# Shira Ridge Wealth Management

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 1961210. Source: https://holderbook.com/funds/1961210-shira-ridge-wealth-management/

- Reported value: $287.7M
- Positions: 83
- Weight of the ten largest: 64.2%
- Filed: 2026-10-09

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [SUSA](https://holderbook.com/stocks/SUSA/) | $44.2M | 284,219 | 15.4% | 16 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $29.6M | 565,399 | 10.3% | 16 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $20.1M | 289,865 | 7.0% | 7 |
| ISHARES TR | [IGM](https://holderbook.com/stocks/IGM/) | $16.9M | 99,967 | 5.9% | 7 |
| DIMENSIONAL ETF TRUST | [DFSD](https://holderbook.com/stocks/DFSD/) | $14.9M | 321,666 | 5.2% | 16 |
| ISHARES TR | [ESGD](https://holderbook.com/stocks/ESGD/) | $14.2M | 137,458 | 4.9% | 16 |
| ISHARES TR | [FLOT](https://holderbook.com/stocks/FLOT/) | $12.0M | 234,159 | 4.2% | 16 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $11.3M | 138,690 | 3.9% | 16 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $11.2M | 269,654 | 3.9% | 16 |
| LEGG MASON ETF INVT | [YLDE](https://holderbook.com/stocks/YLDE/) | $10.3M | 187,712 | 3.6% | 13 |
| ISHARES TR | [IXN](https://holderbook.com/stocks/IXN/) | $10.2M | 68,795 | 3.5% | 16 |
| DIMENSIONAL ETF TRUST | [DFSB](https://holderbook.com/stocks/DFSB/) | $10.1M | 203,256 | 3.5% | 2 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $9.7M | 58,284 | 3.4% | 16 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $7.2M | 21,636 | 2.5% | 16 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $5.0M | 39,996 | 1.7% | 16 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $5.0M | 14,646 | 1.7% | 16 |
| CAPITAL GROUP DIVIDEND GROWE | [CGDG](https://holderbook.com/stocks/CGDG/) | $4.9M | 131,588 | 1.7% | 4 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $4.3M | 197,243 | 1.5% | 9 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $3.2M | 6,244 | 1.1% | 16 |
| ISHARES TR | [ILCG](https://holderbook.com/stocks/ILCG/) | $2.6M | 22,031 | 0.9% | 16 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $2.3M | 9,910 | 0.8% | 16 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.9M | 5,574 | 0.7% | 16 |
| ISHARES U S ETF TR | [IETC](https://holderbook.com/stocks/IETC/) | $1.8M | 15,460 | 0.6% | 16 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.7M | 4,659 | 0.6% | 16 |
| WORLD GOLD TR | [GLDM](https://holderbook.com/stocks/GLDM/) | $1.6M | 19,441 | 0.6% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.5M | 1,699 | 0.5% | 16 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.5M | 6,742 | 0.5% | 12 |
| VANGUARD INDEX FDS | [VOT](https://holderbook.com/stocks/VOT/) | $1.1M | 3,830 | 0.4% | 16 |
| DIMENSIONAL ETF TRUST | [DFSU](https://holderbook.com/stocks/DFSU/) | $1.1M | 23,554 | 0.4% | 16 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.1M | 4,417 | 0.4% | 16 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.1M | 1,483 | 0.4% | 15 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.1M | 1,520 | 0.4% | 16 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $1.1M | 10,776 | 0.4% | 16 |
| ISHARES TR | [XJH](https://holderbook.com/stocks/XJH/) | $1.0M | 21,095 | 0.4% | 16 |
| ISHARES TR | [EFAV](https://holderbook.com/stocks/EFAV/) | $1.0M | 11,064 | 0.4% | 16 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $1.0M | 12,060 | 0.3% | 16 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $885.7K | 9,829 | 0.3% | 16 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $805.6K | 8,975 | 0.3% | 16 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $786.1K | 11,831 | 0.3% | 16 |
| EQUINIX INC | [EQIX](https://holderbook.com/stocks/EQIX/) | $770.8K | 762 | 0.3% | 16 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $728.2K | 3,370 | 0.3% | 16 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $702.9K | 15,943 | 0.2% | 15 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $618.9K | 21,114 | 0.2% | 16 |
