Shira Ridge Wealth Management
CIK: 0001961210SEC EDGAR →
Portfolio Value
$248.9M
Holdings
83
As of
Q4 2025
New Positions
83
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 289,514 | $40.3M | 16.21% |
| 2 | DIMENSIONAL ETF TRUST | 554,421 | $25.9M | 10.42% |
| 3 | BLACKROCK ETF TRUST | 220,321 | $13.4M | 5.38% |
| 4 | ISHARES TR | 136,577 | $13.0M | 5.22% |
| 5 | DIMENSIONAL ETF TRUST | 244,674 | $11.7M | 4.71% |
| 6 | ISHARES TR | 90,129 | $11.6M | 4.68% |
| 7 | DIMENSIONAL ETF TRUST | 274,699 | $10.5M | 4.20% |
| 8 | LEGG MASON ETF INVT | 191,084 | $10.4M | 4.16% |
| 9 | SELECT SECTOR SPDR TR | 59,144 | $9.2M | 3.69% |
| 10 | APPLE INC | 29,128 | $7.9M | 3.18% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (83)
$40.3M · 290K shares
$25.9M · 554K shares
$13.4M · 220K shares
$13.0M · 137K shares
$11.7M · 245K shares
$11.6M · 90K shares
$10.5M · 275K shares
$10.4M · 191K shares
$9.2M · 59K shares
$7.9M · 29K shares
$7.4M · 71K shares
$7.1M · 139K shares
$4.9M · 16K shares
$4.6M · 98K shares
$4.1M · 50K shares
$4.1M · 85K shares
$4.1M · 85K shares
$3.9M · 45K shares
$3.9M · 5K shares
$3.8M · 17K shares
$3.6M · 156K shares
$3.1M · 6K shares
$2.4M · 67K shares
$2.3M · 22K shares
$2.1M · 7K shares
$1.8M · 5K shares
$1.7M · 17K shares
$1.4M · 2K shares
$1.4M · 5K shares
$1.3M · 2K shares
$1.3M · 7K shares
$1.2M · 28K shares
$1.2M · 28K shares
$1.1M · 11K shares
$982K · 11K shares
$963K · 4K shares
$908K · 12K shares
$823K · 19K shares
$818K · 1K shares
$807K · 2K shares
$802K · 13K shares
$752K · 13K shares
$675K · 4K shares
$663K · 3K shares
$663K · 2K shares
$591K · 772 shares
$553K · 21K shares
$539K · 406 shares
$506K · 2K shares
$493K · 2K shares
$489K · 1K shares
$484K · 6K shares
$448K · 731 shares
$417K · 3K shares
$408K · 909 shares
$391K · 3K shares
$387K · 3K shares
$379K · 6K shares
$378K · 5K shares
$352K · 701 shares
$334K · 4K shares
$320K · 3K shares
$320K · 913 shares
$294K · 3K shares
$261K · 10K shares
$255K · 4K shares
$253K · 3K shares
$249K · 2K shares
$237K · 2K shares
$235K · 287 shares
$233K · 3K shares
$223K · 208 shares
$223K · 4K shares
$220K · 1K shares
$220K · 9K shares
$215K · 576 shares
$215K · 544 shares
$215K · 706 shares
$212K · 311 shares
$203K · 791 shares
$202K · 658 shares
$202K · 886 shares
$201K · 5K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $212.0M | 85.2% |
| Technology | 7 | $17.3M | 6.9% |
| Communication Services | 5 | $9.1M | 3.6% |
| Unknown | 5 | $5.1M | 2.1% |
| Consumer Cyclical | 3 | $1.6M | 0.6% |
| Consumer Defensive | 1 | $1.4M | 0.6% |
| Healthcare | 4 | $980K | 0.4% |
| Real Estate | 1 | $591K | 0.2% |
| Energy | 1 | $417K | 0.2% |
| Basic Materials | 1 | $253K | 0.1% |
| Industrials | 1 | $202K | 0.1% |