Shira Ridge Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Shira Ridge Wealth Management disclosed 83 stock positions valued at approximately $286.61M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, DIMENSIONAL ETF TRUST, and BLACKROCK ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 83
- Portfolio Value
- $286.61M
Holdings by Sector
Shira Ridge Wealth Management Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 83 holdings in the latest reporting period.