Shira Ridge Wealth Management

CIK 1961210 · View on SEC EDGAR ↗

Portfolio value
$286.6M
#5,317 of 9,443 by 13F value · top 56.3%
Positions
83
As of
June 30, 2026

Portfolio value QoQ: +13.4% 13F does not disclose cash

Top 10 holdings weight
63.24%
Top 25 holdings weight
88.20%
Positions above 1%
19
Effective number of positions
17.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 4.84% Est. buys $20,460,664 · sells $13,065,173

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 76.1% still held

New positions
10
Increased
26
Decreased
34
Closed
6
On this page

Sector breakdown

Technology
4.8%
Communication Services
3.1%
Retail
0.9%
Financial Services
0.4%
Financials
0.4%
Industrials
0.4%
Real Estate
0.3%
Communications
0.2%
Healthcare
0.2%
Energy
0.1%
Consumer Discretionary
0.1%
Materials
0.1%
Consumer Staples
0.1%
Telecommunication
0.1%
Other/Unmapped
88.9%

Full portfolio 83 positions

Type Streak 8Q trend
SUSA $44,453,261 15.51% 288,096 $6,015,540 Down ×1
DFAU $29,405,883 10.26% 568,889 $3,943,714 Up ×4
DYNF $19,054,362 6.65% 280,170 $3,281,008 Up ×5
IGM $17,354,098 6.05% 106,089 $4,103,583 Down ×1
DFSD $14,153,291 4.94% 296,404 $592,239 Up ×4
ESGD iShares ESG Aware MSCI EAFE ETF $13,888,372 4.85% 135,088 $852,512 Down ×2
FLOT $10,960,136 3.82% 214,694 $1,562,457 Up ×4
DFAI $10,812,326 3.77% 262,117 $549,989 Down ×2
XLI XLI $10,665,593 3.72% 57,580 $1,433,345 Up ×1
YLDE Franklin ClearBridge Enhanced Income ETF $10,493,482 3.66% 188,660 $269,115 Down ×2
SHY iShares 1-3 Year Treasury Bond ETF $10,217,440 3.56% 124,436 $1,923,531 Up ×3
IXN $10,006,386 3.49% 69,258 $2,960,407 Down ×6
AAPL Apple Inc. - Common Stock $7,477,938 2.61% 25,843 $124,853 Down ×3
DFSB $6,613,958 2.31% 126,923 Up ×1
GOOG Alphabet Inc. - Class C Capital Stock $5,236,514 1.83% 14,820 $792,060 Down ×2
VGT $4,806,647 1.68% 40,216 $1,257,757 Up ×1
IUSB iShares Core Universal USD Bond ETF $4,796,462 1.67% 103,932 $-506,704 Down ×1
CGDG $4,469,917 1.56% 119,166 $448,291 Up ×2
GOVT $4,451,030 1.55% 195,392 $105,163 Up ×3
ILCG $2,588,160 0.90% 22,117 $464,184 Down ×1
MSFT Microsoft Corporation - Common Stock $2,381,512 0.83% 6,384 $8,747 Down ×1
GOOGL Alphabet Inc. - Class A Common Stock $2,340,154 0.82% 6,548 $277,413 Down ×1
VIG $2,289,331 0.80% 9,675 $209,026 Up ×1
GLDM $2,095,020 0.73% 26,379 $-1,457,788 Down ×2
VTI $1,782,594 0.62% 4,817 $265,450 Up ×1
IETC $1,742,086 0.61% 16,228 $243,086 Down ×3
COST Costco Wholesale Corporation - Common Stock $1,597,183 0.56% 1,707 $-103,014 Up ×4
NVDA NVIDIA Corporation - Common Stock $1,378,931 0.48% 6,892 $177,075 Up ×2
VOT $1,296,285 0.45% 4,232 $38,596 Down ×4
XJH $1,194,026 0.42% 22,896 $118,712 Down ×4
DFSU $1,098,323 0.38% 23,554 $-37,364 Down ×6
META Meta Platforms, Inc. - Class A Common Stock $1,070,314 0.37% 1,900 $-41,970 Down ×2
AMZN Amazon.com, Inc. - Common Stock $1,004,841 0.35% 4,216 $118,444 Down ×1
