Shira Ridge Wealth Management
Sector Allocation
- Other88.6%$254.9M
- Technology7.5%$21.6M
- Financials1.4%$4.0M
- Consumer Staples0.7%$2.0M
- Consumer Discretionary0.5%$1.4M
- Industrials0.3%$849,393
- Real Estate0.3%$770,824
- Materials0.3%$715,048
- Healthcare0.2%$474,567
- Energy0.2%$465,825
AUM History
13fpro.ai/research/fund/shira-ridge-wealth-management-1961210
Conviction and streaks
Stable · top 10 = 64.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$44.2M
- DIMENSIONAL$29.6M
- BLACKROCK$20.1M
- ISHARES$16.9M
- DIMENSIONAL$14.9M
- ISHARES$14.2M
- ISHARES$12.0M
- ISHARES$11.3M
- DIMENSIONAL$11.2M
- LEGG$10.3M
- ISHARES$10.2M
- DIMENSIONAL$10.1M
- SELECT$9.7M
AAPL
$7.2M- VANGUARD$5.0M
GOOG
$5.0M- CAPITAL$4.9M
- ISHARES$4.3M
MSFT
$3.2M- ISHARES$2.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/shira-ridge-wealth-management-1961210
Shira Ridge Wealth Management 13F holdings — Q3 2026
$287.7M portfolio (+0.4% QoQ) · 83 holdings · Q3 2026 13F · top 10 are 64% of the stock portfolio
- 1
ISHARES TR - ESG OPTIMIZED
$44.2M
15.4% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
DIMENSIONAL ETF TRUST - US CORE EQT MKT
$29.6M
10.3% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
BLACKROCK ETF TRUST - ISHARES US EQUIT
$20.1M
7.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - EXPND TEC SC ETF
$16.9M
5.9% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF
$14.9M
5.2% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - ESG AW MSCI EAFE
$14.2M
4.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - FLTG RATE NT ETF
$12.0M
4.2% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - 1 3 YR TREAS BD
$11.3M
3.9% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$11.2M
3.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
LEGG MASON ETF INVT - FRAN CLE ENH ETF
$10.3M
3.6% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - ESG OPTIMIZED | $44.2M | 15.4% | -1% | — | — | — | — | |
| 2 | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $29.6M | 10.3% | -0.6% | — | — | — | — | |
| 3 | BLACKROCK ETF TRUST - ISHARES US EQUIT | $20.1M | 7.0% | +3% | — | — | — | — | |
| 4 | ISHARES TR - EXPND TEC SC ETF | $16.9M | 5.9% | -6% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF | $14.9M | 5.2% | +9% | — | — | — | — | |
| 6 | ISHARES TR - ESG AW MSCI EAFE | $14.2M | 4.9% | +2% | — | — | — | — | |
| 7 | ISHARES TR - FLTG RATE NT ETF | $12.0M | 4.2% | +9% | — | — | — | — | |
| 8 | ISHARES TR - 1 3 YR TREAS BD | $11.3M | 3.9% | +11% | — | — | — | — | |
| 9 | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $11.2M | 3.9% | +3% | — | — | — | — | |
| 10 | LEGG MASON ETF INVT - FRAN CLE ENH ETF | $10.3M | 3.6% | -0.5% | — | — | — | — |
All holdings — Shira Ridge Wealth Management (Q3 2026)
83 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - GLOBAL TECH ETFetf/fund | — | $10.2M | 3.5% | 69K | -0.7% | — | — | 13F |
| 12 | — | DIMENSIONAL ETF TRUST - GLOBAL SUSTAINAetf/fund | — | $10.1M | 3.5% | 203K | +60% | — | — | 13F |
| 13 | — | SELECT SECTOR SPDR TR - ST STR INDL ETFetf/fund | — | $9.7M | 3.4% | 58K | +1% | — | — | 13F |
| 14 | Apple Inc. | Technology | $7.2M | 2.5% | 22K | -16% | 11+ qtrsTrimmed 2 qtrs in a row | 75.7 | 13F | |
| 15 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $5.0M | 1.8% | 40K | -0.5% | — | — | 13F |
| 16 | Alphabet Inc. | Technology | $5.0M | 1.7% | 15K | -1% | 11+ qtrsTrimmed 2 qtrs in a row | 77.7 | 13F | |
| 17 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETFetf/fund | — | $4.9M | 1.7% | 132K | +10% | — | — | 13F |
| 18 | — | ISHARES TR - US TREAS BD ETFetf/fund | — | $4.3M | 1.5% | 197K | +0.9% | — | — | 13F |
| 19 | MICROSOFT CORP | Technology | $3.2M | 1.1% | 6,244 | -2% | 11+ qtrs | 79.8 | 13F | |
