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Latest Shira Ridge Wealth Management Stock Portfolio

$286Million | No. of Holdings #83

Shira Ridge Wealth Management Performance

2026 Q2+4.94%
YTD+2.04%
2025+18.12%

About Shira Ridge Wealth Management and 13F Hedge Fund Stock Holdings

On 2026-07-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Shira Ridge Wealth Management reported an equity portfolio of $286.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Shira Ridge Wealth Management are AAXJ, DFAC, BECO. The fund has invested 15.5% of it's portfolio in ISHARES TR and 10.3% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off ISHARES TR (BGRN), STRYKER CORPORATION (SYK) and AT&T INC (T) stocks. They significantly reduced their stock positions in ISHARES TR (BGRN), WORLD GOLD TR (GLDM) and MARSH & MCLENNAN COS INC (MMC). Shira Ridge Wealth Management opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), AMERICAN CENTY ETF TR (AEMB) and ADVANCED MICRO DEVICES INC (AMD). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (AMPS).
Shira Ridge Wealth Management Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$286Million
  as of Jul 09, 2026

Shira Ridge Wealth Management Annual Return Estimates Vs S&P 500

Our best estimate is that Shira Ridge Wealth Management made a return of 4.94% in the last quarter. In trailing 12 months, it's portfolio return was 14.01%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dimensional etf trust6,613,960
american centy etf tr497,383
advanced micro devices inc359,583
kla corp356,018
micron technology inc289,727
eli lilly & co252,355
ge aerospace245,914
abbvie inc222,086
New stocks bought by Shira Ridge Wealth Management

Additions

Ticker% Inc.
vanguard world fd690
vanguard index fds495
ishares tr372
vanguard index fds173
spdr series trust31.2
ishares tr23.88
ishares tr16.4
ishares tr7.52
Additions to existing portfolio by Shira Ridge Wealth Management

Reductions

Ticker% Reduced
ishares tr-64.84
world gold tr-31.18
marsh & mclennan cos inc-26.59
dimensional etf trust-24.89
charter communications inc-16.24
dimensional etf trust-14.78
vanguard index fds-13.4
j p morgan exchange traded f-12.74
Shira Ridge Wealth Management reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-5,537,820
at&t inc-258,678
ishares tr-211,995
stryker corporation-300,003
mcdonalds corp-219,418
mckesson corp-248,358
Shira Ridge Wealth Management got rid off the above stocks

Sector Distribution

Shira Ridge Wealth Management has about 83% of it's holdings in Others sector.

  • Others
  • Utilities
  • Technology
  • Communication Services
Sector%
Others83
Utilities5.8
Technology5.1
Communication Services3.2

Market Cap. Distribution

Shira Ridge Wealth Management has about 11.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
  • LARGE-CAP
Category%
UNALLOCATED83
MEGA-CAP9.4
MID-CAP5.8
LARGE-CAP1.7

Stocks belong to which Index?

About 16.6% of the stocks held by Shira Ridge Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others83.4
S&P 50010.8
RUSSELL 20005.8
Top 5 Winners (%)%
MRVL
marvell technology inc
190.3 %
CSCO
cisco sys inc
51.3 %
IJR
ishares tr
44.1 %
XLB
select sector spdr tr
43.4 %
BGRN
ishares tr
43.0 %
Top 5 Winners ($)$
AAXJ
ishares tr
6.4 M
IJR
ishares tr
4.9 M
DFAC
dimensional etf trust
3.7 M
IJR
ishares tr
3.1 M
BECO
blackrock etf trust
2.7 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.2 %
AMPS
ishares tr
-70.5 %
VB
vanguard index fds
-70.4 %
VB
vanguard index fds
-63.6 %
CHTR
charter communications inc
-31.4 %
Top 5 Losers ($)$
VAW
vanguard world fd
-13.1 M
VB
vanguard index fds
-2.0 M
AMPS
ishares tr
-0.8 M
VB
vanguard index fds
-0.7 M
GLDM
world gold tr
-0.4 M

Shira Ridge Wealth Management Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Shira Ridge Wealth Management

Shira Ridge Wealth Management has 83 stocks in it's portfolio. About 63.2% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. AAXJ was the most profitable stock for Shira Ridge Wealth Management last quarter.

$286.61MTotal Value
89.00Positions
09 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Shira Ridge Wealth Management, last reported on 09 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Shira Ridge Wealth Management's holding in Ishares Tr over time
15.51%288,096
$44.45M
15.51%
decreased 0.99 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Shira Ridge Wealth Management's holding in Ishares Tr over time
0.3%14,749
$850.1K
0.3%
increased 2.08 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Shira Ridge Wealth Management's holding in Ishares Tr over time
1.67%103,932
$4.80M
1.67%
decreased 9.48 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
Shira Ridge Wealth Management's holding in Ishares Inc over time
0.08%3,302
$229.5K
0.08%
increased 3.28 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Shira Ridge Wealth Management's holding in American Centy Etf Tr over time
0.17%5,019
$497.4K
0.17%
new position
AGT
Ishares Tr

Ishares Tr

AGT
Shira Ridge Wealth Management's holding in Ishares Tr over time
4.85%135,088
$13.89M
4.85%
decreased 0.91 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Shira Ridge Wealth Management's holding in J P Morgan Exchange Traded F over time
0.11%3,938
$324.8K
0.11%
decreased 12.74 percentreduced
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
Shira Ridge Wealth Management's holding in Blackrock Etf Trust over time
6.65%280,170
$19.05M
6.65%
increased 3.34 percentadded
BGRN
Ishares Tr

Ishares Tr

BGRN
Shira Ridge Wealth Management's holding in Ishares Tr over time
0.09%3,254
$247.8K
0.09%
decreased 64.84 percentreduced
BGRN
Ishares Tr

Ishares Tr

BGRN
Shira Ridge Wealth Management's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Shira Ridge Wealth Management's holding in Spdr Series Trust over time
0.28%9,075
$797.5K
0.28%
increased 31.2 percentadded