Holders — by stockHoldings — by fund
Shira Ridge Wealth Management
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001961210
$286.6M
disclosed book value
83
positions
15.5%
largest position share
Positions, as of 2026-06-30
top 83 of 83 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SUSAISHARES TR | 288,096 | $44.5M | 15.5% |
| 2 | DFAUDIMENSIONAL ETF TRUST | 568,889 | $29.4M | 10.3% |
| 3 | DYNFBLACKROCK ETF TRUST | 280,170 | $19.1M | 6.6% |
| 4 | IGMISHARES TR | 106,089 | $17.4M | 6.1% |
| 5 | DFSDDIMENSIONAL ETF TRUST | 296,404 | $14.2M | 4.9% |
| 6 | ESGDISHARES TR | 135,088 | $13.9M | 4.8% |
| 7 | FLOTISHARES TR | 214,694 | $11.0M | 3.8% |
| 8 | DFAIDIMENSIONAL ETF TRUST | 262,117 | $10.8M | 3.8% |
| 9 | XLISELECT SECTOR SPDR TR | 57,580 | $10.7M | 3.7% |
| 10 | YLDELEGG MASON ETF INVT | 188,660 | $10.5M | 3.7% |
| 11 | SHYISHARES TR | 124,436 | $10.2M | 3.6% |
| 12 | IXNISHARES TR | 69,258 | $10.0M | 3.5% |
| 13 | AAPLAPPLE INC | 25,843 | $7.5M | 2.6% |
| 14 | DFSBDIMENSIONAL ETF TRUST | 126,923 | $6.6M | 2.3% |
| 15 | GOOGALPHABET INC | 14,820 | $5.2M | 1.8% |
| 16 | VGTVANGUARD WORLD FD | 40,216 | $4.8M | 1.7% |
| 17 | IUSBISHARES TR | 103,932 | $4.8M | 1.7% |
| 18 | CGDGCAPITAL GROUP DIVIDEND GROWE | 119,166 | $4.5M | 1.6% |
| 19 | GOVTISHARES TR | 195,392 | $4.5M | 1.6% |
| 20 | ILCGISHARES TR | 22,117 | $2.6M | 0.9% |
| 21 | MSFTMICROSOFT CORP | 6,384 | $2.4M | 0.8% |
| 22 | GOOGLALPHABET INC | 6,548 | $2.3M | 0.8% |
| 23 | VIGVANGUARD SPECIALIZED FUNDS | 9,675 | $2.3M | 0.8% |
| 24 | GLDMWORLD GOLD TR | 26,379 | $2.1M | 0.7% |
| 25 | VTIVANGUARD INDEX FDS | 4,817 | $1.8M | 0.6% |
| 26 | IETCISHARES U S ETF TR | 16,228 | $1.7M | 0.6% |
| 27 | COSTCOSTCO WHOLESALE CORPORATION | 1,707 | $1.6M | 0.6% |
| 28 | NVDANVIDIA CORPORATION | 6,892 | $1.4M | 0.5% |
| 29 | VOTVANGUARD INDEX FDS | 4,232 | $1.3M | 0.5% |
| 30 | XJHISHARES TR | 22,896 | $1.2M | 0.4% |
| 31 | DFSUDIMENSIONAL ETF TRUST | 23,554 | $1.1M | 0.4% |
| 32 | METAMETA PLATFORMS INC | 1,900 | $1.1M | 0.4% |
| 33 | AMZNAMAZON COM INC | 4,216 | $1.0M | 0.4% |
| 34 | SCHWSCHWAB CHARLES CORP | 10,876 | $1.0M | 0.4% |
| 35 | DFUSDIMENSIONAL ETF TRUST | 12,158 | $996,202 | 0.3% |
| 36 | EFAVISHARES TR | 11,111 | $974,565 | 0.3% |
| 37 | MRVLMARVELL TECHNOLOGY INC | 3,103 | $924,353 | 0.3% |
| 38 | DFATDIMENSIONAL ETF TRUST | 13,004 | $908,980 | 0.3% |
| 39 | VOOVANGUARD INDEX FDS | 1,295 | $889,379 | 0.3% |
