Shira Ridge Wealth Management
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Shira Ridge Wealth Management reported 79 stock positions worth $252.7 million. Its top holding was iShares ESG Optimized MSCI U (SUSA) at 15.2% of the portfolio, followed by Dimensional US Core Equity M (DFAU, 10.1%) and Ishrs US E F R A ETF-Usd (DYNF, 6.2%). Compared with Q4 2025, it opened 2 new positions, sold out of 6, added to 27 and reduced 33. The biggest buy was iShares 1-3 Year Treasury Bo (SHY, shares +103%) and the biggest sale iShares Future AI & Tech ETF (ARTY, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001961210
- Portfolio Value
- $252.7M (Q1 2026)
- SEC Filing
- 0001754960-26-000222 ↗ filed Apr 13, 2026
Holdings Value
Holdings 79 stocks · $252.7M
| SUSA iShares ESG Optimized MSCI U | 15.21% | 290,974 | $38.4M | Add +0.5% |
| DFAU Dimensional US Core Equity M | 10.07% | 564,321 | $25.5M | Add +1.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 6.24% | 271,113 | $15.8M | Add +23.1% |
| DFSD Dimensional Short Duration | 5.37% | 283,230 | $13.6M | Add +15.8% |
| IGM iShares Expanded Tech Sector | 5.24% | 111,809 | $13.3M | Add +24.1% |
| ESGD iShares Trust iShares ESG Aw | 5.16% | 136,330 | $13.0M | Reduce -0.2% |
| DFAI Dimensional International Co. | 4.06% | 263,407 | $10.3M | Reduce -4.1% |
| YLDE Franklin Clearbridge Enhance | 4.05% | 189,365 | $10.2M | Reduce -0.9% |
| FLOT iShares Floating Rate Bond E | 3.72% | 184,449 | $9.4M | Add +33.0% |
| XLI SS Industrial Select Sector | 3.65% | 57,084 | $9.2M | Reduce -3.5% |
| SHY iShares 1-3 Year Treasury Bo | 3.28% | 100,447 | $8.3M | Add +102.6% |
| AAPL Apple Inc. | 2.91% | 28,973 | $7.4M | Reduce -0.5% |
| IXN iShares Global Tech ETF | 2.79% | 70,481 | $7.0M | Reduce -0.6% |
| EAGG iShares ESG Aware US Aggrega | 2.19% | 116,463 | $5.5M | Add +36.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.10% | 114,812 | $5.3M | Add +16.9% |
| GOOG Alphabet Inc. Class C | 1.76% | 15,493 | $4.4M | Reduce -1.0% |
| GOVT iShares US Treasury Bond ETF | 1.72% | 189,693 | $4.3M | Add +21.9% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 1.59% | 112,023 | $4.0M | Add +67.3% |
| GLDM SPDR Gold Minishares Trust | 1.41% | 38,330 | $3.6M | Reduce -15.3% |
| VGT Vanguard Info Tech ETF | 1.40% | 5,086 | $3.5M | Reduce -0.5% |
| MSFT Microsoft Corp. | 0.94% | 6,410 | $2.4M | Add +1.0% |
| ILCG iShares Morningstar Growth E | 0.84% | 22,245 | $2.1M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.82% | 9,673 | $2.1M | Reduce -43.4% |
| GOOGL Alphabet Inc. Class A | 0.82% | 7,173 | $2.1M | Add +6.5% |
| COST Costco Wholesale Corp. | 0.67% | 1,706 | $1.7M | Add +2.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 4,729 | $1.5M | Reduce -12.0% |
| IETC iShares U.S. Tech Independen | 0.59% | 16,961 | $1.5M | Reduce -0.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.50% | 4,887 | $1.3M | Reduce -4.0% |
| NVDA Nvidia Corp. | 0.48% | 6,891 | $1.2M | Add +0.9% |
| DFSU Dimensional US Sus CORE1 ETF | 0.45% | 27,639 | $1.1M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.44% | 1,944 | $1.1M | Reduce -2.8% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.43% | 23,701 | $1.1M | Reduce -15.0% |
| SCHW Schwab (charles) Corp. | 0.41% | 11,001 | $1.0M | No change |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.41% | 11,213 | $1.0M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 0.35% | 4,256 | $886K | Add +2.0% |
| DFUS Dimensional US Eq MKT ETF | 0.34% | 12,158 | $862K | Reduce -0.7% |
| DFAT Dimensional US Target Value | 0.33% | 13,198 | $824K | Reduce -2.0% |
