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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
+10.18%
1 Year Est. Return
+23.34%
3 Year Est. Return
+64.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$219M
AUM Growth
+$18.4M
Cap. Flow
-$321K
Cap. Flow %
-0.15%
Top 10 Hldgs %
59.4%
Holding
86
New
11
Increased
22
Reduced
35
Closed
3

Top Buys

Rank Stock Value
1
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$991K
2
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$660K
3
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$345K
4
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$306K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$233K

Top Sells

Rank Stock Value
1
IXN icon
iShares Global Tech ETF
IXN
+$722K
2
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$657K
3
CMF icon
iShares California Muni Bond ETF
CMF
+$628K
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$489K
5
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
+$421K

Sector Composition

Rank Sector Weight
1 Technology 5.31%
2 Communication Services 3.15%
3 Financials 1.25%
4 Consumer Discretionary 0.89%
5 Consumer Staples 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
51
Broadcom
AVGO
$2.04T
$442K 0.2%
1,603
-22
-1% -$4.78K
SPYM
52
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$406K 0.19%
5,591
-1,347
-19% -$90.6K
QQQ icon
53
Invesco QQQ Trust
QQQ
$484B
$403K 0.18%
731
– –
HDV
54
iShares Core High Dividend ETF
HDV
$14.9B
$379K 0.17%
16,180
-1,635
-9% -$37.7K
ITOT icon
55
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$376K 0.17%
2,785
– –
SYK icon
56
Stryker
SYK
$130B
$364K 0.17%
921
+118
+15% +$44.1K
CSCO icon
57
Cisco
CSCO
$479B
$351K 0.16%
5,061
+651
+15% +$40K
IVW icon
58
iShares S&P 500 Growth ETF
IVW
$77.6B
$343K 0.16%
3,117
-150
-5% -$14.8K
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.13T
$340K 0.16%
699
+50
+8% +$25.4K
IJH icon
60
iShares Core S&P Mid-Cap ETF
IJH
$127B
$337K 0.15%
5,436
– –
DECK icon
61
Deckers Outdoor
DECK
$13.3B
$319K 0.15%
3,098
-164
-5% -$18.2K
TSLA icon
62
Tesla
TSLA
$1.3T
$309K 0.14%
973
+18
+2% +$5.42K
CVX icon
63
Chevron
CVX
$366B
$308K 0.14%
2,150
+789
+58% +$111K
JIRE icon
64
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.5B
$302K 0.14%
4,262
+575
+16% +$38.3K
T icon
65
AT&T
T
$163B
$295K 0.13%
10,187
-524
-5% -$14.4K
MRVL icon
66
Marvell Technology
MRVL
$196B
$274K 0.13%
3,536
– –
QUAL icon
67
iShares MSCI USA Quality Factor ETF
QUAL
$47.9B
$260K 0.12%
1,424
+3
+0.2% +$518
NFLX icon
68
Netflix
NFLX
$309B
$254K 0.12%
+1,900
New +$215K
IWP icon
69
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$253K 0.12%
1,822
– –
IEMG icon
70
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$251K 0.11%
+4,184
New +$233K
NOBL icon
71
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$12B
$239K 0.11%
4,748
– –
SCHX icon
72
Schwab US Large- Cap ETF
SCHX
$74.5B
$238K 0.11%
9,735
– –
CALI
73
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$446M
$226K 0.1%
+4,487
New +$225K
IVV icon
74
iShares Core S&P 500 ETF
IVV
$902B
$223K 0.1%
+359
New +$206K
XLK icon
75
State Street Technology Select Sector SPDR ETF
XLK
$124B
$220K 0.1%
+1,734
New +$192K
1 2
3
4

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MAG
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GCM
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EA
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A
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4WM
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PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return
HMP
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Shira Ridge Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Shira Ridge Wealth Management held 86 positions worth $219M, up 9.2% from $201M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Shira Ridge Wealth Management's Q2 2025 filing shows 11 new, 22 increased, 35 reduced and 3 closed positions. Its largest new stake was iShares Core MSCI Emerging Markets ETF: 4,184 shares worth $251K. The largest sale was iShares Global Tech ETF, an estimated $722K.

By sector, the portfolio is most concentrated in Technology at 5.3% of assets, up from 5.3% a quarter earlier, followed by Communication Services and Financials.

  • Shira Ridge Wealth Management's largest Q2 2025 buy was iShares Core MSCI Emerging Markets ETF: 4,184 shares worth $251K.
  • Shira Ridge Wealth Management added most to iShares Expanded Tech Sector ETF in Q2 2025, an estimated $991K increase.
  • Shira Ridge Wealth Management's biggest Q2 2025 reduction was iShares Global Tech ETF, cutting an estimated $722K.
  • Shira Ridge Wealth Management fully exited iShares 20+ Year Treasury Bond ETF in Q2 2025, selling an estimated $300K.
  • Shira Ridge Wealth Management's ten largest holdings make up 59% of its $219M portfolio in Q2 2025.
  • Shira Ridge Wealth Management opened 11 new positions and closed 3 in Q2 2025.
  • Shira Ridge Wealth Management's portfolio value rose 9.2% quarter-over-quarter to $219M.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.