Shira Ridge Wealth Management holds a focused book of 83 reported positions worth $286.6M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-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 reported non-option book.
Shira Ridge Wealth Management is a wealth platform: this book aggregates client accounts across many advisers.
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
+7 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Shira Ridge Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 11 / 80 | $4.5B |
| Hoffman, Alan N Investment Management | 8 / 80 | $161.4M |
| Swiss Re Ltd | 27 / 80 | $1.0B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Uhlmann Price Securities, LLC | 32 / 80 | $2.5B |
| Draper Asset Management, LLC | 8 / 80 | $170.5M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Shira Ridge Wealth Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 83 | $286.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 13d | 79 | $252.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 12, 2026 | 12d | 83 | $248.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 85 | $235.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 10d | 83 | $218.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 15d | 75 | $200.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 14d | 77 | $204.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 10d | 81 | $196.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.