Shira Ridge Wealth Management holds a focused book of 83 stocks worth $286.6M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Dim GLB Sustain Fix Inc ETF and trimmed Ishares Esg Optimized Msci U. Their largest long position is Ishares Esg Optimized Msci U at 16% of the equity book.
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Use Arkolith to show Shira Ridge Wealth Management's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR ESG OPTIMIZED | $44.5M | 288.1K | 15.5% | ▼−1.0% Reduced · −3K sh | |
| 2 | Dimensional ETF Trust US CORE EQT MKT | $29.4M | 568.9K | 10.3% | ▲+0.8% Added · +5K sh | |
| 3 | BlackRock ETF Trust ISHARES US EQUIT | $19.1M | 280.2K | 6.6% | ▲+3.3% Added · +9K sh | |
| 4 | Ishares TR EXPND TEC SC ETF | $17.4M | 106.1K | 6.1% | ▼−5.1% Reduced · −6K sh | |
| 5 | Dimensional ETF Trust SHOR DUR FIX ETF | $14.2M | 296.4K | 4.9% | ▲+4.7% Added · +13K sh | |
| 6 | Ishares TR ESG AW MSCI EAFE | $13.9M | 135.1K | 4.8% | ▼−0.9% Reduced · −1K sh | |
| 7 | Ishares TR FLTG RATE NT ETF | $11.0M | 214.7K | 3.8% | ▲+16% Added · +30K sh | |
| 8 | Dimensional ETF Trust INTL CORE EQT MK | $10.8M | 262.1K | 3.8% | ▼−0.5% Reduced · −1K sh | |
| 9 | Select Sector SPDR TR ST STR INDL ETF | $10.7M | 57.6K | 3.7% | ▲+0.9% Added · +496 sh | |
| 10 | Legg Mason ETF Invt FRAN CLE ENH ETF | $10.5M | 188.7K | 3.7% | ▼−0.4% Reduced · −705 sh | |
| 11 | Ishares TR 1 3 YR TREAS BD | $10.2M | 124.4K | 3.6% | ▲+24% Added · +24K sh | |
| 12 | Ishares TR GLOBAL TECH ETF | $10.0M | 69.3K | 3.5% | ▼−1.7% Reduced · −1K sh | |
| 13 | Apple Inc COM | $7.5M | 25.8K | 2.6% | ▼−11% Reduced · −3K sh | |
| 14 | Dimensional ETF Trust GLOBAL SUSTAINA | $6.6M | 126.9K | 2.3% | ▲New New position | |
| 15 | Alphabet Inc CAP STK CL C | $5.2M | 14.8K | 1.8% | ▼−4.3% Reduced · −673 sh | |
| 16 | Vanguard World FD INF TECH ETF | $4.8M | 40.2K | 1.7% | ▲+691% Added · +35K sh | |
| 17 | Ishares TR CORE UNIVRSL USD | $4.8M | 103.9K | 1.7% | ▼−9.5% Reduced · −11K sh | |
| 18 | Capital Group Dividend Growe SHS ETF | $4.5M | 119.2K | 1.6% | ▲+6.4% Added · +7K sh | |
| 19 | Ishares TR US TREAS BD ETF | $4.5M | 195.4K | 1.6% | ▲+3.0% Added · +6K sh | |
| 20 | Ishares TR MORNINGSTAR GRWT | $2.6M | 22.1K | 0.9% | ▼−0.6% Reduced · −128 sh | |
| 21 | Microsoft Corp COM | $2.4M | 6.4K | 0.8% | ▼−0.4% Reduced · −26 sh | |
| 22 | Alphabet Inc CAP STK CL A | $2.3M | 6.5K | 0.8% | ▼−8.7% Reduced · −625 sh | |
| 23 | Vanguard Specialized Funds DIV APP ETF | $2.3M | 9.7K | 0.8% | ▲~0% Added · +2 sh | |
| 24 | World Gold TR SPDR GLD MINIS | $2.1M | 26.4K | 0.7% | ▼−31% Reduced · −12K sh | |
| 25 | Vanguard Index FDS TOTAL STK MKT | $1.8M | 4.8K | 0.6% | ▲+1.9% Added · +88 sh | |