| 40 | CMFISHARES TR | 14,749 | $850,132 | 0.3% |
| 41 | VUGVANGUARD INDEX FDS | 9,865 | $849,771 | 0.3% |
| 42 | SPYMSPDR SERIES TRUST | 9,075 | $797,511 | 0.3% |
| 43 | EQIXEQUINIX INC | 762 | $794,301 | 0.3% |
| 44 | VTVVANGUARD INDEX FDS | 3,406 | $742,270 | 0.3% |
| 45 | JPMJPMORGAN CHASE & CO | 2,050 | $670,896 | 0.2% |
| 46 | SCHBSCHWAB STRATEGIC TR | 21,114 | $611,465 | 0.2% |
| 47 | DFSIDIMENSIONAL ETF TRUST | 13,340 | $601,634 | 0.2% |
| 48 | CSCOCISCO SYS INC | 4,895 | $574,926 | 0.2% |
| 49 | AVGOBROADCOM INC | 1,481 | $559,448 | 0.2% |
| 50 | TDGTRANSDIGM GROUP INC | 406 | $540,808 | 0.2% |
| 51 | QQQINVESCO QQQ TR | 722 | $531,423 | 0.2% |
| 52 | AVGEAMERICAN CENTY ETF TR | 5,019 | $497,383 | 0.2% |
| 53 | IVWISHARES TR | 3,475 | $477,917 | 0.2% |
| 54 | MRSHMARSH & MCLENNAN COS INC | 2,673 | $445,509 | 0.2% |
| 55 | CVXCHEVRON CORPORATION | 2,537 | $420,551 | 0.1% |
| 56 | ITOTISHARES TR | 2,505 | $411,496 | 0.1% |
| 57 | TSLATESLA INC | 926 | $389,476 | 0.1% |
| 58 | VOVANGUARD INDEX FDS | 4,751 | $382,778 | 0.1% |
| 59 | AMDADVANCED MICRO DEVICES INC | 619 | $359,583 | 0.1% |
| 60 | KLACKLA CORP | 1,180 | $356,018 | 0.1% |
| 61 | BRK/BBERKSHIRE HATHAWAY INC DEL | 701 | $350,773 | 0.1% |
| 62 | HDVISHARES TR | 12,444 | $341,088 | 0.1% |
| 63 | JIREJ P MORGAN EXCHANGE TRADED F | 3,938 | $324,846 | 0.1% |
| 64 | XLKSELECT SECTOR SPDR TR | 1,652 | $314,739 | 0.1% |
| 65 | MUMICRON TECHNOLOGY INC | 251 | $289,727 | 0.1% |
| 66 | SCHXSCHWAB STRATEGIC TR | 9,735 | $286,515 | 0.1% |
| 67 | CHTRCHARTER COMMUNICATIONS INC | 1,981 | $281,718 | 0.1% |
| 68 | IWPISHARES TR | 1,822 | $266,759 | 0.1% |
| 69 | IJHISHARES TR | 3,282 | $253,056 | 0.1% |
| 70 | LLYELI LILLY & CO | 210 | $252,355 | 0.1% |
| 71 | ARTYISHARES TR | 3,254 | $247,825 | 0.1% |
| 72 | GEGE AEROSPACE | 658 | $245,914 | 0.1% |
| 73 | VBVANGUARD INDEX FDS | 806 | $244,245 | 0.1% |
| 74 | IWBISHARES TR | 576 | $235,872 | 0.1% |
| 75 | EZUISHARES INC | 3,302 | $229,489 | 0.1% |
| 76 | NEMNEWMONT CORP | 2,456 | $229,349 | 0.1% |
| 77 | KOCOCA COLA CO | 2,739 | $222,599 | 0.1% |
| 78 | ABBVABBVIE INC | 883 | $222,086 | 0.1% |
| 79 | IVVISHARES TR | 289 | $216,252 | 0.1% |
| 80 | GLWCORNING INC | 829 | $211,751 | 0.1% |
| 81 | VZVERIZON COMMUNICATIONS INC | 4,836 | $204,749 | 0.1% |
| 82 | UNPUNION PAC CORP | 751 | $204,272 | 0.1% |
| 83 | GLDSPDR GOLD TR | 543 | $200,030 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.