Shira Ridge Wealth Management

CIK 0001961210 • 6 13F filings • Apr 15, 2025 – Jul 9, 2026

Import this data to Google Sheets with:

=jivedata("shira-ridge-wealth-management-0001961210-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Shira Ridge Wealth Management, Agent
Address: 100 LARKSPUR LANDING CIRCLE, SUITE 203, LARKSPUR, CA, 94939
Phone: 844-844-3453
AUM: $248.9M

AUM over time

$287.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyReal EstateOther

Holdings by filing

Portfolio value: $218.9M83 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$1.2M	0.5%Prev: 0.8%	6,776 SH	Decreased-397 SH
ALPHABET INC	CAP STK CL C	$2.8M	1.3%Prev: 1.8%	15,645 SH	Decreased+152 SH
AMAZON COM INC	COM	$907K	0.4%Prev: 0.4%	4,132 SH	Increased-124 SH
APPLE INC	COM	$6.1M	2.8%Prev: 2.9%	29,751 SH	Decreased+778 SH
AT&T INC	COM	$295K	0.1%Prev: 0.1%	10,187 SH	Increased+1,264 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$340K	0.2%Prev: 0.1%	699 SH	Increased-2 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$5.6M	2.6%Prev: 6.2%	103,383 SH	Decreased-167,730 SH
BLACKROCK ETF TRUST II	ISHARES SHORT-TE	$226K	0.1%	4,487 SH	New
BROADCOM INC	COM	$442K	0.2%Prev: 0.2%	1,603 SH	Decreased+173 SH
CHARTER COMMUNICATIONS INC N	CL A	$975K	0.4%	2,385 SH	New
CHEVRON CORP NEW	COM	$308K	0.1%	2,150 SH	New
CISCO SYS INC	COM	$351K	0.2%Prev: 0.2%	5,061 SH	Decreased+144 SH
COSTCO WHSL CORP NEW	COM	$1.6M	0.7%	1,646 SH	New
DECKERS OUTDOOR CORP	COM	$319K	0.1%	3,098 SH	New
DIMENSIONAL ETF TRUST	INTERNATIONAL	$748K	0.3%Prev: 0.3%	18,974 SH	Decreased+1,214 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$9.2M	4.2%Prev: 4.1%	266,013 SH	Decreased+2,606 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$8.1M	3.7%Prev: 5.4%	167,760 SH	Decreased-115,470 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$21.7M	9.9%Prev: 10.1%	513,147 SH	Decreased-51,174 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$833K	0.4%Prev: 0.3%	12,422 SH	Decreased+264 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.2M	0.6%Prev: 0.4%	31,013 SH	Increased+3,374 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$3.1M	1.4%Prev: 0.3%	56,771 SH	Increased+43,573 SH
EQUINIX INC	COM	$606K	0.3%Prev: 0.3%	762 SH	Decreased-10 SH
INTUIT	COM	$201K	0.1%	255 SH	New
INVESCO QQQ TR	UNIT SER 1	$403K	0.2%Prev: 0.2%	731 SH	Decreased+9 SH
ISHARES INC	CORE MSCI EMKT	$251K	0.1%	4,184 SH	New
ISHARES TR	1 3 YR TREAS BD	$3.6M	1.7%Prev: 3.3%	43,930 SH	Decreased-56,517 SH
ISHARES TR	CALIF MUN BD ETF	$712K	0.3%Prev: 0.3%	12,777 SH	Decreased-1,671 SH
ISHARES TR	CORE HIGH DV ETF	$379K	0.2%Prev: 0.1%	3,236 SH	Increased+600 SH
ISHARES TR	CORE S&P MCP ETF	$337K	0.2%Prev: 0.1%	5,436 SH	Increased+2,055 SH
ISHARES TR	CORE S&P TTL STK	$376K	0.2%Prev: 0.1%	2,785 SH	Increased+187 SH
ISHARES TR	CORE S&P500 ETF	$223K	0.1%Prev: 0.1%	359 SH	Increased+42 SH
ISHARES TR	CORE TOTAL USD	$4.2M	1.9%	90,437 SH	New
ISHARES TR	EAFE VALUE ETF	$203K	0.1%	3,198 SH	New
ISHARES TR	ESG AW MSCI EAFE	$11.5M	5.2%Prev: 5.2%	128,514 SH	Decreased-7,816 SH
ISHARES TR	ESG AWR US AGRGT	$4.1M	1.9%Prev: 2.2%	85,668 SH	Decreased-30,795 SH
ISHARES TR	ESG OPTIMIZED	$36.4M	16.6%Prev: 15.2%	287,444 SH	Decreased-3,530 SH
ISHARES TR	ESG SELECT SCRE	$5.9M	2.7%Prev: 0.4%	141,548 SH	Increased+117,847 SH
ISHARES TR	EXPND TEC SC ETF	$10.9M	5.0%Prev: 5.2%	96,767 SH	Decreased-15,042 SH
ISHARES TR	FLTG RATE NT ETF	$3.5M	1.6%Prev: 3.7%	68,540 SH	Decreased-115,909 SH
ISHARES TR	GLOBAL TECH ETF	$8.5M	3.9%Prev: 2.8%	91,542 SH	Increased+21,061 SH
ISHARES TR	MORNINGSTAR GRWT	$2.2M	1.0%Prev: 0.8%	22,723 SH	Increased+478 SH
ISHARES TR	MSCI EAFE MIN VL	$988K	0.5%Prev: 0.4%	11,755 SH	Decreased+542 SH
