Shira Ridge Wealth Management
Filing Date
Global Rank
#7,075
/ 8,232
▲ 176
Top Industry
Consumer Electronics
29.6%
3Y Alpha vs SPY
-4.0%
Period ended 2 months ago
Filed Apr 13, 2026 · 2mo
14 quarters · since Dec 2022
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+59.4%
SPY
+76.3%
Annualised alpha
-4.0%
Max drawdown
−23.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
29 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.3%
−0.1 pts
Top 5
58.7%
−0.4 pts
Top 10
75.9%
−0.4 pts
HHI
1,039
Diversified−21
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 41.7% | $12,094,755 |
| Unclassified | 14.5% | $4,201,456 |
| Communication Services | 14.4% | $4,186,636 |
| Financial Services | 9.0% | $2,604,351 |
| Consumer Defensive | 6.6% | $1,908,209 |
| Consumer Cyclical | 5.0% | $1,448,939 |
| Real Estate | 2.6% | $756,745 |
| Healthcare | 1.9% | $548,360 |
| Energy | 1.8% | $524,905 |
| Industrials | 1.6% | $470,537 |
| Basic Materials | 0.9% | $265,753 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | +435 | 7,173 | $2,062,667 | |
| AMZN | Amazon Com Inc | +83 | 4,256 | $886,397 | |
| MSFT | Microsoft Corp | +65 | 6,410 | $2,372,789 | |
| NVDA | Nvidia Corp | +63 | 6,891 | $1,201,790 | |
| COST | Costco Wholesale Corp /New | +35 | 1,706 | $1,699,909 | |
| T | At&T Inc. | +34 | 8,923 | $258,677 | |
| AVGO | Broadcom Inc. | +16 | 1,430 | $442,599 | |
| TSLA | Tesla, Inc. | +14 | 923 | $343,125 | |
| CSCO | Cisco Systems, Inc. | +1 | 4,917 | $381,510 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | −6,905 | 38,330 | $3,552,807 | |
| CVX | Chevron Corp | −202 | 2,537 | $524,905 | |
| AAPL | Apple Inc. | −155 | 28,973 | $7,353,057 | |
| VZ | Verizon Communications Inc | −109 | 4,831 | $242,516 | |
| NEM | NEWMONT Corp /DE/ | −82 | 2,455 | $265,753 | |
| META | Meta Platforms, Inc. | −55 | 1,944 | $1,112,220 | |
| JPM | Jpmorgan Chase & Co | −11 | 2,050 | $603,028 | |
| QQQ | Invesco Qqq Trust, Series 1 | −9 | 722 | $416,723 | |
| GLD | Spdr Gold Trust | −5 | 539 | $231,926 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| KO | Coca Cola Co | 2,739 | $208,300 | |
| No positions match the current search. | ||||
29 positions ·
$29,010,646 total
· as of Mar 31, 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 | 28,973 | $7,353,057 | 25.35% | |
| GLDM |
World Gold Trust
|
Reduced | 38,330 | $3,552,807 | 12.25% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,410 | $2,372,789 | 8.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 7,173 | $2,062,667 | 7.11% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,706 | $1,699,909 | 5.86% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,891 | $1,201,790 | 4.14% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,944 | $1,112,220 | 3.83% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Held | 11,001 | $1,033,873 | 3.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,256 | $886,397 | 3.06% | |
| EQIX |
Equinix Inc
Real Estate
|
Held | 772 | $756,745 | 2.61% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Held | 3,641 | $631,531 | 2.18% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 2,050 | $603,028 | 2.08% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 2,537 | $524,905 | 1.81% | |
| CHTR |
Charter Communications, Inc. /Mo/
Communication Services
|
Held | 2,365 | $510,556 | 1.76% | |
| TDG |
TransDigm Group INC
Industrials
|
Held | 406 | $470,537 | 1.62% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,430 | $442,599 | 1.53% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 722 | $416,723 | 1.44% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 4,917 | $381,510 | 1.32% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 923 | $343,125 | 1.18% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Held | 3,463 | $343,010 | 1.18% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 701 | $335,919 | 1.16% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 913 | $300,002 | 1.03% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Reduced | 2,455 | $265,753 | 0.92% | |
| T |
At&T Inc.
Communication Services
|
Added | 8,923 | $258,677 | 0.89% | |
| MCK |
Mckesson Corp
Healthcare
|
Held | 287 | $248,358 | 0.86% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 4,831 | $242,516 | 0.84% | |
| GLD |
Spdr Gold Trust
|
Reduced | 539 | $231,926 | 0.80% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 706 | $219,417 | 0.76% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 2,739 | $208,300 | 0.72% |