M	0.5%	+0%	90.2
29	—	VANGUARD INDEX FDS - MCAP GR IDXVIP	$1.3M	0.5%	-13%	—
30	—	ISHARES TR - ESG SELECT SCRE	$1.2M	0.4%	-3%	—
31	—	DIMENSIONAL ETF TRUST - US SUSTAINABILTY	$1.1M	0.4%	-15%	—
32	$META	Meta Platforms, Inc.	$1.1M	0.4%	-2%	80.9
33	$AMZN	AMAZON COM INC	$1.0M	0.3%	-1%	74.6
34	$SCHW	SCHWAB CHARLES CORP	$1.0M	0.3%	-1%	77.2
35	—	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	$996,202	0.3%	+0%	—
36	—	ISHARES TR - MSCI EAFE MIN VL	$974,565	0.3%	-1%	—
37	$MRVL	Marvell Technology, Inc.	$924,353	0.3%	-10%	77.3
38	—	DIMENSIONAL ETF TRUST - US TARGETED VLU	$908,980	0.3%	-1%	—
39	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$889,379	0.3%	+0%	—
40	—	ISHARES TR - CALIF MUN BD ETF	$850,132	0.3%	+2%	—
41	—	VANGUARD INDEX FDS - GROWTH ETF	$849,771	0.3%	+495%	—
42	—	SPDR SERIES TRUST - ST STR P500ETF	$797,511	0.3%	+31%	—
43	$EQIX	EQUINIX INC	$794,301	0.3%	-1%	61.4
44	—	VANGUARD INDEX FDS - VALUE ETF	$742,270	0.3%	-1%	—
45	$JPM	JPMORGAN CHASE & CO	$670,896	0.2%	+0%	35.6
46	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	$611,465	0.2%	+0%	—
47	—	DIMENSIONAL ETF TRUST - INTERNATIONAL	$601,634	0.2%	-25%	—
48	$CSCO	CISCO SYSTEMS, INC.	$574,926	0.2%	-0%	72.3
49	$AVGO	Broadcom Inc.	$559,448	0.2%	+4%	86.4
50	$TDG	TransDigm Group INC	$540,808	0.2%	+0%	75.4
51	$QQQ	INVESCO QQQ TRUST, SERIES 1	$531,423	0.2%	+0%	—
52	—	AMERICAN CENTY ETF TR - AVANTIS ALL EQT	$497,383	0.2%	NEW	—
53	—	ISHARES TR - S&P 500 GRWT ETF	$477,917	0.2%	+8%	—
54	$MRSH	MARSH & MCLENNAN COMPANIES, INC.	$445,509	0.2%	-27%	71.5
55	$CVX	CHEVRON CORP	$420,551	0.1%	+0%	54.7
56	—	ISHARES TR - CORE S&P TTL STK	$411,496	0.1%	-4%	—
57	$TSLA	Tesla, Inc.	$389,476	0.1%	+0%	50.1
58	—	VANGUARD INDEX FDS - MID CAP ETF	$382,778	0.1%	+173%	—
59	$AMD	ADVANCED MICRO DEVICES INC	$359,583	0.1%	NEW	78.8
60	$KLAC	KLA CORP	$356,018	0.1%	NEW	84.4
61	$BRK.B	BERKSHIRE HATHAWAY INC	$350,773	0.1%	+0%	64.5
62	—	ISHARES TR - CORE HIGH DV ETF	$341,088	0.1%	+372%	—
63	—	J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT	$324,846	0.1%	-13%	—
64	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	$314,739	0.1%	+0%	—
65	$MU	MICRON TECHNOLOGY INC	$289,727	0.1%	NEW	88.4
66	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	$286,515	0.1%	+0%	—
67	$CHTR	CHARTER COMMUNICATIONS, INC. /MO/	$281,718	0.1%	-16%	57.7
68	—	ISHARES TR - RUS MD CP GR ETF	$266,759	0.1%	+0%	—
69	—	ISHARES TR - CORE S&P MCP ETF	$253,056	0.1%	-3%	—
70	$LLY	ELI LILLY & Co	$252,355	0.1%	NEW	89.3
71	—	ISHARES TR - FUTU AI TECH ETF	$247,825	0.1%	-65%	—
72	$GE	GENERAL ELECTRIC CO	$245,914	0.1%	NEW	74.8
73	—	VANGUARD INDEX FDS - SMALL CP ETF	$244,245	0.1%	+1%	—
74	—	ISHARES TR - RUS 1000 ETF	$235,872	0.1%	+0%	—
75	—	ISHARES INC - MSCI EURZONE ETF	$229,489	0.1%	+3%	—
76	$NEM	NEWMONT Corp /DE/	$229,349	0.1%	+0%	88.3
77	$KO	COCA COLA CO	$222,599	0.1%	+0%	74
78	$ABBV	AbbVie Inc.	$222,086	0.1%	NEW	59.3
79	—	ISHARES TR - CORE S&P500 ETF	$216,252	0.1%	-9%	—
80	$GLW	CORNING INC /NY	$211,751	0.1%	NEW	72.7
81	$VZ	VERIZON COMMUNICATIONS INC	$204,749	0.1%	+0%	71.6
82	$UNP	UNION PACIFIC CORP	$204,272	0.1%	NEW	74
83	$GLD	SPDR GOLD TRUST	$200,030	0.1%	+1%	—