ISHARES TR	MSCI USA QLT FCT	$260K	0.1%	1,424 SH	New
ISHARES TR	RUS MD CP GR ETF	$253K	0.1%Prev: 0.1%	1,822 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$343K	0.2%Prev: 0.1%	3,117 SH	Decreased-115 SH
ISHARES TR	US HLTHCARE ETF	$565K	0.3%	9,997 SH	New
ISHARES TR	US TREAS BD ETF	$2.5M	1.1%Prev: 1.7%	109,433 SH	Decreased-80,260 SH
ISHARES U S ETF TR	U.S. TECH INDEPD	$1.6M	0.7%Prev: 0.6%	17,203 SH	Increased+242 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$302K	0.1%Prev: 0.1%	4,262 SH	Decreased-251 SH
JPMORGAN CHASE & CO.	COM	$605K	0.3%	2,087 SH	New
LEGG MASON ETF INVT	FRANKLIN CLEARBR	$9.4M	4.3%Prev: 4.0%	178,730 SH	Decreased-10,635 SH
MARSH & MCLENNAN COS INC	COM	$802K	0.4%Prev: 0.2%	3,666 SH	Increased+25 SH
MARVELL TECHNOLOGY INC	COM	$274K	0.1%Prev: 0.1%	3,536 SH	Decreased+73 SH
MCDONALDS CORP	COM	$207K	0.1%Prev: 0.1%	707 SH	Decreased+1 SH
MCKESSON CORP	COM	$208K	0.1%Prev: 0.1%	284 SH	Decreased-3 SH
META PLATFORMS INC	CL A	$1.4M	0.6%Prev: 0.4%	1,888 SH	Increased-56 SH
MICROSOFT CORP	COM	$3.2M	1.5%Prev: 0.9%	6,410 SH	Increased
NETFLIX INC	COM	$254K	0.1%	190 SH	New
NVIDIA CORPORATION	COM	$1.1M	0.5%Prev: 0.5%	6,784 SH	Decreased-107 SH
PROCTER AND GAMBLE CO	COM	$208K	0.1%	1,303 SH	New
PROSHARES TR	S&P 500 DV ARIST	$239K	0.1%	2,374 SH	New
SCHWAB CHARLES CORP	COM	$1.0M	0.5%Prev: 0.4%	10,976 SH	Decreased-25 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$503K	0.2%Prev: 0.2%	21,114 SH	Decreased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$238K	0.1%Prev: 0.1%	9,735 SH	Decreased
SELECT SECTOR SPDR TR	INDL	$8.3M	3.8%	56,471 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$669K	0.3%	4,965 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$220K	0.1%	867 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$406K	0.2%	5,591 SH	New
STRYKER CORPORATION	COM	$364K	0.2%Prev: 0.1%	921 SH	Increased+8 SH
TESLA INC	COM	$309K	0.1%Prev: 0.1%	973 SH	Decreased+50 SH
TRANSDIGM GROUP INC	COM	$617K	0.3%Prev: 0.2%	406 SH	Increased
VAIL RESORTS INC	COM	$211K	0.1%	1,343 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$733K	0.3%Prev: 0.3%	1,673 SH	Increased+16 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$4.5M	2.1%Prev: 0.5%	15,824 SH	Increased+10,937 SH
VANGUARD INDEX FDS	MID CAP ETF	$496K	0.2%Prev: 0.2%	1,772 SH	Decreased+34 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$793K	0.4%Prev: 0.3%	1,397 SH	Increased+102 SH
VANGUARD INDEX FDS	SMALL CP ETF	$201K	0.1%Prev: 0.1%	847 SH	Decreased+46 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	0.6%Prev: 0.6%	4,613 SH	Decreased-116 SH
VANGUARD INDEX FDS	VALUE ETF	$618K	0.3%Prev: 0.3%	3,496 SH	Decreased+65 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.3M	2.4%Prev: 0.8%	26,122 SH	Increased+16,449 SH
VANGUARD WORLD FD	INF TECH ETF	$3.7M	1.7%Prev: 1.4%	5,536 SH	Increased+450 SH
VISTRA CORP	COM	$217K	0.1%	1,121 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$2.7M	1.2%Prev: 1.4%	40,516 SH	Decreased+2,186 SH

Sold (vs prior filing)

CAPITAL GROUP DIVIDEND GROWE — $4.0M
CHARTER COMMUNICATIONS INC — $511K
CHEVRON CORPORATION — $525K
COCA COLA CO — $208K
COSTCO WHOLESALE CORPORATION — $1.7M
ISHARES INC — $200K
ISHARES TR — $5.3M
ISHARES TR — $431K
ISHARES TR — $205K
ISHARES TR — $212K
JPMORGAN CHASE & CO — $603K
NEWMONT CORP — $266K
SELECT SECTOR SPDR TR — $9.2M
SELECT SECTOR SPDR TR — $220K
SPDR GOLD TR — $232K
SPDR SERIES TRUST — $529K
VERIZON COMMUNICATIONS INC — $243K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0001754960-26-000022	$248.9M	View
Oct 8, 2026	Q3 2026	13F-HR	0001754960-26-000834	$287.7M	View
Oct 20, 2025