Shira Ridge Wealth Management
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), Shira Ridge Wealth Management reported 83 stock positions worth $218.9 million. Its top holding was iShares ESG Optimized MSCI U (SUSA) at 16.6% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 9.9%) and iShares Trust iShares ESG Aw (ESGD, 5.2%). Compared with Q1 2025, it opened 11 new positions, sold out of 3, added to 22 and reduced 35. The biggest buy was iShares Expanded Tech Sector (IGM, shares +12%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001961210
- Portfolio Value
- $218.9M (Q2 2025)
- SEC Filing
- 0001754960-25-000346 ↗ filed Jul 10, 2025
Holdings Value
Holdings 83 stocks · $218.9M
| SUSA iShares ESG Optimized MSCI U | 16.64% | 287,444 | $36.4M | Reduce -0.0% |
| DFAU Dimensional US Core Equity M | 9.93% | 513,147 | $21.7M | Reduce -2.4% |
| ESGD iShares Trust iShares ESG Aw | 5.24% | 128,514 | $11.5M | Add +0.5% |
| IGM iShares Expanded Tech Sector | 4.97% | 96,767 | $10.9M | Add +11.6% |
| YLDE Franklin Clearbridge Enhance | 4.30% | 178,730 | $9.4M | Reduce -0.4% |
| DFAI Dimensional International Co. | 4.20% | 266,013 | $9.2M | Reduce -1.1% |
| IXN iShares Global Tech ETF | 3.86% | 91,542 | $8.5M | Reduce -8.9% |
| XLI SS Industrial Select Sector | 3.81% | 56,471 | $8.3M | Reduce -0.2% |
| DFSD Dimensional Short Duration | 3.68% | 167,760 | $8.1M | Reduce -5.0% |
| AAPL Apple Inc. | 2.79% | 29,751 | $6.1M | Reduce -0.9% |
| XJH Ishare ESG SS S&P Midcap ETF | 2.68% | 141,548 | $5.9M | Add +4.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.57% | 103,383 | $5.6M | Add +14.6% |
| VIG Vanguard Dividend Apprec ETF | 2.44% | 26,122 | $5.3M | Reduce -4.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 2.06% | 15,824 | $4.5M | Add +0.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.91% | 90,437 | $4.2M | Reduce -2.8% |
| EAGG iShares ESG Aware US Aggrega | 1.86% | 85,668 | $4.1M | Reduce -6.7% |
| VGT Vanguard Info Tech ETF | 1.68% | 5,536 | $3.7M | Add +0.6% |
| SHY iShares 1-3 Year Treasury Bo | 1.66% | 43,930 | $3.6M | Reduce -4.1% |
| FLOT iShares Floating Rate Bond E | 1.60% | 68,540 | $3.5M | Reduce -5.3% |
| MSFT Microsoft Corp. | 1.46% | 6,410 | $3.2M | Add +0.1% |
| DFAT Dimensional US Target Value | 1.40% | 56,771 | $3.1M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 1.27% | 15,645 | $2.8M | No change |
| GLDM SPDR Gold Minishares Trust | 1.21% | 40,516 | $2.7M | Add +15.0% |
| GOVT iShares US Treasury Bond ETF | 1.15% | 109,433 | $2.5M | Reduce -6.1% |
| ILCG iShares Morningstar Growth E | 1.01% | 22,723 | $2.2M | No change |
| COST Costco Wholesale Corp. | 0.74% | 1,646 | $1.6M | Reduce -0.2% |
| IETC iShares U.S. Tech Independen | 0.74% | 17,203 | $1.6M | Reduce -0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 4,613 | $1.4M | Add +30.9% |
| META Meta Platforms Inc. Class A | 0.64% | 1,888 | $1.4M | Add +4.6% |
| DFSU Dimensional US Sus CORE1 ETF | 0.56% | 31,013 | $1.2M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 0.55% | 6,776 | $1.2M | Reduce -0.7% |
| NVDA Nvidia Corp. | 0.49% | 6,784 | $1.1M | Add +2.5% |
| SCHW Schwab (charles) Corp. | 0.46% | 10,976 | $1.0M | Add +0.0% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.45% | 11,755 | $988K | Add +0.6% |
| CHTR Charter Communications Inc. Class A | 0.45% | 2,385 | $975K | No change |
| AMZN Amazon.com Inc. | 0.41% | 4,132 | $907K | Reduce -9.2% |
| DFUS Dimensional US Eq MKT ETF | 0.38% | 12,422 | $833K | Add +0.1% |
| MRSH Marsh & McLennan Cos | 0.37% | 3,666 | $802K | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 0.36% | 1,397 | $793K | No change |
| DFSI Dimensional Int Sus COR1 ETF | 0.34% | 18,974 | $748K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.34% | 1,673 | $733K | Reduce -0.7% |
