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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
(+1.5%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
4.35%
Top 10 Holdings %
Top 10 Hldgs %
62.77%
Holding
85
New
2
Increased
27
Reduced
33
Closed
6
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$4.21M |
| 2 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$3.08M |
| 3 |
iShares Expanded Tech Sector ETF
IGM
|
+$2.73M |
| 4 |
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 |
Vanguard Dividend Appreciation ETF
VIG
|
+$1.66M |
| 3 |
SPDR Gold MiniShares Trust
GLDM
|
+$666K |
| 4 |
DFAI
Dimensional International Core Equity Market ETF
DFAI
|
+$452K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Coca-Cola
KO
$375B
| $208K | 0.08% |
+2,739
| New | +$207K |
|
77
iShares Core S&P 500 ETF
IVV
$904B
| $207K | 0.08% |
317
+6
| +2% | +$4.1K |
|
78
iShares Russell 1000 ETF
IWB
$50.2B
| $205K | 0.08% |
576
| – | – |
|
79
iShare MSCI Eurozone ETF
EZU
$9.91B
| $200K | 0.08% |
+3,197
| New | +$209K |
|
80
AbbVie
ABBV
$435B
| – | – |
-886
| Closed | -$202K |
|
81
GE Aerospace
GE
$384B
| – | – |
-658
| Closed | -$203K |
|
82
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
| – | – |
-3,481
| Closed | -$234K |
|
|
83
iShares US Healthcare ETF
IYH
$3.71B
| – | – |
-5,834
| Closed | -$380K |
|
84
Eli Lilly
LLY
$1.06T
| – | – |
-208
| Closed | -$224K |
|
|
CALI
85
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$451M
| – | – |
-4,426
| Closed | -$223K |
|
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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.