Shira Ridge Wealth Management
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Shira Ridge Wealth Management reported 83 stock positions worth $286.6 million. Its top holding was iShares ESG Optimized MSCI U (SUSA) at 15.5% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 10.3%) and Ishrs US E F R A ETF-Usd (DYNF, 6.6%). Compared with Q1 2026, it opened 10 new positions, sold out of 6, added to 22 and reduced 38. The biggest buy was a new position in Dim GLB Sustain Fix Inc. ETF (DFSB) and the biggest sale an exit from iShares ESG Aware US Aggrega (EAGG).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001961210
- Portfolio Value
- $286.6M (Q2 2026)
- SEC Filing
- 0001754960-26-000452 ↗ filed Jul 9, 2026
Holdings Value
Holdings 83 stocks · $286.6M
| SUSA iShares ESG Optimized MSCI U | 15.51% | 288,096 | $44.5M | Reduce -1.0% |
| DFAU Dimensional US Core Equity M | 10.26% | 568,889 | $29.4M | Add +0.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.65% | 280,170 | $19.1M | Add +3.3% |
| IGM iShares Expanded Tech Sector | 6.05% | 106,089 | $17.4M | Reduce -5.1% |
| DFSD Dimensional Short Duration | 4.94% | 296,404 | $14.2M | Add +4.7% |
| ESGD iShares Trust iShares ESG Aw | 4.85% | 135,088 | $13.9M | Reduce -0.9% |
| FLOT iShares Floating Rate Bond E | 3.82% | 214,694 | $11.0M | Add +16.4% |
| DFAI Dimensional International Co. | 3.77% | 262,117 | $10.8M | Reduce -0.5% |
| XLI SS Industrial Select Sector | 3.72% | 57,580 | $10.7M | Add +0.9% |
| YLDE Franklin Clearbridge Enhance | 3.66% | 188,660 | $10.5M | Reduce -0.4% |
| SHY iShares 1-3 Year Treasury Bo | 3.56% | 124,436 | $10.2M | Add +23.9% |
| IXN iShares Global Tech ETF | 3.49% | 69,258 | $10.0M | Reduce -1.7% |
| AAPL Apple Inc. | 2.61% | 25,843 | $7.5M | Reduce -10.8% |
| DFSB Dim GLB Sustain Fix Inc. ETF | 2.31% | 126,923 | $6.6M | New |
| GOOG Alphabet Inc. Class C | 1.83% | 14,820 | $5.2M | Reduce -4.3% |
| VGT Vanguard Info Tech ETF | 1.68% | 40,216 | $4.8M | Reduce -1.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.67% | 103,932 | $4.8M | Reduce -9.5% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 1.56% | 119,166 | $4.5M | Add +6.4% |
| GOVT iShares US Treasury Bond ETF | 1.55% | 195,392 | $4.5M | Add +3.0% |
| ILCG iShares Morningstar Growth E | 0.90% | 22,117 | $2.6M | Reduce -0.6% |
| MSFT Microsoft Corp. | 0.83% | 6,384 | $2.4M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.82% | 6,548 | $2.3M | Reduce -8.7% |
| VIG Vanguard Dividend Apprec ETF | 0.80% | 9,675 | $2.3M | Add +0.0% |
| GLDM SPDR Gold Minishares Trust | 0.73% | 26,379 | $2.1M | Reduce -31.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 4,817 | $1.8M | Add +1.9% |
| IETC iShares U.S. Tech Independen | 0.61% | 16,228 | $1.7M | Reduce -4.3% |
| COST Costco Wholesale Corp. | 0.56% | 1,707 | $1.6M | Add +0.1% |
| NVDA Nvidia Corp. | 0.48% | 6,892 | $1.4M | Add +0.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.45% | 4,232 | $1.3M | Reduce -13.4% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.42% | 22,896 | $1.2M | Reduce -3.4% |
| DFSU Dimensional US Sus CORE1 ETF | 0.38% | 23,554 | $1.1M | Reduce -14.8% |
| META Meta Platforms Inc. Class A | 0.37% | 1,900 | $1.1M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 0.35% | 4,216 | $1.0M | Reduce -0.9% |
| SCHW Schwab (charles) Corp. | 0.35% | 10,876 | $1.0M | Reduce -1.1% |
| DFUS Dimensional US Eq MKT ETF | 0.35% | 12,158 | $996K | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.34% | 11,111 | $975K | Reduce -0.9% |
| MRVL Marvell Technology Inc. | 0.32% | 3,103 | $924K | Reduce -10.4% |
| DFAT Dimensional US Target Value | 0.32% | 13,004 | $909K | Reduce -1.5% |
| VOO Vanguard S&P 500 ETF | 0.31% | 1,295 | $889K | No change |
| CMF iShares California Muni Bond | 0.30% | 14,749 | $850K | Add +2.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.30% | 9,865 | $850K | Reduce -0.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.28% | 9,075 | $798K | Add +31.2% |