| CMF iShares California Muni Bond | 0.33% | 12,777 | $712K | Reduce -47.0% |
| XLV SS Health Care Select Sector | 0.31% | 4,965 | $669K | Reduce -49.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.28% | 3,496 | $618K | Reduce -1.4% |
| TDG Transdigm Group Inc. | 0.28% | 406 | $617K | No change |
| EQIX Equinix Inc. | 0.28% | 762 | $606K | Add +2.7% |
| JPM JPMorgan Chase & Co. | 0.28% | 2,087 | $605K | Reduce -1.2% |
| IYH iShares U.S. Healthcare ETF | 0.26% | 9,997 | $565K | Reduce -4.4% |
| SCHB Schwab US Broad Market ETF | 0.23% | 21,114 | $503K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.23% | 1,772 | $496K | Reduce -1.1% |
| AVGO Broadcom Inc. | 0.20% | 1,603 | $442K | Reduce -1.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.19% | 5,591 | $406K | Reduce -19.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 731 | $403K | No change |
| HDV iShares Core High Dividend E | 0.17% | 3,236 | $379K | Reduce -9.2% |
| ITOT iShares Core S&P Total U.S. | 0.17% | 2,785 | $376K | No change |
| SYK Stryker Corp. | 0.17% | 921 | $364K | Add +14.7% |
| CSCO Cisco Systems Inc. | 0.16% | 5,061 | $351K | Add +14.8% |
| IVW iShares S&P 500 Growth ETF | 0.16% | 3,117 | $343K | Reduce -4.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 699 | $340K | Add +7.7% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 5,436 | $337K | No change |
| DECK Deckers Outdoor Corp. | 0.15% | 3,098 | $319K | Reduce -5.0% |
| TSLA Tesla Inc. | 0.14% | 973 | $309K | Add +1.9% |
| CVX Chevron Corp. | 0.14% | 2,150 | $308K | Add +58.0% |
| JIRE JPMorgan Int Res Enh Eqty | 0.14% | 4,262 | $302K | Add +15.6% |
| T AT&T Inc. | 0.13% | 10,187 | $295K | Reduce -4.9% |
| MRVL Marvell Technology Inc. | 0.13% | 3,536 | $274K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.12% | 1,424 | $260K | Add +0.2% |
| NFLX Netflix Inc. | 0.12% | 190 | $254K | New |
| IWP iShares Russell Mid-Cap Grow | 0.12% | 1,822 | $253K | No change |
| IEMG iShares Core MSCI Emerging | 0.11% | 4,184 | $251K | New |
| NOBL Proshares S&P 500 Dividend A | 0.11% | 2,374 | $239K | No change |
| SCHX Schwab US Large-Cap ETF | 0.11% | 9,735 | $238K | No change |
| CALI Ishrs SH-TRM Ca Muni Act ETF | 0.10% | 4,487 | $226K | New |
| IVV iShares Core S&P 500 ETF | 0.10% | 359 | $223K | New |
| XLK SS Technology Select Sector | 0.10% | 867 | $220K | New |
| VST Vistra Corp. | 0.10% | 1,121 | $217K | New |
| MTN Vail Resorts Inc. | 0.10% | 1,343 | $211K | Reduce -39.3% |
| MCK McKesson Corp. | 0.10% | 284 | $208K | New |
| PG The Procter & Gamble Co. | 0.09% | 1,303 | $208K | New |
| MCD McDonald's Corp. | 0.09% | 707 | $207K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.09% | 3,198 | $203K | New |
| INTU Intuit Inc. | 0.09% | 255 | $201K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 847 | $201K | New |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.9% | 2.79% | −0.54 |
| DFSD Dimensional Short Duration | Reduce -5.0% | 3.68% | −0.51 |
| XLV SS Health Care Select Sector | Reduce -49.5% | 0.31% | −0.41 |
| CMF iShares California Muni Bond | Reduce -47.0% | 0.33% | −0.35 |
| YLDE Franklin Clearbridge Enhance | Reduce -0.4% | 4.30% | −0.34 |
| EAGG iShares ESG Aware US Aggrega | Reduce -6.7% | 1.86% | −0.31 |
| FLOT iShares Floating Rate Bond E | Reduce -5.3% | 1.60% | −0.25 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -2.8% | 1.91% | −0.23 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -4.1% | 1.66% | −0.23 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.0% | 2.44% | −0.19 |
| GOVT iShares US Treasury Bond ETF | Reduce -6.1% | 1.15% | −0.19 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.15 |
