Shira Ridge Wealth Management
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), Shira Ridge Wealth Management reported 85 stock positions worth $235.7 million. Its top holding was iShares ESG Optimized MSCI U (SUSA) at 16.4% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 10.1%) and iShares Expanded Tech Sector (IGM, 5.2%). Compared with Q2 2025, it opened 6 new positions, sold out of 4, added to 39 and reduced 27. The biggest buy was Apple (AAPL, shares +2%) and the biggest sale iShares ESG Aware US Aggrega (EAGG, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001961210
- Portfolio Value
- $235.7M (Q3 2025)
- SEC Filing
- 0001754960-25-000690 ↗ filed Oct 20, 2025
Holdings Value
Holdings 85 stocks · $235.7M
| SUSA iShares ESG Optimized MSCI U | 16.39% | 284,764 | $38.6M | Reduce -0.9% |
| DFAU Dimensional US Core Equity M | 10.11% | 520,768 | $23.8M | Add +1.5% |
| IGM iShares Expanded Tech Sector | 5.19% | 97,138 | $12.2M | Add +0.4% |
| ESGD iShares Trust iShares ESG Aw | 5.14% | 130,330 | $12.1M | Add +1.4% |
| DFAI Dimensional International Co. | 4.19% | 271,695 | $9.9M | Add +2.1% |
| YLDE Franklin Clearbridge Enhance | 4.18% | 180,466 | $9.9M | Add +1.0% |
| IXN iShares Global Tech ETF | 3.92% | 89,595 | $9.2M | Reduce -2.1% |
| XLI SS Industrial Select Sector | 3.75% | 57,345 | $8.8M | Add +1.6% |
| DFSD Dimensional Short Duration | 3.63% | 177,750 | $8.6M | Add +6.0% |
| AAPL Apple Inc. | 3.29% | 30,481 | $7.8M | Add +2.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.91% | 115,818 | $6.9M | Add +12.0% |
| XJH Ishare ESG SS S&P Midcap ETF | 2.55% | 137,210 | $6.0M | Reduce -3.1% |
| VIG Vanguard Dividend Apprec ETF | 2.44% | 26,665 | $5.8M | Add +2.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.94% | 15,582 | $4.6M | Reduce -1.5% |
| FLOT iShares Floating Rate Bond E | 1.73% | 79,920 | $4.1M | Add +16.6% |
| VGT Vanguard Info Tech ETF | 1.73% | 5,451 | $4.1M | Reduce -1.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.69% | 85,345 | $4.0M | Reduce -5.6% |
| GOOG Alphabet Inc. Class C | 1.62% | 15,649 | $3.8M | Add +0.0% |
| SHY iShares 1-3 Year Treasury Bo | 1.48% | 41,937 | $3.5M | Reduce -4.5% |
| GLDM SPDR Gold Minishares Trust | 1.41% | 43,588 | $3.3M | Add +7.6% |
| MSFT Microsoft Corp. | 1.41% | 6,412 | $3.3M | Add +0.0% |
| DFAT Dimensional US Target Value | 1.40% | 56,703 | $3.3M | Reduce -0.1% |
| EAGG iShares ESG Aware US Aggrega | 1.35% | 66,157 | $3.2M | Reduce -22.8% |
| ILCG iShares Morningstar Growth E | 1.01% | 22,723 | $2.4M | No change |
| GOVT iShares US Treasury Bond ETF | 0.91% | 92,608 | $2.1M | Reduce -15.4% |
| IETC iShares U.S. Tech Independen | 0.74% | 17,203 | $1.8M | No change |
| GOOGL Alphabet Inc. Class A | 0.72% | 6,976 | $1.7M | Add +3.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.70% | 5,046 | $1.7M | Add +9.4% |
| COST Costco Wholesale Corp. | 0.65% | 1,658 | $1.5M | Add +0.7% |
| META Meta Platforms Inc. Class A | 0.59% | 1,895 | $1.4M | Add +0.4% |
| NVDA Nvidia Corp. | 0.55% | 6,965 | $1.3M | Add +2.7% |
| DFSU Dimensional US Sus CORE1 ETF | 0.52% | 28,727 | $1.2M | Reduce -7.4% |
| SCHW Schwab (charles) Corp. | 0.44% | 10,976 | $1.0M | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.42% | 11,700 | $993K | Reduce -0.5% |
| AMZN Amazon.com Inc. | 0.40% | 4,271 | $938K | Add +3.4% |
| DFUS Dimensional US Eq MKT ETF | 0.38% | 12,422 | $900K | No change |
| VOO Vanguard S&P 500 ETF | 0.36% | 1,401 | $858K | Add +0.3% |
| DFSI Dimensional Int Sus COR1 ETF | 0.34% | 19,590 | $802K | Add +3.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.34% | 1,662 | $797K | Reduce -0.7% |
| ARTY iShares Future AI & Tech ETF | 0.32% | 16,498 | $755K | New |
| MRSH Marsh & McLennan Cos | 0.31% | 3,669 | $739K | Add +0.1% |
| CMF iShares California Muni Bond | 0.30% | 12,350 | $704K | Reduce -3.3% |
| JPM JPMorgan Chase & Co. | 0.29% | 2,171 | $685K | Add +4.0% |
