Q2 2026 13F · SEC CIK 1961210

Shira Ridge Wealth Management

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $286.6M
Reported positions: 83
Top holdings a year, 3 yrs: +16.7%
Assets under management: $366.4M

Shira Ridge Wealth Management is a wealth manager that reported 83 positions worth $286.6M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were iShares MSCI USA ESG Select ETF (SUSA, 15.5%), Dimensional US Core Equity Market ETF (DFAU, 10.3%), Ishares U.s. Equity Factor Rotation Acti (DYNF, 6.6%). A portfolio copying its top holdings returned 16.7% a year over the last 3 years, against 20.4% for the S&P 500.

Shira Ridge Wealth Management holdings largest 50 of 83 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Shira Ridge Wealth Management 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SUSAiShares MSCI USA ESG Select ETF	15.5%	15.2%	288,096	-1.0%	$44.5M
DFAUDimensional US Core Equity Market ETF	10.3%	10.1%	568,889	+0.8%	$29.4M
DYNFIshares U.s. Equity Factor Rotation Acti	6.6%	6.2%	280,170	+3.3%	$19.1M
IGMIshares Tr	6.1%	5.2%	106,089	-5.1%	$17.4M
DFSDDimensional ETF Trust	4.9%	5.4%	296,404	+4.7%	$14.2M
ESGDIshares Msci Eafe Esg	4.8%	5.2%	135,088	-0.9%	$13.9M
FLOTIshares Tr	3.8%	3.7%	214,694	+16.4%	$11.0M
DFAIDimensional International Core Equity Ma	3.8%	4.1%	262,117	-0.5%	$10.8M
XLISelect Sector Spdr Tr	3.7%	3.7%	57,580	+0.9%	$10.7M
YLDELegg Mason ETF Invt	3.7%	4.0%	188,660	-0.4%	$10.5M
SHYiShs Lehman 1-3Tsy	3.6%	3.3%	124,436	+23.9%	$10.2M
IXNIshares Tr	3.5%	2.8%	69,258	-1.7%	$10.0M
AAPLApple Inc	2.6%	2.9%	25,843	-10.8%	$7.5M
DFSBDimensional ETF Trust	2.3%	—	126,923	—	$6.6M
GOOGAlphabet Inc	1.8%	1.8%	14,820	-4.3%	$5.2M
VGTVanguard Info Tech	1.7%	1.4%	40,216	+690.7%	$4.8M
IUSBIshares Core Universal Usd Bond ETF	1.7%	2.1%	103,932	-9.5%	$4.8M
CGDGCapital Group Dividend Growe	1.6%	1.6%	119,166	+6.4%	$4.5M
GOVTIshares Tr	1.6%	1.7%	195,392	+3.0%	$4.5M
JKEIshares Tr	0.9%	0.8%	22,117	-0.6%	$2.6M
MSFTMicrosoft Corp	0.8%	0.9%	6,384	-0.4%	$2.4M
GOOGLAlphabet Inc	0.8%	0.8%	6,548	-8.7%	$2.3M
VIGVanguard Dividend Appreciation ETF	0.8%	0.8%	9,675	+0.0%	$2.3M
GLDMWorld Gold Tr	0.7%	1.4%	26,379	-31.2%	$2.1M
VTIVanguard Index Fds	0.6%	0.6%	4,817	+1.9%	$1.8M
IETCIshares U.s. Tech Independence Focused E	0.6%	0.6%	16,228	-4.3%	$1.7M
COSTCostco Whsl Corp New	0.6%	0.7%	1,707	+0.1%	$1.6M
NVDANvidia Corporation Com	0.5%	0.5%	6,892	+0.0%	$1.4M
VOTVanguard Index Fds	0.5%	0.5%	4,232	-13.4%	$1.3M
XJHIshares Tr	0.4%	0.4%	22,896	-3.4%	$1.2M
DFSUDimensional ETF Trust	0.4%	0.4%	23,554	-14.8%	$1.1M
METAMeta Platforms Inc Class A	0.4%	0.4%	1,900	-2.3%	$1.1M
AMZNAmazon Com Inc Com	0.4%	0.4%	4,216	-0.9%	$1.0M
SCHWSchwab Charles Corp	0.3%	0.4%	10,876	-1.1%	$1.0M
DFUSDimensional ETF Trust	0.3%	0.3%	12,158	+0.0%	$996K
EFAVIshares Tr	0.3%	0.4%	11,111	-0.9%	$975K
MRVLMarvell Technology Inc	0.3%	—	3,103	—	$924K
DFATDimensional U.s. Targeted Value	0.3%	0.3%	13,004	-1.5%	$909K
VOOVanguard S&p 500 ETF	0.3%	0.3%	1,295	+0.0%	$889K
CMFIshares Tr	0.3%	0.3%	14,749	+2.1%	$850K
VUGVanguard Indx Fd	0.3%	0.3%	9,865	+495.4%	$850K
SPLGSpdr Series Trust	0.3%	0.2%	9,075	+31.2%	$798K
EQIXEquinix Inc	0.3%	0.3%	762	-1.3%	$794K
VTVVanguard Value ETF	0.3%	0.3%	3,406	-0.7%	$742K
JPMJpmorgan Chase & Co	0.2%	0.2%	2,050	+0.0%	$671K
SCHBSchwb US Broad	0.2%	0.2%	21,114	+0.0%	$611K
DFSIDimensional ETF Trust	0.2%	0.3%	13,340	-24.9%	$602K
CSCOCisco Sys Inc	0.2%	—	4,895	—	$575K
AVGOBroadcom Inc	0.2%	—	1,481	—	$559K
TDGTransdigm Group Inc	0.2%	—	406	—	$541K

