Shira Ridge Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on October 9, 2026, Shira Ridge Wealth Management disclosed 83 stock positions valued at approximately $287.67M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, DIMENSIONAL ETF TRUST, and BLACKROCK ETF TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 83
- Portfolio Value
- $287.67M
Holdings by Sector
Shira Ridge Wealth Management Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | SUSA | Other | 15.38% | 284,219 | -3,877 | -1.35% | $44,247,245 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 10.29% | 565,399 | -3,490 | -0.61% | $29,604,300 |
| BLACKROCK ETF TRUST | DYNF | Other | 6.98% | 289,865 | +9,695 | +3.46% | $20,076,023 |
| ISHARES TR | IGM | Other | 5.87% | 99,967 | -6,122 | -5.77% | $16,898,432 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 5.20% | 321,666 | +25,262 | +8.52% | $14,948,443 |
| ISHARES TR | ESGD | Other | 4.92% | 137,458 | +2,370 | +1.75% | $14,165,041 |
| ISHARES TR | FLOT | Other | 4.16% | 234,159 | +19,465 | +9.07% | $11,953,809 |
| ISHARES TR | SHY | Other | 3.91% | 138,690 | +14,254 | +11.45% | $11,261,633 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 3.88% | 269,654 | +7,537 | +2.88% | $11,171,763 |
| LEGG MASON ETF INVT | YLDE | Other | 3.57% | 187,712 | -948 | -0.50% | $10,257,105 |
| ISHARES TR | IXN | Other | 3.54% | 68,795 | -463 | -0.67% | $10,196,762 |
| DIMENSIONAL ETF TRUST | DFSB | Other | 3.50% | 203,256 | +76,333 | +60.14% | $10,071,273 |
| SELECT SECTOR SPDR TR | XLI | Other | 3.38% | 58,284 | +704 | +1.22% | $9,732,253 |
| APPLE INC | AAPL | Technology | 2.50% | 21,636 | -4,207 | -16.28% | $7,205,120 |
| VANGUARD WORLD FD | VGT | Other | 1.75% | 39,996 | -220 | -0.55% | $5,026,339 |
| ALPHABET INC | GOOG | Communication Services | 1.73% | 14,646 | -174 | -1.17% | $4,990,635 |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | Other | 1.69% | 131,588 | +12,422 | +10.42% | $4,872,699 |
| ISHARES TR | GOVT | Other | 1.50% | 197,243 | +1,851 | +0.95% | $4,313,711 |
| MICROSOFT CORP | MSFT | Technology | 1.11% | 6,244 | -140 | -2.19% | $3,202,394 |
| ISHARES TR | ILCG | Other | 0.90% | 22,031 | -86 | -0.39% | $2,576,939 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.80% | 9,910 | +235 | +2.43% | $2,312,058 |
| ALPHABET INC | GOOGL | Communication Services | 0.67% | 5,574 | -974 | -14.87% | $1,917,997 |
| ISHARES U S ETF TR | IETC | Other | 0.61% | 15,460 | -768 | -4.73% | $1,764,786 |
| VANGUARD INDEX FDS | VTI | Other | 0.61% | 4,659 | -158 | -3.28% | $1,743,770 |
| WORLD GOLD TR | GLDM | Other | 0.56% | 19,441 | -6,938 | -26.30% | $1,597,692 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.54% | 1,699 | -8 | -0.47% | $1,547,066 |
| NVIDIA CORPORATION | NVDA | Technology | 0.54% | 6,742 | -150 | -2.18% | $1,539,636 |
| VANGUARD INDEX FDS | VOT | Other | 0.39% | 3,830 | -402 | -9.50% | $1,118,654 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.39% | 23,554 | - | - | $1,111,042 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.38% | 4,417 | +201 | +4.77% | $1,100,496 |
Showing 30 of 83 holdings in the latest reporting period.