Shira Ridge Wealth Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$252.7M
Q ending 2026-03-31
Prior quarter
$248.9M
Q ending 2025-12-31
Change
+1.5% QoQ · +26.0% YoY
Positions
79
reported holdings
Largest positions
All 79 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | SUSA | Shares | $38.4M | 291K |
| Dimensional Etf Trust | DFAU | Shares | $25.5M | 564K |
| Blackrock Etf Trust | DYNF | Shares | $15.8M | 271K |
| Dimensional Etf Trust | DFSD | Shares | $13.6M | 283K |
| Ishares Tr | IGM | Shares | $13.3M | 112K |
| Ishares Tr | ESGD | Shares | $13.0M | 136K |
| Dimensional Etf Trust | DFAI | Shares | $10.3M | 263K |
| Legg Mason Etf Invt | YLDE | Shares | $10.2M | 189K |
| Ishares Tr | FLOT | Shares | $9.4M | 184K |
| Select Sector Spdr Tr | XLI | Shares | $9.2M | 57K |
| Ishares Tr | SHY | Shares | $8.3M | 100K |
| Apple Inc | AAPL | Shares | $7.4M | 29K |
| Ishares Tr | IXN | Shares | $7.0M | 70K |
| Ishares Tr | EAGG | Shares | $5.5M | 116K |
| Ishares Tr | IUSB | Shares | $5.3M | 115K |
| Alphabet Inc | GOOG | Shares | $4.4M | 15K |
| Ishares Tr | GOVT | Shares | $4.3M | 190K |
| Capital Group Dividend Growe | CGDG | Shares | $4.0M | 112K |
| World Gold Tr | GLDM | Shares | $3.6M | 38K |
| Vanguard World Fd | VGT | Shares | $3.5M | 5K |
| Microsoft Corp | MSFT | Shares | $2.4M | 6K |
| Ishares Tr | ILCG | Shares | $2.1M | 22K |
| Vanguard Specialized Funds | VIG | Shares | $2.1M | 10K |
| Alphabet Inc | GOOGL | Shares | $2.1M | 7K |
| Costco Wholesale Corporation | COST | Shares | $1.7M | 2K |
| Vanguard Index Fds | VTI | Shares | $1.5M | 5K |
| Ishares U S Etf Tr | IETC | Shares | $1.5M | 17K |
| Vanguard Index Fds | VOT | Shares | $1.3M | 5K |
| Nvidia Corporation | NVDA | Shares | $1.2M | 7K |
| Dimensional Etf Trust | DFSU | Shares | $1.1M | 28K |
| Meta Platforms Inc | META | Shares | $1.1M | 2K |
| Ishares Tr | XJH | Shares | $1.1M | 24K |
| Schwab Charles Corp | SCHW | Shares | $1.0M | 11K |
| Ishares Tr | EFAV | Shares | $1.0M | 11K |
| Amazon Com Inc | AMZN | Shares | $886K | 4K |
| Dimensional Etf Trust | DFUS | Shares | $862K | 12K |
| Dimensional Etf Trust | DFAT | Shares | $824K | 13K |
| Ishares Tr | CMF | Shares | $822K | 14K |
| Vanguard Index Fds | VOO | Shares | $774K | 1K |
| Equinix Inc | EQIX | Shares | $757K | 772 |
| Dimensional Etf Trust | DFSI | Shares | $753K | 18K |
| Vanguard Index Fds | VUG | Shares | $724K | 2K |
| Vanguard Index Fds | VTV | Shares | $673K | 3K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $632K | 4K |
| Jpmorgan Chase & Co | JPM | Shares | $603K | 2K |
| Schwab Strategic Tr | SCHB | Shares | $530K | 21K |
| Spdr Series Trust | SPYM | Shares | $529K | 7K |
| Chevron Corporation | CVX | Shares | $525K | 3K |
| Charter Communications Inc | CHTR | Shares | $511K | 2K |
| Vanguard Index Fds | VO | Shares | $499K | 2K |
| Transdigm Group Inc | TDG | Shares | $471K | 406 |
| Broadcom Inc | AVGO | Shares | $443K | 1K |
| Ishares Tr | ARTY | Shares | $431K | 9K |
| Invesco Qqq Tr | QQQ | Shares | $417K | 722 |
| Cisco Sys Inc | CSCO | Shares | $382K | 5K |
| Ishares Tr | ITOT | Shares | $370K | 3K |
| Ishares Tr | IVW | Shares | $366K | 3K |
| Ishares Tr | HDV | Shares | $358K | 3K |
| Tesla Inc | TSLA | Shares | $343K | 923 |
| Marvell Technology Inc | MRVL | Shares | $343K | 3K |
| J P Morgan Exchange Traded F | JIRE | Shares | $342K | 5K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $336K | 701 |
| Stryker Corporation | SYK | Shares | $300K | 913 |
| Newmont Corp | NEM | Shares | $266K | 2K |
| At&T Inc | T | Shares | $259K | 9K |
| Schwab Strategic Tr | SCHX | Shares | $250K | 10K |
| Mckesson Corp | MCK | Shares | $248K | 287 |
| Verizon Communications Inc | VZ | Shares | $243K | 5K |
| Ishares Tr | IWP | Shares | $233K | 2K |
| Spdr Gold Tr | GLD | Shares | $232K | 539 |
| Ishares Tr | IJH | Shares | $228K | 3K |
| Select Sector Spdr Tr | XLK | Shares | $220K | 2K |
| Mcdonalds Corp | MCD | Shares | $219K | 706 |
| Ishares Tr | IVE | Shares | $212K | 1K |
| Vanguard Index Fds | VB | Shares | $210K | 801 |
| Coca Cola Co | KO | Shares | $208K | 3K |
| Ishares Tr | IVV | Shares | $207K | 317 |
| Ishares Tr | IWB | Shares | $205K | 576 |
| Ishares Inc | EZU | Shares | $200K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.