Shira Ridge Wealth Management
Filing Date
Global Rank
#7,489
/ 8,517
▲ 87
Top Industry
Consumer Electronics
27.7%
3Y Alpha vs SPY
+14.3%
Period ended 46 days ago
Filed Jul 9, 2026 · 37d
15 quarters · since Dec 2022
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+144.3%
SPY
+75.3%
Annualised alpha
+14.1%
Max drawdown
−22.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
33 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
25.1%
+6.6 pts
Top 5
53.3%
−6.6 pts
Top 10
71.3%
−6.5 pts
HHI
941
Diversified+17
Portfolio Trend
15 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.7% | $14,514,151 |
| Communication Services | 13.1% | $3,896,783 |
| Unclassified | 9.5% | $2,826,730 |
| Financial Services | 8.3% | $2,470,835 |
| Consumer Defensive | 6.1% | $1,819,445 |
| Consumer Cyclical | 4.7% | $1,394,316 |
| Industrials | 3.3% | $990,994 |
| Real Estate | 2.7% | $794,301 |
| Healthcare | 1.6% | $474,078 |
| Energy | 1.4% | $420,533 |
| Basic Materials | 0.8% | $229,390 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | +51 | 1,481 | $559,447 | |
| VZ | Verizon Communications Inc | +5 | 4,836 | $204,756 | |
| GLD | Spdr Gold Trust | +4 | 543 | $200,030 | |
| TSLA | Tesla, Inc. | +3 | 926 | $389,475 | |
| NVDA | Nvidia Corp | +1 | 6,892 | $1,379,020 | |
| COST | Costco Wholesale Corp /New | +1 | 1,707 | $1,596,847 | |
| NEM | NEWMONT Corp /DE/ | +1 | 2,456 | $229,390 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −16,118 | 6,548 | $2,340,058 | |
| GLDM | World Gold Trust | −11,951 | 26,379 | $2,095,020 | |
| AAPL | Apple Inc. | −3,130 | 25,843 | $7,477,930 | |
| MRSH | Marsh & Mclennan Companies, Inc. | −968 | 2,673 | $445,508 | |
| CHTR | Charter Communications, Inc. /Mo/ | −384 | 1,981 | $281,718 | |
| MRVL | Marvell Technology, Inc. | −360 | 3,103 | $924,352 | |
| SCHW | Schwab Charles Corp | −125 | 10,876 | $1,003,528 | |
| META | Meta Platforms, Inc. | −44 | 1,900 | $1,070,251 | |
| AMZN | Amazon Com Inc | −40 | 4,216 | $1,004,841 | |
| MSFT | Microsoft Corp | −26 | 6,384 | $2,381,359 | |
| CSCO | Cisco Systems, Inc. | −22 | 4,895 | $574,966 | |
| EQIX | Equinix Inc | −10 | 762 | $794,301 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMD | Advanced Micro Devices Inc | 619 | $359,583 | |
| KLAC | Kla Corp | 1,180 | $356,017 | |
| MU | Micron Technology Inc | 251 | $289,726 | |
| LLY | ELI LILLY & Co | 210 | $251,880 | |
| GE | General Electric Co | 658 | $245,914 | |
| ABBV | AbbVie Inc. | 883 | $222,198 | |
| GLW | Corning Inc /Ny | 829 | $211,751 | |
| UNP | Union Pacific Corp | 751 | $204,272 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CGDG | Capital Group Dividend Growers ETF | 112,023 | $4,021,625 | |
| VIG | Vanguard Dividend Appreciation ETF | 9,673 | $2,080,275 | |
| SYK | Stryker Corp | 913 | $300,002 | |
| T | At&T Inc. | 8,923 | $258,677 | |
| MCK | Mckesson Corp | 287 | $248,358 | |
| MCD | Mcdonalds Corp | 706 | $219,417 | |
| VB | Vanguard Morningstar Small-Cap ETF | 801 | $209,797 | |
| No positions match the current search. | ||||
33 tracked positions ·
$29,831,556 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 25,843 | $7,477,930 | 25.07% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 6,384 | $2,381,359 | 7.98% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 6,548 | $2,340,058 | 7.84% | |
| GLDM |
World Gold Trust
|
Reduced | 26,379 | $2,095,020 | 7.02% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,707 | $1,596,847 | 5.35% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,892 | $1,379,020 | 4.62% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,900 | $1,070,251 | 3.59% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 4,216 | $1,004,841 | 3.37% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 10,876 | $1,003,528 | 3.36% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 3,103 | $924,352 | 3.10% | |
| EQIX |
Equinix Inc
Real Estate
|
Reduced | 762 | $794,301 | 2.66% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 2,050 | $671,026 | 2.25% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 4,895 | $574,966 | 1.93% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,481 | $559,447 | 1.88% | |
| TDG |
TransDigm Group INC
Industrials
|
Held | 406 | $540,808 | 1.81% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 722 | $531,680 | 1.78% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Reduced | 2,673 | $445,508 | 1.49% | |
| CVX |
Chevron Corp
Energy
|
Held | 2,537 | $420,533 | 1.41% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 926 | $389,475 | 1.31% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 619 | $359,583 | 1.21% | |
| KLAC |
Kla Corp
Technology
|
NEW | 1,180 | $356,017 | 1.19% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 701 | $350,773 | 1.18% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 251 | $289,726 | 0.97% | |
| CHTR |
Charter Communications, Inc. /Mo/
Communication Services
|
Reduced | 1,981 | $281,718 | 0.94% | |
| LLY |
ELI LILLY & Co
Healthcare
|
NEW | 210 | $251,880 | 0.84% | |
| GE |
General Electric Co
Industrials
|
NEW | 658 | $245,914 | 0.82% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Added | 2,456 | $229,390 | 0.77% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 2,739 | $222,598 | 0.75% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 883 | $222,198 | 0.74% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 829 | $211,751 | 0.71% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 4,836 | $204,756 | 0.69% | |
| UNP |
Union Pacific Corp
Industrials
|
NEW | 751 | $204,272 | 0.68% | |
| GLD |
Spdr Gold Trust
|
Added | 543 | $200,030 | 0.67% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.