Filed: 10/20/2025ACC: 0001754960-25-000690
📋 What this filing means
SHIRA RIDGE WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 85 equity positions with a total reported market value of $235.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$235.67M
Total AUM (reported)
2.96M
Total Shares
Allocation by class
ESG OPTIMIZED$38.63M16.4%
US CORE EQT MKT$23.83M10.1%
COM$22.62M9.6%
EXPND TEC SC ETF$12.23M5.2%
ESG AW MSCI EAFE$12.12M5.1%
INTL CORE EQT MK$9.88M4.2%
FRANKLIN CLEARBR$9.86M4.2%
Portfolio Concentration
Top 3$74.69M31.7%
4–10$66.27M28.1%
11–25$60.28M25.6%
Rest$34.43M14.6%
Top 3 weight
31.7%
Top 10 weight
59.8%
Voting Authority Distribution
Total shares with voting rights: 2.96M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.96M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole85
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings85
Rows:
ISHARES TR
SOLEShares284.76K
TypeSH
Market value$38.63M
16.39%
Sole
0.00
Shared
0.00
None
284.76K
DIMENSIONAL ETF TRUST
SOLEShares520.77K
TypeSH
Market value$23.83M
10.11%
Sole
0.00
Shared
0.00
None
520.77K
ISHARES TR
SOLEShares97.14K
TypeSH
Market value$12.23M
5.19%
Sole
0.00
Shared
0.00
None
97.14K
ISHARES TR
SOLEShares130.33K
TypeSH
Market value$12.12M
5.14%
Sole
0.00
Shared
0.00
None
130.33K
DIMENSIONAL ETF TRUST
SOLEShares271.69K
TypeSH
Market value$9.88M
4.19%
Sole
0.00
Shared
0.00
None
271.69K
LEGG MASON ETF INVT
SOLEShares180.47K
TypeSH
Market value$9.86M
4.18%
Sole
0.00
Shared
0.00
None
180.47K
ISHARES TR
SOLEShares89.59K
TypeSH
Market value$9.25M
3.92%
Sole
0.00
Shared
0.00
None
89.59K
SELECT SECTOR SPDR TR
SOLEShares57.34K
TypeSH
Market value$8.84M
3.75%
Sole
0.00
Shared
0.00
None
57.34K
DIMENSIONAL ETF TRUST
SOLEShares177.75K
TypeSH
Market value$8.57M
3.63%
Sole
0.00
Shared
0.00
None
177.75K
APPLE INC
SOLEShares30.48K
TypeSH
Market value$7.76M
3.29%
Sole
0.00
Shared
0.00
None
30.48K
BLACKROCK ETF TRUST
SOLEShares115.82K
TypeSH
Market value$6.86M
2.91%
Sole
0.00
Shared
0.00
None
115.82K
ISHARES TR
SOLEShares137.21K
TypeSH
Market value$6.02M
2.55%
Sole
0.00
Shared
0.00
None
137.21K
VANGUARD SPECIALIZED FUNDS
SOLEShares26.66K
TypeSH
Market value$5.75M
2.44%
Sole
0.00
Shared
0.00
None
26.66K
VANGUARD INDEX FDS
SOLEShares15.58K
TypeSH
Market value$4.58M
1.94%
Sole
0.00
Shared
0.00
None
15.58K
ISHARES TR
SOLEShares79.92K
TypeSH
Market value$4.08M
1.73%
Sole
0.00
Shared
0.00
None
79.92K
VANGUARD WORLD FD
SOLEShares5.45K
TypeSH
Market value$4.07M
1.73%
Sole
0.00
Shared
0.00
None
5.45K
ISHARES TR
SOLEShares85.34K
TypeSH
Market value$3.99M
1.69%
Sole
0.00
Shared
0.00
None
85.34K
ALPHABET INC
SOLEShares15.65K
TypeSH
Market value$3.81M
1.62%
Sole
0.00
Shared
0.00
None
15.65K
ISHARES TR
SOLEShares41.94K
TypeSH
Market value$3.48M
1.48%
Sole
0.00
Shared
0.00
None
41.94K
WORLD GOLD TR
SOLEShares43.59K
TypeSH
Market value$3.33M
1.41%
Sole
0.00
Shared
0.00
None
43.59K
MICROSOFT CORP
SOLEShares6.41K
