Shira Ridge Wealth Management Portfolio Holdings

Shira Ridge Wealth Management

  • $249 Billion
  • Q4 2025

Shira Ridge Wealth Management has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $249 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Usa Esg Select with a value of $40.3B, Dimensional ETF Tr with a value of $25.9B, Blackrock ETF Tr U S Equity Fa with a value of $13.4B, Ishares Trust Ishares Esg Awar with a value of $13B, and Dimensional ETF Tr Short Durat with a value of $11.7B.

Examining the 13F form we can see an increase of $13.3B in the current position value, from $236B to 249B.

Shira Ridge Wealth Management is based out at Larkspur, CA

Below you can find more details about Shira Ridge Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $249 Billion
ETFs: $211 Billion
Technology: $13.4 Billion
Communication Services: $9.26 Billion
Financial Services: $2.79 Billion
Consumer Cyclical: $1.59 Billion
Consumer Defensive: $1.44 Billion
Healthcare: $983 Million
Industrials: $743 Million
Other: $1.26 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$167B
$1.1 Billion 0.44% of portfolio
11,001
Q4 2025 Added 0.23%
$89.7B
$675 Million 0.27% of portfolio
3,641
Q4 2025 Reduced 0.76%
$71.5B
$591 Million 0.24% of portfolio
772
Q4 2025 Added 1.31%
$72.7B
$540 Million 0.22% of portfolio
406
Q3 2024 Reduced 58.19%
$139B
$489 Million 0.2% of portfolio
1,414
Q4 2025 Reduced 2.21%
$32.4B
$494 Million 0.2% of portfolio
2,365
Q4 2025 Added 0.47%
$136B
$321 Million 0.13% of portfolio
913
Q4 2025 Reduced 3.59%
$73.7B
$294 Million 0.12% of portfolio
3,463
Q4 2025 Reduced 2.37%
$69.1B
$253 Million 0.1% of portfolio
2,537
Q4 2025 New
$181B
$221 Million 0.09% of portfolio
8,889
Q4 2025 Reduced 15.35%
$121B
$235 Million 0.09% of portfolio
287
Q3 2025 Added 1.06%
$172B
$201 Million 0.08% of portfolio
4,940
Q4 2025 Added 0.04%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $249 Billion
  • Prior Value $236 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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