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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
+14.85%
1 Year Est. Return
+23.34%
3 Year Est. Return
+64.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$287M
AUM Growth
+$33.9M
Cap. Flow
+$1.27M
Cap. Flow %
0.44%
Top 10 Hldgs %
63.24%
Holding
89
New
10
Increased
22
Reduced
38
Closed
6

Top Buys

Rank Stock Value
1
DFSB icon
Dimensional Global Sustainability Fixed Income ETF
DFSB
+$6.6M
2
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.97M
3
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.54M
4
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$631K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$589K

Top Sells

Rank Stock Value
1
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$5.54M
2
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$1.07M
3
AAPL icon
Apple
AAPL
+$895K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$857K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$502K

Sector Composition

Rank Sector Weight
1 Technology 5.06%
2 Communication Services 3.19%
3 Financials 0.86%
4 Consumer Staples 0.63%
5 Consumer Discretionary 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
51
Invesco QQQ Trust
QQQ
$462B
$531K 0.19%
722
– –
AVGE icon
52
Avantis All Equity Markets ETF
AVGE
$1.05B
$497K 0.17%
+5,019
New +$483K
IVW icon
53
iShares S&P 500 Growth ETF
IVW
$73.1B
$478K 0.17%
3,475
+243
+8% +$32.1K
MRSH
54
Marsh
MRSH
$87.8B
$446K 0.16%
2,673
-968
-27% -$162K
CVX icon
55
Chevron
CVX
$373B
$421K 0.15%
2,537
– –
ITOT icon
56
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$411K 0.14%
2,505
-93
-4% -$14.8K
TSLA icon
57
Tesla
TSLA
$1.43T
$389K 0.14%
926
+3
+0.3% +$1.19K
VO icon
58
Vanguard Mid-Cap ETF
VO
$106B
$383K 0.13%
4,751
-2,201
-32% -$171K
AMD icon
59
Advanced Micro Devices
AMD
$808B
$360K 0.13%
+619
New +$254K
KLAC icon
60
KLA
KLAC
$278B
$356K 0.12%
+1,180
New +$234K
BRK.B icon
61
Berkshire Hathaway Class B
BRK.B
$1.06T
$351K 0.12%
701
– –
HDV
62
iShares Core High Dividend ETF
HDV
$14.2B
$341K 0.12%
12,444
-736
-6% -$20K
JIRE icon
63
JPMorgan International Research Enhanced Equity ETF
JIRE
$11B
$325K 0.11%
3,938
-575
-13% -$46.1K
XLK icon
64
State Street Technology Select Sector SPDR ETF
XLK
$114B
$315K 0.11%
1,652
– –
MU icon
65
Micron Technology
MU
$959B
$290K 0.1%
+251
New +$188K
SCHX icon
66
Schwab US Large- Cap ETF
SCHX
$71.7B
$287K 0.1%
9,735
– –
CHTR icon
67
Charter Communications
CHTR
$16.2B
$282K 0.1%
1,981
-384
-16% -$64.1K
IWP icon
68
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$267K 0.09%
1,822
– –
IJH icon
69
iShares Core S&P Mid-Cap ETF
IJH
$122B
$253K 0.09%
3,282
-99
-3% -$7.26K
LLY icon
70
Eli Lilly
LLY
$1.05T
$252K 0.09%
+210
New +$215K
ARTY
71
iShares Future AI & Tech ETF
ARTY
$3.43B
$248K 0.09%
3,254
-6,002
-65% -$398K
GE icon
72
GE Aerospace
GE
$362B
$246K 0.09%
+658
New +$206K
VB icon
73
Vanguard Small-Cap ETF
VB
$79.7B
$244K 0.09%
806
+5
+0.6% +$1.43K
IWB icon
74
iShares Russell 1000 ETF
IWB
$48B
$236K 0.08%
576
– –
EZU icon
75
iShare MSCI Eurozone ETF
EZU
$9.41B
$229K 0.08%
3,302
+105
+3% +$7.08K
1 2
3
4

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IRAG
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GCM
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EA
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VU
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WMR
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Shira Ridge Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Shira Ridge Wealth Management held 89 positions worth $287M, up 13% from $253M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Shira Ridge Wealth Management's Q2 2026 filing shows 10 new, 22 increased, 38 reduced and 6 closed positions. Its largest new stake was Dimensional Global Sustainability Fixed Income ETF: 126,923 shares worth $6.61M. The largest sale was iShares ESG Aware US Aggregate Bond ETF, an estimated $5.54M.

By sector, the portfolio is most concentrated in Technology at 5.1% of assets, up from 4.8% a quarter earlier, followed by Communication Services and Financials.

  • Shira Ridge Wealth Management's largest Q2 2026 buy was Dimensional Global Sustainability Fixed Income ETF: 126,923 shares worth $6.61M.
  • Shira Ridge Wealth Management added most to iShares 1-3 Year Treasury Bond ETF in Q2 2026, an estimated $1.97M increase.
  • Shira Ridge Wealth Management's biggest Q2 2026 reduction was SPDR Gold MiniShares Trust, cutting an estimated $1.07M.
  • Shira Ridge Wealth Management fully exited iShares ESG Aware US Aggregate Bond ETF in Q2 2026, selling an estimated $5.54M.
  • Shira Ridge Wealth Management's ten largest holdings make up 63% of its $287M portfolio in Q2 2026.
  • Shira Ridge Wealth Management opened 10 new positions and closed 6 in Q2 2026.
  • Shira Ridge Wealth Management's portfolio value rose 13% quarter-over-quarter to $287M.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.