| CHTR Charter Communications Inc. Class A | 0.27% | 2,354 | $648K | Reduce -1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.27% | 3,465 | $646K | Reduce -0.9% |
| EQIX Equinix Inc. | 0.25% | 762 | $597K | No change |
| SCHB Schwab US Broad Market ETF | 0.23% | 21,114 | $543K | No change |
| TDG Transdigm Group Inc. | 0.23% | 406 | $535K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.22% | 1,772 | $520K | No change |
| AVGO Broadcom Inc. | 0.20% | 1,446 | $477K | Reduce -9.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.20% | 6,051 | $474K | Add +8.2% |
| ESML iShares ESG Aware MSCI USA S | 0.20% | 10,367 | $467K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 731 | $439K | No change |
| TSLA Tesla Inc. | 0.17% | 926 | $412K | Reduce -4.8% |
| ITOT iShares Core S&P Total U.S. | 0.17% | 2,785 | $406K | No change |
| IYH iShares U.S. Healthcare ETF | 0.17% | 6,638 | $390K | Reduce -33.6% |
| IJH iShares Core S&P Midcap ETF | 0.16% | 5,891 | $384K | Add +8.4% |
| IVW iShares S&P 500 Growth ETF | 0.16% | 3,131 | $378K | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 721 | $362K | Add +3.1% |
| SYK Stryker Corp. | 0.15% | 947 | $350K | Add +2.8% |
| CSCO Cisco Systems Inc. | 0.15% | 5,104 | $349K | Add +0.8% |
| XLV SS Health Care Select Sector | 0.15% | 2,496 | $347K | Reduce -49.7% |
| HDV iShares Core High Dividend E | 0.15% | 2,832 | $347K | Reduce -12.5% |
| CVX Chevron Corp. | 0.15% | 2,232 | $347K | Add +3.8% |
| JIRE JPMorgan Int Res Enh Eqty | 0.14% | 4,329 | $318K | Add +1.6% |
| DECK Deckers Outdoor Corp. | 0.13% | 3,098 | $314K | No change |
| MRVL Marvell Technology Inc. | 0.13% | 3,547 | $298K | Add +0.3% |
| T AT&T Inc. | 0.13% | 10,501 | $297K | Add +3.1% |
| IVV iShares Core S&P 500 ETF | 0.12% | 431 | $289K | Add +20.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 1,037 | $264K | Add +22.4% |
| IWP iShares Russell Mid-Cap Grow | 0.11% | 1,822 | $259K | No change |
| SCHX Schwab US Large-Cap ETF | 0.11% | 9,735 | $256K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.11% | 1,286 | $250K | Reduce -9.7% |
| XLK SS Technology Select Sector | 0.10% | 865 | $244K | Reduce -0.2% |
| IJR iShares Core S&P Small-Cap E | 0.10% | 1,968 | $234K | New |
| IEMG iShares Core MSCI Emerging | 0.10% | 3,542 | $233K | Reduce -15.3% |
| CALI Ishrs SH-TRM Ca Muni Act ETF | 0.10% | 4,447 | $225K | Reduce -0.9% |
| NOBL Proshares S&P 500 Dividend A | 0.10% | 2,184 | $225K | Reduce -8.0% |
| MCD McDonald's Corp. | 0.09% | 734 | $223K | Add +3.8% |
| NFLX Netflix Inc. | 0.09% | 186 | $223K | Reduce -2.1% |
| MCK McKesson Corp. | 0.09% | 287 | $222K | Add +1.1% |
| ABBV Abbvie Inc. | 0.09% | 953 | $221K | New |
| PG The Procter & Gamble Co. | 0.09% | 1,414 | $217K | Add +8.5% |
| VZ Verizon Communications Inc. | 0.09% | 4,938 | $217K | New |
| IWB iShares Russell 1000 ETF | 0.09% | 576 | $211K | New |
Portfolio Sells Q2 2025 → Q3 2025
| EAGG iShares ESG Aware US Aggrega | Reduce -22.8% | 1.35% | −0.51 |
| SUSA iShares ESG Optimized MSCI U | Reduce -0.9% | 16.39% | −0.25 |
| GOVT iShares US Treasury Bond ETF | Reduce -15.4% | 0.91% | −0.24 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -5.6% | 1.69% | −0.22 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -4.5% | 1.48% | −0.19 |
| CHTR Charter Communications Inc. Class A | Reduce -1.3% | 0.27% | −0.17 |
| XLV SS Health Care Select Sector | Reduce -49.7% | 0.15% | −0.16 |
| XJH Ishare ESG SS S&P Midcap ETF | Reduce -3.1% | 2.55% | −0.13 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -1.5% | 1.94% | −0.11 |
| VST Vistra Corp. | Sold out | 0.00% | −0.10 |
| MTN Vail Resorts Inc. | Sold out | 0.00% | −0.10 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −0.09 |
| IYH iShares U.S. Healthcare ETF | Reduce -33.6% | 0.17% | −0.09 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.09 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -7.4% | 0.52% | −0.04 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -0.5% | 0.42% | −0.03 |
