2026 Q2 Portfolio Activity
In 2026 Q2, Shira Ridge Wealth Management maintained a portfolio of 89 distinct positions. The most significant new addition was DIMENSIONAL ETF TRUST, now representing 2.31% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 23.9%. Conversely, Shira Ridge Wealth Management completely exited their position in ISHARES TR.
Position History
hover any row below to update
Loading…
Total Positions
89
Quarter
2026 Q2
Top Holding
SUSA (15.5%)
Top 10 Concentration
63.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 89
Shira Ridge Wealth Management Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SUSA
ISHARES TR
|
ETF | 15.51% | 15.21% |
#1
Prev: #1
|
6.5 |
—
|
-2,878 | -1.0% |
P
S
|
288,096 | $44,453,261 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 10.26% | 10.08% |
#2
Prev: #2
|
6.0 |
—
|
4,568 | 0.8% |
P
S
|
568,889 | $29,405,883 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 6.65% | 6.24% |
#3
Prev: #3
|
4.2 |
—
|
9,057 | 3.3% |
P
S
|
280,170 | $19,054,362 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
IGM
ISHARES TR
|
ETF | 6.05% | 5.24% |
#4
1
Prev: #5
|
3.4 |
—
|
-5,720 | -5.1% |
P
S
|
106,089 | $17,354,098 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 4.94% | 5.37% |
#5
1
Prev: #4
|
3.0 |
—
|
13,174 | 4.7% |
P
S
|
296,404 | $14,153,291 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
ESGD
ISHARES TR
|
ETF | 4.85% | 5.16% |
#6
Prev: #6
|
2.4 |
—
|
-1,242 | -0.9% |
P
S
|
135,088 | $13,888,372 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
FLOT
ISHARES TR
|
Bond/Debt | 3.82% | 3.72% |
#7
2
Prev: #9
|
3.5 |
—
|
30,245 | 16.4% |
P
S
|
214,694 | $10,960,136 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 3.77% | 4.06% |
#8
1
Prev: #7
|
2.0 |
—
|
-1,290 | -0.5% |
P
S
|
262,117 | $10,812,326 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
XLI
SELECT SECTOR S...
|
ETF | 3.72% | 3.65% |
#9
1
Prev: #10
|
2.0 |
—
|
496 | 0.9% |
P
S
|
57,580 | $10,665,593 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
YLDE
LEGG MASON ETF ...
|
ETF | 3.66% | 4.05% |
#10
2
Prev: #8
|
2.0 |
—
|
-705 | -0.4% |
P
S
|
188,660 | $10,493,482 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SHY
ISHARES TR
|
ETF | 3.56% | 3.28% |
#11
Prev: #11
|
3.9 |
—
|
23,989 | 23.9% |
P
S
|
124,436 | $10,217,440 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
IXN
ISHARES TR
|
ETF | 3.49% | 2.79% |
#12
1
Prev: #13
|
1.9 |
—
|
-1,223 | -1.7% |
P
S
|
69,258 | $10,006,386 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
AAPL
APPLE INC
|
Technology | 2.61% | 2.91% |
#13
1
Prev: #12
|
1.5 |
—
|
-3,130 | -10.8% |
P
S
|
25,843 | $7,477,938 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DFSB
DIMENSIONAL ETF...
|
ETF | 2.31% | — |
#14
Prev: #—
|
4.4 |
—
|
126,923 | — |
NEW
|
126,923 | $6,613,958 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.83% | 1.76% |
#15
1
Prev: #16
|
1.2 |
—
|
-673 | -4.3% |
P
S
|
14,820 | $5,236,514 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 1.68% | 1.40% |
#16
4
Prev: #20
|
3.7 |
—
|
35,130 | 690.7% |
P
S
|
40,216 | $4,806,647 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
IUSB
ISHARES TR
|
ETF | 1.67% | 2.10% |
#17
2
Prev: #15
|
1.2 |
—
|
-10,880 | -9.5% |
P
S
|
103,932 | $4,796,462 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
CGDG
CAPITAL GROUP D...
|
ETF | 1.56% | 1.59% |
#18
Prev: #18
|
2.6 |
—
|
7,143 | 6.4% |
P
S
|
119,166 | $4,469,917 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
GOVT
ISHARES TR
|
ETF | 1.55% | 1.72% |
#19
2
Prev: #17
|
1.1 |
—
|
5,699 | 3.0% |
P
S
|
195,392 | $4,451,030 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
ILCG
ISHARES TR
|
Warrant | 0.90% | 0.84% |
#20
2
Prev: #22
|
0.9 |
—
|
-128 | -0.6% |
P
S
|
22,117 | $2,588,160 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.83% | 0.94% |
#21
Prev: #21
|
0.8 |
—
|
-26 | -0.4% |
P
S
|
6,384 | $2,381,512 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.82% | 0.82% |
#22
2
Prev: #24
|
0.8 |
—
|
-625 | -8.7% |
P
S
|
6,548 | $2,340,154 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.80% | 0.82% |
#23
Prev: #23
|
0.8 |
—
|
2 | 0.0% |
P
S
|
9,675 | $2,289,331 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 0.73% | 1.41% |
#24
5
Prev: #19
|
0.3 |
—
|
-11,951 | -31.2% |
P
S
|
26,379 | $2,095,020 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.62% | 0.60% |
#25
1
Prev: #26
|
0.7 |
—
|
88 | 1.9% |
P
S
|
4,817 | $1,782,594 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
IETC
ISHARES U S ETF...
