Shira Ridge Wealth Management

CIK

1961210

Location

LARKSPUR, CA

Portfolio Value

Small $286,613,405

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,361 / 8,794 ▲ 705 · as of Jun 2026

Top Industry

Internet Content & Information 26.8%

Period ended 3 months ago

Filed Jul 9, 2026 · 3mo

15 quarters · since Dec 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

48 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

27.7%

−2.5 pts

Top 5

76.4%

+3.8 pts

Top 10

89.2%

+1.6 pts

HHI

1,621

Moderately concentrated+16

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	88.8%	$254,372,229	18
Technology	5.1%	$14,514,151	10
Communication Services	3.2%	$9,133,133	4
Financial Services	0.9%	$2,470,835	4
Consumer Defensive	0.6%	$1,819,445	2
Consumer Cyclical	0.5%	$1,394,316	2
Industrials	0.3%	$990,994	3
Real Estate	0.3%	$794,301	1
Healthcare	0.2%	$474,078	2
Energy	0.1%	$420,533	1
Basic Materials	0.1%	$229,390	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	+134,676	1,316,389	$64,590,608
EDV	Vanguard World Funds Extended Duration ETF	+35,130	40,216	$4,806,616
VB	Vanguard Morningstar Small-Cap ETF	+10,634	29,172	$6,187,303
BAI	iShares A.I. Innovation and Tech Active ETF	+9,057	280,170	$19,054,361
CGDG	Capital Group Dividend Growers ETF	+7,143	119,166	$4,469,916
—		+6,930	302,362	$45,061,061
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+2,158	9,075	$797,511
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+496	59,232	$10,980,282
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
VIG	Vanguard Dividend Appreciation ETF	+2	9,675	$2,289,298
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

16 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−83,207	1,036,445	$79,352,822
GLDM	World Gold Trust	−11,951	26,379	$2,095,020
AAPL	Apple Inc.	−3,130	25,843	$7,477,930
GOOGL	Alphabet Inc.	−1,298	21,368	$7,576,408
MRSH	Marsh & Mclennan Companies, Inc.	−968	2,673	$445,508
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	−733	16,228	$1,742,075
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	−705	188,660	$10,493,457
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−575	3,938	$324,845
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

9 positions

Ticker	Company	Shares	Value
ACSG	American Century Small Cap Growth Insights ETF	5,019	$497,382
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

4 positions

Ticker	Company	Shares	Value
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

48 tracked positions · $286,613,405 total · filing declares 83 positions · $286,614,205 · 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	1,036,445	-83,207	$79,352,822	—	27.69%
DCOR	Dimensional US Core Equity 1 ETF	Added	1,316,389	+134,676	$64,590,608	+22.2%	22.54%
		Added	302,362	+6,930	$45,061,061	+16.3%	15.72%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	280,170	+9,057	$19,054,361	+20.8%	6.65%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	59,232	+496	$10,980,282	+16.2%	3.83%
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	Reduced	188,660	-705	$10,493,457	+2.6%	3.66%
GOOGL	Alphabet Inc. Communication Services	Reduced	21,368	-1,298	$7,576,408	+16.4%	2.64%
AAPL	Apple Inc. Technology	Reduced	25,843	-3,130	$7,477,930	+1.7%	2.61%
VB	Vanguard Morningstar Small-Cap ETF	Added	29,172	+10,634	$6,187,303	+32.3%	2.16%
EDV	Vanguard World Funds Extended Duration ETF	Added	40,216	+35,130	$4,806,616	+983.6%	1.68%
CGDG	Capital Group Dividend Growers ETF	Added	119,166	+7,143	$4,469,916	+11.1%	1.56%
MSFT	Microsoft Corp Technology	Reduced	6,384	-26	$2,381,359	+0.4%	0.83%
VIG	Vanguard Dividend Appreciation ETF	Added	9,675	+2	$2,289,298	+10.0%	0.80%
GLDM	World Gold Trust	Reduced	26,379	-11,951	$2,095,020	−41.0%	0.73%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	Reduced	16,228	-733	$1,742,075	+16.2%	0.61%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,707	+1	$1,596,847	−6.1%	0.56%
NVDA	Nvidia Corp Technology	Added	6,892	+1	$1,379,020	+14.7%	0.48%
META	Meta Platforms, Inc. Communication Services	Reduced	1,900	-44	$1,070,251	−3.8%	0.37%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,216	-40	$1,004,841	+13.4%	0.35%
SCHW	Schwab Charles Corp Financial Services	Reduced	10,876	-125	$1,003,528	−2.9%	0.35%
MRVL	Marvell Technology, Inc. Technology	Reduced	3,103	-360	$924,352	+169.5%	0.32%
FNDA	Schwab Fundamental U.S. Small Company ETF	Held	30,849	0	$897,962	+15.2%	0.31%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	9,075	+2,158	$797,511	+50.6%	0.28%
EQIX	Equinix Inc Real Estate	Reduced	762	-10	$794,301	+5.0%	0.28%
JPM	Jpmorgan Chase & Co Financial Services	Held	2,050	0	$671,026	+11.3%	0.23%
CSCO	Cisco Systems, Inc. Technology	Reduced	4,895	-22	$574,966	+50.7%	0.20%
AVGO	Broadcom Inc. Technology	Added	1,481	+51	$559,447	+26.4%	0.20%
TDG	TransDigm Group INC Industrials	Held	406	0	$540,808	+14.9%	0.19%
QQQ	Invesco Qqq Trust, Series 1	Held	722	0	$531,680	+27.6%	0.19%
ACSG	American Century Small Cap Growth Insights ETF	NEW	5,019	NEW	$497,382	NEW	0.17%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	2,673	-968	$445,508	−29.5%	0.16%
CVX	Chevron Corp Energy	Held	2,537	0	$420,533	−19.9%	0.15%
TSLA	Tesla, Inc. Consumer Cyclical	Added	926	+3	$389,475	+13.5%	0.14%
AMD	Advanced Micro Devices Inc Technology	NEW	619	NEW	$359,583	NEW	0.13%
KLAC	Kla Corp Technology	NEW	1,180	NEW	$356,017	NEW	0.12%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	701	0	$350,773	+4.4%	0.12%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	3,938	-575	$324,845	−5.0%	0.11%
MU	Micron Technology Inc Technology	NEW	251	NEW	$289,726	NEW	0.10%
CHTR	Charter Communications, Inc. /Mo/ Communication Services	Reduced	1,981	-384	$281,718	−44.8%	0.10%
LLY	ELI LILLY & Co Healthcare	NEW	210	NEW	$251,880	NEW	0.09%
GE	General Electric Co Industrials	NEW	658	NEW	$245,914	NEW	0.09%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	2,456	+1	$229,390	−13.7%	0.08%
KO	Coca Cola Co Consumer Defensive	Held	2,739	0	$222,598	+6.9%	0.08%
ABBV	AbbVie Inc. Healthcare	NEW	883	NEW	$222,198	NEW	0.08%
GLW	Corning Inc /Ny Technology	NEW	829	NEW	$211,751	NEW	0.07%
VZ	Verizon Communications Inc Communication Services	Added	4,836	+5	$204,756	−15.6%	0.07%
UNP	Union Pacific Corp Industrials	NEW	751	NEW	$204,272	NEW	0.07%
GLD	Spdr Gold Trust	Added	543	+4	$200,030	−13.8%	0.07%

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.