| 20 | — | ISHARES TR - MORNINGSTAR GRWTetf/fund | — | $2.6M | 0.9% | 22K | -0.4% | — | — | 13F |
| 21 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $2.3M | 0.8% | 9,910 | +2% | — | — | 13F |
| 22 | Alphabet Inc. | Technology | $1.9M | 0.7% | 5,574 | -15% | 11+ qtrsTrimmed 2 qtrs in a row | 77.7 | 13F | |
| 23 | — | ISHARES U S ETF TR - U.S. TECH INDEPDetf/fund | — | $1.8M | 0.6% | 15K | -5% | — | — | 13F |
| 24 | — | VANGUARD INDEX FDS - TOTAL STK MKTetf/fund | — | $1.7M | 0.6% | 4,659 | -3% | — | — | 13F |
| 25 | World Gold Trustetf/fund | Financials | $1.6M | 0.6% | 19K | -26% | 7 qtrsTrimmed 3 qtrs in a row | — | 13F | |
| 26 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.5M | 0.5% | 1,699 | -0.5% | |||
| 27 | $NVDA | NVIDIA CORP | Technology | $1.5M | 0.5% | 6,742 | -2% | |||
| 28 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $1.1M | 0.4% | 3,830 | -9% | |||
| 29 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | — | $1.1M | 0.4% | 24K | — | |||
| 30 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.1M | 0.4% | 4,417 | +5% | |||
| 31 | $META | Meta Platforms, Inc. | Technology | $1.1M | 0.4% | 1,483 | -22% | |||
| 32 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.1M | 0.4% | 1,520 | +17% | |||
| 33 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.1M | 0.4% | 11K | -0.9% | |||
| 34 | — | ISHARES TR - ESG SELECT SCRE | — | $1.0M | 0.4% | 21K | -8% | |||
| 35 | — | ISHARES TR - MSCI EAFE MIN VL | — | $1.0M | 0.3% | 11K | -0.4% | |||
| 36 | — | DIMENSIONAL ETF TRUST - US EQUI MARK ETF | — | $1.0M | 0.3% | 12K | -0.8% | |||
| 37 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $886K | 0.3% | 9,829 | -0.4% | |||
| 38 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $806K | 0.3% | 8,975 | -1% | |||
| 39 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $786K | 0.3% | 12K | -9% | |||
| 40 | $EQIX | EQUINIX INC | Real Estate | $771K | 0.3% | 762 | — | |||
| 41 | — | VANGUARD INDEX FDS - VALUE ETF | — | $728K | 0.3% | 3,370 | -1% | |||
| 42 | — | ISHARES TR - CORE UNIVRSL USD | — | $703K | 0.2% | 16K | -85% | |||
| 43 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $619K | 0.2% | 21K | — | |||
| 44 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | — | $603K | 0.2% | 13K | — | |||
| 45 | — | AMERICAN CENTY ETF TR - AVANTIS ALL EQT | — | $572K | 0.2% | 5,813 | +16% | |||
| 46 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $560K | 0.2% | 757 | +5% | |||
| 47 | $CSCO | CISCO SYSTEMS, INC. | Technology | $513K | 0.2% | 4,765 | -3% | |||
| 48 | — | ISHARES TR - S&P 500 GRWT ETF | — | $507K | 0.2% | 3,567 | +3% | |||
| 49 | $AVGO | Broadcom Inc. | Technology | $499K | 0.2% | 1,420 | -4% | |||
| 50 | $JPM | JPMORGAN CHASE & CO | Financials | $473K | 0.2% | 1,431 | -30% | |||
| 51 | $CVX | CHEVRON CORP | Energy | $466K | 0.2% | 2,281 | -10% | |||
| 52 | — | ISHARES TR - CALIF MUN BD ETF | — | $463K | 0.2% | 8,558 | -42% | |||
| 53 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $456K | 0.2% | 2,673 | — | |||
| 54 | $TDG | TransDigm Group INC | Industrials | $440K | 0.1% | 406 | — | |||
| 55 | $GLW | CORNING INC /NY | Materials | $430K | 0.1% | 2,794 | +237% | |||
| 56 | — | ISHARES TR - TRS FLT RT BD | — | $429K | 0.1% | 8,462 | New | |||
| 57 | — | ISHARES TR - CORE S&P TTL STK | — | $417K | 0.1% | 2,505 | — | |||
| 58 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $373K | 0.1% | 4,751 | — | |||
| 59 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $343K | 0.1% | 561 | -9% | |||
| 60 | — | ISHARES TR - MSCI ACWI EX US | — | $340K | 0.1% | 4,500 | New | |||
| 61 | — | ISHARES TR - CORE HIGH DV ETF | — | $338K | 0.1% | 12K | -3% | |||
| 62 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $323K | 0.1% | 1,652 | — | |||