What Shira Ridge Wealth Management bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard Info Tech+690.7% shares
VUG Vanguard Indx Fd+495.4% shares
SPLG Spdr Series Trust+31.2% shares
SHY iShs Lehman 1-3Tsy+23.9% shares
FLOT Ishares Tr+16.4% shares
CGDG Capital Group Dividend Growe+6.4% shares

Reduced

GLDM World Gold Tr-31.2% shares
DFSI Dimensional ETF Trust-24.9% shares
DFSU Dimensional ETF Trust-14.8% shares
VOT Vanguard Index Fds-13.4% shares
AAPL Apple Inc-10.8% shares
IUSB Ishares Core Universal Usd Bond ETF-9.5% shares
GOOGL Alphabet Inc-8.7% shares
IGM Ishares Tr-5.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.9% /yr; S&P 500 +20.1%
3 years: +16.7% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
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
Q3 2023	$152.2M	67

Questions about Shira Ridge Wealth Management's portfolio

What stocks does Shira Ridge Wealth Management own?

Shira Ridge Wealth Management's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 83 positions worth $286.6M. The largest are iShares MSCI USA ESG Select ETF (SUSA) at 15.5%, Dimensional US Core Equity Market ETF (DFAU) at 10.3%, Ishares U.s. Equity Factor Rotation Acti (DYNF) at 6.6%, Ishares Tr (IGM) at 6.1% and Dimensional ETF Trust (DFSD) at 4.9%.

What did Shira Ridge Wealth Management buy last quarter?

In Q2 2026, Shira Ridge Wealth Management added Vanguard Info Tech (VGT) (+690.7% shares), Vanguard Indx Fd (VUG) (+495.4% shares) and Spdr Series Trust (SPLG) (+31.2% shares), compared with its Q1 2026 filing.

What did Shira Ridge Wealth Management sell last quarter?

In Q2 2026, Shira Ridge Wealth Management cut from its top 50 Ishares Tr (EAGG), cut from its top 50 Marsh (MRSH), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Charter Communications Inc (CHTR), cut from its top 50 Vanguard Index Fds (VO), World Gold Tr (GLDM) (-31.2% shares), Dimensional ETF Trust (DFSI) (-24.9% shares) and Dimensional ETF Trust (DFSU) (-14.8% shares), compared with its Q1 2026 filing.

How has Shira Ridge Wealth Management's portfolio performed?

A portfolio copying Shira Ridge Wealth Management's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.9% against +20.1%.

When is Shira Ridge Wealth Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Shira Ridge Wealth Management's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Shira Ridge Wealth Management manage?

Shira Ridge Wealth Management reported $366.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $286.6M.