Q3 2026 13F · SEC CIK 1961210

Shira Ridge Wealth Management

Wealth managerFiled 2026-10-09 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $287.7M
Reported positions: 83
Top holdings a year, 3 yrs: +16.7%
Assets under management: $366.4M

Shira Ridge Wealth Management is a wealth manager that reported 83 positions worth $287.7M in its Q3 2026 13F, filed 2026-10-09. Its largest holdings were Ishares Tr (SUSA, 15.4%), Dimensional ETF Trust (DFAU, 10.3%), Blackrock ETF Trust (DYNF, 7.0%). A portfolio copying its top holdings returned 16.7% a year over the last 3 years, against 20.4% for the S&P 500.

Shira Ridge Wealth Management holdings largest 50 of 83 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Shira Ridge Wealth Management 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SUSAIshares Tr	15.4%	15.5%	284,219	-1.3%	$44.2M
DFAUDimensional ETF Trust	10.3%	10.3%	565,399	-0.6%	$29.6M
DYNFBlackrock ETF Trust	7.0%	6.6%	289,865	+3.5%	$20.1M
IGMIshares Tr	5.9%	6.1%	99,967	-5.8%	$16.9M
DFSDDimensional Short-Duration Fixed Income	5.2%	4.9%	321,666	+8.5%	$14.9M
ESGDiShares ESG Aware MSCI EAFE ETF	4.9%	4.8%	137,458	+1.8%	$14.2M
FLOTIshares Tr	4.2%	3.8%	234,159	+9.1%	$12.0M
SHYIshares Tr	3.9%	3.6%	138,690	+11.5%	$11.3M
DFAIDimensional ETF Trust	3.9%	3.8%	269,654	+2.9%	$11.2M
YLDELegg Mason ETF Invt	3.6%	3.7%	187,712	-0.5%	$10.3M
IXNIshares Tr	3.5%	3.5%	68,795	-0.7%	$10.2M
DFSBDimensional ETF Trust	3.5%	2.3%	203,256	+60.1%	$10.1M
XLISelect Sector Spdr Tr	3.4%	3.7%	58,284	+1.2%	$9.7M
AAPLApple Inc	2.5%	2.6%	21,636	-16.3%	$7.2M
VGTVanguard World Fd	1.7%	1.7%	39,996	-0.5%	$5.0M
GOOGAlphabet Inc	1.7%	1.8%	14,646	-1.2%	$5.0M
CGDGCapital Group Divid Growers ETF	1.7%	1.6%	131,588	+10.4%	$4.9M
GOVTIshares Tr	1.5%	1.6%	197,243	+0.9%	$4.3M
MSFTMicrosoft Corp	1.1%	0.8%	6,244	-2.2%	$3.2M
JKEIshares Tr	0.9%	0.9%	22,031	-0.4%	$2.6M
VIGVanguard Specialized Funds	0.8%	0.8%	9,910	+2.4%	$2.3M
GOOGLAlphabet Inc	0.7%	0.8%	5,574	-14.9%	$1.9M
IETCIshares U S ETF Tr	0.6%	0.6%	15,460	-4.7%	$1.8M
VTIVanguard Index Fds	0.6%	0.6%	4,659	-3.3%	$1.7M
GLDMWorld Gold Tr	0.6%	0.7%	19,441	-26.3%	$1.6M
COSTCostco Wholesale Corporation	0.5%	0.6%	1,699	-0.5%	$1.5M
NVDANvidia Corporation	0.5%	0.5%	6,742	-2.2%	$1.5M
VOTVanguard Index Fds	0.4%	0.5%	3,830	-9.5%	$1.1M
DFSUDimensional ETF Trust	0.4%	0.4%	23,554	+0.0%	$1.1M
AMZNAmazon Com Inc	0.4%	0.4%	4,417	+4.8%	$1.1M
METAMeta Platforms Inc	0.4%	0.4%	1,483	-21.9%	$1.1M
VOOVanguard Index Fds	0.4%	0.3%	1,520	+17.4%	$1.1M
SCHWCharles Schwab Corp (the)	0.4%	0.3%	10,776	-0.9%	$1.1M
XJHIshares Tr	0.4%	0.4%	21,095	-7.9%	$1.0M
EFAVIshares Tr	0.3%	0.3%	11,064	-0.4%	$1.0M
DFUSDimensional ETF Trust	0.3%	0.3%	12,060	-0.8%	$1.0M
VUGVanguard Index Fds	0.3%	0.3%	9,829	-0.4%	$886K
SPLGSpdr Series Trust	0.3%	0.3%	8,975	-1.1%	$806K
DFATDimensional ETF Trust	0.3%	0.3%	11,831	-9.0%	$786K
EQIXEquinix Inc	0.3%	0.3%	762	+0.0%	$771K
VTVVanguard Index Fds	0.3%	0.3%	3,370	-1.1%	$728K
IUSBIshares Tr	0.2%	1.7%	15,943	-84.7%	$703K
SCHBSchwab Strategic Tr	0.2%	0.2%	21,114	+0.0%	$619K
DFSIDimensional ETF Trust	0.2%	0.2%	13,340	+0.0%	$603K
AVGEAmerican Centy ETF Tr	0.2%	—	5,813	—	$572K
QQQInvesco Qqq Tr	0.2%	—	757	—	$560K
CSCOCisco Sys Inc	0.2%	0.2%	4,765	-2.7%	$513K
IVWIshares Tr	0.2%	—	3,567	—	$507K
AVGOBroadcom Inc	0.2%	0.2%	1,420	-4.1%	$499K
JPMJpmorgan Chase & Co	0.2%	0.2%	1,431	-30.2%	$473K

