Filed: 7/9/2026ACC: 0001754960-26-000452
📋 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 $286.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$286.61M
Total AUM (reported)
3.59M
Total Shares
Allocation by class
ESG OPTIMIZED$44.45M15.5%
US CORE EQT MKT$29.41M10.3%
COM$22.36M7.8%
ISHARES US EQUIT$19.05M6.6%
EXPND TEC SC ETF$17.35M6.1%
SHOR DUR FIX ETF$14.15M4.9%
ESG AW MSCI EAFE$13.89M4.8%
Portfolio Concentration
Top 3$92.91M32.4%
4–10$88.33M30.8%
11–25$71.55M25.0%
Rest$33.82M11.8%
Top 3 weight
32.4%
Top 10 weight
63.2%
Voting Authority Distribution
Total shares with voting rights: 3.59M
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
3.59M
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
SOLEShares288.10K
TypeSH
Market value$44.45M
15.51%
Sole
0.00
Shared
0.00
None
288.10K
DIMENSIONAL ETF TRUST
SOLEShares568.89K
TypeSH
Market value$29.41M
10.26%
Sole
0.00
Shared
0.00
None
568.89K
BLACKROCK ETF TRUST
SOLEShares280.17K
TypeSH
Market value$19.05M
6.65%
Sole
0.00
Shared
0.00
None
280.17K
ISHARES TR
SOLEShares106.09K
TypeSH
Market value$17.35M
6.05%
Sole
0.00
Shared
0.00
None
106.09K
DIMENSIONAL ETF TRUST
SOLEShares296.40K
TypeSH
Market value$14.15M
4.94%
Sole
0.00
Shared
0.00
None
296.40K
ISHARES TR
SOLEShares135.09K
TypeSH
Market value$13.89M
4.85%
Sole
0.00
Shared
0.00
None
135.09K
ISHARES TR
SOLEShares214.69K
TypeSH
Market value$10.96M
3.82%
Sole
0.00
Shared
0.00
None
214.69K
DIMENSIONAL ETF TRUST
SOLEShares262.12K
TypeSH
Market value$10.81M
3.77%
Sole
0.00
Shared
0.00
None
262.12K
SELECT SECTOR SPDR TR
SOLEShares57.58K
TypeSH
Market value$10.67M
3.72%
Sole
0.00
Shared
0.00
None
57.58K
LEGG MASON ETF INVT
SOLEShares188.66K
TypeSH
Market value$10.49M
3.66%
Sole
0.00
Shared
0.00
None
188.66K
ISHARES TR
SOLEShares124.44K
TypeSH
Market value$10.22M
3.56%
Sole
0.00
Shared
0.00
None
124.44K
ISHARES TR
SOLEShares69.26K
TypeSH
Market value$10.01M
3.49%
Sole
0.00
Shared
0.00
None
69.26K
APPLE INC
SOLEShares25.84K
TypeSH
Market value$7.48M
2.61%
Sole
0.00
Shared
0.00
None
25.84K
DIMENSIONAL ETF TRUST
SOLEShares126.92K
TypeSH
Market value$6.61M
2.31%
Sole
0.00
Shared
0.00
None
126.92K
ALPHABET INC
SOLEShares14.82K
TypeSH
Market value$5.24M
1.83%
Sole
0.00
Shared
0.00
None
14.82K
VANGUARD WORLD FD
SOLEShares40.22K
TypeSH
Market value$4.81M
1.68%
Sole
0.00
Shared
0.00
None
40.22K
ISHARES TR
SOLEShares103.93K
TypeSH
Market value$4.80M
1.67%
Sole
0.00
Shared
0.00
None
103.93K
CAPITAL GROUP DIVIDEND GROWE
SOLEShares119.17K
TypeSH
Market value$4.47M
1.56%
Sole
0.00
Shared
0.00
None
119.17K
ISHARES TR
SOLEShares195.39K
TypeSH
Market value$4.45M
1.55%
Sole
0.00
Shared
0.00
None
195.39K
ISHARES TR
SOLEShares22.12K
TypeSH
Market value$2.59M
0.90%
Sole
0.00
Shared
0.00
None
22.12K
MICROSOFT CORP
SOLEShares6.38K
TypeSH
Market value$2.38M
0.83%
Sole
0.00
Shared
0.00
None
6.38K
ALPHABET INC
SOLEShares6.55K
