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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
TDG icon
51
TransDigm Group
TDG
$67.7B
$471K 0.19%
406
– –
AVGO icon
52
Broadcom
AVGO
$2.04T
$443K 0.18%
1,430
+16
+1% +$5.26K
ARTY
53
iShares Future AI & Tech ETF
ARTY
$3.81B
$431K 0.17%
9,256
-75,487
-89% -$3.79M
QQQ icon
54
Invesco QQQ Trust
QQQ
$481B
$417K 0.16%
722
-9
-1% -$5.47K
CSCO icon
55
Cisco
CSCO
$479B
$382K 0.15%
4,917
+1
+0% +$78
ITOT icon
56
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$370K 0.15%
2,598
-35
-1% -$5.2K
IVW icon
57
iShares S&P 500 Growth ETF
IVW
$77.6B
$366K 0.14%
3,232
+91
+3% +$10.9K
HDV
58
iShares Core High Dividend ETF
HDV
$14.8B
$358K 0.14%
13,180
– –
TSLA icon
59
Tesla
TSLA
$1.3T
$343K 0.14%
923
+14
+2% +$5.77K
MRVL icon
60
Marvell Technology
MRVL
$196B
$343K 0.14%
3,463
– –
JIRE icon
61
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.4B
$342K 0.14%
4,513
+47
+1% +$3.67K
BRK.B icon
62
Berkshire Hathaway Class B
BRK.B
$1.13T
$336K 0.13%
701
– –
SYK icon
63
Stryker
SYK
$130B
$300K 0.12%
913
– –
NEM icon
64
Newmont
NEM
$119B
$266K 0.11%
2,455
-82
-3% -$9.45K
T icon
65
AT&T
T
$163B
$259K 0.1%
8,923
+34
+0.4% +$908
SCHX icon
66
Schwab US Large- Cap ETF
SCHX
$74.6B
$250K 0.1%
9,735
– –
MCK icon
67
McKesson
MCK
$101B
$248K 0.1%
287
– –
VZ icon
68
Verizon
VZ
$196B
$243K 0.1%
4,831
-109
-2% -$5.05K
IWP icon
69
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$233K 0.09%
1,822
– –
GLD icon
70
SPDR Gold Trust
GLD
$142B
$232K 0.09%
539
-5
-0.9% -$2.24K
IJH icon
71
iShares Core S&P Mid-Cap ETF
IJH
$127B
$228K 0.09%
3,381
-496
-13% -$34.4K
XLK icon
72
State Street Technology Select Sector SPDR ETF
XLK
$123B
$220K 0.09%
1,652
– –
MCD icon
73
McDonald's
MCD
$195B
$219K 0.09%
706
– –
IVE icon
74
iShares S&P 500 Value ETF
IVE
$49.8B
$212K 0.08%
1,004
-35
-3% -$7.58K
VB icon
75
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$210K 0.08%
801
+10
+1% +$2.71K
1 2
3
4

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AWM
Avaii Wealth Management Appleton, Wisconsin $287M AUM 29.75% 1-Year Est. Return
MAG
Mayfair Advisory Group Birmingham, Alabama $286M AUM 19.6% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return
EA
Extract Advisors Calabasas, California $287M AUM
A
Argentarii Cincinnati, Ohio $286M AUM 32.04% 1-Year Est. Return
4WM
44 Wealth Management Eugene, Oregon $286M AUM 18.78% 1-Year Est. Return
PAM
PSquared Asset Management Zurich, Switzerland $287M AUM 58.62% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

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.