Grufity logo
Grufity logo

Latest Shira Ridge Wealth Management Stock Portfolio

$287Million | No. of Holdings #83

Shira Ridge Wealth Management Performance

2026 Q3+0.55%
YTD+2.60%
2025+18.12%

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

On 2026-10-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Shira Ridge Wealth Management reported an equity portfolio of $287.7 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Shira Ridge Wealth Management are AAXJ, DFAC, BECO. The fund has invested 15.4% 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 MARVELL TECHNOLOGY INC (MRVL), KLA CORP (KLAC) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), ISHARES TR (AAXJ) and JPMORGAN CHASE & CO (JPM). Shira Ridge Wealth Management opened new stock positions in ISHARES TR (ACWF), ISHARES TR (AAXJ) and MCKESSON CORP (MCK). The fund showed a lot of confidence in some stocks as they added substantially to CORNING INC (GLW), DIMENSIONAL ETF TRUST (DFAC) and VANGUARD INDEX FDS (VB).
Shira Ridge Wealth Management Equity Portfolio Value
Last Reported on: 09 Oct, 2026
$287Million
  as of Oct 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 0.55% in the last quarter. In trailing 12 months, it's portfolio return was 7.38%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr428,776
ishares tr340,297
mckesson corp216,014
ishares tr202,376
New stocks bought by Shira Ridge Wealth Management

Additions

Ticker% Inc.
corning inc237
dimensional etf trust60.14
vanguard index fds17.37
american centy etf tr15.82
micron technology inc13.94
ishares tr11.45
capital group dividend growe10.42
ishares tr9.07
Additions to existing portfolio by Shira Ridge Wealth Management

Reductions

Ticker% Reduced
ishares tr-84.66
ishares tr-41.98
jpmorgan chase & co-30.2
berkshire hathaway inc del-26.39
world gold tr-26.3
meta platforms inc-21.95
j p morgan exchange traded f-21.1
apple inc-16.28
Shira Ridge Wealth Management reduced stake in above stock

Sold off

Ticker$ Sold
marvell technology inc-924,353
ishares tr-266,759
kla corp-356,018
ishares tr-216,252
Shira Ridge Wealth Management got rid off the above stocks

Sector Distribution

Shira Ridge Wealth Management has about 83.2% of it's holdings in Others sector.

  • Others
  • Utilities
  • Technology
  • Communication Services
Sector%
Others83.2
Utilities6.1
Technology4.9
Communication Services2.9

Market Cap. Distribution

Shira Ridge Wealth Management has about 16.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED83.2
MEGA-CAP15.3
LARGE-CAP1.5

Stocks belong to which Index?

About 16.8% 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%
Others83.2
S&P 50010.7
RUSSELL 20006.1
Top 5 Winners (%)%
MSFT
microsoft corp
37.1 %
META
meta platforms inc
25.6 %
NEM
newmont corp
23.4 %
CVX
chevron corporation
22.0 %
NVDA
nvidia corporation
14.0 %
Top 5 Winners ($)$
AAPL
apple inc
1.0 M
MSFT
microsoft corp
0.9 M
IJR
ishares tr
0.6 M
AAXJ
ishares tr
0.4 M
DFAC
dimensional etf trust
0.4 M
Top 5 Losers (%)%
GLW
corning inc
-30.0 %
CHTR
charter communications inc
-21.9 %
TDG
transdigm group inc
-18.7 %
GE
ge aerospace
-16.4 %
TSLA
tesla inc
-15.5 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-1.1 M
DFAC
dimensional etf trust
-0.4 M
DFAC
dimensional etf trust
-0.4 M
GOOG
alphabet inc
-0.2 M
GLW
corning inc
-0.2 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 64.2% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Shira Ridge Wealth Management last quarter.

$287.67MTotal Value
87.00Positions
09 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Shira Ridge Wealth Management, last reported on 09 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Shira Ridge Wealth Management's holding in Ishares Tr over time
15.38%284,219
$44.25M
15.38%
decreased 1.35 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Shira Ridge Wealth Management's holding in Ishares Tr over time
0.16%8,558
$463.2K
0.16%
decreased 41.98 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Shira Ridge Wealth Management's holding in Ishares Tr over time
0.12%4,500
$340.3K
0.12%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Shira Ridge Wealth Management's holding in Ishares Tr over time
0.24%15,943
$702.9K
0.24%
decreased 84.66 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Shira Ridge Wealth Management's holding in Ishares Tr over time
0.15%8,462
$428.8K
0.15%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Shira Ridge Wealth Management's holding in Ishares Inc over time
0.08%3,502
$235.8K
0.08%
increased 6.06 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Shira Ridge Wealth Management's holding in American Centy Etf Tr over time
0.2%5,813
$571.6K
0.2%
increased 15.82 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Shira Ridge Wealth Management's holding in Ishares Tr over time
4.92%137,458
$14.16M
4.92%
increased 1.75 percentadded
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
0.09%3,107
$255.3K
0.09%
decreased 21.1 percentreduced
BECO
Blackrock Etf Trust

Blackrock Etf Trust

BECO
Shira Ridge Wealth Management's holding in Blackrock Etf Trust over time
6.98%289,865
$20.08M
6.98%
increased 3.46 percentadded
BGRN
Ishares Tr

Ishares Tr

BGRN
Shira Ridge Wealth Management's holding in Ishares Tr over time
0.09%3,191
$249.9K
0.09%
decreased 1.94 percentreduced