Filed: 4/13/2026ACC: 0001754960-26-000222
📋 What this filing means
SHIRA RIDGE WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $252.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$252.73M
Total AUM (reported)
3.49M
Total Shares
Allocation by class
ESG OPTIMIZED$38.44M15.2%
US CORE EQT MKT$25.46M10.1%
COM$20.79M8.2%
ISHARES US EQUIT$15.77M6.2%
SHORT DURATION F$13.56M5.4%
EXPND TEC SC ETF$13.25M5.2%
ESG AW MSCI EAFE$13.04M5.2%
Portfolio Concentration
Top 3$79.67M31.5%
4–10$78.96M31.2%
11–25$63.79M25.2%
Rest$30.30M12.0%
Top 3 weight
31.5%
Top 10 weight
62.8%
Voting Authority Distribution
Total shares with voting rights: 3.49M
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
3.49M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole79
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings79
Rows:
ISHARES TR
SOLEShares290.97K
TypeSH
Market value$38.44M
15.21%
Sole
0.00
Shared
0.00
None
290.97K
DIMENSIONAL ETF TRUST
SOLEShares564.32K
TypeSH
Market value$25.46M
10.08%
Sole
0.00
Shared
0.00
None
564.32K
BLACKROCK ETF TRUST
SOLEShares271.11K
TypeSH
Market value$15.77M
6.24%
Sole
0.00
Shared
0.00
None
271.11K
DIMENSIONAL ETF TRUST
SOLEShares283.23K
TypeSH
Market value$13.56M
5.37%
Sole
0.00
Shared
0.00
None
283.23K
ISHARES TR
SOLEShares111.81K
TypeSH
Market value$13.25M
5.24%
Sole
0.00
Shared
0.00
None
111.81K
ISHARES TR
SOLEShares136.33K
TypeSH
Market value$13.04M
5.16%
Sole
0.00
Shared
0.00
None
136.33K
DIMENSIONAL ETF TRUST
SOLEShares263.41K
TypeSH
Market value$10.26M
4.06%
Sole
0.00
Shared
0.00
None
263.41K
LEGG MASON ETF INVT
SOLEShares189.37K
TypeSH
Market value$10.22M
4.05%
Sole
0.00
Shared
0.00
None
189.37K
ISHARES TR
SOLEShares184.45K
TypeSH
Market value$9.40M
3.72%
Sole
0.00
Shared
0.00
None
184.45K
SELECT SECTOR SPDR TR
SOLEShares57.08K
TypeSH
Market value$9.23M
3.65%
Sole
0.00
Shared
0.00
None
57.08K
ISHARES TR
SOLEShares100.45K
TypeSH
Market value$8.29M
3.28%
Sole
0.00
Shared
0.00
None
100.45K
APPLE INC
SOLEShares28.97K
TypeSH
Market value$7.35M
2.91%
Sole
0.00
Shared
0.00
None
28.97K
ISHARES TR
SOLEShares70.48K
TypeSH
Market value$7.05M
2.79%
Sole
0.00
Shared
0.00
None
70.48K
ISHARES TR
SOLEShares116.46K
TypeSH
Market value$5.54M
2.19%
Sole
0.00
Shared
0.00
None
116.46K
ISHARES TR
SOLEShares114.81K
TypeSH
Market value$5.30M
2.10%
Sole
0.00
Shared
0.00
None
114.81K
ALPHABET INC
SOLEShares15.49K
TypeSH
Market value$4.44M
1.76%
Sole
0.00
Shared
0.00
None
15.49K
ISHARES TR
SOLEShares189.69K
TypeSH
Market value$4.35M
1.72%
Sole
0.00
Shared
0.00
None
189.69K
CAPITAL GROUP DIVIDEND GROWE
SOLEShares112.02K
TypeSH
Market value$4.02M
1.59%
Sole
0.00
Shared
0.00
None
112.02K
WORLD GOLD TR
SOLEShares38.33K
TypeSH
Market value$3.55M
1.41%
Sole
0.00
Shared
0.00
None
38.33K
VANGUARD WORLD FD
SOLEShares5.09K
TypeSH
Market value$3.55M
1.40%
Sole
0.00
Shared
0.00
None
5.09K
MICROSOFT CORP
SOLEShares6.41K
TypeSH
Market value$2.37M
0.94%
Sole
