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SRWM

Shira Ridge Wealth Management Portfolio holdings

AUM $287M
1-Year Est. Return 23.34%
This Fund
S&P 500
This Quarter Est. Return
-2.61%
1 Year Est. Return
+23.34%
3 Year Est. Return
+64.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$253M
AUM Growth
+$3.78M
Cap. Flow
+$11M
Cap. Flow %
4.35%
Top 10 Hldgs %
62.77%
Holding
85
New
2
Increased
27
Reduced
33
Closed
6

Top Buys

Rank Stock Value
1
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.21M
2
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$3.08M
3
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$2.73M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$2.33M
5
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.85M

Top Sells

Rank Stock Value
1
ARTY
iShares Future AI & Tech ETF
ARTY
+$3.79M
2
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.66M
3
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$666K
4
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$452K
5
IYH icon
iShares US Healthcare ETF
IYH
+$380K

Sector Composition

Rank Sector Weight
1 Technology 4.79%
2 Communication Services 3.42%
3 Financials 1.03%
4 Consumer Staples 0.76%
5 Consumer Discretionary 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
26
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$1.52M 0.6%
4,729
-645
-12% -$216K
IETC icon
27
iShares US Tech Independence Focused ETF
IETC
$717M
$1.5M 0.59%
16,961
-134
-0.8% -$12.7K
VOT icon
28
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.9B
$1.26M 0.5%
4,887
-206
-4% -$56.5K
NVDA icon
29
NVIDIA
NVDA
$5.42T
$1.2M 0.48%
6,891
+63
+0.9% +$11.6K
DFSU
30
Dimensional US Sustainability Core 1 ETF
DFSU
$2.36B
$1.14M 0.45%
27,639
-229
-0.8% -$9.9K
META icon
31
Meta Platforms (Facebook)
META
$1.51T
$1.11M 0.44%
1,944
-55
-3% -$35.2K
XJH icon
32
iShares ESG Screened S&P Mid-Cap ETF
XJH
$433M
$1.08M 0.43%
23,701
-4,194
-15% -$196K
SCHW
33
Charles Schwab
SCHW
$187B
$1.03M 0.41%
11,001
– –
EFAV icon
34
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.51B
$1.02M 0.41%
11,213
-179
-2% -$16.2K
AMZN icon
35
Amazon
AMZN
$2.96T
$886K 0.35%
4,256
+83
+2% +$18.3K
DFUS
36
Dimensional US Equity ETF
DFUS
$21.6B
$862K 0.34%
12,158
-91
-0.7% -$6.74K
DFAT icon
37
Dimensional US Targeted Value ETF
DFAT
$14.7B
$824K 0.33%
13,198
-273
-2% -$17.3K
CMF icon
38
iShares California Muni Bond ETF
CMF
$4.62B
$822K 0.33%
14,448
+1,345
+10% +$77.6K
VOO icon
39
Vanguard S&P 500 ETF
VOO
$1.01T
$774K 0.31%
1,295
-11
-0.8% -$6.88K
EQIX icon
40
Equinix
EQIX
$103B
$757K 0.3%
772
– –
DFSI
41
Dimensional International Sustainability Core 1 ETF
DFSI
$1.19B
$753K 0.3%
17,760
-1,464
-8% -$64.9K
VUG icon
42
Vanguard Morningstar Growth ETF
VUG
$231B
$724K 0.29%
9,942
+6
+0.1% +$467
VTV icon
43
Vanguard Morningstar Value ETF
VTV
$191B
$673K 0.27%
3,431
-42
-1% -$8.41K
MRSH
44
Marsh
MRSH
$91.5B
$632K 0.25%
3,641
– –
JPM icon
45
JPMorgan Chase
JPM
$950B
$603K 0.24%
2,050
-11
-0.5% -$3.34K
SCHB icon
46
Schwab US Broad Market ETF
SCHB
$44.9B
$530K 0.21%
21,114
– –
SPYM
47
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$529K 0.21%
6,917
+879
+15% +$70.3K
CVX icon
48
Chevron
CVX
$366B
$525K 0.21%
2,537
-202
-7% -$36.8K
CHTR icon
49
Charter Communications
CHTR
$18.2B
$511K 0.2%
2,365
– –
VO icon
50
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$499K 0.2%
6,952
-24
-0.3% -$1.78K
1
2
3 4

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MAG
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GCM
GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return
EA
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A
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4WM
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PAM
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HMP
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Shira Ridge Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Shira Ridge Wealth Management held 85 positions worth $253M, up 1.5% from $249M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Shira Ridge Wealth Management deployed $11M of net new capital in Q1 2026, opening 2 new positions and adding to 27 existing holdings. Its largest new stake was iShare MSCI Eurozone ETF: 3,197 shares worth $200K.

By sector, the portfolio is most concentrated in Technology at 4.8% of assets, down from 5.4% a quarter earlier, followed by Communication Services and Financials.

On the sell side, the largest reduction was iShares Future AI & Tech ETF, an estimated $3.79M trimmed.

  • Shira Ridge Wealth Management's largest Q1 2026 buy was iShare MSCI Eurozone ETF: 3,197 shares worth $200K.
  • Shira Ridge Wealth Management added most to iShares 1-3 Year Treasury Bond ETF in Q1 2026, an estimated $4.21M increase.
  • Shira Ridge Wealth Management's biggest Q1 2026 reduction was iShares Future AI & Tech ETF, cutting an estimated $3.79M.
  • Shira Ridge Wealth Management fully exited iShares US Healthcare ETF in Q1 2026, selling an estimated $380K.
  • Shira Ridge Wealth Management's ten largest holdings make up 63% of its $253M portfolio in Q1 2026.
  • Shira Ridge Wealth Management opened 2 new positions and closed 6 in Q1 2026.
  • Shira Ridge Wealth Management's portfolio value rose 1.5% quarter-over-quarter to $253M.

Based on Shira Ridge Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.