| 63 | $TSLA | Tesla, Inc. | Consumer Discretionary | $322K | 0.1% | 907 | -2% | |||
| 64 | $MU | MICRON TECHNOLOGY INC | Technology | $305K | 0.1% | 286 | +14% | |||
| 65 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $292K | 0.1% | 9,735 | — | |||
| 66 | $NEM | NEWMONT Corp /DE/ | Materials | $285K | 0.1% | 2,475 | +0.8% | |||
| 67 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $257K | 0.1% | 516 | -26% | |||
| 68 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | — | $255K | 0.1% | 3,107 | -21% | |||
| 69 | — | ISHARES TR - FUTU AI TECH ETF | — | $250K | 0.1% | 3,191 | -2% | |||
| 70 | $LLY | ELI LILLY & Co | Healthcare | $243K | 0.1% | 210 | — | |||
| 71 | — | ISHARES TR - RUS 1000 ETF | — | $240K | 0.1% | 576 | — | |||
| 72 | $KO | COCA COLA CO | Consumer Staples | $237K | 0.1% | 2,749 | +0.4% | |||
| 73 | — | ISHARES INC - MSCI EURZONE ETF | — | $236K | 0.1% | 3,502 | +6% | |||
| 74 | $ABBV | AbbVie Inc. | Healthcare | $231K | 0.1% | 883 | — | |||
| 75 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $229K | 0.1% | 806 | — | |||
| 76 | $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | Communication Services | $222K | 0.1% | 1,998 | +0.9% | |||
| 77 | $MCK | MCKESSON CORP | Consumer Staples | $216K | 0.1% | 253 | New | |||
| 78 | — | ISHARES TR - CORE S&P MCP ETF | — | $216K | 0.1% | 3,001 | -9% | |||
| 79 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $216K | 0.1% | 4,704 | -3% | |||
| 80 | $GLD | SPDR GOLD TRUST | Financials | $207K | 0.1% | 543 | — | |||
| 81 | $GE | GENERAL ELECTRIC CO | Industrials | $205K | 0.1% | 658 | — | |||
| 82 | $UNP | UNION PACIFIC CORP | Industrials | $204K | 0.1% | 751 | — | |||
| 83 | — | ISHARES TR - S&P 500 VAL ETF | — | $202K | 0.1% | 887 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 4 new, 22 added to, 40 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (4)
- ISHARES TR - TRS FLT RT BD$429K
first bought this quarter
- ISHARES TR - MSCI ACWI EX US$340K
first bought this quarter
$MCKMCKESSON CORP$216K
first bought this quarter
- ISHARES TR - S&P 500 VAL ETF$202K
first bought this quarter
Added to (22)
- DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA+60%
now $10.1M
- DIMENSIONAL ETF TRUST - SHOR DUR FIX ETF+9%
now $14.9M
- ISHARES TR - 1 3 YR TREAS BD+11%
now $11.3M
- ISHARES TR - FLTG RATE NT ETF+9%
now $12.0M
- BLACKROCK ETF TRUST - ISHARES US EQUIT+3%
now $20.1M
- CAPITAL GROUP DIVIDEND GROWE - SHS ETF+10%
now $4.9M
+16 more in the Excel export
Trimmed (40)
- ISHARES TR - CORE UNIVRSL USD-85%
now $703K
now $7.2M · held 11+ qtrs, 2 trims in a row
- ISHARES TR - EXPND TEC SC ETF-6%
now $16.9M
- ISHARES TR - ESG OPTIMIZED-1%
now $44.2M
$GLDMWorld Gold Trust-26%
now $1.6M · held 7 qtrs, 3 trims in a row
$GOOGLAlphabet Inc.-15%
now $1.9M · held 11+ qtrs, 2 trims in a row
+34 more in the Excel export
Holdings by quarter
Every 13F Shira Ridge Wealth Management has filed, 15 earlier quarters. Pick one to see what it held then.
Is it too late to follow Shira Ridge Wealth Management?
Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Shira Ridge Wealth Management's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-3.4%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 20% over the last 4
Top 10 weight
64%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Shira Ridge Wealth Management disclosed 83 positions worth $287.7M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 4 new positions and exited 4 and a full exit from $MRVL. The portfolio is most concentrated in Other (88.6% of disclosed assets). All figures are sourced directly from Shira Ridge Wealth Management’s Form 13F-HR filing with the SEC under CIK 1961210.
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