Shira Ridge Wealth Management
CIK: 0001961210Latest portfolio: $248.9M · Q4 2025
Holdings
83
Total Value
$248.9M
New Positions
83
Closed Positions
0
Top Holdings
View All 83 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SUSAISHARES TR | 289,514 | $40.3M | 16.21% | NEW | |
| 2 | DFAUDIMENSIONAL ETF TRUST | 554,421 | $25.9M | 10.42% | NEW | |
| 3 | DYNFBLACKROCK ETF TRUST | 220,321 | $13.4M | 5.38% | NEW | |
| 4 | ESGDISHARES TR | 136,577 | $13.0M | 5.22% | NEW | |
| 5 | DFSDDIMENSIONAL ETF TRUST | 244,674 | $11.7M | 4.71% | NEW | |
| 6 | IGMISHARES TR | 90,129 | $11.6M | 4.68% | NEW | |
| 7 | DFAIDIMENSIONAL ETF TRUST | 274,699 | $10.5M | 4.20% | NEW | |
| 8 | YLDELEGG MASON ETF INVT | 191,084 | $10.4M | 4.16% | NEW | |
| 9 | XLISELECT SECTOR SPDR TR | 59,144 | $9.2M | 3.69% | NEW | |
| 10 | AAPLAPPLE INC | 29,128 | $7.9M | 3.18% | NEW | |
| 11 | IXNISHARES TR | 70,899 | $7.4M | 2.99% | NEW | |
| 12 | FLOTISHARES TR | 138,733 | $7.1M | 2.83% | NEW | |
| 13 | GOOGALPHABET INC | 15,649 | $4.9M | 1.97% | NEW | |
| 14 | IUSBISHARES TR | 98,238 | $4.6M | 1.84% | NEW | |
| 15 | SHYISHARES TR | 49,571 | $4.1M | 1.65% | NEW | |
| 16 | EAGGISHARES TR | 85,312 | $4.1M | 1.64% | NEW | |
| 17 | ARTYISHARES TR | 84,743 | $4.1M | 1.64% | NEW | |
| 18 | GLDMWORLD GOLD TR | 45,235 | $3.9M | 1.55% | NEW | |
| 19 | VGTVANGUARD WORLD FD | 5,112 | $3.9M | 1.55% | NEW | |
| 20 | VIGVANGUARD SPECIALIZED FUNDS | 17,100 | $3.8M | 1.51% | NEW | |
| 21 | AQLTISHARES TR | 155,628 | $3.6M | 1.44% | NEW | |
| 22 | MSFTMICROSOFT CORP | 6,345 | $3.1M | 1.23% | NEW | |
| 23 | CGDGCAPITAL GROUP DIVIDEND GROWE | 66,975 | $2.4M | 0.96% | NEW | |
| 24 | ILCGISHARES TR | 22,245 | $2.3M | 0.93% | NEW | |
| 25 | GOOGLALPHABET INC | 6,738 | $2.1M | 0.85% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.034225946133972e+185T)
Technology0.0% ($7918386130681273.0T)
Communication Services0.0% ($491021091.3T)
Unknown0.0% ($3583539.4T)
Healthcare0.0% ($320.2T)
Consumer Cyclical0.0% ($963.4B)
Consumer Defensive0.0% ($1.4M)
Real Estate0.0% ($591K)
Energy0.0% ($417K)
Basic Materials0.0% ($253K)
Industrials0.0% ($202K)
Filing History
Fund Information
Shira Ridge Wealth Management is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $248.9M across 83 holdings. The largest position is ISHARES TR (SUSA), representing 16.2% of the portfolio. Compared to the previous quarter, the fund opened 83 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.