| DFAU Dimensional US Core Equity M | Reduce -2.4% | 9.93% | −0.15 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.10 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.10 |
| MRSH Marsh & McLennan Cos | Reduce -1.4% | 0.37% | −0.09 |
| MTN Vail Resorts Inc. | Reduce -39.3% | 0.10% | −0.08 |
| DFAT Dimensional US Target Value | Reduce -1.4% | 1.40% | −0.08 |
| IYH iShares U.S. Healthcare ETF | Reduce -4.4% | 0.26% | −0.06 |
| HDV iShares Core High Dividend E | Reduce -9.2% | 0.17% | −0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -19.4% | 0.19% | −0.04 |
| DECK Deckers Outdoor Corp. | Reduce -5.0% | 0.15% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 0.74% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.4% | 0.28% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -9.2% | 0.41% | −0.02 |
| T AT&T Inc. | Reduce -4.9% | 0.13% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.1% | 0.23% | −0.00 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -1.2% | 0.56% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.6% | 0.16% | +0.01 |
| DFAI Dimensional International Co. | Reduce -1.1% | 4.20% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.2% | 0.28% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 0.55% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.7% | 0.34% | +0.02 |
| AVGO Broadcom Inc. | Reduce -1.4% | 0.20% | +0.07 |
| IXN iShares Global Tech ETF | Reduce -8.9% | 3.86% | +0.07 |
| IETC iShares U.S. Tech Independen | Reduce -0.7% | 0.74% | +0.09 |
| XLI SS Industrial Select Sector | Reduce -0.2% | 3.81% | +0.11 |
| SUSA iShares ESG Optimized MSCI U | Reduce -0.0% | 16.64% | +0.18 |
Portfolio Buys Q1 2025 → Q2 2025
| IGM iShares Expanded Tech Sector | Add +11.6% | 4.97% | +1.05 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +14.6% | 2.57% | +0.38 |
| MSFT Microsoft Corp. | Add +0.1% | 1.46% | +0.26 |
| VGT Vanguard Info Tech ETF | Add +0.6% | 1.68% | +0.19 |
| VTI VG Morningstar TS MKT ETF-US | Add +30.9% | 0.64% | +0.16 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +0.5% | 2.06% | +0.13 |
| NVDA Nvidia Corp. | Add +2.5% | 0.49% | +0.13 |
| GLDM SPDR Gold Minishares Trust | Add +15.0% | 1.21% | +0.13 |
| META Meta Platforms Inc. Class A | Add +4.6% | 0.64% | +0.12 |
| NFLX Netflix Inc. | New | 0.12% | +0.12 |
| IEMG iShares Core MSCI Emerging | New | 0.11% | +0.11 |
| CALI Ishrs SH-TRM Ca Muni Act ETF | New | 0.10% | +0.10 |
| IVV iShares Core S&P 500 ETF | New | 0.10% | +0.10 |
| XLK SS Technology Select Sector | New | 0.10% | +0.10 |
| VST Vistra Corp. | New | 0.10% | +0.10 |
| MCK McKesson Corp. | New | 0.10% | +0.10 |
| PG The Procter & Gamble Co. | New | 0.09% | +0.09 |
| EFV iShares MSCI Eafe Value ETF | New | 0.09% | +0.09 |
| INTU Intuit Inc. | New | 0.09% | +0.09 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.09% | +0.09 |
| XJH Ishare ESG SS S&P Midcap ETF | Add +4.1% | 2.68% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +0.0% | 0.46% | +0.03 |
| ESGD iShares Trust iShares ESG Aw | Add +0.5% | 5.24% | +0.03 |
| CVX Chevron Corp. | Add +58.0% | 0.14% | +0.03 |
| CSCO Cisco Systems Inc. | Add +14.8% | 0.16% | +0.02 |
| JIRE JPMorgan Int Res Enh Eqty | Add +15.6% | 0.14% | +0.02 |
| TSLA Tesla Inc. | Add +1.9% | 0.14% | +0.02 |
| SYK Stryker Corp. | Add +14.7% | 0.17% | +0.02 |
| DFUS Dimensional US Eq MKT ETF | Add +0.1% | 0.38% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +0.2% | 0.12% | −0.00 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +0.6% | 0.45% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.7% | 0.16% | −0.02 |
| EQIX Equinix Inc. | Add +2.7% | 0.28% | −0.02 |
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 |