Shira Ridge Wealth Management Portfolio Holdings

Shira Ridge Wealth Management

  • $201 Billion
  • Q1 2025

Shira Ridge Wealth Management has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $201 Billion distributed in 75 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 $33B, Dimensional ETF Tr with a value of $20.2B, Ishares Trust Ishares Esg Awar with a value of $10.4B, Legg Mason ETF Invt Tr with a value of $9.29B, and Dimensional ETF Tr with a value of $8.4B.

Examining the 13F form we can see an decrease of $3.84B in the current position value, from $204B to 201B.

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 $201 Billion
ETFs: $172 Billion
Technology: $10.6 Billion
Communication Services: $5.93 Billion
Financial Services: $2.63 Billion
Consumer Cyclical: $2.05 Billion
Consumer Defensive: $1.77 Billion
Real Estate: $605 Million
Industrials: $562 Million
Other: $527 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33 Billion 16.47% of portfolio
287,478
Q1 2025 Added 9.04%
$0
$20.2 Billion 10.07% of portfolio
525,614
Q1 2025 Added 0.82%
$0
$10.4 Billion 5.21% of portfolio
127,869
Q1 2025 Added 9.27%
$0
$9.29 Billion 4.63% of portfolio
179,466
Q1 2025 Reduced 4.35%
$0
$8.4 Billion 4.19% of portfolio
269,002
Q1 2025 Added 1.04%
$0
$8.39 Billion 4.18% of portfolio
176,593
Q1 2025 Reduced 2.28%
$0
$7.86 Billion 3.92% of portfolio
86,681
Q1 2025 New
$0
$7.61 Billion 3.79% of portfolio
100,451
Q1 2025 Reduced 48.65%
$0
$7.42 Billion 3.7% of portfolio
56,595
Q1 2025 Added 9.78%
$0
$5.31 Billion 2.65% of portfolio
135,935
Q1 2025 Added 9.09%
$0
$5.28 Billion 2.63% of portfolio
27,215
Q1 2025 Added 10.96%
$0
$4.4 Billion 2.19% of portfolio
90,219
Q1 2025 New
$0
$4.36 Billion 2.17% of portfolio
91,798
Q1 2025 Reduced 10.09%
$0
$4.29 Billion 2.14% of portfolio
93,062
Q1 2025 Reduced 4.97%
$0
$3.85 Billion 1.92% of portfolio
15,747
Q1 2025 Added 3.27%
$0
$3.79 Billion 1.89% of portfolio
45,789
Q1 2025 Reduced 2.31%
$0
$2.99 Billion 1.49% of portfolio
5,505
Q1 2025 Reduced 4.72%
$0
$2.97 Billion 1.48% of portfolio
57,592
Q1 2025 Reduced 5.72%
$0
$2.68 Billion 1.34% of portfolio
116,596
Q1 2025 Reduced 11.2%
$9.39B
$2.18 Billion 1.09% of portfolio
35,219
Q1 2025 New
$0
$1.44 Billion 0.72% of portfolio
9,834
Q1 2025 Reduced 73.9%
$0
$1.36 Billion 0.68% of portfolio
24,088
Q1 2025 Reduced 4.07%
$0
$1.3 Billion 0.65% of portfolio
17,326
Q1 2025 Reduced 19.26%
$0
$969 Million 0.48% of portfolio
3,525
Q1 2025 Added 0.51%
$0
$911 Million 0.45% of portfolio
11,690
Q1 2025 Added 0.04%
$0
$750 Million 0.37% of portfolio
12,407
Q1 2025 Reduced 11.42%
$0
$718 Million 0.36% of portfolio
1,397
Q1 2025 Reduced 1.34%
$0
$637 Million 0.32% of portfolio
10,459
Q1 2025 Reduced 14.18%
$0
$624 Million 0.31% of portfolio
1,684
Q1 2025 Reduced 2.09%
$0
$613 Million 0.31% of portfolio
3,547
Q1 2025 Reduced 3.43%
$0
$456 Million 0.23% of portfolio
6,938
Q1 2025 Reduced 10.9%
$0
$463 Million 0.23% of portfolio
1,792
Q4 2023 Reduced 10.09%
$0
$455 Million 0.23% of portfolio
21,114
Q4 2024 Added 200.0%
$0
$432 Million 0.22% of portfolio
3,563
Q1 2025 Reduced 3.99%
$0
$340 Million 0.17% of portfolio
2,785
Q1 2025 Reduced 0.11%
$0
$343 Million 0.17% of portfolio
731
Q4 2024 Reduced 0.81%
$0
$317 Million 0.16% of portfolio
5,436
Q1 2025 Reduced 3.34%
$0
$303 Million 0.15% of portfolio
3,267
Q1 2025 Added 5.18%
$0
$300 Million 0.15% of portfolio
3,295
Q1 2025 Reduced 81.14%
$0
$243 Million 0.12% of portfolio
1,421
Q1 2025 New
$0
$235 Million 0.12% of portfolio
3,687
Q1 2025 Reduced 6.33%
$0
$243 Million 0.12% of portfolio
2,374
Q1 2025 Reduced 1.25%
$0
$214 Million 0.11% of portfolio
1,822
Q4 2024 Reduced 0.49%
$0
$215 Million 0.11% of portfolio
9,735
Q4 2024 Added 200.0%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $201 Billion
  • Prior Value $204 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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