Filed: 1/12/2026ACC: 0001754960-26-000022
📋 What this filing means
SHIRA RIDGE WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $248.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$248.94M
Total AUM (reported)
3.26M
Total Shares
Allocation by class
ESG OPTIMIZED$40.34M16.2%
US CORE EQT MKT$25.95M10.4%
COM$22.10M8.9%
ISHARES US EQUIT$13.40M5.4%
ESG AW MSCI EAFE$12.99M5.2%
SHORT DURATION F$11.73M4.7%
EXPND TEC SC ETF$11.64M4.7%
Portfolio Concentration
Top 3$79.69M32.0%
4–10$74.28M29.8%
11–25$61.19M24.6%
Rest$33.79M13.6%
Top 3 weight
32.0%
Top 10 weight
61.8%
Voting Authority Distribution
Total shares with voting rights: 3.26M
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
3.26M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings83
Rows:
ISHARES TR
SOLEShares289.51K
TypeSH
Market value$40.34M
16.21%
Sole
0.00
Shared
0.00
None
289.51K
DIMENSIONAL ETF TRUST
SOLEShares554.42K
TypeSH
Market value$25.95M
10.42%
Sole
0.00
Shared
0.00
None
554.42K
BLACKROCK ETF TRUST
SOLEShares220.32K
TypeSH
Market value$13.40M
5.38%
Sole
0.00
Shared
0.00
None
220.32K
ISHARES TR
SOLEShares136.58K
TypeSH
Market value$12.99M
5.22%
Sole
0.00
Shared
0.00
None
136.58K
DIMENSIONAL ETF TRUST
SOLEShares244.67K
TypeSH
Market value$11.73M
4.71%
Sole
0.00
Shared
0.00
None
244.67K
ISHARES TR
SOLEShares90.13K
TypeSH
Market value$11.64M
4.68%
Sole
0.00
Shared
0.00
None
90.13K
DIMENSIONAL ETF TRUST
SOLEShares274.70K
TypeSH
Market value$10.47M
4.21%
Sole
0.00
Shared
0.00
None
274.70K
LEGG MASON ETF INVT
SOLEShares191.08K
TypeSH
Market value$10.35M
4.16%
Sole
0.00
Shared
0.00
None
191.08K
SELECT SECTOR SPDR TR
SOLEShares59.14K
TypeSH
Market value$9.17M
3.69%
Sole
0.00
Shared
0.00
None
59.14K
APPLE INC
SOLEShares29.13K
TypeSH
Market value$7.92M
3.18%
Sole
0.00
Shared
0.00
None
29.13K
ISHARES TR
SOLEShares70.90K
TypeSH
Market value$7.44M
2.99%
Sole
0.00
Shared
0.00
None
70.90K
ISHARES TR
SOLEShares138.73K
TypeSH
Market value$7.06M
2.83%
Sole
0.00
Shared
0.00
None
138.73K
ALPHABET INC
SOLEShares15.65K
TypeSH
Market value$4.91M
1.97%
Sole
0.00
Shared
0.00
None
15.65K
ISHARES TR
SOLEShares98.24K
TypeSH
Market value$4.57M
1.84%
Sole
0.00
Shared
0.00
None
98.24K
ISHARES TR
SOLEShares49.57K
TypeSH
Market value$4.11M
1.65%
Sole
0.00
Shared
0.00
None
49.57K
ISHARES TR
SOLEShares84.74K
TypeSH
Market value$4.08M
1.64%
Sole
0.00
Shared
0.00
None
84.74K
ISHARES TR
SOLEShares85.31K
TypeSH
Market value$4.08M
1.64%
Sole
0.00
Shared
0.00
None
85.31K
WORLD GOLD TR
SOLEShares45.23K
TypeSH
Market value$3.86M
1.55%
Sole
0.00
Shared
0.00
None
45.23K
VANGUARD WORLD FD
SOLEShares5.11K
TypeSH
Market value$3.85M
1.55%
Sole
0.00
Shared
0.00
None
5.11K
VANGUARD SPECIALIZED FUNDS
SOLEShares17.10K
TypeSH
Market value$3.76M
1.51%
Sole
0.00
Shared
0.00
None
17.10K
ISHARES TR
SOLEShares155.63K
TypeSH
Market value$3.58M
1.44%
Sole
0.00
Shared
0.00
None