| 26 | Ishares U S ETF TR U.S. TECH INDEPD | $1.7M | 16.2K | 0.6% | ▼−4.3% Reduced · −733 sh | |
| 27 | Costco Wholesale Corporation COM | $1.6M | 1.7K | 0.6% | ▲+0.1% Added · +1 sh | |
| 28 | Nvidia Corporation COM | $1.4M | 6.9K | 0.5% | ▲~0% Added · +1 sh | |
| 29 | Vanguard Index FDS MCAP GR IDXVIP | $1.3M | 4.2K | 0.5% | ▼−13% Reduced · −655 sh | |
| 30 | Ishares TR ESG SELECT SCRE | $1.2M | 22.9K | 0.4% | ▼−3.4% Reduced · −805 sh | |
| 31 | Dimensional ETF Trust US SUSTAINABILTY | $1.1M | 23.6K | 0.4% | ▼−15% Reduced · −4K sh | |
| 32 | Meta Platforms Inc CL A | $1.1M | 1.9K | 0.4% | ▼−2.3% Reduced · −44 sh | |
| 33 | Amazon Com Inc COM | $1.0M | 4.2K | 0.4% | ▼−0.9% Reduced · −40 sh | |
| 34 | Schwab Charles Corp COM | $1.0M | 10.9K | 0.4% | ▼−1.1% Reduced · −125 sh | |
| 35 | Dimensional ETF Trust US EQUI MARK ETF | $996K | 12.2K | 0.3% | —Held | |
| 36 | Ishares TR MSCI EAFE MIN VL | $975K | 11.1K | 0.3% | ▼−0.9% Reduced · −102 sh | |
| 37 | Marvell Technology Inc COM | $924K | 3.1K | 0.3% | ▼−10% Reduced · −360 sh | |
| 38 | Dimensional ETF Trust US TARGETED VLU | $909K | 13.0K | 0.3% | ▼−1.5% Reduced · −194 sh | |
| 39 | Vanguard Index FDS S&P 500 ETF SHS | $889K | 1.3K | 0.3% | —Held | |
| 40 | Ishares TR CALIF MUN BD ETF | $850K | 14.7K | 0.3% | ▲+2.1% Added · +301 sh | |
| 41 | Vanguard Index FDS GROWTH ETF | $850K | 9.9K | 0.3% | ▲+495% Added · +8K sh | |
| 42 | SPDR Series Trust ST STR P500ETF | $798K | 9.1K | 0.3% | ▲+31% Added · +2K sh | |
| 43 | Equinix Inc COM | $794K | 762 | 0.3% | ▼−1.3% Reduced · −10 sh | |
| 44 | Vanguard Index FDS VALUE ETF | $742K | 3.4K | 0.3% | ▼−0.7% Reduced · −25 sh | |
| 45 | JPMorgan Chase & Co COM | $671K | 2.0K | 0.2% | —Held | |
| 46 | Schwab Strategic TR US BRD MKT ETF | $611K | 21.1K | 0.2% | —Held | |
| 47 | Dimensional ETF Trust INTERNATIONAL | $602K | 13.3K | 0.2% | ▼−25% Reduced · −4K sh | |
| 48 | Cisco Sys Inc COM | $575K | 4.9K | 0.2% | ▼−0.4% Reduced · −22 sh | |
| 49 | Broadcom Inc COM | $559K | 1.5K | 0.2% | ▲+3.6% Added · +51 sh | |
| 50 | Transdigm Group Inc COM | $541K | 406 | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 83 | $286.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 79 | $252.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 83 | $248.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 85 | $235.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 83 | $218.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 75 | $200.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 77 | $204.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 81 | $196.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.