Shira Ridge Wealth Management Portfolio Stock Holdings
Shira Ridge Wealth Management disclosed 79 stock positions valued at approximately $252.7 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 March 31, 2026 and was filed on April 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 79
- Portfolio Value
- $252.7M
Holdings by Sector
Shira Ridge Wealth Management Portfolio Holdings in Q1 2026
79 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | SUSA | Other | 15.21% | 290,974 | +1,460 | +0.50% | $38,437,721 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 10.08% | 564,321 | +9,900 | +1.79% | $25,462,169 |
| BLACKROCK ETF TRUST | DYNF | Other | 6.24% | 271,113 | +50,792 | +23.05% | $15,773,354 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 5.37% | 283,230 | +38,556 | +15.76% | $13,561,052 |
| ISHARES TR | IGM | Other | 5.24% | 111,809 | +21,680 | +24.05% | $13,250,515 |
| ISHARES TR | ESGD | Other | 5.16% | 136,330 | -247 | -0.18% | $13,035,860 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 4.06% | 263,407 | -11,292 | -4.11% | $10,262,337 |
| LEGG MASON ETF INVT | YLDE | Other | 4.05% | 189,365 | -1,719 | -0.90% | $10,224,367 |
| ISHARES TR | FLOT | Other | 3.72% | 184,449 | +45,716 | +32.95% | $9,397,679 |
| SELECT SECTOR SPDR TR | XLI | Other | 3.65% | 57,084 | -2,060 | -3.48% | $9,232,248 |
| ISHARES TR | SHY | Other | 3.28% | 100,447 | +50,876 | +102.63% | $8,293,909 |
| APPLE INC | AAPL | Technology | 2.91% | 28,973 | -155 | -0.53% | $7,353,085 |
| ISHARES TR | IXN | Other | 2.79% | 70,481 | -418 | -0.59% | $7,045,979 |
| ISHARES TR | EAGG | Other | 2.19% | 116,463 | +31,151 | +36.51% | $5,537,816 |
| ISHARES TR | IUSB | Other | 2.10% | 114,812 | +16,574 | +16.87% | $5,303,166 |
| ALPHABET INC | GOOG | Communication Services | 1.76% | 15,493 | -156 | -1.00% | $4,444,454 |
| ISHARES TR | GOVT | Other | 1.72% | 189,693 | +34,065 | +21.89% | $4,345,867 |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | Other | 1.59% | 112,023 | +45,048 | +67.26% | $4,021,626 |
| WORLD GOLD TR | GLDM | Other | 1.41% | 38,330 | -6,905 | -15.26% | $3,552,808 |
| VANGUARD WORLD FD | VGT | Other | 1.40% | 5,086 | -26 | -0.51% | $3,548,890 |
| MICROSOFT CORP | MSFT | Technology | 0.94% | 6,410 | +65 | +1.02% | $2,372,765 |
| ISHARES TR | ILCG | Other | 0.84% | 22,245 | - | - | $2,123,976 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.82% | 9,673 | -7,427 | -43.43% | $2,080,305 |
| ALPHABET INC | GOOGL | Communication Services | 0.82% | 7,173 | +435 | +6.46% | $2,062,741 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.67% | 1,706 | +35 | +2.09% | $1,700,197 |
| VANGUARD INDEX FDS | VTI | Other | 0.60% | 4,729 | -645 | -12.00% | $1,517,144 |
| ISHARES U S ETF TR | IETC | Other | 0.59% | 16,961 | -134 | -0.78% | $1,499,000 |
| VANGUARD INDEX FDS | VOT | Other | 0.50% | 4,887 | -206 | -4.04% | $1,257,689 |
| NVIDIA CORPORATION | NVDA | Technology | 0.48% | 6,891 | +63 | +0.92% | $1,201,856 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.45% | 27,639 | -229 | -0.82% | $1,135,687 |
| META PLATFORMS INC | META | Communication Services | 0.44% | 1,944 | -55 | -2.75% | $1,112,284 |
| ISHARES TR | XJH | Other | 0.43% | 23,701 | -4,194 | -15.03% | $1,075,314 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.41% | 11,001 | - | - | $1,033,911 |
