Shira Ridge Wealth Management
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Shira Ridge Wealth Management reported 83 stock positions worth $248.9 million. Its top holding was iShares ESG Optimized MSCI U (SUSA) at 16.2% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 10.4%) and Ishrs US E F R A ETF-Usd (DYNF, 5.4%). Compared with Q3 2025, it opened 6 new positions, sold out of 8, added to 27 and reduced 42. The biggest buy was Ishrs US E F R A ETF-Usd (DYNF, shares +90%) and the biggest sale Ishare ESG SS S&P Midcap ETF (XJH, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001961210
- Portfolio Value
- $248.9M (Q4 2025)
- SEC Filing
- 0001754960-26-000022 ↗ filed Jan 12, 2026
Holdings Value
Holdings 83 stocks · $248.9M
| SUSA iShares ESG Optimized MSCI U | 16.21% | 289,514 | $40.3M | Add +1.7% |
| DFAU Dimensional US Core Equity M | 10.42% | 554,421 | $25.9M | Add +6.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 5.38% | 220,321 | $13.4M | Add +90.2% |
| ESGD iShares Trust iShares ESG Aw | 5.22% | 136,577 | $13.0M | Add +4.8% |
| DFSD Dimensional Short Duration | 4.71% | 244,674 | $11.7M | Add +37.6% |
| IGM iShares Expanded Tech Sector | 4.68% | 90,129 | $11.6M | Reduce -7.2% |
| DFAI Dimensional International Co. | 4.21% | 274,699 | $10.5M | Add +1.1% |
| YLDE Franklin Clearbridge Enhance | 4.16% | 191,084 | $10.4M | Add +5.9% |
| XLI SS Industrial Select Sector | 3.69% | 59,144 | $9.2M | Add +3.1% |
| AAPL Apple Inc. | 3.18% | 29,128 | $7.9M | Reduce -4.4% |
| IXN iShares Global Tech ETF | 2.99% | 70,899 | $7.4M | Reduce -20.9% |
| FLOT iShares Floating Rate Bond E | 2.83% | 138,733 | $7.1M | Add +73.6% |
| GOOG Alphabet Inc. Class C | 1.97% | 15,649 | $4.9M | No change |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.84% | 98,238 | $4.6M | Add +15.1% |
| SHY iShares 1-3 Year Treasury Bo | 1.65% | 49,571 | $4.1M | Add +18.2% |
| ARTY iShares Future AI & Tech ETF | 1.64% | 84,743 | $4.1M | Add +413.7% |
| EAGG iShares ESG Aware US Aggrega | 1.64% | 85,312 | $4.1M | Add +28.9% |
| GLDM SPDR Gold Minishares Trust | 1.55% | 45,235 | $3.9M | Add +3.8% |
| VGT Vanguard Info Tech ETF | 1.55% | 5,112 | $3.9M | Reduce -6.2% |
| VIG Vanguard Dividend Apprec ETF | 1.51% | 17,100 | $3.8M | Reduce -35.9% |
| GOVT iShares US Treasury Bond ETF | 1.44% | 155,628 | $3.6M | Add +68.0% |
| MSFT Microsoft Corp. | 1.23% | 6,345 | $3.1M | Reduce -1.0% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.96% | 66,975 | $2.4M | New |
| ILCG iShares Morningstar Growth E | 0.93% | 22,245 | $2.3M | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 0.85% | 6,738 | $2.1M | Reduce -3.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.72% | 5,374 | $1.8M | Add +6.5% |
| IETC iShares U.S. Tech Independen | 0.70% | 17,095 | $1.7M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.58% | 1,671 | $1.4M | Add +0.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.57% | 5,093 | $1.4M | Reduce -67.3% |
| META Meta Platforms Inc. Class A | 0.53% | 1,999 | $1.3M | Add +5.5% |
| NVDA Nvidia Corp. | 0.51% | 6,828 | $1.3M | Reduce -2.0% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.50% | 27,895 | $1.2M | Reduce -79.7% |
| DFSU Dimensional US Sus CORE1 ETF | 0.49% | 27,868 | $1.2M | Reduce -3.0% |
| SCHW Schwab (charles) Corp. | 0.44% | 11,001 | $1.1M | Add +0.2% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.39% | 11,392 | $983K | Reduce -2.6% |
| AMZN Amazon.com Inc. | 0.39% | 4,173 | $963K | Reduce -2.3% |
| DFUS Dimensional US Eq MKT ETF | 0.36% | 12,249 | $908K | Reduce -1.4% |
| DFSI Dimensional Int Sus COR1 ETF | 0.33% | 19,224 | $824K | Reduce -1.9% |
| VOO Vanguard S&P 500 ETF | 0.33% | 1,306 | $819K | Reduce -6.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 1,656 | $808K | Reduce -0.4% |
| DFAT Dimensional US Target Value | 0.32% | 13,471 | $802K | Reduce -76.2% |
| CMF iShares California Muni Bond | 0.30% | 13,103 | $753K | Add +6.1% |
| MRSH Marsh & McLennan Cos | 0.27% | 3,641 | $675K | Reduce -0.8% |