| CMF iShares California Muni Bond | 0.33% | 14,448 | $822K | Add +10.3% |
| VOO Vanguard S&P 500 ETF | 0.31% | 1,295 | $774K | Reduce -0.8% |
| EQIX Equinix Inc. | 0.30% | 772 | $757K | No change |
| DFSI Dimensional Int Sus COR1 ETF | 0.30% | 17,760 | $753K | Reduce -7.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.29% | 1,657 | $724K | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.27% | 3,431 | $673K | Reduce -1.2% |
| MRSH Marsh & McLennan Cos | 0.25% | 3,641 | $632K | No change |
| JPM JPMorgan Chase & Co. | 0.24% | 2,050 | $603K | Reduce -0.5% |
| SCHB Schwab US Broad Market ETF | 0.21% | 21,114 | $530K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.21% | 6,917 | $529K | Add +14.6% |
| CVX Chevron Corp. | 0.21% | 2,537 | $525K | Reduce -7.4% |
| CHTR Charter Communications Inc. Class A | 0.20% | 2,365 | $511K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.20% | 1,738 | $499K | Reduce -0.3% |
| TDG Transdigm Group Inc. | 0.19% | 406 | $471K | No change |
| AVGO Broadcom Inc. | 0.18% | 1,430 | $443K | Add +1.1% |
| ARTY iShares Future AI & Tech ETF | 0.17% | 9,256 | $431K | Reduce -89.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 722 | $417K | Reduce -1.2% |
| CSCO Cisco Systems Inc. | 0.15% | 4,917 | $382K | Add +0.0% |
| ITOT iShares Core S&P Total U.S. | 0.15% | 2,598 | $370K | Reduce -1.3% |
| IVW iShares S&P 500 Growth ETF | 0.14% | 3,232 | $366K | Add +2.9% |
| HDV iShares Core High Dividend E | 0.14% | 2,636 | $358K | No change |
| TSLA Tesla Inc. | 0.14% | 923 | $343K | Add +1.5% |
| MRVL Marvell Technology Inc. | 0.14% | 3,463 | $343K | No change |
| JIRE JPMorgan Int Res Enh Eqty | 0.14% | 4,513 | $342K | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 701 | $336K | No change |
| SYK Stryker Corp. | 0.12% | 913 | $300K | No change |
| NEM Newmont Corp. | 0.11% | 2,455 | $266K | Reduce -3.2% |
| T AT&T Inc. | 0.10% | 8,923 | $259K | Add +0.4% |
| SCHX Schwab US Large-Cap ETF | 0.10% | 9,735 | $250K | No change |
| MCK McKesson Corp. | 0.10% | 287 | $248K | No change |
| VZ Verizon Communications Inc. | 0.10% | 4,831 | $243K | Reduce -2.2% |
| IWP iShares Russell Mid-Cap Grow | 0.09% | 1,822 | $233K | No change |
| GLD SPDR Gold Shares | 0.09% | 539 | $232K | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 0.09% | 3,381 | $228K | Reduce -12.8% |
| XLK SS Technology Select Sector | 0.09% | 1,652 | $220K | No change |
| MCD McDonald's Corp. | 0.09% | 706 | $219K | No change |
| IVE iShares S&P 500 Value ETF | 0.08% | 1,004 | $212K | Reduce -3.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 801 | $210K | Add +1.3% |
| KO The Coca-Cola Co. | 0.08% | 2,739 | $208K | New |
| IVV iShares Core S&P 500 ETF | 0.08% | 317 | $207K | Add +1.9% |
| IWB iShares Russell 1000 ETF | 0.08% | 576 | $205K | No change |
| EZU iShares MSCI Eurozone ETF | 0.08% | 3,197 | $200K | New |
Portfolio Sells Q4 2025 → Q1 2026
| ARTY iShares Future AI & Tech ETF | Reduce -89.1% | 0.17% | −1.47 |
| VIG Vanguard Dividend Apprec ETF | Reduce -43.4% | 0.82% | −0.69 |
| AAPL Apple Inc. | Reduce -0.5% | 2.91% | −0.27 |
| GOOG Alphabet Inc. Class C | Reduce -1.0% | 1.76% | −0.21 |
| IXN iShares Global Tech ETF | Reduce -0.6% | 2.79% | −0.20 |
| IYH iShares U.S. Healthcare ETF | Sold out | 0.00% | −0.15 |
| GLDM SPDR Gold Minishares Trust | Reduce -15.3% | 1.41% | −0.15 |
| DFAI Dimensional International Co. | Reduce -4.1% | 4.06% | −0.14 |
| VGT Vanguard Info Tech ETF | Reduce -0.5% | 1.40% | −0.14 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -12.0% | 0.60% | −0.12 |
| YLDE Franklin Clearbridge Enhance | Reduce -0.9% | 4.05% | −0.11 |
