Shira Ridge Wealth Management 13F Holdings · Q3 2026
Shira Ridge Wealth Management reported 83 securities worth $287.67M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: SUSA (15.38%), DFAU (10.29%), DYNF (6.98%). Among its top 25 positions this quarter: 11 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SUSA | ISHARES TR | $44.2M | 15.38% | 284,219 | Trimmed |
| 2 | DFAU | DIMENSIONAL ETF TRUST | $29.6M | 10.29% | 565,399 | Trimmed |
| 3 | DYNF | BLACKROCK ETF TRUST | $20.1M | 6.98% | 289,865 | Added |
| 4 | IGM | ISHARES TR | $16.9M | 5.87% | 99,967 | Trimmed |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $14.9M | 5.20% | 321,666 | Added |
| 6 | ESGD | ISHARES TR | $14.2M | 4.92% | 137,458 | Added |
| 7 | FLOT | ISHARES TR | $12.0M | 4.16% | 234,159 | Added |
| 8 | SHY | ISHARES TR | $11.3M | 3.91% | 138,690 | Added |
| 9 | DFAI | DIMENSIONAL ETF TRUST | $11.2M | 3.88% | 269,654 | Added |
| 10 | YLDE | LEGG MASON ETF INVT | $10.3M | 3.57% | 187,712 | Trimmed |
| 11 | IXN | ISHARES TR | $10.2M | 3.54% | 68,795 | Trimmed |
| 12 | DFSB | DIMENSIONAL ETF TRUST | $10.1M | 3.50% | 203,256 | Added |
| 13 | XLI | SELECT SECTOR SPDR TR | $9.7M | 3.38% | 58,284 | Added |
| 14 | AAPL | APPLE INC | $7.2M | 2.50% | 21,636 | Trimmed |
| 15 | VGT | VANGUARD WORLD FD | $5.0M | 1.75% | 39,996 | Trimmed |
| 16 | GOOG | ALPHABET INC | $5.0M | 1.73% | 14,646 | Trimmed |
| 17 | CGDG | CAPITAL GROUP DIVIDEND GROWE | $4.9M | 1.69% | 131,588 | Added |
| 18 | GOVT | ISHARES TR | $4.3M | 1.50% | 197,243 | Added |
| 19 | MSFT | MICROSOFT CORP | $3.2M | 1.11% | 6,244 | Trimmed |
| 20 | ILCG | ISHARES TR | $2.6M | 0.90% | 22,031 | Trimmed |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $2.3M | 0.80% | 9,910 | Added |
| 22 | GOOGL | ALPHABET INC | $1.9M | 0.67% | 5,574 | Trimmed |
| 23 | IETC | ISHARES U S ETF TR | $1.8M | 0.61% | 15,460 | Trimmed |
| 24 | VTI | VANGUARD INDEX FDS | $1.7M | 0.61% | 4,659 | Trimmed |
| 25 | GLDM | WORLD GOLD TR | $1.6M | 0.56% | 19,441 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR