Institutions / Shira Ridge Wealth Management
Shira Ridge Wealth Management
CIK 1961210 · Institution · as of Dec 31, 2025
Portfolio value
$248.94M
Positions
83
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 83 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $40.34M | 16.2% |
| Dimensional ETF Trust | $25.95M | 10.4% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $13.40M | 5.4% |
| iShares Tr | $12.99M | 5.2% |
| Dimensional ETF Trust | $11.73M | 4.7% |
| iShares Tr | $11.64M | 4.7% |
| Dimensional ETF Trust | $10.47M | 4.2% |
| Legg Mason ETF Invt | $10.35M | 4.2% |
| Select Sector SPDR Tr | $9.17M | 3.7% |
| Apple Inc. | $7.92M | 3.2% |
| iShares Tr | $7.44M | 3.0% |
| iShares Tr | $7.06M | 2.8% |
| Alphabet Inc. | $4.91M | 2.0% |
| iShares Tr | $4.57M | 1.8% |
| iShares Tr | $4.11M | 1.6% |
| iShares Tr | $4.08M | 1.6% |
| iShares Tr | $4.08M | 1.6% |
| World Gold Tr | $3.86M | 1.6% |
| Vanguard World Fd | $3.85M | 1.5% |
| Vanguard Specialized Funds | $3.76M | 1.5% |
| iShares MSCI UAE ETF | $3.58M | 1.4% |
| Microsoft Corp | $3.07M | 1.2% |
| Capital Group Dividend Growe | $2.39M | 1.0% |
| iShares Tr | $2.31M | 0.9% |
| Alphabet Inc. | $2.11M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.