| IETC iShares U.S. Tech Independen | Reduce -0.8% | 0.59% | −0.10 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -2.8% | 0.44% | −0.09 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.09 |
| CALI Ishrs SH-TRM Ca Muni Act ETF | Sold out | 0.00% | −0.09 |
| GE General Electric | Sold out | 0.00% | −0.08 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.08 |
| XJH Ishare ESG SS S&P Midcap ETF | Reduce -15.0% | 0.43% | −0.07 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -4.0% | 0.50% | −0.07 |
| ESGD iShares Trust iShares ESG Aw | Reduce -0.2% | 5.16% | −0.06 |
| DFSU Dimensional US Sus CORE1 ETF | Reduce -0.8% | 0.45% | −0.04 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -7.6% | 0.30% | −0.03 |
| XLI SS Industrial Select Sector | Reduce -3.5% | 3.65% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 0.24% | −0.03 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.7% | 0.34% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -0.8% | 0.31% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.2% | 0.16% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -12.8% | 0.09% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.3% | 0.15% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.3% | 0.20% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -3.4% | 0.08% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.2% | 0.27% | −0.00 |
| NEM Newmont Corp. | Reduce -3.2% | 0.11% | +0.00 |
| DFAT Dimensional US Target Value | Reduce -2.0% | 0.33% | +0.00 |
| GLD SPDR Gold Shares | Reduce -0.9% | 0.09% | +0.01 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -1.6% | 0.41% | +0.01 |
| VZ Verizon Communications Inc. | Reduce -2.2% | 0.10% | +0.02 |
| CVX Chevron Corp. | Reduce -7.4% | 0.21% | +0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| SHY iShares 1-3 Year Treasury Bo | Add +102.6% | 3.28% | +1.63 |
| FLOT iShares Floating Rate Bond E | Add +33.0% | 3.72% | +0.88 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +23.1% | 6.24% | +0.86 |
| DFSD Dimensional Short Duration | Add +15.8% | 5.37% | +0.65 |
| CGDG Cap Group Dividend Growers | Add +67.3% | 1.59% | +0.63 |
| IGM iShares Expanded Tech Sector | Add +24.1% | 5.24% | +0.57 |
| EAGG iShares ESG Aware US Aggrega | Add +36.5% | 2.19% | +0.55 |
| GOVT iShares US Treasury Bond ETF | Add +21.9% | 1.72% | +0.28 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +16.9% | 2.10% | +0.26 |
| COST Costco Wholesale Corp. | Add +2.1% | 0.67% | +0.09 |
| KO The Coca-Cola Co. | New | 0.08% | +0.08 |
| EZU iShares MSCI Eurozone ETF | New | 0.08% | +0.08 |
| CMF iShares California Muni Bond | Add +10.3% | 0.33% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +14.6% | 0.21% | +0.01 |
| T AT&T Inc. | Add +0.4% | 0.10% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.3% | 0.08% | +0.00 |
| JIRE JPMorgan Int Res Enh Eqty | Add +1.1% | 0.14% | +0.00 |
| CSCO Cisco Systems Inc. | Add +0.0% | 0.15% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +1.9% | 0.08% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Add +2.9% | 0.14% | −0.01 |
| AVGO Broadcom Inc. | Add +1.1% | 0.18% | −0.02 |
| TSLA Tesla Inc. | Add +1.5% | 0.14% | −0.03 |
| GOOGL Alphabet Inc. Class A | Add +6.5% | 0.82% | −0.03 |
| NVDA Nvidia Corp. | Add +0.9% | 0.48% | −0.04 |
| AMZN Amazon.com Inc. | Add +2.0% | 0.35% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.29% | −0.04 |
| MSFT Microsoft Corp. | Add +1.0% | 0.94% | −0.29 |
| DFAU Dimensional US Core Equity M | Add +1.8% | 10.07% | −0.35 |
| SUSA iShares ESG Optimized MSCI U | Add +0.5% | 15.21% | −1.00 |
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 |