| EQIX Equinix Inc. | 0.28% | 762 | $794K | Reduce -1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 3,406 | $742K | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.23% | 2,050 | $671K | No change |
| SCHB Schwab US Broad Market ETF | 0.21% | 21,114 | $611K | No change |
| DFSI Dimensional Int Sus COR1 ETF | 0.21% | 13,340 | $602K | Reduce -24.9% |
| CSCO Cisco Systems Inc. | 0.20% | 4,895 | $575K | Reduce -0.5% |
| AVGO Broadcom Inc. | 0.20% | 1,481 | $559K | Add +3.6% |
| TDG Transdigm Group Inc. | 0.19% | 406 | $541K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 722 | $531K | No change |
| AVGE Avantis All Eqty Mrkts ETF | 0.17% | 5,019 | $497K | New |
| IVW iShares S&P 500 Growth ETF | 0.17% | 3,475 | $478K | Add +7.5% |
| MRSH Marsh & McLennan Cos | 0.16% | 2,673 | $446K | Reduce -26.6% |
| CVX Chevron Corp. | 0.15% | 2,537 | $421K | No change |
| ITOT iShares Core S&P Total U.S. | 0.14% | 2,505 | $411K | Reduce -3.6% |
| TSLA Tesla Inc. | 0.14% | 926 | $389K | Add +0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 4,751 | $383K | Reduce -31.7% |
| AMD Advanced Micro Devices | 0.13% | 619 | $360K | New |
| KLAC KLA Corp. | 0.12% | 1,180 | $356K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 701 | $351K | No change |
| HDV iShares Core High Dividend E | 0.12% | 12,444 | $341K | Reduce -5.6% |
| JIRE JPMorgan Int Res Enh Eqty | 0.11% | 3,938 | $325K | Reduce -12.7% |
| XLK SS Technology Select Sector | 0.11% | 1,652 | $315K | No change |
| MU Micron Technology Inc. | 0.10% | 251 | $290K | New |
| SCHX Schwab US Large-Cap ETF | 0.10% | 9,735 | $287K | No change |
| CHTR Charter Communications Inc. Class A | 0.10% | 1,981 | $282K | Reduce -16.2% |
| IWP iShares Russell Mid-Cap Grow | 0.09% | 1,822 | $267K | No change |
| IJH iShares Core S&P Midcap ETF | 0.09% | 3,282 | $253K | Reduce -2.9% |
| LLY Eli Lilly & Co. | 0.09% | 210 | $252K | New |
| ARTY iShares Future AI & Tech ETF | 0.09% | 3,254 | $248K | Reduce -64.8% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 658 | $246K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 806 | $244K | Add +0.6% |
| IWB iShares Russell 1000 ETF | 0.08% | 576 | $236K | No change |
| EZU iShares MSCI Eurozone ETF | 0.08% | 3,302 | $229K | Add +3.3% |
| NEM Newmont Corp. | 0.08% | 2,456 | $229K | Add +0.0% |
| KO The Coca-Cola Co. | 0.08% | 2,739 | $223K | No change |
| ABBV Abbvie Inc. | 0.08% | 883 | $222K | New |
| IVV iShares Core S&P 500 ETF | 0.08% | 289 | $216K | Reduce -8.8% |
| GLW Corning Inc. | 0.07% | 829 | $212K | New |
| VZ Verizon Communications Inc. | 0.07% | 4,836 | $205K | Add +0.1% |
| UNP Union Pacific Corp. | 0.07% | 751 | $204K | New |
| GLD SPDR Gold Shares | 0.07% | 543 | $200K | Add +0.7% |
Portfolio Sells Q1 2026 → Q2 2026
| EAGG iShares ESG Aware US Aggrega | Sold out | 0.00% | −2.19 |
| GLDM SPDR Gold Minishares Trust | Reduce -31.2% | 0.73% | −0.67 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -9.5% | 1.67% | −0.42 |
| YLDE Franklin Clearbridge Enhance | Reduce -0.4% | 3.66% | −0.38 |
| ESGD iShares Trust iShares ESG Aw | Reduce -0.9% | 4.85% | −0.31 |
| AAPL Apple Inc. | Reduce -10.8% | 2.61% | −0.30 |
| DFAI Dimensional International Co. | Reduce -0.5% | 3.77% | −0.29 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.12 |
| MSFT Microsoft Corp. | Reduce -0.4% | 0.83% | −0.11 |
| CHTR Charter Communications Inc. Class A | Reduce -16.2% | 0.10% | −0.10 |
| T AT&T Inc. | Sold out | 0.00% | −0.10 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.10 |
| MRSH Marsh & McLennan Cos | Reduce -26.6% | 0.16% | −0.09 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -24.9% | 0.21% | −0.09 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.09 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.08 |
| ARTY iShares Future AI & Tech ETF | Reduce -64.8% | 0.09% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -2.3% | 0.37% | −0.07 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -14.8% | 0.38% | −0.07 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -0.9% | 0.34% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -31.7% | 0.13% | −0.06 |