| ISHARES TR | EFAV | Other | 0.41% | 11,213 | -179 | -1.57% | $1,024,552 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.35% | 4,256 | +83 | +1.99% | $886,397 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 0.34% | 12,158 | -91 | -0.74% | $862,102 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.33% | 13,198 | -273 | -2.03% | $824,215 |
| ISHARES TR | CMF | Other | 0.33% | 14,448 | +1,345 | +10.26% | $821,513 |
| VANGUARD INDEX FDS | VOO | Other | 0.31% | 1,295 | -11 | -0.84% | $773,792 |
| EQUINIX INC | EQIX | Real Estate | 0.30% | 772 | - | - | $756,745 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.30% | 17,760 | -1,464 | -7.62% | $753,024 |
| VANGUARD INDEX FDS | VUG | Other | 0.29% | 1,657 | +1 | +0.06% | $723,761 |
| VANGUARD INDEX FDS | VTV | Other | 0.27% | 3,431 | -42 | -1.21% | $673,162 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.25% | 3,641 | - | - | $631,531 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.24% | 2,050 | -11 | -0.53% | $602,911 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.21% | 21,114 | - | - | $529,965 |
| SPDR SERIES TRUST | SPLG | Other | 0.21% | 6,917 | +879 | +14.56% | $529,427 |
| CHEVRON CORPORATION | CVX | Energy | 0.21% | 2,537 | -202 | -7.37% | $524,928 |
| CHARTER COMMUNICATIONS INC | CHTR | Communication Services | 0.20% | 2,365 | - | - | $510,556 |
| VANGUARD INDEX FDS | VO | Other | 0.20% | 1,738 | -6 | -0.34% | $499,084 |
| TRANSDIGM GROUP INC | TDG | Industrials | 0.19% | 406 | - | - | $470,538 |
| BROADCOM INC | AVGO | Technology | 0.18% | 1,430 | +16 | +1.13% | $442,599 |
| ISHARES TR | ARTY | Other | 0.17% | 9,256 | -75,487 | -89.08% | $430,682 |
| INVESCO QQQ TR | QQQ | Other | 0.16% | 722 | -9 | -1.23% | $416,522 |
| CISCO SYS INC | CSCO | Technology | 0.15% | 4,917 | +1 | +0.02% | $381,528 |
| ISHARES TR | ITOT | Other | 0.15% | 2,598 | -35 | -1.33% | $370,033 |
| ISHARES TR | IVW | Other | 0.14% | 3,232 | +91 | +2.90% | $365,572 |
| ISHARES TR | HDV | Other | 0.14% | 2,636 | - | - | $357,749 |
| TESLA INC | TSLA | Consumer Cyclical | 0.14% | 923 | +14 | +1.54% | $343,125 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.14% | 3,463 | - | - | $343,010 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 0.14% | 4,513 | +47 | +1.05% | $341,815 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.13% | 701 | - | - | $335,919 |
| STRYKER CORPORATION | SYK | Healthcare | 0.12% | 913 | - | - | $300,003 |
| NEWMONT CORP | NEM | Basic Materials | 0.11% | 2,455 | -82 | -3.23% | $265,730 |
| AT&T INC | T | Communication Services | 0.10% | 8,923 | +34 | +0.38% | $258,678 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.10% | 9,735 | - | - | $249,617 |
| MCKESSON CORP | MCK | Healthcare | 0.10% | 287 | - | - | $248,358 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.10% | 4,831 | -109 | -2.21% | $242,526 |
| ISHARES TR | IWP | Other | 0.09% | 1,822 | - | - | $233,435 |
| SPDR GOLD TR | GLD | Other | 0.09% | 539 | -5 | -0.92% | $231,926 |
| ISHARES TR | IJH | Other | 0.09% | 3,381 | -496 | -12.79% | $228,302 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.09% | 1,652 | - | - | $219,551 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.09% | 706 | - | - | $219,418 |
| ISHARES TR | IVE | Other | 0.08% | 1,004 | -35 | -3.37% | $211,995 |
| VANGUARD INDEX FDS | VB | Other | 0.08% | 801 | +10 | +1.26% | $209,737 |
| COCA COLA CO | KO | Consumer Defensive | 0.08% | 2,739 | +2,739 | +100.00% | $208,301 |
| ISHARES TR | IVV | Other | 0.08% | 317 | +6 | +1.93% | $207,393 |
| ISHARES TR | IWB | Other | 0.08% | 576 | - | - | $205,379 |
| ISHARES INC | EZU | Other | 0.08% | 3,197 | +3,197 | +100.00% | $200,260 |