0.00
Shared
0.00
None
6.41K
ISHARES TR
SOLEShares22.25K
TypeSH
Market value$2.12M
0.84%
Sole
0.00
Shared
0.00
None
22.25K
VANGUARD SPECIALIZED FUNDS
SOLEShares9.67K
TypeSH
Market value$2.08M
0.82%
Sole
0.00
Shared
0.00
None
9.67K
ALPHABET INC
SOLEShares7.17K
TypeSH
Market value$2.06M
0.82%
Sole
0.00
Shared
0.00
None
7.17K
COSTCO WHOLESALE CORPORATION
SOLEShares1.71K
TypeSH
Market value$1.70M
0.67%
Sole
0.00
Shared
0.00
None
1.71K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | ESG OPTIMIZED | 290.97K | SH | $38.44M 15.21% | 0.00 | 0.00 | 290.97K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 564.32K | SH | $25.46M 10.08% | 0.00 | 0.00 | 564.32K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 271.11K | SH | $15.77M 6.24% | 0.00 | 0.00 | 271.11K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 283.23K | SH | $13.56M 5.37% | 0.00 | 0.00 | 283.23K |
ISHARES TRSOLE | EXPND TEC SC ETF | 111.81K | SH | $13.25M 5.24% | 0.00 | 0.00 | 111.81K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 136.33K | SH | $13.04M 5.16% | 0.00 | 0.00 | 136.33K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 263.41K | SH | $10.26M 4.06% | 0.00 | 0.00 | 263.41K |
LEGG MASON ETF INVTSOLE | FRANKLIN CLEARBR | 189.37K | SH | $10.22M 4.05% | 0.00 | 0.00 | 189.37K |
ISHARES TRSOLE | FLTG RATE NT ETF | 184.45K | SH | $9.40M 3.72% | 0.00 | 0.00 | 184.45K |
SELECT SECTOR SPDR TRSOLE | STATE STREET IND | 57.08K | SH | $9.23M 3.65% | 0.00 | 0.00 | 57.08K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 100.45K | SH | $8.29M 3.28% | 0.00 | 0.00 | 100.45K |
APPLE INCSOLE | COM | 28.97K | SH | $7.35M 2.91% | 0.00 | 0.00 | 28.97K |
ISHARES TRSOLE | GLOBAL TECH ETF | 70.48K | SH | $7.05M 2.79% | 0.00 | 0.00 | 70.48K |
ISHARES TRSOLE | ESG AWR US AGRGT | 116.46K | SH | $5.54M 2.19% | 0.00 | 0.00 | 116.46K |
ISHARES TRSOLE | CORE UNIVRSL USD | 114.81K | SH | $5.30M 2.10% | 0.00 | 0.00 | 114.81K |
ALPHABET INCSOLE | CAP STK CL C | 15.49K | SH | $4.44M 1.76% | 0.00 | 0.00 | 15.49K |
ISHARES TRSOLE | US TREAS BD ETF | 189.69K | SH | $4.35M 1.72% | 0.00 | 0.00 | 189.69K |
CAPITAL GROUP DIVIDEND GROWESOLE | SHS ETF | 112.02K | SH | $4.02M 1.59% | 0.00 | 0.00 | 112.02K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 38.33K | SH | $3.55M 1.41% | 0.00 | 0.00 | 38.33K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 5.09K | SH | $3.55M 1.40% | 0.00 | 0.00 | 5.09K |
MICROSOFT CORPSOLE | COM | 6.41K | SH | $2.37M 0.94% | 0.00 | 0.00 | 6.41K |
ISHARES TRSOLE | MORNINGSTAR GRWT | 22.25K | SH | $2.12M 0.84% | 0.00 | 0.00 | 22.25K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 9.67K | SH | $2.08M 0.82% | 0.00 | 0.00 | 9.67K |
ALPHABET INCSOLE | CAP STK CL A | 7.17K | SH | $2.06M 0.82% | 0.00 | 0.00 | 7.17K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 1.71K | SH | $1.70M 0.67% | 0.00 | 0.00 | 1.71K |
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