Shira Ridge Wealth Management Top Holdings and 13F Report (2026) About Shira Ridge Wealth ManagementInvestment ActivityShira Ridge Wealth Management has $286.61 million in total holdings as of June 30, 2026.Shira Ridge Wealth Management owns shares of 83 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 7.14% of the portfolio was purchased this quarter.About 4.56% of the portfolio was sold this quarter.This quarter, Shira Ridge Wealth Management has purchased 79 new stocks and bought additional shares in 26 stocks.Shira Ridge Wealth Management sold shares of 34 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares MSCI USA ESG Select ETF $44,453,261Dimensional US Core Equity Market ETF $29,405,883iShares U.S. Equity Factor Rotation Active ETF $19,054,362iShares Expanded Tech Sector ETF $17,354,098Dimensional Short-Duration Fixed Income ETF $14,153,291 Largest New Holdings this Quarter 25434V674 - Dimensional Global Sustainability Fixed Income ETF $6,613,958 Holding025072232 - Avantis All Equity Markets ETF $497,383 Holding007903107 - Advanced Micro Devices $359,583 Holding482480100 - KLA $356,018 Holding595112103 - Micron Technology $289,727 Holding Largest Purchases this Quarter Dimensional Global Sustainability Fixed Income ETF 126,923 shares (about $6.61M)Vanguard Information Technology ETF 35,130 shares (about $4.20M)iShares 1-3 Year Treasury Bond ETF 23,989 shares (about $1.97M)iShares Floating Rate Bond ETF 30,245 shares (about $1.54M)Vanguard Growth ETF 8,208 shares (about $707.04K) Largest Sales this Quarter SPDR Gold MiniShares Trust 11,951 shares (about $949.15K)iShares Expanded Tech Sector ETF 5,720 shares (about $935.68K)Apple 3,130 shares (about $905.70K)iShares Core Total USD Bond Market ETF 10,880 shares (about $502.11K)iShares Robotics and Artificial Intelligence Multisector ETF 6,002 shares (about $457.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShira Ridge Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSUSAiShares MSCI USA ESG Select ETF$44,453,261$444,076 â–¼-1.0%288,09615.5%ETFDFAUDimensional US Core Equity Market ETF$29,405,883$236,120 â–²0.8%568,88910.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$19,054,362$615,967 â–²3.3%280,1706.6%ETFIGMiShares Expanded Tech Sector ETF$17,354,098$935,681 â–¼-5.1%106,0896.1%ETFDFSDDimensional Short-Duration Fixed Income ETF$14,153,291$629,059 â–²4.7%296,4044.9%ETFESGDiShares ESG Aware MSCI EAFE ETF$13,888,372$127,690 â–¼-0.9%135,0884.8%ManufacturingFLOTiShares Floating Rate Bond ETF$10,960,136$1,544,008 â–²16.4%214,6943.8%ETFDFAIDimensional International Core Equity Market ETF$10,812,326$53,212 â–¼-0.5%262,1173.8%ETFXLIIndustrial Select Sector SPDR Fund$10,665,593$91,875 â–²0.9%57,5803.7%ETFYLDEFranklin ClearBridge Enhanced Income ETF$10,493,482$39,213 â–¼-0.4%188,6603.7%ManufacturingSHYiShares 1-3 Year Treasury Bond ETF$10,217,440$1,969,737 â–²23.9%124,4363.6%ManufacturingIXNiShares Global Tech ETF$10,006,386$176,699 â–¼-1.7%69,2583.5%ETFAAPLApple$7,477,938$905,698 â–¼-10.8%25,8432.6%Computer and TechnologyDFSBDimensional Global Sustainability Fixed Income ETF$6,613,958$6,613,958 â–²New Holding126,9232.3%ETFGOOGAlphabet$5,236,514$237,799 â–¼-4.3%14,8201.8%Computer and TechnologyVGTVanguard Information Technology ETF$4,806,647$4,198,764 â–²690.7%40,2161.7%ETFIUSBiShares Core Total USD Bond Market ETF$4,796,462$502,112 â–¼-9.5%103,9321.7%ManufacturingCAPITAL GROUP DIVIDEND GROWE$4,469,917$267,934 â–²6.4%119,1661.6%SHS ETFGOVTiShares U.S. Treasury Bond ETF$4,451,030$129,823 â–²3.0%195,3921.6%ETFILCGiShares Morningstar Growth ETF$2,588,160$14,979 â–¼-0.6%22,1170.9%ETFMSFTMicrosoft$2,381,512$9,699 â–¼-0.4%6,3840.8%Computer and TechnologyGOOGLAlphabet$2,340,154$223,365 â–¼-8.7%6,5480.8%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$2,289,331$473 â–²0.0%9,6750.8%ETFGLDMSPDR Gold MiniShares Trust$2,095,020$949,148 â–¼-31.2%26,3790.7%FinanceVTIVanguard Total Stock Market ETF$1,782,594$32,566 â–²1.9%4,8170.6%ETFIETCiShares U.S. Tech Independence Focused ETF$1,742,086$78,688 â–¼-4.3%16,2280.6%ETFCOSTCostco Wholesale$1,597,183$936 