Shira Ridge Wealth Management
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Shira Ridge Wealth Management reported 75 stock positions worth $200.5 million. Its top holding was iShares ESG Optimized MSCI U (SUSA) at 16.5% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 10.1%) and iShares Trust iShares ESG Aw (ESGD, 5.2%). Compared with Q4 2024, it opened 6 new positions, sold out of 8, added to 22 and reduced 33. The biggest buy was a new position in iShares Expanded Tech Sector (IGM) and the biggest sale iShares Global Tech ETF (IXN, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001961210
- Portfolio Value
- $200.5M (Q1 2025)
- SEC Filing
- 0001754960-25-000187 ↗ filed Apr 15, 2025
Holdings Value
Holdings 75 stocks · $200.5M
| SUSA iShares ESG Optimized MSCI U | 16.47% | 287,478 | $33.0M | Add +9.0% |
| DFAU Dimensional US Core Equity M | 10.07% | 525,614 | $20.2M | Add +0.8% |
| ESGD iShares Trust iShares ESG Aw | 5.21% | 127,869 | $10.4M | Add +9.3% |
| YLDE Franklin Clearbridge Enhance | 4.63% | 179,466 | $9.3M | Reduce -4.3% |
| DFAI Dimensional International Co. | 4.19% | 269,002 | $8.4M | Add +1.0% |
| DFSD Dimensional Short Duration | 4.18% | 176,593 | $8.4M | Reduce -2.3% |
| IGM iShares Expanded Tech Sector | 3.92% | 86,681 | $7.9M | New |
| IXN iShares Global Tech ETF | 3.79% | 100,451 | $7.6M | Reduce -48.6% |
| XLI SS Industrial Select Sector | 3.70% | 56,595 | $7.4M | Add +9.8% |
| AAPL Apple Inc. | 3.33% | 30,032 | $6.7M | Add +1.2% |
| XJH Ishare ESG SS S&P Midcap ETF | 2.65% | 135,935 | $5.3M | Add +9.1% |
| VIG Vanguard Dividend Apprec ETF | 2.63% | 27,215 | $5.3M | Add +11.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.19% | 90,219 | $4.4M | New |
| EAGG iShares ESG Aware US Aggrega | 2.17% | 91,798 | $4.4M | Reduce -10.1% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.14% | 93,062 | $4.3M | Reduce -5.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.92% | 15,747 | $3.9M | Add +3.3% |
| SHY iShares 1-3 Year Treasury Bo | 1.89% | 45,789 | $3.8M | Reduce -2.3% |
| FLOT iShares Floating Rate Bond E | 1.84% | 72,382 | $3.7M | Add +2.0% |
| VGT Vanguard Info Tech ETF | 1.49% | 5,505 | $3.0M | Reduce -4.7% |
| DFAT Dimensional US Target Value | 1.48% | 57,592 | $3.0M | Reduce -5.7% |
| GOVT iShares US Treasury Bond ETF | 1.34% | 116,596 | $2.7M | Reduce -11.2% |
| GOOG Alphabet Inc. Class C | 1.22% | 15,645 | $2.4M | Reduce -0.1% |
| MSFT Microsoft Corp. | 1.20% | 6,407 | $2.4M | Add +2.1% |
| GLDM SPDR Gold Minishares Trust | 1.09% | 35,219 | $2.2M | New |
| ILCG iShares Morningstar Growth E | 0.92% | 22,723 | $1.8M | No change |
| COST Costco Wholesale Corp. | 0.78% | 1,649 | $1.6M | Add +1.9% |
| XLV SS Health Care Select Sector | 0.72% | 9,834 | $1.4M | Reduce -73.9% |
| CMF iShares California Muni Bond | 0.68% | 24,088 | $1.4M | Reduce -4.1% |
| IETC iShares U.S. Tech Independen | 0.65% | 17,326 | $1.3M | Reduce -19.3% |
| DFSU Dimensional US Sus CORE1 ETF | 0.56% | 31,383 | $1.1M | Reduce -3.1% |
| GOOGL Alphabet Inc. Class A | 0.53% | 6,824 | $1.1M | Add +2.0% |
| META Meta Platforms Inc. Class A | 0.52% | 1,805 | $1.0M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.48% | 3,525 | $969K | Add +0.5% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.45% | 11,690 | $911K | Add +0.0% |
| MRSH Marsh & McLennan Cos | 0.45% | 3,718 | $907K | Reduce -0.1% |
| CHTR Charter Communications Inc. Class A | 0.44% | 2,385 | $879K | No change |
| AMZN Amazon.com Inc. | 0.43% | 4,548 | $865K | Add +18.6% |