| CMF iShares California Muni Bond | Reduce -3.3% | 0.30% | −0.03 |
| HDV iShares Core High Dividend E | Reduce -12.5% | 0.15% | −0.03 |
| NFLX Netflix Inc. | Reduce -2.1% | 0.09% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -15.3% | 0.10% | −0.02 |
| NOBL Proshares S&P 500 Dividend A | Reduce -8.0% | 0.10% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -9.7% | 0.11% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.9% | 0.27% | −0.01 |
| CALI Ishrs SH-TRM Ca Muni Act ETF | Reduce -0.9% | 0.10% | −0.01 |
| AVGO Broadcom Inc. | Reduce -9.8% | 0.20% | +0.00 |
| DFAT Dimensional US Target Value | Reduce -0.1% | 1.40% | +0.00 |
| XLK SS Technology Select Sector | Reduce -0.2% | 0.10% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.7% | 0.34% | +0.00 |
| TSLA Tesla Inc. | Reduce -4.8% | 0.17% | +0.03 |
| VGT Vanguard Info Tech ETF | Reduce -1.5% | 1.73% | +0.05 |
| IXN iShares Global Tech ETF | Reduce -2.1% | 3.92% | +0.06 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +2.5% | 3.29% | +0.51 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 1.62% | +0.35 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +12.0% | 2.91% | +0.34 |
| ARTY iShares Future AI & Tech ETF | New | 0.32% | +0.32 |
| IGM iShares Expanded Tech Sector | Add +0.4% | 5.19% | +0.23 |
| GLDM SPDR Gold Minishares Trust | Add +7.6% | 1.41% | +0.20 |
| ESML iShares ESG Aware MSCI USA S | New | 0.20% | +0.20 |
| DFAU Dimensional US Core Equity M | Add +1.5% | 10.11% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +3.0% | 0.72% | +0.17 |
| FLOT iShares Floating Rate Bond E | Add +16.6% | 1.73% | +0.14 |
| IJR iShares Core S&P Small-Cap E | New | 0.10% | +0.10 |
| ABBV Abbvie Inc. | New | 0.09% | +0.09 |
| VZ Verizon Communications Inc. | New | 0.09% | +0.09 |
| IWB iShares Russell 1000 ETF | New | 0.09% | +0.09 |
| VTI VG Morningstar TS MKT ETF-US | Add +9.4% | 0.70% | +0.06 |
| NVDA Nvidia Corp. | Add +2.7% | 0.55% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +20.1% | 0.12% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +22.4% | 0.11% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +8.2% | 0.20% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +4.0% | 0.29% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +8.4% | 0.16% | +0.01 |
| CVX Chevron Corp. | Add +3.8% | 0.15% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +0.5% | 0.16% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.36% | +0.00 |
| MRVL Marvell Technology Inc. | Add +0.3% | 0.13% | +0.00 |
| MCD McDonald's Corp. | Add +3.8% | 0.09% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +2.1% | 2.44% | −0.00 |
| MCK McKesson Corp. | Add +1.1% | 0.09% | −0.00 |
| DFSI Dimensional Int Sus COR1 ETF | Add +3.3% | 0.34% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.1% | 0.15% | −0.00 |
| JIRE JPMorgan Int Res Enh Eqty | Add +1.6% | 0.14% | −0.00 |
| PG The Procter & Gamble Co. | Add +8.5% | 0.09% | −0.00 |
| T AT&T Inc. | Add +3.1% | 0.13% | −0.01 |
| DFAI Dimensional International Co. | Add +2.1% | 4.19% | −0.01 |
| CSCO Cisco Systems Inc. | Add +0.8% | 0.15% | −0.01 |
| AMZN Amazon.com Inc. | Add +3.4% | 0.40% | −0.02 |
| SYK Stryker Corp. | Add +2.8% | 0.15% | −0.02 |
| DFSD Dimensional Short Duration | Add +6.0% | 3.63% | −0.04 |
| META Meta Platforms Inc. Class A | Add +0.4% | 0.59% | −0.05 |
| MSFT Microsoft Corp. | Add +0.0% | 1.41% | −0.05 |
| XLI SS Industrial Select Sector | Add +1.6% | 3.75% | −0.05 |
| MRSH Marsh & McLennan Cos | Add +0.1% | 0.31% | −0.05 |
| COST Costco Wholesale Corp. | Add +0.7% | 0.65% | −0.09 |
| ESGD iShares Trust iShares ESG Aw | Add +1.4% | 5.14% | −0.10 |
| YLDE Franklin Clearbridge Enhance | Add +1.0% | 4.18% | −0.11 |
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 |