|
ETF | 0.61% | 0.59% |
#26
1
Prev: #27
|
0.7 |
—
|
-733 | -4.3% |
P
S
|
16,228 | $1,742,086 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.56% | 0.67% |
#27
2
Prev: #25
|
0.7 |
—
|
1 | 0.1% |
P
S
|
1,707 | $1,597,183 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.48% | 0.48% |
#28
1
Prev: #29
|
0.7 |
—
|
1 | 0.0% |
P
S
|
6,892 | $1,378,931 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 0.45% | 0.50% |
#29
1
Prev: #28
|
0.7 |
—
|
-655 | -13.4% |
P
S
|
4,232 | $1,296,285 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
XJH
ISHARES TR
|
ETF | 0.42% | 0.43% |
#30
2
Prev: #32
|
0.7 |
—
|
-805 | -3.4% |
P
S
|
22,896 | $1,194,026 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 0.38% | 0.45% |
#31
1
Prev: #30
|
0.7 |
—
|
-4,085 | -14.8% |
P
S
|
23,554 | $1,098,323 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.37% | 0.44% |
#32
1
Prev: #31
|
0.6 |
—
|
-44 | -2.3% |
P
S
|
1,900 | $1,070,314 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.35% | 0.35% |
#33
2
Prev: #35
|
0.6 |
—
|
-40 | -0.9% |
P
S
|
4,216 | $1,004,841 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.35% | 0.41% |
#34
1
Prev: #33
|
0.6 |
—
|
-125 | -1.1% |
P
S
|
10,876 | $1,003,565 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 0.35% | 0.34% |
#35
1
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
12,158 | $996,202 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
EFAV
ISHARES TR
|
ETF | 0.34% | 0.41% |
#36
2
Prev: #34
|
0.6 |
—
|
-102 | -0.9% |
P
S
|
11,111 | $974,565 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 0.32% | 0.14% |
#37
23
Prev: #60
|
0.6 |
—
|
-360 | -10.4% |
P
S
|
3,103 | $924,353 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.32% | 0.33% |
#38
1
Prev: #37
|
0.6 |
—
|
-194 | -1.5% |
P
S
|
13,004 | $908,980 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.31% | 0.31% |
#39
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
1,295 | $889,379 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
CMF
ISHARES TR
|
ETF | 0.30% | 0.33% |
#40
2
Prev: #38
|
0.6 |
—
|
301 | 2.1% |
P
S
|
14,749 | $850,132 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.30% | 0.29% |
#41
1
Prev: #42
|
3.1 |
—
|
8,208 | 495.4% |
P
S
|
9,865 | $849,771 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.28% | 0.21% |
#42
5
Prev: #47
|
2.6 |
—
|
2,158 | 31.2% |
P
S
|
9,075 | $797,511 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
EQIX
EQUINIX INC
|
Real Estate | 0.28% | 0.30% |
#43
3
Prev: #40
|
0.6 |
—
|
-10 | -1.3% |
P
S
|
762 | $794,301 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.26% | 0.27% |
#44
1
Prev: #43
|
0.6 |
—
|
-25 | -0.7% |
P
S
|
3,406 | $742,270 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.23% | 0.24% |
#45
Prev: #45
|
1.1 |
—
|
no change | no change |
P
S
|
2,050 | $670,896 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 0.21% | 0.21% |
#46
Prev: #46
|
1.1 |
—
|
no change | no change |
P
S
|
21,114 | $611,465 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DFSI
DIMENSIONAL ETF...
|
Bond/Debt | 0.21% | 0.30% |
#47
6
Prev: #41
|
0.1 |
—
|
-4,420 | -24.9% |
P
S
|
13,340 | $601,634 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.20% | 0.15% |
#48
7
Prev: #55
|
0.6 |
—
|
-22 | -0.4% |
P
S
|
4,895 | $574,926 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.20% | 0.18% |
#49
3
Prev: #52
|
0.6 |
—
|
51 | 3.6% |
P
S
|
1,481 | $559,448 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
TDG
TRANSDIGM GROUP...
|
Industrials | 0.19% | 0.19% |
#50
1
Prev: #51
|
1.1 |
—
|
no change | no change |
P
S
|
406 | $540,808 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 |
Showing 1-50 of 89 holdings