| SCHW Schwab (charles) Corp. | 0.43% | 10,975 | $859K | Add +0.0% |
| DFUS Dimensional US Eq MKT ETF | 0.37% | 12,407 | $750K | Reduce -11.4% |
| VOO Vanguard S&P 500 ETF | 0.36% | 1,397 | $718K | Reduce -1.3% |
| NVDA Nvidia Corp. | 0.36% | 6,620 | $718K | Add +4.6% |
| DFSI Dimensional Int Sus COR1 ETF | 0.33% | 18,974 | $662K | Reduce -22.7% |
| IYH iShares U.S. Healthcare ETF | 0.32% | 10,459 | $637K | Reduce -14.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.31% | 1,684 | $624K | Reduce -2.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 3,547 | $613K | Reduce -3.4% |
| EQIX Equinix Inc. | 0.30% | 742 | $605K | No change |
| TDG Transdigm Group Inc. | 0.28% | 406 | $562K | No change |
| JPM JPMorgan Chase & Co. | 0.26% | 2,112 | $518K | Add +3.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.23% | 1,792 | $463K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.23% | 6,938 | $456K | Reduce -10.9% |
| SCHB Schwab US Broad Market ETF | 0.23% | 21,114 | $455K | No change |
| HDV iShares Core High Dividend E | 0.22% | 3,563 | $432K | Reduce -4.0% |
| DECK Deckers Outdoor Corp. | 0.18% | 3,262 | $365K | No change |
| MTN Vail Resorts Inc. | 0.18% | 2,211 | $354K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 649 | $346K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 731 | $343K | No change |
| ITOT iShares Core S&P Total U.S. | 0.17% | 2,785 | $340K | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 0.16% | 5,436 | $317K | Reduce -3.3% |
| IVW iShares S&P 500 Growth ETF | 0.15% | 3,267 | $303K | Add +5.2% |
| T AT&T Inc. | 0.15% | 10,711 | $303K | Add +2.3% |
| TLT iShares 20+ Year Treasury BD | 0.15% | 3,295 | $300K | Reduce -81.1% |
| SYK Stryker Corp. | 0.15% | 803 | $299K | No change |
| CSCO Cisco Systems Inc. | 0.14% | 4,410 | $272K | Add +3.9% |
| AVGO Broadcom Inc. | 0.14% | 1,625 | $272K | Reduce -6.3% |
| TSLA Tesla Inc. | 0.12% | 955 | $247K | Reduce -0.1% |
| QUAL iShares MSCI USA Quality Fac | 0.12% | 1,421 | $243K | New |
| NOBL Proshares S&P 500 Dividend A | 0.12% | 2,374 | $243K | Reduce -1.3% |
| JIRE JPMorgan Int Res Enh Eqty | 0.12% | 3,687 | $235K | Reduce -6.3% |
| CVX Chevron Corp. | 0.11% | 1,361 | $228K | Reduce -15.7% |
| MCD McDonald's Corp. | 0.11% | 707 | $221K | Reduce -0.8% |
| MRVL Marvell Technology Inc. | 0.11% | 3,536 | $218K | No change |
| SCHX Schwab US Large-Cap ETF | 0.11% | 9,735 | $215K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.11% | 1,822 | $214K | No change |
| KO The Coca-Cola Co. | 0.10% | 2,919 | $209K | New |
| VZ Verizon Communications Inc. | 0.10% | 4,532 | $206K | New |
Portfolio Sells Q4 2024 → Q1 2025
| IXN iShares Global Tech ETF | Reduce -48.6% | 3.79% | −4.32 |
| XLV SS Health Care Select Sector | Reduce -73.9% | 0.72% | −1.82 |
| TLT iShares 20+ Year Treasury BD | Reduce -81.1% | 0.15% | −0.60 |
| IVT Inventrust Properties Corp. | Sold out | 0.00% | −0.27 |
| VGT Vanguard Info Tech ETF | Reduce -4.7% | 1.49% | −0.27 |
| IETC iShares U.S. Tech Independen | Reduce -19.3% | 0.65% | −0.25 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 1.22% | −0.24 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.22 |
| DFAT Dimensional US Target Value | Reduce -5.7% | 1.48% | −0.18 |
| EAGG iShares ESG Aware US Aggrega | Reduce -10.1% | 2.17% | −0.15 |
| IFRA iShares US Infrastructure | Sold out | 0.00% | −0.15 |
| GOVT iShares US Treasury Bond ETF | Reduce -11.2% | 1.34% | −0.14 |
| ESML iShares ESG Aware MSCI USA S | Sold out | 0.00% | −0.12 |
