Shira Ridge Wealth Management Top Holdings and 13F Report (2026) About Shira Ridge Wealth ManagementInvestment ActivityShira Ridge Wealth Management has $287.67 million in total holdings as of September 30, 2026.Shira Ridge Wealth Management owns shares of 83 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 3.78% of the portfolio was purchased this quarter.About 4.08% of the portfolio was sold this quarter.This quarter, Shira Ridge Wealth Management has purchased 83 new stocks and bought additional shares in 22 stocks.Shira Ridge Wealth Management sold shares of 40 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares MSCI USA ESG Select ETF $44,247,245Dimensional US Core Equity Market ETF $29,604,300iShares U.S. Equity Factor Rotation Active ETF $20,076,023iShares Expanded Tech Sector ETF $16,898,432Dimensional Short-Duration Fixed Income ETF $14,948,443 Largest New Holdings this Quarter 46434V860 - iShares Treasury Floating Rate Bond ETF $428,776 Holding464288240 - iShares MSCI ACWI ex U.S. ETF $340,297 Holding58155Q103 - McKesson $216,014 Holding464287408 - iShares S&P 500 Value ETF $202,376 Holding Largest Purchases this Quarter Dimensional Global Sustainability Fixed Income ETF 76,333 shares (about $3.78M)Dimensional Short-Duration Fixed Income ETF 25,262 shares (about $1.17M)iShares 1-3 Year Treasury Bond ETF 14,254 shares (about $1.16M)iShares Floating Rate Bond ETF 19,465 shares (about $993.69K)iShares U.S. Equity Factor Rotation Active ETF 9,695 shares (about $671.47K) Largest Sales this Quarter iShares Core Total USD Bond Market ETF 87,989 shares (about $3.88M)Apple 4,207 shares (about $1.40M)iShares Expanded Tech Sector ETF 6,122 shares (about $1.03M)iShares MSCI USA ESG Select ETF 3,877 shares (about $603.57K)SPDR Gold MiniShares Trust 6,938 shares (about $570.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShira Ridge Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSUSAiShares MSCI USA ESG Select ETF$44,247,245$603,572 ▼-1.3%284,21915.4%ETFDFAUDimensional US Core Equity Market ETF$29,604,300$182,736 ▼-0.6%565,39910.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$20,076,023$671,475 ▲3.5%289,8657.0%ETFIGMiShares Expanded Tech Sector ETF$16,898,432$1,034,864 ▼-5.8%99,9675.9%ETFDFSDDimensional Short-Duration Fixed Income ETF$14,948,443$1,173,974 ▲8.5%321,6665.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$14,165,041$244,228 ▲1.8%137,4584.9%ETFFLOTiShares Floating Rate Bond ETF$11,953,809$993,688 ▲9.1%234,1594.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$11,261,633$1,157,425 ▲11.5%138,6903.9%ETFDFAIDimensional International Core Equity Market ETF$11,171,763$312,258 ▲2.9%269,6543.9%ETFYLDEFranklin ClearBridge Enhanced Income ETF$10,257,105$51,801 ▼-0.5%187,7123.6%ETFIXNiShares Global Tech ETF$10,196,762$68,626 ▼-0.7%68,7953.5%ETFDFSBDimensional Global Sustainability Fixed Income ETF$10,071,273$3,782,277 ▲60.1%203,2563.5%ETFXLIIndustrial Select Sector SPDR Fund$9,732,253$117,554 ▲1.2%58,2843.4%ETFAAPLApple$7,205,120$1,400,996 ▼-16.3%21,6362.5%TechnologyVGTVanguard Information Technology ETF$5,026,339$27,648 ▼-0.5%39,9961.7%ETFGOOGAlphabet$4,990,635$59,291 ▼-1.2%14,6461.7%Communication ServicesCAPITAL GROUP DIVIDEND GROWE$4,872,699$459,986 ▲10.4%131,5881.7%SHS ETFGOVTiShares U.S. Treasury Bond ETF$4,313,711$40,481 ▲0.9%197,2431.5%ETFMSFTMicrosoft$3,202,394$71,803 ▼-2.2%6,2441.1%TechnologyILCGiShares Morningstar Growth ETF$2,576,939$10,059 ▼-0.4%22,0310.9%ETFVIGVanguard Dividend Appreciation ETF$2,312,058$54,827 ▲2.4%9,9100.8%ETFGOOGLAlphabet$1,917,997$335,151 ▼-14.9%5,5740.7%Communication ServicesIETCiShares U.S. Tech Independence Focused ETF$1,764,786$87,669 ▼-4.7%15,4600.6%ETFVTIVanguard Total Stock Market ETF$1,743,770$59,136 ▼-3.3%4,6590.6%ETFGLDMSPDR Gold MiniShares Trust$1,597,692$570,176 ▼-26.3%19,4410.6%ETFCOSTCostco