TypeSH
Market value$2.34M
0.82%
Sole
0.00
Shared
0.00
None
6.55K
VANGUARD SPECIALIZED FUNDS
SOLEShares9.68K
TypeSH
Market value$2.29M
0.80%
Sole
0.00
Shared
0.00
None
9.68K
WORLD GOLD TR
SOLEShares26.38K
TypeSH
Market value$2.10M
0.73%
Sole
0.00
Shared
0.00
None
26.38K
VANGUARD INDEX FDS
SOLEShares4.82K
TypeSH
Market value$1.78M
0.62%
Sole
0.00
Shared
0.00
None
4.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | ESG OPTIMIZED | 288.10K | SH | $44.45M 15.51% | 0.00 | 0.00 | 288.10K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 568.89K | SH | $29.41M 10.26% | 0.00 | 0.00 | 568.89K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 280.17K | SH | $19.05M 6.65% | 0.00 | 0.00 | 280.17K |
ISHARES TRSOLE | EXPND TEC SC ETF | 106.09K | SH | $17.35M 6.05% | 0.00 | 0.00 | 106.09K |
DIMENSIONAL ETF TRUSTSOLE | SHOR DUR FIX ETF | 296.40K | SH | $14.15M 4.94% | 0.00 | 0.00 | 296.40K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 135.09K | SH | $13.89M 4.85% | 0.00 | 0.00 | 135.09K |
ISHARES TRSOLE | FLTG RATE NT ETF | 214.69K | SH | $10.96M 3.82% | 0.00 | 0.00 | 214.69K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 262.12K | SH | $10.81M 3.77% | 0.00 | 0.00 | 262.12K |
SELECT SECTOR SPDR TRSOLE | ST STR INDL ETF | 57.58K | SH | $10.67M 3.72% | 0.00 | 0.00 | 57.58K |
LEGG MASON ETF INVTSOLE | FRAN CLE ENH ETF | 188.66K | SH | $10.49M 3.66% | 0.00 | 0.00 | 188.66K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 124.44K | SH | $10.22M 3.56% | 0.00 | 0.00 | 124.44K |
ISHARES TRSOLE | GLOBAL TECH ETF | 69.26K | SH | $10.01M 3.49% | 0.00 | 0.00 | 69.26K |
APPLE INCSOLE | COM | 25.84K | SH | $7.48M 2.61% | 0.00 | 0.00 | 25.84K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL SUSTAINA | 126.92K | SH | $6.61M 2.31% | 0.00 | 0.00 | 126.92K |
ALPHABET INCSOLE | CAP STK CL C | 14.82K | SH | $5.24M 1.83% | 0.00 | 0.00 | 14.82K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 40.22K | SH | $4.81M 1.68% | 0.00 | 0.00 | 40.22K |
ISHARES TRSOLE | CORE UNIVRSL USD | 103.93K | SH | $4.80M 1.67% | 0.00 | 0.00 | 103.93K |
CAPITAL GROUP DIVIDEND GROWESOLE | SHS ETF | 119.17K | SH | $4.47M 1.56% | 0.00 | 0.00 | 119.17K |
ISHARES TRSOLE | US TREAS BD ETF | 195.39K | SH | $4.45M 1.55% | 0.00 | 0.00 | 195.39K |
ISHARES TRSOLE | MORNINGSTAR GRWT | 22.12K | SH | $2.59M 0.90% | 0.00 | 0.00 | 22.12K |
MICROSOFT CORPSOLE | COM | 6.38K | SH | $2.38M 0.83% | 0.00 | 0.00 | 6.38K |
ALPHABET INCSOLE | CAP STK CL A | 6.55K | SH | $2.34M 0.82% | 0.00 | 0.00 | 6.55K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 9.68K | SH | $2.29M 0.80% | 0.00 | 0.00 | 9.68K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 26.38K | SH | $2.10M 0.73% | 0.00 | 0.00 | 26.38K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.82K | SH | $1.78M 0.62% | 0.00 | 0.00 | 4.82K |
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