| SCHW Schwab (charles) Corp. | Reduce -1.1% | 0.35% | −0.06 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -13.4% | 0.45% | −0.05 |
| HDV iShares Core High Dividend E | Reduce -5.6% | 0.12% | −0.02 |
| EQIX Equinix Inc. | Reduce -1.3% | 0.28% | −0.02 |
| JIRE JPMorgan Int Res Enh Eqty | Reduce -12.7% | 0.11% | −0.02 |
| DFAT Dimensional US Target Value | Reduce -1.5% | 0.32% | −0.01 |
| XJH Ishare ESG SS S&P Midcap ETF | Reduce -3.4% | 0.42% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.7% | 0.26% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -8.8% | 0.08% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -3.6% | 0.14% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.9% | 0.09% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 0.35% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -8.7% | 0.82% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.8% | 0.30% | +0.01 |
| IETC iShares U.S. Tech Independen | Reduce -4.3% | 0.61% | +0.01 |
| CSCO Cisco Systems Inc. | Reduce -0.5% | 0.20% | +0.05 |
| ILCG iShares Morningstar Growth E | Reduce -0.6% | 0.90% | +0.06 |
| GOOG Alphabet Inc. Class C | Reduce -4.3% | 1.83% | +0.07 |
| MRVL Marvell Technology Inc. | Reduce -10.4% | 0.32% | +0.19 |
| VGT Vanguard Info Tech ETF | Reduce -1.2% | 1.68% | +0.27 |
| SUSA iShares ESG Optimized MSCI U | Reduce -1.0% | 15.51% | +0.30 |
| IXN iShares Global Tech ETF | Reduce -1.7% | 3.49% | +0.70 |
| IGM iShares Expanded Tech Sector | Reduce -5.1% | 6.05% | +0.81 |
Portfolio Buys Q1 2026 → Q2 2026
| DFSB Dim GLB Sustain Fix Inc. ETF | New | 2.31% | +2.31 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +3.3% | 6.65% | +0.41 |
| SHY iShares 1-3 Year Treasury Bo | Add +23.9% | 3.56% | +0.28 |
| DFAU Dimensional US Core Equity M | Add +0.8% | 10.26% | +0.18 |
| AVGE Avantis All Eqty Mrkts ETF | New | 0.17% | +0.17 |
| AMD Advanced Micro Devices | New | 0.13% | +0.13 |
| KLAC KLA Corp. | New | 0.12% | +0.12 |
| FLOT iShares Floating Rate Bond E | Add +16.4% | 3.82% | +0.11 |
| MU Micron Technology Inc. | New | 0.10% | +0.10 |
| LLY Eli Lilly & Co. | New | 0.09% | +0.09 |
| GE General Electric | New | 0.09% | +0.09 |
| ABBV Abbvie Inc. | New | 0.08% | +0.08 |
| GLW Corning Inc. | New | 0.07% | +0.07 |
| UNP Union Pacific Corp. | New | 0.07% | +0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +31.2% | 0.28% | +0.07 |
| XLI SS Industrial Select Sector | Add +0.9% | 3.72% | +0.07 |
| IVW iShares S&P 500 Growth ETF | Add +7.5% | 0.17% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.9% | 0.62% | +0.02 |
| AVGO Broadcom Inc. | Add +3.6% | 0.20% | +0.02 |
| NVDA Nvidia Corp. | Add +0.0% | 0.48% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.6% | 0.09% | +0.00 |
| EZU iShares MSCI Eurozone ETF | Add +3.3% | 0.08% | +0.00 |
| TSLA Tesla Inc. | Add +0.3% | 0.14% | +0.00 |
| GLD SPDR Gold Shares | Add +0.7% | 0.07% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +0.0% | 0.80% | −0.02 |
| VZ Verizon Communications Inc. | Add +0.1% | 0.07% | −0.02 |
| NEM Newmont Corp. | Add +0.0% | 0.08% | −0.03 |
| CMF iShares California Muni Bond | Add +2.1% | 0.30% | −0.03 |
| CGDG Cap Group Dividend Growers | Add +6.4% | 1.56% | −0.03 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.56% | −0.12 |
| GOVT iShares US Treasury Bond ETF | Add +3.0% | 1.55% | −0.17 |
| DFSD Dimensional Short Duration | Add +4.7% | 4.94% | −0.43 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 83 | $286.6M | SUSA, DFAU, DYNF, IGM, DFSD |
| Q1 2026 | 79 | $252.7M | SUSA, DFAU, DYNF, DFSD, IGM |
| Q4 2025 | 83 | $248.9M | SUSA, DFAU, DYNF, ESGD, DFSD |
| Q3 2025 | 85 | $235.7M | SUSA, DFAU, IGM, ESGD, DFAI |
| Q2 2025 | 83 | $218.9M | SUSA, DFAU, ESGD, IGM, YLDE |
| Q1 2025 | 75 | $200.5M | SUSA, DFAU, ESGD, YLDE, DFAI |
| Q4 2024 | 77 | $204.4M | SUSA, DFAU, IXN, YLDE, ESGD |
| Q3 2024 | 81 | $196.1M | SUSA, DFAU, IXN, YLDE, ESGD |
| Q2 2024 | 75 | $179.5M | SUSA, DFAU, IXN, YLDE, ESGD |
| Q1 2024 | 73 | $174.7M | SUSA, DFAU, IXN, YLDE, ESGD |