Shira Ridge Wealth Management - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Shira Ridge Wealth Management held in its portfolio 83 assets valued at $248,944,155 (i.e. $248.94M).
The most valuable assets in the portfolio included: ISHARES TR ($40.34M), DIMENSIONAL ETF TRUST ($25.95M), and BLACKROCK ETF TRUST ($13.40M).
The chart below shows the top 10 valuable assets, and the table below shows the top 83 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Shira Ridge Wealth Management - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 289514 | 40342325 | ESG OPTIMIZED |
| DIMENSIONAL ETF TRUST | 554421 | 25946905 | US CORE EQT MKT |
| BLACKROCK ETF TRUST | 220321 | 13397720 | ISHARES US EQUIT |
| ISHARES TR | 136577 | 12987093 | ESG AW MSCI EAFE |
| DIMENSIONAL ETF TRUST | 244674 | 11732118 | SHORT DURATION F |
| ISHARES TR | 90129 | 11641085 | EXPND TEC SC ETF |
| DIMENSIONAL ETF TRUST | 274699 | 10468779 | INTL CORE EQT MK |
| LEGG MASON ETF INVT | 191084 | 10354350 | FRANKLIN CLEARBR |
| SELECT SECTOR SPDR TR | 59144 | 9174459 | STATE STREET IND |
| APPLE INC | 29128 | 7918603 | COM |
| ISHARES TR | 70899 | 7444388 | GLOBAL TECH ETF |
| ISHARES TR | 138733 | 7055963 | FLTG RATE NT ETF |
| ALPHABET INC | 15649 | 4910801 | CAP STK CL C |
| ISHARES TR | 98238 | 4571997 | CORE UNIVRSL USD |
| ISHARES TR | 49571 | 4105470 | 1 3 YR TREAS BD |
| ISHARES TR | 84743 | 4082918 | FUTURE AI & TECH |
| ISHARES TR | 85312 | 4082179 | ESG AWR US AGRGT |
| WORLD GOLD TR | 45235 | 3861712 | SPDR GLD MINIS |
| VANGUARD WORLD FD | 5112 | 3853552 | INF TECH ETF |
| VANGUARD SPECIALIZED FUNDS | 17100 | 3758268 | DIV APP ETF |
| ISHARES TR | 155628 | 3583335 | US TREAS BD ETF |
| MICROSOFT CORP | 6345 | 3068336 | COM |
| CAPITAL GROUP DIVIDEND GROWE | 66975 | 2386989 | SHS ETF |
| ISHARES TR | 22245 | 2314395 | MORNINGSTAR GRWT |
| ALPHABET INC | 6738 | 2109068 | CAP STK CL A |
| VANGUARD INDEX FDS | 5374 | 1801703 | TOTAL STK MKT |
| ISHARES U S ETF TR | 17095 | 1736665 | U.S. TECH INDEPD |
| COSTCO WHSL CORP NEW | 1671 | 1441178 | COM |
| VANGUARD INDEX FDS | 5093 | 1421681 | MCAP GR IDXVIP |
| META PLATFORMS INC | 1999 | 1319593 | CL A |
| NVIDIA CORPORATION | 6828 | 1273493 | COM |
| ISHARES TR | 27895 | 1245512 | ESG SELECT SCRE |
| DIMENSIONAL ETF TRUST | 27868 | 1210307 | US SUSTAINABILTY |
| SCHWAB CHARLES CORP | 11001 | 1099149 | COM |
| ISHARES TR | 11392 | 982579 | MSCI EAFE MIN VL |
| AMAZON COM INC | 4173 | 963212 | COM |
| DIMENSIONAL ETF TRUST | 12249 | 908486 | US EQUITY MARKET |
| DIMENSIONAL ETF TRUST | 19224 | 823652 | INTERNATIONAL |
| VANGUARD INDEX FDS | 1306 | 818995 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 1656 | 807896 | GROWTH ETF |
| DIMENSIONAL ETF TRUST | 13471 | 802063 | US TARGETED VLU |
| ISHARES TR | 13103 | 752898 | CALIF MUN BD ETF |
| MARSH & MCLENNAN COS INC | 3641 | 675478 | COM |
| JPMORGAN CHASE & CO. | 2061 | 663967 | COM |
| VANGUARD INDEX FDS | 3473 | 663308 | VALUE ETF |
| EQUINIX INC | 772 | 591476 | COM |
| SCHWAB STRATEGIC TR | 21114 | 553824 | US BRD MKT ETF |
| TRANSDIGM GROUP INC | 406 | 539919 | COM |
| VANGUARD INDEX FDS | 1744 | 506108 | MID CAP ETF |
| CHARTER COMMUNICATIONS INC N | 2365 | 493694 | CL A |
| BROADCOM INC | 1414 | 489385 | COM |
| SPDR SERIES TRUST | 6038 | 484368 | STATE STREET SPD |
| INVESCO QQQ TR | 731 | 448845 | UNIT SER 1 |
| CHEVRON CORP NEW | 2739 | 417467 | COM |
| TESLA INC | 909 | 408795 | COM |
| ISHARES TR | 2633 | 391501 | CORE S&P TTL STK |
| ISHARES TR | 3141 | 387160 | S&P 500 GRWT ETF |
| ISHARES TR | 5834 | 379805 | US HLTHCARE ETF |
| CISCO SYS INC | 4916 | 378645 | COM |
| BERKSHIRE HATHAWAY INC DEL | 701 | 352358 | CL B NEW |
| J P MORGAN EXCHANGE TRADED F | 4466 | 334414 | INTRNL RES EQT |
| STRYKER CORPORATION | 913 | 320892 | COM |
| ISHARES TR | 2636 | 320556 | CORE HIGH DV ETF |
| MARVELL TECHNOLOGY INC | 3463 | 294286 | COM |
| SCHWAB STRATEGIC TR | 9735 | 261981 | US LRG CAP ETF |
| ISHARES TR | 3877 | 255866 | CORE S&P MCP ETF |
| NEWMONT CORP | 2537 | 253318 | COM |
| ISHARES TR | 1822 | 249505 | RUS MD CP GR ETF |
| SELECT SECTOR SPDR TR | 1652 | 237838 | STATE STREET TEC |
| MCKESSON CORP | 287 | 235423 | COM |
| ISHARES INC | 3481 | 233993 | CORE MSCI EMKT |
| ELI LILLY & CO | 208 | 223889 | COM |
| BLACKROCK ETF TRUST II | 4426 | 223336 | ISHARES SHORT-TE |
| AT&T INC | 8889 | 220803 | COM |
| ISHARES TR | 1039 | 220341 | S&P 500 VAL ETF |
| MCDONALDS CORP | 706 | 215775 | COM |
| SPDR GOLD TR | 544 | 215593 | GOLD SHS |
| ISHARES TR | 576 | 215101 | RUS 1000 ETF |
| ISHARES TR | 311 | 212963 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 791 | 203979 | SMALL CP ETF |
| GE AEROSPACE | 658 | 202684 | COM NEW |
| ABBVIE INC | 886 | 202425 | COM |
| VERIZON COMMUNICATIONS INC | 4940 | 201221 | COM |
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