| JPM JPMorgan Chase & Co. | 0.27% | 2,061 | $664K | Reduce -5.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.27% | 3,473 | $663K | Add +0.2% |
| EQIX Equinix Inc. | 0.24% | 772 | $591K | Add +1.3% |
| SCHB Schwab US Broad Market ETF | 0.22% | 21,114 | $554K | No change |
| TDG Transdigm Group Inc. | 0.22% | 406 | $540K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.20% | 1,744 | $506K | Reduce -1.6% |
| CHTR Charter Communications Inc. Class A | 0.20% | 2,365 | $494K | Add +0.5% |
| AVGO Broadcom Inc. | 0.20% | 1,414 | $489K | Reduce -2.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.19% | 6,038 | $484K | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 731 | $449K | No change |
| CVX Chevron Corp. | 0.17% | 2,739 | $417K | Add +22.7% |
| TSLA Tesla Inc. | 0.16% | 909 | $409K | Reduce -1.8% |
| ITOT iShares Core S&P Total U.S. | 0.16% | 2,633 | $392K | Reduce -5.5% |
| IVW iShares S&P 500 Growth ETF | 0.16% | 3,141 | $387K | Add +0.3% |
| IYH iShares U.S. Healthcare ETF | 0.15% | 5,834 | $380K | Reduce -12.1% |
| CSCO Cisco Systems Inc. | 0.15% | 4,916 | $379K | Reduce -3.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 701 | $352K | Reduce -2.8% |
| JIRE JPMorgan Int Res Enh Eqty | 0.13% | 4,466 | $334K | Add +3.2% |
| SYK Stryker Corp. | 0.13% | 913 | $321K | Reduce -3.6% |
| HDV iShares Core High Dividend E | 0.13% | 2,636 | $321K | Reduce -6.9% |
| MRVL Marvell Technology Inc. | 0.12% | 3,463 | $294K | Reduce -2.4% |
| SCHX Schwab US Large-Cap ETF | 0.11% | 9,735 | $262K | No change |
| IJH iShares Core S&P Midcap ETF | 0.10% | 3,877 | $256K | Reduce -34.2% |
| NEM Newmont Corp. | 0.10% | 2,537 | $253K | New |
| IWP iShares Russell Mid-Cap Grow | 0.10% | 1,822 | $250K | No change |
| XLK SS Technology Select Sector | 0.10% | 1,652 | $238K | Reduce -4.5% |
| MCK McKesson Corp. | 0.09% | 287 | $235K | No change |
| IEMG iShares Core MSCI Emerging | 0.09% | 3,481 | $234K | Reduce -1.7% |
| LLY Eli Lilly & Co. | 0.09% | 208 | $224K | New |
| CALI Ishrs SH-TRM Ca Muni Act ETF | 0.09% | 4,426 | $223K | Reduce -0.5% |
| T AT&T Inc. | 0.09% | 8,889 | $221K | Reduce -15.3% |
| IVE iShares S&P 500 Value ETF | 0.09% | 1,039 | $220K | New |
| MCD McDonald's Corp. | 0.09% | 706 | $216K | Reduce -3.8% |
| GLD SPDR Gold Shares | 0.09% | 544 | $216K | New |
| IWB iShares Russell 1000 ETF | 0.09% | 576 | $215K | No change |
| IVV iShares Core S&P 500 ETF | 0.09% | 311 | $213K | Reduce -27.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 791 | $204K | Reduce -23.7% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 658 | $203K | New |
| ABBV Abbvie Inc. | 0.08% | 886 | $202K | Reduce -7.0% |
| VZ Verizon Communications Inc. | 0.08% | 4,940 | $201K | Add +0.0% |
Portfolio Sells Q3 2025 → Q4 2025
| XJH Ishare ESG SS S&P Midcap ETF | Reduce -79.7% | 0.50% | −2.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -67.3% | 0.57% | −1.37 |
| DFAT Dimensional US Target Value | Reduce -76.2% | 0.32% | −1.08 |
| IXN iShares Global Tech ETF | Reduce -20.9% | 2.99% | −0.93 |
| VIG Vanguard Dividend Apprec ETF | Reduce -35.9% | 1.51% | −0.93 |
| IGM iShares Expanded Tech Sector | Reduce -7.2% | 4.68% | −0.52 |
| ESML iShares ESG Aware MSCI USA S | Sold out | 0.00% | −0.20 |
| VGT Vanguard Info Tech ETF | Reduce -6.2% | 1.55% | −0.18 |
| MSFT Microsoft Corp. | Reduce -1.0% | 1.23% | −0.18 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.15 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.13 |
| AAPL Apple Inc. | Reduce -4.4% | 3.18% | −0.11 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.11 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.10 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −0.10 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.09 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.09 |
| ILCG iShares Morningstar Growth E | Reduce -2.1% | 0.93% | −0.08 |
| IJH iShares Core S&P Midcap ETF | Reduce -34.2% | 0.10% | −0.06 |
| IETC iShares U.S. Tech Independen | Reduce -0.6% | 0.70% | −0.05 |
