Shira Ridge Wealth Management Portfolio Stock Holdings
Shira Ridge Wealth Management disclosed 83 stock positions valued at approximately $286.6 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, DIMENSIONAL ETF TRUST, and BLACKROCK ETF TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 9, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 83
- Portfolio Value
- $286.6M
Holdings by Sector
Shira Ridge Wealth Management Portfolio Holdings in Q2 2026
83 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | SUSA | Other | 15.51% | 288,096 | -2,878 | -0.99% | $44,453,261 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 10.26% | 568,889 | +4,568 | +0.81% | $29,405,883 |
| BLACKROCK ETF TRUST | DYNF | Other | 6.65% | 280,170 | +9,057 | +3.34% | $19,054,362 |
| ISHARES TR | IGM | Other | 6.05% | 106,089 | -5,720 | -5.12% | $17,354,098 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 4.94% | 296,404 | +13,174 | +4.65% | $14,153,291 |
| ISHARES TR | ESGD | Other | 4.85% | 135,088 | -1,242 | -0.91% | $13,888,372 |
| ISHARES TR | FLOT | Other | 3.82% | 214,694 | +30,245 | +16.40% | $10,960,136 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 3.77% | 262,117 | -1,290 | -0.49% | $10,812,326 |
| SELECT SECTOR SPDR TR | XLI | Other | 3.72% | 57,580 | +496 | +0.87% | $10,665,593 |
| LEGG MASON ETF INVT | YLDE | Other | 3.66% | 188,660 | -705 | -0.37% | $10,493,482 |
| ISHARES TR | SHY | Other | 3.56% | 124,436 | +23,989 | +23.88% | $10,217,440 |
| ISHARES TR | IXN | Other | 3.49% | 69,258 | -1,223 | -1.74% | $10,006,386 |
| APPLE INC | AAPL | Technology | 2.61% | 25,843 | -3,130 | -10.80% | $7,477,938 |
| DIMENSIONAL ETF TRUST | DFSB | Other | 2.31% | 126,923 | +126,923 | +100.00% | $6,613,958 |
| ALPHABET INC | GOOG | Communication Services | 1.83% | 14,820 | -673 | -4.34% | $5,236,514 |
| VANGUARD WORLD FD | VGT | Other | 1.68% | 40,216 | +35,130 | +690.72% | $4,806,647 |
| ISHARES TR | IUSB | Other | 1.67% | 103,932 | -10,880 | -9.48% | $4,796,462 |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | Other | 1.56% | 119,166 | +7,143 | +6.38% | $4,469,917 |
| ISHARES TR | GOVT | Other | 1.55% | 195,392 | +5,699 | +3.00% | $4,451,030 |
| ISHARES TR | ILCG | Other | 0.90% | 22,117 | -128 | -0.58% | $2,588,160 |
| MICROSOFT CORP | MSFT | Technology | 0.83% | 6,384 | -26 | -0.41% | $2,381,512 |
| ALPHABET INC | GOOGL | Communication Services | 0.82% | 6,548 | -625 | -8.71% | $2,340,154 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.80% | 9,675 | +2 | +0.02% | $2,289,331 |
| WORLD GOLD TR | GLDM | Other | 0.73% | 26,379 | -11,951 | -31.18% | $2,095,020 |
| VANGUARD INDEX FDS | VTI | Other | 0.62% | 4,817 | +88 | +1.86% | $1,782,594 |
| ISHARES U S ETF TR | IETC | Other | 0.61% | 16,228 | -733 | -4.32% | $1,742,086 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.56% | 1,707 | +1 | +0.06% | $1,597,183 |
| NVIDIA CORPORATION | NVDA | Technology | 0.48% | 6,892 | +1 | +0.01% | $1,378,931 |
| VANGUARD INDEX FDS | VOT | Other | 0.45% | 4,232 | -655 | -13.40% | $1,296,285 |
| ISHARES TR | XJH | Other | 0.42% | 22,896 | -805 | -3.40% | $1,194,026 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.38% | 23,554 | -4,085 | -14.78% | $1,098,323 |
| META PLATFORMS INC | META | Communication Services | 0.37% | 1,900 | -44 | -2.26% | $1,070,314 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.35% | 4,216 | -40 | -0.94% | $1,004,841 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.35% | 10,876 | -125 | -1.14% | $1,003,565 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.35% | 12,158 | - | - | $996,202 |
