Shira Ridge Wealth Management Portfolio Changes in Q2 2026
A detailed analysis of Shira Ridge Wealth Management's investment activities during the second quarter of 2026, highlighting key purchases and sales.
As of June 30th, 2026, Shira Ridge Wealth Management, a prominent financial institution managing substantial assets, has reported specific changes in its portfolio holdings for the quarter. This analysis focuses on observable transactions based on available data.
The portfolio shows significant activity this quarter, with several holdings experiencing notable increases or decreases in shares and value. The total portfolio value stood at $286,614,205 as of June 30th, reflecting the impact of these changes.
Prominent Purchases This Quarter
Several stocks saw substantial increases or were added for the first time during Q2. Notably, DIMENSIONAL ETF TRUST (DFSB) experienced a complete 100% change in its position from prior periods, indicating either a new investment or replacement of an old one.
VANGUARD WORLD FD (VGT), tracked via the symbol VGT, also showed a significant jump with a 69.072% increase in shares and value during the quarter.
Furthermore, VANGUARD INDEX FDS (VUG), despite its small allocation of just 0.3%, saw a massive 495.35% increase in shares and value, highlighting the potential for outsized gains even in minor positions.
Other significant additions or increases include AMERICAN CENTY ETF TR (AVGE), which replaced its prior position entirely with a 100% change, and the continued presence of Dimensional ETFs like DFSB in this quarter's holdings.
Notable Sales and Reductions
In contrast to the new purchases, some existing positions were significantly reduced or exited during Q2. The stock WORLD GOLD TR (GLDM), holding a small 0.73% allocation, saw its shares decrease by 31.18%, indicating substantial divestment.
Similarly, ISHARES TR (ARTY) was completely removed from the portfolio with a -64.84% change in shares and value during the period.
Portfolio Stability Despite Changes
Despite these significant shifts, many holdings remained relatively stable throughout the quarter. For instance, ISHARES TR (SUSA), a core holding with 15.51% allocation, saw only a minor decrease of 0.99% in its share count.
Other Dimensional ETFs like DFAU and DFSD also experienced small changes (-0.49% and +4.65%, respectively), maintaining their positions within the portfolio structure.
Sector Allocation Insights
The bulk of Shira Ridge's holdings, 88.75%, are categorized under 'Unknown' sectors based on this filing, which is a significant portion of the $286 million portfolio and warrants further investigation into specific stock choices.
However, some sector allocations are visible: Technology accounts for 5.06% ($14.5M), Communication Services 3.19% ($9.1M), Financial Services 0.86% ($2.4M), and smaller percentages in sectors like Consumer Defensive (0.63%), Energy (0.15%), etc.
Conclusion: Strategic Shifts Observed
In summary, Shira Ridge Wealth Management's portfolio for the second quarter of 2026 displayed a mix of strategic additions and reductions. The investor significantly increased positions in certain Dimensional ETFs (DFSB), broad-market tech stocks like VGT, and sector-specific funds such as Vanguard Index Funds (VUG) and AVGE.
Conversely, there was substantial selling from holdings like GLDM and the complete exit of ARTY. While many core positions remained stable, these actions signal a dynamic investment strategy focused on capturing performance while managing risk exposure across different asset classes and sectors within their capabilities.