| DIMENSIONAL ETF TRUST | [DFSI](https://holderbook.com/stocks/DFSI/) | $602.6K | 13,340 | 0.2% | 16 |
| AMERICAN CENTY ETF TR | [AVGE](https://holderbook.com/stocks/AVGE/) | $571.6K | 5,813 | 0.2% | 2 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $559.7K | 757 | 0.2% | 15 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $512.8K | 4,765 | 0.2% | 9 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $507.4K | 3,567 | 0.2% | 10 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $498.7K | 1,420 | 0.2% | 12 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $473.3K | 1,431 | 0.2% | 13 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $465.8K | 2,281 | 0.2% | 10 |
| ISHARES TR | [CMF](https://holderbook.com/stocks/CMF/) | $463.2K | 8,558 | 0.2% | 12 |
| MARSH & MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $456.4K | 2,673 | 0.2% | 16 |
| TRANSDIGM GROUP INC | [TDG](https://holderbook.com/stocks/TDG/) | $439.5K | 406 | 0.2% | 16 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $429.6K | 2,794 | 0.1% | 2 |
| ISHARES TR | [TFLO](https://holderbook.com/stocks/TFLO/) | $428.8K | 8,462 | 0.1% | 1 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $416.5K | 2,505 | 0.1% | 16 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $372.6K | 4,751 | 0.1% | 16 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $343.2K | 561 | 0.1% | 2 |
| ISHARES TR | [ACWX](https://holderbook.com/stocks/ACWX/) | $340.3K | 4,500 | 0.1% | 1 |
| ISHARES TR | [HDV](https://holderbook.com/stocks/HDV/) | $337.7K | 12,078 | 0.1% | 16 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $323.4K | 1,652 | 0.1% | 6 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $321.8K | 907 | 0.1% | 9 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $304.6K | 286 | 0.1% | 2 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $292.1K | 9,735 | 0.1% | 11 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $285.5K | 2,475 | 0.1% | 4 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $256.9K | 516 | 0.1% | 13 |
| J P MORGAN EXCHANGE TRADED F | [JIRE](https://holderbook.com/stocks/JIRE/) | $255.3K | 3,107 | 0.1% | 16 |
| ISHARES TR | [ARTY](https://holderbook.com/stocks/ARTY/) | $249.9K | 3,191 | 0.1% | 5 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $243.5K | 210 | 0.1% | 2 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $239.7K | 576 | 0.1% | 5 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $236.6K | 2,749 | 0.1% | 3 |
| ISHARES INC | [EZU](https://holderbook.com/stocks/EZU/) | $235.8K | 3,502 | 0.1% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $231.1K | 883 | 0.1% | 2 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $229.2K | 806 | 0.1% | 6 |
| CHARTER COMMUNICATIONS INC | [CHTR](https://holderbook.com/stocks/CHTR/) | $221.6K | 1,998 | 0.1% | 16 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $216.0K | 253 | 0.1% | 1 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $215.9K | 3,001 | 0.1% | 15 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $215.8K | 4,704 | 0.1% | 5 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $206.8K | 543 | 0.1% | 4 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $205.5K | 658 | 0.1% | 2 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $204.4K | 751 | 0.1% | 2 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $202.4K | 887 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.7% | +14.8% | -2.2% | 100% |
| Q1 2026 | -2.9% | -4.6% | +1.7% | 100% |
| Q4 2025 | +2.2% | +2.4% | -0.1% | 100% |
| Q3 2025 | +6.9% | +7.8% | -0.9% | 100% |
| Q2 2025 | +9.2% | +10.5% | -1.3% | 100% |
| Q1 2025 | -3.5% | -4.6% | +1.1% | 100% |
| Q4 2024 | +0.2% | +2.1% | -1.9% | 100% |
| Q3 2024 | +5.3% | +5.4% | -0.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $287.7M | 83 |
| Q2 2026 | $286.6M | 83 |
| Q1 2026 | $252.7M | 79 |
| Q4 2025 | $248.9M | 83 |
| Q3 2025 | $235.7M | 85 |
| Q2 2025 | $218.9M | 83 |
| Q1 2025 | $200.5M | 75 |
| Q4 2024 | $204.4M | 77 |
| Q3 2024 | $196.1M | 81 |
| Q2 2024 | $179.5M | 75 |
| Q1 2024 | $174.7M | 73 |
| Q4 2023 | $166.6M | 74 |