Latest Shira Ridge Wealth Management Stock Portfolio

Shira Ridge Wealth Management Performance:

2025 Q4: 1.99%YTD: 15.12%2024: 12.16%

Performance for 2025 Q4 is 1.99%, and YTD is 15.12%, and 2024 is 12.16%.

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

In it's latest 13F Holdings report, Shira Ridge Wealth Management reported an equity portfolio of $248.9 Millions as of 31 Dec, 2025.

The top stock holdings of Shira Ridge Wealth Management are AAXJ, DFAC, BECO. The fund has invested 16.2% of it's portfolio in ISHARES TR and 10.4% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off ISHARES TR (BGRN), SELECT SECTOR SPDR TR (XLB) and DECKERS OUTDOOR CORP (DECK) stocks. They significantly reduced their stock positions in ISHARES TR (DMXF), DIMENSIONAL ETF TRUST (DFAC) and VANGUARD INDEX FDS (VB). Shira Ridge Wealth Management opened new stock positions in CAPITAL GROUP DIVIDEND GROWE, NEWMONT CORP (NEM) and ELI LILLY & CO (LLY). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (BGRN), SELECT SECTOR SPDR TR (XLB) and BLACKROCK ETF TRUST (BECO).

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

Our best estimate is that Shira Ridge Wealth Management made a return of 1.99% in the last quarter. In trailing 12 months, it's portfolio return was 15.12%.

Performance
S&P 500

New Buys

Ticker	$ Bought
capital group dividend growe	2,386,990
newmont corp	253,318
eli lilly & co	223,889
ishares tr	220,341
spdr gold tr	215,593
ge aerospace	202,684

New stocks bought by Shira Ridge Wealth Management

Additions

Ticker	% Inc.
ishares tr	413
select sector spdr tr	90.98
blackrock etf trust	90.23
ishares tr	73.59
ishares tr	68.05
dimensional etf trust	37.65
ishares tr	28.95
chevron corp new	22.72

Additions to existing portfolio by Shira Ridge Wealth Management

Reductions

Ticker	% Reduced
ishares tr	-79.67
dimensional etf trust	-76.24
vanguard index fds	-67.31
vanguard specialized funds	-35.87
ishares tr	-34.19
ishares tr	-27.84
vanguard index fds	-23.72
ishares tr	-20.87

Shira Ridge Wealth Management reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-467,344
deckers outdoor corp	-314,044
select sector spdr tr	-347,353
proshares tr	-225,105
ishares tr	-233,870
procter and gamble co	-217,204
ishares tr	-250,127
netflix inc	-222,999

Shira Ridge Wealth Management got rid off the above stocks

Sector Distribution

Shira Ridge Wealth Management has about 82.7% of it's holdings in Others sector.

Sector	%
Others	82.7
Technology	5.4
Utilities	4.8
Communication Services	3.7

Market Cap. Distribution

Shira Ridge Wealth Management has about 12.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	82.7
MEGA-CAP	10.2
SMALL-CAP	4.8
LARGE-CAP	2.3

Stocks belong to which Index?

About 17.2% of the stocks held by Shira Ridge Wealth Management either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	82.8
S&P 500	12.4
RUSSELL 2000	4.8

Top 5 Winners (%)		%
GOOG	alphabet inc	28.8 %
GOOG	alphabet inc	28.3 %
CSCO	cisco sys inc	12.3 %
GLDM	world gold tr	11.4 %
IJR	ishares tr	10.2 %

Top 5 Winners ($)		$
GOOG	alphabet inc	1.1 M
AAXJ	ishares tr	1.1 M
DFAC	dimensional etf trust	0.6 M
AAPL	apple inc	0.5 M
DFAC	dimensional etf trust	0.5 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-42.2 %
CHTR	charter communications inc n	-24.1 %
T	at&t inc	-11.1 %
META	meta platforms inc	-9.9 %
MMC	marsh & mclennan cos inc	-7.9 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-0.2 M
XLB	select sector spdr tr	-0.2 M
CHTR	charter communications inc n	-0.2 M
VB	vanguard index fds	-0.2 M
META	meta platforms inc	-0.1 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 61.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Shira Ridge Wealth Management last quarter.

Last Reported on: 12 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.18	29,128	7,918,600	reduced	-4.44

AAXJ	ishares tr	16.20	289,514	40,342,300	added	1.67

AAXJ	ishares tr	0.30	13,103	752,898	added	6.1

ABBV	abbvie inc	0.08	886	202,425	reduced	-7.03

ACWF	ishares tr	1.84	98,238	4,572,000	added	15.11

AGT	ishares tr	5.22	136,577	12,987,100	added	4.79

AMPS	ishares tr	2.83	138,733	7,055,960	added	73.59

AMPS	ishares tr	1.44	155,628	3,583,340	added	68.05

AMPS	ishares tr	0.40	11,392	982,579	reduced	-2.63

AMPS	ishares tr	0.13	2,636	320,556	reduced	-6.92

AMZN	amazon com inc	0.39	4,173	963,212	reduced	-2.29

AVGO	broadcom inc	0.20	1,414	489,385	reduced	-2.21

BBAX	j p morgan exchange traded f	0.13	4,466	334,414	added	3.16

BECO	blackrock etf trust	5.38	220,321	13,397,700	added	90.23

BGRN	ishares tr	1.64	84,743	4,082,920	added	413

BGRN	ishares tr	1.64	85,312	4,082,180	added	28.95

BGRN	ishares tr	0.00	0.00	0.00	sold off	-100

BIL	spdr series trust	0.20	6,038	484,368	reduced	-0.21

BZQ	proshares tr	0.00	0.00	0.00	sold off	-100

CACG	legg mason etf invt	4.16	191,084	10,354,400	added	5.88