Institutional Manager · CIK 0001961210
Shira Ridge Wealth Management
LARKSPUR, CA · File #028-22722
Latest AUM
$248.9M
Positions
83
Top-10 Concentration
64.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202583 pos · $248.9M
- 13F HOLDINGS REPORTQ/E Sep 202585 pos · $235.7M
- 13F HOLDINGS REPORTQ/E Jun 202583 pos · $218.9M
- 13F HOLDINGS REPORTQ/E Mar 202575 pos · $200.5M
- 13F HOLDINGS REPORTQ/E Dec 202477 pos · $204.4M
- 13F HOLDINGS REPORTQ/E Sep 202481 pos · $196.1M
- 13F HOLDINGS REPORTQ/E Jun 202475 pos · $179.5M
- 13F HOLDINGS REPORTQ/E Mar 202473 pos · $174.7M
- 13F HOLDINGS REPORTQ/E Dec 202367 pos · $152.2M
- 13F HOLDINGS REPORTQ/E Sep 202365 pos · $159.6M
- 13F HOLDINGS REPORTQ/E Jun 202363 pos · $151.5M
- 13F HOLDINGS REPORTQ/E Mar 202358 pos · $145.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464288802 | 289,514 | $40.3M | 16.86% |
| 2 | DIMENSIONAL ETF TRUST | 25434V104 | 554,421 | $25.9M | 10.85% |
| 3 | BLACKROCK ETF TRUST | BLK | 220,321 | $13.4M | 5.60% |
| 4 | ISHARES TR | 46435G516 | 136,577 | $13.0M | 5.43% |
| 5 | DIMENSIONAL ETF TRUST | 25434V864 | 244,674 | $11.7M | 4.90% |
| 6 | ISHARES TR | 464287549 | 90,129 | $11.6M | 4.87% |
| 7 | DIMENSIONAL ETF TRUST | 25434V203 | 274,699 | $10.5M | 4.38% |
| 8 | LEGG MASON ETF INVT | 524682309 | 191,084 | $10.4M | 4.33% |
| 9 | SELECT SECTOR SPDR TR | 81369Y704 | 59,144 | $9.2M | 3.83% |
| 10 | APPLE INC | AAPL | 29,128 | $7.9M | 3.31% |
| 11 | ISHARES TR | 464287291 | 70,899 | $7.4M | 3.11% |
| 12 | ISHARES TR | 46429B655 | 138,733 | $7.1M | 2.95% |
| 13 | ALPHABET INC | GOOG | 15,649 | $4.9M | 2.05% |
| 14 | ISHARES TR | 46434V613 | 98,238 | $4.6M | 1.91% |
| 15 | ISHARES TR | 464287457 | 49,571 | $4.1M | 1.72% |
| 16 | ISHARES TR | 46435U556 | 84,743 | $4.1M | 1.71% |
| 17 | ISHARES TR | 46435U549 | 85,312 | $4.1M | 1.71% |
| 18 | WORLD GOLD TR | GLDW | 45,235 | $3.9M | 1.61% |
| 19 | VANGUARD WORLD FD | 92204A702 | 5,112 | $3.9M | 1.61% |
| 20 | VANGUARD SPECIALIZED FUNDS | 921908844 | 17,100 | $3.8M | 1.57% |