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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
(+13%)
Cap. Flow
+$1.27M
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
63.24%
Holding
89
New
10
Increased
22
Reduced
38
Closed
6
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional Global Sustainability Fixed Income ETF
DFSB
|
+$6.6M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$1.97M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
+$1.54M |
| 4 |
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$631K |
| 5 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$589K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
+$5.54M |
| 2 |
SPDR Gold MiniShares Trust
GLDM
|
+$1.07M |
| 3 |
Apple
AAPL
|
+$895K |
| 4 |
iShares Expanded Tech Sector ETF
IGM
|
+$857K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Newmont
NEM
$95.8B
| $229K | 0.08% |
2,456
+1
| +0% | +$109 |
|
77
Coca-Cola
KO
$351B
| $223K | 0.08% |
2,739
| – | – |
|
78
AbbVie
ABBV
$450B
| $222K | 0.08% |
+883
| New | +$190K |
|
79
iShares Core S&P 500 ETF
IVV
$881B
| $216K | 0.08% |
289
-28
| -9% | -$20.4K |
|
80
Corning
GLW
$133B
| $212K | 0.07% |
+829
| New | +$151K |
|
81
Verizon
VZ
$182B
| $205K | 0.07% |
4,836
+5
| +0.1% | +$235 |
|
82
Union Pacific
UNP
$179B
| $204K | 0.07% |
+751
| New | +$197K |
|
83
SPDR Gold Trust
GLD
$129B
| $200K | 0.07% |
543
+4
| +0.7% | +$1.66K |
|
|
84
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
| – | – |
-116,463
| Closed | -$5.54M |
|
85
iShares S&P 500 Value ETF
IVE
$48.8B
| – | – |
-1,004
| Closed | -$212K |
|
86
McDonald's
MCD
$190B
| – | – |
-706
| Closed | -$219K |
|
87
McKesson
MCK
$98.5B
| – | – |
-287
| Closed | -$248K |
|
88
Stryker
SYK
$123B
| – | – |
-913
| Closed | -$300K |
|
89
AT&T
T
$152B
| – | – |
-8,923
| Closed | -$259K |
|
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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.