â–²0.1%1,7070.6%Retail/WholesaleNVDANVIDIA$1,378,931$200 â–²0.0%6,8920.5%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$1,296,285$200,630 â–¼-13.4%4,2320.5%ETFXJHiShares ESG Select Screened S&P Mid-Cap ETF$1,194,026$41,981 â–¼-3.4%22,8960.4%ETFDFSUDimensional US Sustainability Core 1 ETF$1,098,323$190,484 â–¼-14.8%23,5540.4%ETFMETAMeta Platforms$1,070,314$24,786 â–¼-2.3%1,9000.4%Computer and TechnologyAMZNAmazon.com$1,004,841$9,534 â–¼-0.9%4,2160.4%Retail/WholesaleSCHWCharles Schwab$1,003,565$11,534 â–¼-1.1%10,8760.4%FinanceDFUSDimensional U.S. Equity ETF$996,2020.0%12,1580.3%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$974,565$8,947 â–¼-0.9%11,1110.3%ETFMRVLMarvell Technology$924,353$107,240 â–¼-10.4%3,1030.3%Computer and TechnologyDFATDimensional U.S. Targeted Value ETF$908,980$13,561 â–¼-1.5%13,0040.3%ETFVOOVanguard S&P 500 ETF$889,3790.0%1,2950.3%ETFCMFiShares California Muni Bond ETF$850,132$17,350 â–²2.1%14,7490.3%ETFVUGVanguard Growth ETF$849,771$707,037 â–²495.4%9,8650.3%ETFSPLGSPDR Portfolio S&P 500 ETF$797,511$189,645 â–²31.2%9,0750.3%ETFEQIXEquinix$794,301$10,424 â–¼-1.3%7620.3%FinanceVTVVanguard Value ETF$742,270$5,448 â–¼-0.7%3,4060.3%ETFJPMJPMorgan Chase & Co.$670,8960.0%2,0500.2%FinanceSCHBSchwab US Broad Market ETF$611,4650.0%21,1140.2%ETFDFSIDimensional International Sustainability Core 1 ETF$601,634$199,342 â–¼-24.9%13,3400.2%ETFCSCOCisco Systems$574,926$2,584 â–¼-0.4%4,8950.2%Computer and TechnologyAVGOBroadcom$559,448$19,265 â–²3.6%1,4810.2%Computer and TechnologyTDGTransdigm Group$540,8080.0%4060.2%AerospaceQQQInvesco QQQ$531,4230.0%7220.2%FinanceAVGEAvantis All Equity Markets ETF$497,383$497,383 â–²New Holding5,0190.2%ETFIVWiShares S&P 500 Growth ETF$477,917$33,420 â–²7.5%3,4750.2%ETFMARSH & MCLENNAN COS INC$445,509$161,337 â–¼-26.6%2,6730.2%COMCVXChevron$420,5510.0%2,5370.1%EnergyITOTiShares Core S&P Total U.S. Stock Market ETF$411,496$15,277 â–¼-3.6%2,5050.1%ETFTSLATesla$389,476$1,262 â–²0.3%9260.1%Auto/Tires/TrucksVOVanguard Mid-Cap ETF$382,778$242,751 â–²173.4%4,7510.1%ETFAMDAdvanced Micro Devices$359,583$359,583 â–²New Holding6190.1%Computer and TechnologyKLACKLA$356,018$356,018 â–²New Holding1,1800.1%Computer and TechnologyBRK.BBerkshire Hathaway$350,7730.0%7010.1%FinanceHDViShares Core High Dividend ETF$341,088$268,836 â–²372.1%12,4440.1%ETFJIREJPMorgan International Research Enhanced Equity ETF$324,846$47,432 â–¼-12.7%3,9380.1%ETFXLKTechnology Select Sector SPDR Fund$314,7390.0%1,6520.1%ETFMUMicron Technology$289,727$289,727 â–²New Holding2510.1%Computer and TechnologySCHXSchwab US Large-Cap ETF$286,5150.0%9,7350.1%ETFCHTRCharter Communications$281,718$54,609 â–¼-16.2%1,9810.1%Consumer DiscretionaryIWPiShares Russell Mid-Cap Growth ETF$266,7590.0%1,8220.1%ETFIJHiShares Core S&P Mid-Cap ETF$253,056$7,633 â–¼-2.9%3,2820.1%ETFLLYEli Lilly and Company$252,355$252,355 â–²New Holding2100.1%MedicalIRBOiShares Robotics and Artificial Intelligence Multisector ETF$247,825$457,113 â–¼-64.8%3,2540.1%ManufacturingGEGE Aerospace$245,914$245,914 â–²New Holding6580.1%AerospaceVBVanguard Small-Cap ETF$244,245$1,515 â–²0.6%8060.1%ETFIWBiShares Russell 1000 ETF$235,8720.0%5760.1%ETFEZUiShares MSCI Eurozone ETF$229,489$7,298 â–²3.3%3,3020.1%ETFNEMNewmont$229,349$93 â–²0.0%2,4560.1%Basic MaterialsKOCocaCola$222,5990.0%2,7390.1%Consumer StaplesABBVAbbVie$222,086$222,086 â–²New Holding8830.1%MedicalIVViShares Core S&P 500 ETF$216,252$20,952 â–¼-8.8%2890.1%ETFGLWCorning$211,751$211,751 â–²New Holding8290.1%Computer and TechnologyVZVerizon Communications$204,749$212 â–²0.1%4,8360.1%Computer and TechnologyUNPUnion Pacific$204,272$204,272 â–²New Holding7510.1%TransportationGLDSPDR Gold Shares$200,030$1,474 â–²0.7%5430.1%FinanceEAGGiShares ESG Aware U.S. Aggregate Bond ETF$0$5,537,816 â–¼-100.0%00.0%ETFSYKStryker$0$300,003 â–¼-100.0%00.0%MedicalTAT&T$0$258,678 â–¼-100.0%00.0%Computer and TechnologyMCKMcKesson$0$248,358 â–¼-100.0%00.0%MedicalMCDMcDonald's$0$219,418 â–¼-100.0%00.0%Retail/WholesaleIVEiShares S&P 500 Value ETF$0$211,995 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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