Wholesale$1,547,066$7,285 ▼-0.5%1,6990.5%Consumer StaplesNVDANVIDIA$1,539,636$34,255 ▼-2.2%6,7420.5%TechnologyVOTVanguard Mid-Cap Growth ETF$1,118,654$117,415 ▼-9.5%3,8300.4%ETFDFSUDimensional US Sustainability Core 1 ETF$1,111,0420.0%23,5540.4%ETFAMZNAmazon.com$1,100,496$50,079 ▲4.8%4,4170.4%Consumer DiscretionaryMETAMeta Platforms$1,075,541$302,428 ▼-21.9%1,4830.4%Communication ServicesVOOVanguard S&P 500 ETF$1,065,266$157,687 ▲17.4%1,5200.4%ETFSCHWCharles Schwab$1,053,285$9,774 ▼-0.9%10,7760.4%FinanceXJHiShares ESG Select Screened S&P Mid-Cap ETF$1,029,012$87,853 ▼-7.9%21,0950.4%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$1,008,141$4,283 ▼-0.4%11,0640.4%ETFDFUSDimensional U.S. Equity ETF$1,001,333$8,137 ▼-0.8%12,0600.3%ETFVUGVanguard Growth ETF$885,691$3,244 ▼-0.4%9,8290.3%ETFSPLGSPDR Portfolio S&P 500 ETF$805,561$8,976 ▼-1.1%8,9750.3%ETFDFATDimensional U.S. Targeted Value ETF$786,058$77,935 ▼-9.0%11,8310.3%ETFEQIXEquinix$770,8240.0%7620.3%Real EstateVTVVanguard Value ETF$728,190$7,779 ▼-1.1%3,3700.3%ETFIUSBiShares Core Total USD Bond Market ETF$702,932$3,879,463 ▼-84.7%15,9430.2%ETFSCHBSchwab US Broad Market ETF$618,8550.0%21,1140.2%ETFDFSIDimensional International Sustainability Core 1 ETF$602,5680.0%13,3400.2%ETFAVGEAvantis All Equity Markets ETF$571,617$78,077 ▲15.8%5,8130.2%ETFQQQInvesco QQQ$559,747$25,880 ▲4.8%7570.2%ETFCSCOCisco Systems$512,835$13,991 ▼-2.7%4,7650.2%TechnologyIVWiShares S&P 500 Growth ETF$507,435$13,088 ▲2.6%3,5670.2%ETFAVGOBroadcom$498,690$21,423 ▼-4.1%1,4200.2%TechnologyJPMJPMorgan Chase & Co.$473,286$204,727 ▼-30.2%1,4310.2%FinanceCVXChevron$465,825$52,280 ▼-10.1%2,2810.2%EnergyCMFiShares California Muni Bond ETF$463,159$335,057 ▼-42.0%8,5580.2%ETFMARSH & MCLENNAN COS INC$456,3610.0%2,6730.2%COMTDGTransdigm Group$439,5360.0%4060.2%IndustrialsGLWCorning$429,554$302,102 ▲237.0%2,7940.1%TechnologyTFLOiShares Treasury Floating Rate Bond ETF$428,776$428,776 ▲New Holding8,4620.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$416,5310.0%2,5050.1%ETFVOVanguard Mid-Cap ETF$372,5640.0%4,7510.1%ETFAMDAdvanced Micro Devices$343,197$35,482 ▼-9.4%5610.1%TechnologyACWXiShares MSCI ACWI ex U.S. ETF$340,297$340,297 ▲New Holding4,5000.1%ETFHDViShares Core High Dividend ETF$337,699$10,233 ▼-2.9%12,0780.1%ETFXLKTechnology Select Sector SPDR Fund$323,3790.0%1,6520.1%ETFTSLATesla$321,813$6,741 ▼-2.1%9070.1%Consumer DiscretionaryMUMicron Technology$304,621$37,279 ▲13.9%2860.1%TechnologySCHXSchwab US Large-Cap ETF$292,0640.0%9,7350.1%ETFNEMNewmont$285,494$2,192 ▲0.8%2,4750.1%MaterialsBRK.BBerkshire Hathaway$256,942$92,121 ▼-26.4%5160.1%FinanceJIREJPMorgan International Research Enhanced Equity ETF$255,271$68,275 ▼-21.1%3,1070.1%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$249,914$4,934 ▼-1.9%3,1910.1%ETFLLYEli Lilly and Company$243,4810.0%2100.1%HealthcareIWBiShares Russell 1000 ETF$239,6910.0%5760.1%ETFKOCoca-Cola$236,634$861 ▲0.4%2,7490.1%Consumer StaplesEZUiShares MSCI Eurozone ETF$235,790$13,466 ▲6.1%3,5020.1%ETFABBVAbbVie$231,0860.0%8830.1%HealthcareVBVanguard Small-Cap ETF$229,2330.0%8060.1%ETFCHTRCharter Communications$221,578$1,885 ▲0.9%1,9980.1%Communication ServicesMCKMcKesson$216,014$216,014 ▲New Holding2530.1%HealthcareIJHiShares Core S&P Mid-Cap ETF$215,904$20,216 ▼-8.6%3,0010.1%ETFVZVerizon Communications$215,754$6,054 ▼-2.7%4,7040.1%Communication ServicesGLDSPDR Gold Shares$206,7960.0%5430.1%ETFGEGE Aerospace$205,4870.0%6580.1%IndustrialsUNPUnion Pacific$204,3700.0%7510.1%IndustrialsIVEiShares S&P 500 Value ETF$202,376$202,376 ▲New Holding8870.1%ETFMRVLMarvell Technology$0$924,353 ▼-100.0%00.0%TechnologyKLACKLA$0$356,018 ▼-100.0%00.0%TechnologyIWPiShares Russell Mid-Cap Growth ETF$0$266,759 ▼-100.0%00.0%ETFIVViShares Core S&P 500 ETF$0$216,252 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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