155.63K
MICROSOFT CORP
SOLEShares6.34K
TypeSH
Market value$3.07M
1.23%
Sole
0.00
Shared
0.00
None
6.34K
CAPITAL GROUP DIVIDEND GROWE
SOLEShares66.97K
TypeSH
Market value$2.39M
0.96%
Sole
0.00
Shared
0.00
None
66.97K
ISHARES TR
SOLEShares22.25K
TypeSH
Market value$2.31M
0.93%
Sole
0.00
Shared
0.00
None
22.25K
ALPHABET INC
SOLEShares6.74K
TypeSH
Market value$2.11M
0.85%
Sole
0.00
Shared
0.00
None
6.74K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | ESG OPTIMIZED | 289.51K | SH | $40.34M 16.21% | 0.00 | 0.00 | 289.51K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 554.42K | SH | $25.95M 10.42% | 0.00 | 0.00 | 554.42K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 220.32K | SH | $13.40M 5.38% | 0.00 | 0.00 | 220.32K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 136.58K | SH | $12.99M 5.22% | 0.00 | 0.00 | 136.58K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 244.67K | SH | $11.73M 4.71% | 0.00 | 0.00 | 244.67K |
ISHARES TRSOLE | EXPND TEC SC ETF | 90.13K | SH | $11.64M 4.68% | 0.00 | 0.00 | 90.13K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 274.70K | SH | $10.47M 4.21% | 0.00 | 0.00 | 274.70K |
LEGG MASON ETF INVTSOLE | FRANKLIN CLEARBR | 191.08K | SH | $10.35M 4.16% | 0.00 | 0.00 | 191.08K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 59.14K | SH | $9.17M 3.69% | 0.00 | 0.00 | 59.14K |
APPLE INCSOLE | COM | 29.13K | SH | $7.92M 3.18% | 0.00 | 0.00 | 29.13K |
ISHARES TRSOLE | GLOBAL TECH ETF | 70.90K | SH | $7.44M 2.99% | 0.00 | 0.00 | 70.90K |
ISHARES TRSOLE | FLTG RATE NT ETF | 138.73K | SH | $7.06M 2.83% | 0.00 | 0.00 | 138.73K |
ALPHABET INCSOLE | CAP STK CL C | 15.65K | SH | $4.91M 1.97% | 0.00 | 0.00 | 15.65K |
ISHARES TRSOLE | CORE UNIVRSL USD | 98.24K | SH | $4.57M 1.84% | 0.00 | 0.00 | 98.24K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 49.57K | SH | $4.11M 1.65% | 0.00 | 0.00 | 49.57K |
ISHARES TRSOLE | FUTURE AI & TECH | 84.74K | SH | $4.08M 1.64% | 0.00 | 0.00 | 84.74K |
ISHARES TRSOLE | ESG AWR US AGRGT | 85.31K | SH | $4.08M 1.64% | 0.00 | 0.00 | 85.31K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 45.23K | SH | $3.86M 1.55% | 0.00 | 0.00 | 45.23K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 5.11K | SH | $3.85M 1.55% | 0.00 | 0.00 | 5.11K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 17.10K | SH | $3.76M 1.51% | 0.00 | 0.00 | 17.10K |
ISHARES TRSOLE | US TREAS BD ETF | 155.63K | SH | $3.58M 1.44% | 0.00 | 0.00 | 155.63K |
MICROSOFT CORPSOLE | COM | 6.34K | SH | $3.07M 1.23% | 0.00 | 0.00 | 6.34K |
CAPITAL GROUP DIVIDEND GROWESOLE | SHS ETF | 66.97K | SH | $2.39M 0.96% | 0.00 | 0.00 | 66.97K |
ISHARES TRSOLE | MORNINGSTAR GRWT | 22.25K | SH | $2.31M 0.93% | 0.00 | 0.00 | 22.25K |
ALPHABET INCSOLE | CAP STK CL A | 6.74K | SH | $2.11M 0.85% | 0.00 | 0.00 | 6.74K |
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