What Shira Ridge Wealth Management bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

DFSB Dimensional ETF Trust+60.1% shares
VOO Vanguard Index Fds+17.4% shares
SHY Ishares Tr+11.5% shares
CGDG Capital Group Divid Growers ETF+10.4% shares
FLOT Ishares Tr+9.1% shares
DFSD Dimensional Short-Duration Fixed Income +8.5% shares

Reduced

IUSB Ishares Tr-84.7% shares
JPM Jpmorgan Chase & Co-30.2% shares
GLDM World Gold Tr-26.3% shares
META Meta Platforms Inc-21.9% shares
AAPL Apple Inc-16.3% shares
GOOGL Alphabet Inc-14.9% shares
VOT Vanguard Index Fds-9.5% shares
DFAT Dimensional ETF Trust-9.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.9% /yr; S&P 500 +20.1%
3 years: +16.7% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$287.7M	83
Q2 2026	$286.6M	83
Q1 2026	$252.7M	79
Q4 2025	$248.9M	83
Q3 2025	$235.7M	85
Q2 2025	$218.9M	83
Q1 2025	$200.5M	75
Q4 2024	$204.4M	77
Q3 2024	$196.1M	81
Q2 2024	$179.5M	75
Q1 2024	$174.7M	73
Q4 2023	$166.6M	74

Questions about Shira Ridge Wealth Management's portfolio

What stocks does Shira Ridge Wealth Management own?

Shira Ridge Wealth Management's latest 13F, for Q3 2026 and filed Oct 9, 2026, lists 83 positions worth $287.7M. The largest are Ishares Tr (SUSA) at 15.4%, Dimensional ETF Trust (DFAU) at 10.3%, Blackrock ETF Trust (DYNF) at 7.0%, Ishares Tr (IGM) at 5.9% and Dimensional Short-Duration Fixed Income (DFSD) at 5.2%.

What did Shira Ridge Wealth Management buy last quarter?

In Q3 2026, Shira Ridge Wealth Management added Dimensional ETF Trust (DFSB) (+60.1% shares), Vanguard Index Fds (VOO) (+17.4% shares) and Ishares Tr (SHY) (+11.5% shares), compared with its Q2 2026 filing.

What did Shira Ridge Wealth Management sell last quarter?

In Q3 2026, Shira Ridge Wealth Management cut from its top 50 Marvell Technology Inc (MRVL), cut from its top 50 Ishares Tr (CMF), cut from its top 50 Transdigm Group Inc (TDG), Ishares Tr (IUSB) (-84.7% shares), Jpmorgan Chase & Co (JPM) (-30.2% shares) and World Gold Tr (GLDM) (-26.3% shares), compared with its Q2 2026 filing.

How has Shira Ridge Wealth Management's portfolio performed?

A portfolio copying Shira Ridge Wealth Management's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.9% against +20.1%.

When is Shira Ridge Wealth Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Shira Ridge Wealth Management's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Shira Ridge Wealth Management manage?

Shira Ridge Wealth Management reported $366.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $287.7M.