Latest Shira Ridge Wealth Management Stock Portfolio

Shira Ridge Wealth Management Performance:

2026 Q1: -2.76%YTD: -2.76%2025: 18.12%

Performance for 2026 Q1 is -2.76%, and YTD is -2.76%, and 2025 is 18.12%.

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

On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Shira Ridge Wealth Management reported an equity portfolio of $252.7 Millions as of 31 Mar, 2026.

The top stock holdings of Shira Ridge Wealth Management are AAXJ, DFAC, BECO. The fund has invested 15.2% of it's portfolio in ISHARES TR and 10.1% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off ISHARES TR (IJR), ISHARES INC (EMGF) and ELI LILLY & CO (LLY) stocks. They significantly reduced their stock positions in ISHARES TR (BGRN), VANGUARD SPECIALIZED FUNDS (VIG) and WORLD GOLD TR (GLDM). Shira Ridge Wealth Management opened new stock positions in COCA COLA CO (KO) and ISHARES INC (ACWV). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), CAPITAL GROUP DIVIDEND GROWE and ISHARES TR (BGRN).

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

Our best estimate is that Shira Ridge Wealth Management made a return of -2.76% in the last quarter. In trailing 12 months, it's portfolio return was 18.45%.

Performance
S&P 500

New Buys

Ticker	$ Bought
coca cola co	208,301
ishares inc	200,260

New stocks bought by Shira Ridge Wealth Management

Additions

Ticker	% Inc.
ishares tr	102
capital group dividend growe	67.26
ishares tr	36.51
ishares tr	32.95
ishares tr	24.05
blackrock etf trust	23.05
ishares tr	21.89
ishares tr	16.87

Additions to existing portfolio by Shira Ridge Wealth Management

Reductions

Ticker	% Reduced
ishares tr	-89.08
vanguard specialized funds	-43.43
world gold tr	-15.26
ishares tr	-15.03
ishares tr	-12.79
vanguard index fds	-12.00
dimensional etf trust	-7.62
chevron corporation	-7.37

Shira Ridge Wealth Management reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-379,805
blackrock etf trust ii	-223,336
ishares inc	-233,993
abbvie inc	-202,425
ge aerospace	-202,684
eli lilly & co	-223,889

Shira Ridge Wealth Management got rid off the above stocks

Sector Distribution

Shira Ridge Wealth Management has about 82.6% of it's holdings in Others sector.

Sector	%
Others	82.6
Utilities	6
Technology	4.8
Communication Services	3.4

Market Cap. Distribution

Shira Ridge Wealth Management has about 11.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	82.6
MEGA-CAP	9.6
MID-CAP	6
LARGE-CAP	1.8

Stocks belong to which Index?

About 17.3% of the stocks held by Shira Ridge Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	82.7
S&P 500	11.3
RUSSELL 2000	6

Top 5 Winners (%)		%
CVX	chevron corporation	34.4 %
EQIX	equinix inc	27.9 %
VZ	verizon communications inc	23.0 %
T	at&t inc	16.7 %
MRVL	marvell technology inc	16.6 %

Top 5 Winners ($)		$
XLB	select sector spdr tr	0.4 M
GLDM	world gold tr	0.3 M
DFAC	dimensional etf trust	0.2 M
COST	costco wholesale corporation	0.2 M
EQIX	equinix inc	0.2 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-23.4 %
TSLA	tesla inc	-17.2 %
META	meta platforms inc	-13.1 %
CCRV	ishares u s etf tr	-12.9 %
TDG	transdigm group inc	-12.8 %

Top 5 Losers ($)		$
AAXJ	ishares tr	-2.1 M
IJR	ishares tr	-1.1 M
DFAC	dimensional etf trust	-0.9 M
MSFT	microsoft corp	-0.7 M
BECO	blackrock etf trust	-0.6 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 79 stocks in it's portfolio. About 62.8% of the portfolio is in top 10 stocks. AAXJ proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Shira Ridge Wealth Management last quarter.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.91	28,973	7,353,080	reduced	-0.53

AAXJ	ishares tr	15.21	290,974	38,437,700	added	0.5

AAXJ	ishares tr	0.32	14,448	821,513	added	10.26

ABBV	abbvie inc	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	2.10	114,812	5,303,170	added	16.87

ACWV	ishares inc	0.08	3,197	200,260	new

AGT	ishares tr	5.16	136,330	13,035,900	reduced	-0.18

AMPS	ishares tr	3.72	184,449	9,397,680	added	32.95

AMPS	ishares tr	1.72	189,693	4,345,870	added	21.89

AMPS	ishares tr	0.41	11,213	1,024,550	reduced	-1.57

AMPS	ishares tr	0.14	2,636	357,749	unchanged	0.00

AMZN	amazon com inc	0.35	4,256	886,397	added	1.99

AVGO	broadcom inc	0.17	1,430	442,599	added	1.13

BBAX	j p morgan exchange traded f	0.14	4,513	341,815	added	1.05

BECO	blackrock etf trust	6.24	271,113	15,773,400	added	23.05

BGRN	ishares tr	2.19	116,463	5,537,820	added	36.51

BGRN	ishares tr	0.17	9,256	430,682	reduced	-89.08

BIL	spdr series trust	0.21	6,917	529,427	added	14.56

CACG	legg mason etf invt	4.05	189,365	10,224,400	reduced	-0.9

CCRV	ishares u s etf tr	0.59	16,961	1,499,000	reduced	-0.78