SCHW Charles Schwab Corporation (The) Common Stock $1,003,565 0.35% 10,876 $-30,346 Down ×1
DFUS $996,202 0.35% 12,158 $134,100
EFAV $974,565 0.34% 11,111 $-49,987 Down ×4
MRVL Marvell Technology, Inc. - Common Stock $924,353 0.32% 3,103 $581,343 Down ×1
DFAT $908,980 0.32% 13,004 $84,765 Down ×6
VOO $889,379 0.31% 1,295 $115,587
CMF $850,132 0.30% 14,749 $28,619 Up ×3
VUG $849,771 0.30% 9,865 $126,010 Up ×2
SPYM $797,511 0.28% 9,075 $268,084 Up ×2
EQIX Equinix, Inc. - Common Stock $794,301 0.28% 762 $37,556 Down ×1
VTV $742,270 0.26% 3,406 $69,108 Down ×2
JPM JP Morgan Chase & Co. Common Stock $670,896 0.23% 2,050 $67,985
SCHB $611,465 0.21% 21,114 $81,500
DFSI $601,634 0.21% 13,340 $-151,390 Down ×3
CSCO Cisco Systems, Inc. - Common Stock $574,926 0.20% 4,895 $193,398 Down ×1
AVGO Broadcom Inc. - Common Stock $559,448 0.20% 1,481 $116,849 Up ×2
TDG Transdigm Group Incorporated Common Stock $540,808 0.19% 406 $70,270
QQQ Invesco QQQ Trust, Series 1 $531,423 0.19% 722 $114,901
AVGE $497,383 0.17% 5,019 Up ×1
IVW $477,917 0.17% 3,475 $112,345 Up ×4
MRSH Marsh Common Stock $445,509 0.16% 2,673 $-186,022 Down ×1
CVX Chevron Corporation Common Stock $420,551 0.15% 2,537 $-104,377
ITOT $411,496 0.14% 2,505 $41,463 Down ×3
TSLA Tesla, Inc. - Common Stock $389,476 0.14% 926 $46,351 Up ×2
VO $382,778 0.13% 4,751 $-116,306 Up ×1
AMD Advanced Micro Devices, Inc. - Common Stock $359,583 0.13% 619 Up ×1
KLAC KLA Corporation - Common Stock $356,018 0.12% 1,180 Up ×1
BRKB $350,773 0.12% 701 $14,854
HDV $341,088 0.12% 12,444 $-16,661 Up ×1
JIRE $324,846 0.11% 3,938 $-16,969 Down ×1
XLK XLK $314,739 0.11% 1,652 $95,188
MU Micron Technology, Inc. - Common Stock $289,727 0.10% 251 Up ×1
SCHX $286,515 0.10% 9,735 $36,898
CHTR Charter Communications, Inc. - Class A Common Stock $281,718 0.10% 1,981 $-228,838 Down ×1
IWP $266,759 0.09% 1,822 $33,324
IJH $253,056 0.09% 3,282 $24,754 Down ×3
LLY Eli Lilly and Company Common Stock $252,355 0.09% 210
ARTY $247,825 0.09% 3,254 $-182,857 Down ×2
GE GE Aerospace Common Stock $245,914 0.09% 658
VB $244,245 0.09% 806 $34,508 Up ×2
IWB $235,872 0.08% 576 $30,493
EZU $229,489 0.08% 3,302 $29,229 Up ×1
NEM Newmont Corporation $229,349 0.08% 2,456 $-36,381 Up ×1
KO Coca-Cola Company (The) Common Stock $222,599 0.08% 2,739 $14,298
ABBV AbbVie Inc. Common Stock $222,086 0.08% 883
IVV $216,252 0.08% 289 $8,859 Down ×1
GLW Corning Incorporated Common Stock $211,751 0.07% 829 Up ×1
VZ Verizon Communications Inc. Common Stock $204,749 0.07% 4,836 $-37,777 Up ×1
UNP Union Pacific Corporation Common Stock $204,272 0.07% 751 Up ×1
GLD $200,030 0.07% 543 $-31,896 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
DFAU $29,405,883 10.26% up ×4
DYNF $19,054,362 6.65% up ×5
DFSD $14,153,291 4.94% up ×4
FLOT $10,960,136 3.82% up ×4
SHY $10,217,440 3.56% up ×3
GOVT $4,451,030 1.55% up ×3
COST $1,597,183 0.56% up ×4
CMF $850,132 0.30% up ×3
IVW $477,917 0.17% up ×4