| MRSH Marsh & McLennan Cos | Reduce -0.8% | 0.27% | −0.04 |
| NVDA Nvidia Corp. | Reduce -2.0% | 0.51% | −0.04 |
| T AT&T Inc. | Reduce -15.3% | 0.09% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -27.8% | 0.09% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -6.8% | 0.33% | −0.04 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -3.0% | 0.49% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -23.7% | 0.08% | −0.03 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -2.6% | 0.39% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -5.1% | 0.27% | −0.02 |
| SYK Stryker Corp. | Reduce -3.6% | 0.13% | −0.02 |
| HDV iShares Core High Dividend E | Reduce -6.9% | 0.13% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.6% | 0.20% | −0.02 |
| DFUS Dimensional US Eq MKT ETF | Reduce -1.4% | 0.36% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -5.5% | 0.16% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.4% | 0.32% | −0.01 |
| IYH iShares U.S. Healthcare ETF | Reduce -12.1% | 0.15% | −0.01 |
| ABBV Abbvie Inc. | Reduce -7.0% | 0.08% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 0.14% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -2.3% | 0.39% | −0.01 |
| TSLA Tesla Inc. | Reduce -1.8% | 0.16% | −0.01 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -1.9% | 0.33% | −0.01 |
| MRVL Marvell Technology Inc. | Reduce -2.4% | 0.12% | −0.01 |
| MCD McDonald's Corp. | Reduce -3.8% | 0.09% | −0.01 |
| XLK SS Technology Select Sector | Reduce -4.5% | 0.10% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.2% | 0.19% | −0.01 |
| CALI Ishrs SH-TRM Ca Muni Act ETF | Reduce -0.5% | 0.09% | −0.01 |
| AVGO Broadcom Inc. | Reduce -2.2% | 0.20% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -1.7% | 0.09% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -3.7% | 0.15% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -3.4% | 0.85% | +0.13 |
Portfolio Buys Q3 2025 → Q4 2025
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +90.2% | 5.38% | +2.47 |
| ARTY iShares Future AI & Tech ETF | Add +413.7% | 1.64% | +1.32 |
| FLOT iShares Floating Rate Bond E | Add +73.6% | 2.83% | +1.10 |
| DFSD Dimensional Short Duration | Add +37.6% | 4.71% | +1.08 |
| CGDG Cap Group Dividend Growers | New | 0.96% | +0.96 |
| GOVT iShares US Treasury Bond ETF | Add +68.0% | 1.44% | +0.53 |
| DFAU Dimensional US Core Equity M | Add +6.5% | 10.42% | +0.31 |
| EAGG iShares ESG Aware US Aggrega | Add +28.9% | 1.64% | +0.29 |
| SHY iShares 1-3 Year Treasury Bo | Add +18.2% | 1.65% | +0.17 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +15.1% | 1.84% | +0.14 |
| GLDM SPDR Gold Minishares Trust | Add +3.8% | 1.55% | +0.14 |
| NEM Newmont Corp. | New | 0.10% | +0.10 |
| LLY Eli Lilly & Co. | New | 0.09% | +0.09 |
| IVE iShares S&P 500 Value ETF | New | 0.09% | +0.09 |
| GLD SPDR Gold Shares | New | 0.09% | +0.09 |
| GE General Electric | New | 0.08% | +0.08 |
| ESGD iShares Trust iShares ESG Aw | Add +4.8% | 5.22% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +6.5% | 0.72% | +0.02 |
| CVX Chevron Corp. | Add +22.7% | 0.17% | +0.02 |
| DFAI Dimensional International Co. | Add +1.1% | 4.21% | +0.01 |
| CMF iShares California Muni Bond | Add +6.1% | 0.30% | +0.00 |
| JIRE JPMorgan Int Res Enh Eqty | Add +3.2% | 0.13% | −0.00 |
| SCHW Schwab (charles) Corp. | Add +0.2% | 0.44% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Add +0.3% | 0.16% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.2% | 0.27% | −0.01 |
| VZ Verizon Communications Inc. | Add +0.0% | 0.08% | −0.01 |
| EQIX Equinix Inc. | Add +1.3% | 0.24% | −0.02 |
| YLDE Franklin Clearbridge Enhance | Add +5.9% | 4.16% | −0.02 |
| META Meta Platforms Inc. Class A | Add +5.5% | 0.53% | −0.06 |
| XLI SS Industrial Select Sector | Add +3.1% | 3.69% | −0.07 |
| COST Costco Wholesale Corp. | Add +0.8% | 0.58% | −0.07 |
| CHTR Charter Communications Inc. Class A | Add +0.5% | 0.20% | −0.08 |
| SUSA iShares ESG Optimized MSCI U | Add +1.7% | 16.21% | −0.19 |
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 |