Shira Ridge Wealth Management Portfolio Holdings

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.