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
DFSB $6,613,958 126,923 2.31%
AVGE $497,383 5,019 0.17%
AMD $359,583 619 0.13%
KLAC $356,018 1,180 0.12%
MU $289,727 251 0.10%
LLY $252,355 210 0.09%
GE $245,914 658 0.09%
ABBV $222,086 883 0.08%
GLW $211,751 829 0.07%
UNP $204,272 751 0.07%

Top movers (QoQ)

Security Action Shares Δ Value Δ
SUSA Trimmed -3K +$6.0M
IGM Trimmed -6K +$4.1M
DFAU Bought more +5K +$3.9M
DYNF Bought more +9K +$3.3M
IXN Trimmed -1K +$3.0M
SHY Bought more +24K +$1.9M
FLOT Bought more +30K +$1.6M
GLDM Trimmed -12K -$1.5M
XLI Bought more +496 +$1.4M
VGT Bought more +35K +$1.3M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
EAGG June 30, 2026 116,463 $5,537,816 No longer tracked
IVT March 31, 2025 18,569 $559,475 13.0%
ESML Dec. 31, 2025 10,367 $467,344 No longer tracked
VB March 31, 2025 1,870 $449,412 No longer tracked
IYH March 31, 2026 5,834 $379,805 No longer tracked
XLV Dec. 31, 2025 2,496 $347,353 No longer tracked
DECK Dec. 31, 2025 3,098 $314,044 -13.3%
SYK June 30, 2026 913 $300,003 5.0%
TLT June 30, 2025 3,295 $299,944
IFRA March 31, 2025 6,465 $299,265 No longer tracked
T June 30, 2026 8,923 $258,678 22.6%
QUAL Dec. 31, 2025 1,286 $250,127 No longer tracked
MCK June 30, 2026 287 $248,358 13.4%
ESML March 31, 2025 5,672 $238,508 No longer tracked
IEMG March 31, 2026 3,481 $233,993 No longer tracked
IJR Dec. 31, 2025 1,968 $233,870 No longer tracked
NOBL Dec. 31, 2025 2,184 $225,105 No longer tracked
LLY March 31, 2026 208 $223,889 35.9%
CALI March 31, 2026 4,426 $223,336
NFLX Dec. 31, 2025 186 $222,999 -15.1%
MCD June 30, 2026 706 $219,418 -0.6%
VST Sept. 30, 2025 1,121 $217,261 -29.0%
PG Dec. 31, 2025 1,414 $217,204 0.0%
VTIP March 31, 2025 4,446 $215,273
IVE June 30, 2026 1,004 $211,995 No longer tracked
MTN Sept. 30, 2025 1,343 $211,026 1.5%
KO June 30, 2025 2,919 $209,059 28.1%
IVV March 31, 2025 351 $206,681 No longer tracked
SCHD March 31, 2025 7,549 $206,245 No longer tracked
VZ June 30, 2025 4,532 $205,558 14.2%
EFV Sept. 30, 2025 3,198 $203,009 No longer tracked
GE March 31, 2026 658 $202,684 22.8%
ABBV March 31, 2026 886 $202,425 21.3%
XLK March 31, 2025 870 $202,292 No longer tracked
INTU Sept. 30, 2025 255 $201,013 -47.2%