| ISHARES TR | EFAV | Other | 0.34% | 11,111 | -102 | -0.91% | $974,565 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.32% | 3,103 | -360 | -10.40% | $924,353 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.32% | 13,004 | -194 | -1.47% | $908,980 |
| VANGUARD INDEX FDS | VOO | Other | 0.31% | 1,295 | - | - | $889,379 |
| ISHARES TR | CMF | Other | 0.30% | 14,749 | +301 | +2.08% | $850,132 |
| VANGUARD INDEX FDS | VUG | Other | 0.30% | 9,865 | +8,208 | +495.35% | $849,771 |
| SPDR SERIES TRUST | SPLG | Other | 0.28% | 9,075 | +2,158 | +31.20% | $797,511 |
| EQUINIX INC | EQIX | Real Estate | 0.28% | 762 | -10 | -1.30% | $794,301 |
| VANGUARD INDEX FDS | VTV | Other | 0.26% | 3,406 | -25 | -0.73% | $742,270 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.23% | 2,050 | - | - | $670,896 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.21% | 21,114 | - | - | $611,465 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.21% | 13,340 | -4,420 | -24.89% | $601,634 |
| CISCO SYS INC | CSCO | Technology | 0.20% | 4,895 | -22 | -0.45% | $574,926 |
| BROADCOM INC | AVGO | Technology | 0.20% | 1,481 | +51 | +3.57% | $559,448 |
| TRANSDIGM GROUP INC | TDG | Industrials | 0.19% | 406 | - | - | $540,808 |
| INVESCO QQQ TR | QQQ | Other | 0.19% | 722 | - | - | $531,423 |
| AMERICAN CENTY ETF TR | AVGE | Other | 0.17% | 5,019 | +5,019 | +100.00% | $497,383 |
| ISHARES TR | IVW | Other | 0.17% | 3,475 | +243 | +7.52% | $477,917 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.16% | 2,673 | -968 | -26.59% | $445,509 |
| CHEVRON CORPORATION | CVX | Energy | 0.15% | 2,537 | - | - | $420,551 |
| ISHARES TR | ITOT | Other | 0.14% | 2,505 | -93 | -3.58% | $411,496 |
| TESLA INC | TSLA | Consumer Cyclical | 0.14% | 926 | +3 | +0.33% | $389,476 |
| VANGUARD INDEX FDS | VO | Other | 0.13% | 4,751 | +3,013 | +173.36% | $382,778 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.13% | 619 | +619 | +100.00% | $359,583 |
| KLA CORP | KLAC | Technology | 0.12% | 1,180 | +1,180 | +100.00% | $356,018 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.12% | 701 | - | - | $350,773 |
| ISHARES TR | HDV | Other | 0.12% | 12,444 | +9,808 | +372.08% | $341,088 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 0.11% | 3,938 | -575 | -12.74% | $324,846 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.11% | 1,652 | - | - | $314,739 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.10% | 251 | +251 | +100.00% | $289,727 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.10% | 9,735 | - | - | $286,515 |
| CHARTER COMMUNICATIONS INC | CHTR | Communication Services | 0.10% | 1,981 | -384 | -16.24% | $281,718 |
| ISHARES TR | IWP | Other | 0.09% | 1,822 | - | - | $266,759 |
| ISHARES TR | IJH | Other | 0.09% | 3,282 | -99 | -2.93% | $253,056 |
| ELI LILLY & CO | LLY | Healthcare | 0.09% | 210 | +2 | +0.96% | $252,355 |
| ISHARES TR | ARTY | Other | 0.09% | 3,254 | -6,002 | -64.84% | $247,825 |
| GE AEROSPACE | GE | Industrials | 0.09% | 658 | - | - | $245,914 |
| VANGUARD INDEX FDS | VB | Other | 0.09% | 806 | +5 | +0.62% | $244,245 |
| ISHARES TR | IWB | Other | 0.08% | 576 | - | - | $235,872 |
| ISHARES INC | EZU | Other | 0.08% | 3,302 | +105 | +3.28% | $229,489 |
| NEWMONT CORP | NEM | Basic Materials | 0.08% | 2,456 | +1 | +0.04% | $229,349 |
| COCA COLA CO | KO | Consumer Defensive | 0.08% | 2,739 | - | - | $222,599 |
| ABBVIE INC | ABBV | Healthcare | 0.08% | 883 | -3 | -0.34% | $222,086 |
| ISHARES TR | IVV | Other | 0.08% | 289 | -28 | -8.83% | $216,252 |
| CORNING INC | GLW | Technology | 0.07% | 829 | +829 | +100.00% | $211,751 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.07% | 4,836 | +5 | +0.10% | $204,749 |
| UNION PAC CORP | UNP | Industrials | 0.07% | 751 | +751 | +100.00% | $204,272 |
| SPDR GOLD TR | GLD | Other | 0.07% | 543 | +4 | +0.74% | $200,030 |