| VTIP Vanguard Short-Term Tips | Sold out | 0.00% | −0.11 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.10 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.10 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.10 |
| TSLA Tesla Inc. | Reduce -0.1% | 0.12% | −0.07 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -22.7% | 0.33% | −0.06 |
| DFUS Dimensional US Eq MKT ETF | Reduce -11.4% | 0.37% | −0.06 |
| AVGO Broadcom Inc. | Reduce -6.3% | 0.14% | −0.06 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -3.1% | 0.56% | −0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -10.9% | 0.23% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.1% | 0.31% | −0.03 |
| IYH iShares U.S. Healthcare ETF | Reduce -14.2% | 0.32% | −0.03 |
| YLDE Franklin Clearbridge Enhance | Reduce -4.3% | 4.63% | −0.03 |
| CMF iShares California Muni Bond | Reduce -4.1% | 0.68% | −0.03 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -5.0% | 2.14% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -1.3% | 0.36% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.3% | 0.16% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -1.5% | 0.52% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.1% | 0.17% | −0.01 |
| CVX Chevron Corp. | Reduce -15.7% | 0.11% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.4% | 0.31% | +0.00 |
| NOBL Proshares S&P 500 Dividend A | Reduce -1.3% | 0.12% | +0.00 |
| JIRE JPMorgan Int Res Enh Eqty | Reduce -6.3% | 0.12% | +0.00 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -2.3% | 1.89% | +0.01 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.11% | +0.01 |
| HDV iShares Core High Dividend E | Reduce -4.0% | 0.22% | +0.01 |
| DFSD Dimensional Short Duration | Reduce -2.3% | 4.18% | +0.04 |
| MRSH Marsh & McLennan Cos | Reduce -0.1% | 0.45% | +0.07 |
Portfolio Buys Q4 2024 → Q1 2025
| IGM iShares Expanded Tech Sector | New | 3.92% | +3.92 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 2.19% | +2.19 |
| GLDM SPDR Gold Minishares Trust | New | 1.09% | +1.09 |
| ESGD iShares Trust iShares ESG Aw | Add +9.3% | 5.21% | +0.85 |
| SUSA iShares ESG Optimized MSCI U | Add +9.0% | 16.47% | +0.78 |
| DFAI Dimensional International Co. | Add +1.0% | 4.19% | +0.39 |
| XLI SS Industrial Select Sector | Add +9.8% | 3.70% | +0.38 |
| VIG Vanguard Dividend Apprec ETF | Add +11.0% | 2.63% | +0.28 |
| QUAL iShares MSCI USA Quality Fac | New | 0.12% | +0.12 |
| KO The Coca-Cola Co. | New | 0.10% | +0.10 |
| VZ Verizon Communications Inc. | New | 0.10% | +0.10 |
| XJH Ishare ESG SS S&P Midcap ETF | Add +9.1% | 2.65% | +0.10 |
| FLOT iShares Floating Rate Bond E | Add +2.0% | 1.84% | +0.08 |
| COST Costco Wholesale Corp. | Add +1.9% | 0.78% | +0.05 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +0.0% | 0.45% | +0.05 |
| T AT&T Inc. | Add +2.3% | 0.15% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +0.0% | 0.43% | +0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +3.3% | 1.92% | +0.03 |
| AMZN Amazon.com Inc. | Add +18.6% | 0.43% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +3.4% | 0.26% | +0.02 |
| CSCO Cisco Systems Inc. | Add +3.9% | 0.14% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +5.2% | 0.15% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.5% | 0.48% | −0.01 |
| NVDA Nvidia Corp. | Add +4.6% | 0.36% | −0.06 |
| GOOGL Alphabet Inc. Class A | Add +2.0% | 0.53% | −0.09 |
| MSFT Microsoft Corp. | Add +2.1% | 1.20% | −0.09 |
| DFAU Dimensional US Core Equity M | Add +0.8% | 10.07% | −0.25 |
| AAPL Apple Inc. | Add +1.2% | 3.33% | −0.31 |
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 |