TypeSH
Market value$3.32M
1.41%
Sole
0.00
Shared
0.00
None
6.41K
DIMENSIONAL ETF TRUST
SOLEShares56.70K
TypeSH
Market value$3.30M
1.40%
Sole
0.00
Shared
0.00
None
56.70K
ISHARES TR
SOLEShares66.16K
TypeSH
Market value$3.18M
1.35%
Sole
0.00
Shared
0.00
None
66.16K
ISHARES TR
SOLEShares22.72K
TypeSH
Market value$2.37M
1.01%
Sole
0.00
Shared
0.00
None
22.72K
ISHARES TR
SOLEShares92.61K
TypeSH
Market value$2.14M
0.91%
Sole
0.00
Shared
0.00
None
92.61K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | ESG OPTIMIZED | 284.76K | SH | $38.63M 16.39% | 0.00 | 0.00 | 284.76K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 520.77K | SH | $23.83M 10.11% | 0.00 | 0.00 | 520.77K |
ISHARES TRSOLE | EXPND TEC SC ETF | 97.14K | SH | $12.23M 5.19% | 0.00 | 0.00 | 97.14K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 130.33K | SH | $12.12M 5.14% | 0.00 | 0.00 | 130.33K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 271.69K | SH | $9.88M 4.19% | 0.00 | 0.00 | 271.69K |
LEGG MASON ETF INVTSOLE | FRANKLIN CLEARBR | 180.47K | SH | $9.86M 4.18% | 0.00 | 0.00 | 180.47K |
ISHARES TRSOLE | GLOBAL TECH ETF | 89.59K | SH | $9.25M 3.92% | 0.00 | 0.00 | 89.59K |
SELECT SECTOR SPDR TRSOLE | INDL | 57.34K | SH | $8.84M 3.75% | 0.00 | 0.00 | 57.34K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 177.75K | SH | $8.57M 3.63% | 0.00 | 0.00 | 177.75K |
APPLE INCSOLE | COM | 30.48K | SH | $7.76M 3.29% | 0.00 | 0.00 | 30.48K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 115.82K | SH | $6.86M 2.91% | 0.00 | 0.00 | 115.82K |
ISHARES TRSOLE | ESG SELECT SCRE | 137.21K | SH | $6.02M 2.55% | 0.00 | 0.00 | 137.21K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 26.66K | SH | $5.75M 2.44% | 0.00 | 0.00 | 26.66K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 15.58K | SH | $4.58M 1.94% | 0.00 | 0.00 | 15.58K |
ISHARES TRSOLE | FLTG RATE NT ETF | 79.92K | SH | $4.08M 1.73% | 0.00 | 0.00 | 79.92K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 5.45K | SH | $4.07M 1.73% | 0.00 | 0.00 | 5.45K |
ISHARES TRSOLE | CORE TOTAL USD | 85.34K | SH | $3.99M 1.69% | 0.00 | 0.00 | 85.34K |
ALPHABET INCSOLE | CAP STK CL C | 15.65K | SH | $3.81M 1.62% | 0.00 | 0.00 | 15.65K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 41.94K | SH | $3.48M 1.48% | 0.00 | 0.00 | 41.94K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 43.59K | SH | $3.33M 1.41% | 0.00 | 0.00 | 43.59K |
MICROSOFT CORPSOLE | COM | 6.41K | SH | $3.32M 1.41% | 0.00 | 0.00 | 6.41K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 56.70K | SH | $3.30M 1.40% | 0.00 | 0.00 | 56.70K |
ISHARES TRSOLE | ESG AWR US AGRGT | 66.16K | SH | $3.18M 1.35% | 0.00 | 0.00 | 66.16K |
ISHARES TRSOLE | MORNINGSTAR GRWT | 22.72K | SH | $2.37M 1.01% | 0.00 | 0.00 | 22.72K |
ISHARES TRSOLE | US TREAS BD ETF | 92.61K | SH | $2.14M 0.91% | 0.00 | 0.00 | 92.61K |
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