Shira Ridge Wealth Management
CIK: 0001961210SEC EDGAR →
Portfolio Value
$248.9B
Holdings
83
As of
Q4 2025
New Positions
83
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 289,514 | $40.3B | 16.21% |
| 2 | DIMENSIONAL ETF TRUST | 554,421 | $25.9B | 10.42% |
| 3 | BLACKROCK ETF TRUST | 220,321 | $13.4B | 5.38% |
| 4 | ISHARES TR | 136,577 | $13.0B | 5.22% |
| 5 | DIMENSIONAL ETF TRUST | 244,674 | $11.7B | 4.71% |
| 6 | ISHARES TR | 90,129 | $11.6B | 4.68% |
| 7 | DIMENSIONAL ETF TRUST | 274,699 | $10.5B | 4.20% |
| 8 | LEGG MASON ETF INVT | 191,084 | $10.4B | 4.16% |
| 9 | SELECT SECTOR SPDR TR | 59,144 | $9.2B | 3.69% |
| 10 | APPLE INC | 29,128 | $7.9B | 3.18% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (83)
$40.3B · 290K shares
$25.9B · 554K shares
$13.4B · 220K shares
$13.0B · 137K shares
$11.7B · 245K shares
$11.6B · 90K shares
$10.5B · 275K shares
$10.4B · 191K shares
$9.2B · 59K shares
$7.9B · 29K shares
$7.4B · 71K shares
$7.1B · 139K shares
$4.9B · 16K shares
$4.6B · 98K shares
$4.1B · 50K shares
$4.1B · 85K shares
$4.1B · 85K shares
$3.9B · 45K shares
$3.9B · 5K shares
$3.8B · 17K shares
$3.6B · 156K shares
$3.1B · 6K shares
$2.4B · 67K shares
$2.3B · 22K shares
$2.1B · 7K shares
$1.8B · 5K shares
$1.7B · 17K shares
$1.4B · 2K shares
$1.4B · 5K shares
$1.3B · 2K shares
$1.3B · 7K shares
$1.2B · 28K shares
$1.2B · 28K shares
$1.1B · 11K shares
$982.0M · 11K shares
$963.0M · 4K shares
$908.0M · 12K shares
$823.0M · 19K shares
$818.0M · 1K shares
$807.0M · 2K shares
$802.0M · 13K shares
$752.0M · 13K shares
$675.0M · 4K shares
$663.0M · 3K shares
$663.0M · 2K shares
$591.0M · 772 shares
$553.0M · 21K shares
$539.0M · 406 shares
$506.0M · 2K shares
$493.0M · 2K shares
$489.0M · 1K shares
$484.0M · 6K shares
$448.0M · 731 shares
$417.0M · 3K shares
$408.0M · 909 shares
$391.0M · 3K shares
$387.0M · 3K shares
$379.0M · 6K shares
$378.0M · 5K shares
$352.0M · 701 shares
$334.0M · 4K shares
$320.0M · 3K shares
$320.0M · 913 shares
$294.0M · 3K shares
$261.0M · 10K shares
$255.0M · 4K shares
$253.0M · 3K shares
$249.0M · 2K shares
$237.0M · 2K shares
$235.0M · 287 shares
$233.0M · 3K shares
$223.0M · 208 shares
$223.0M · 4K shares
$220.0M · 1K shares
$220.0M · 9K shares
$215.0M · 576 shares
$215.0M · 544 shares
$215.0M · 706 shares
$212.0M · 311 shares
$203.0M · 791 shares
$202.0M · 658 shares
$202.0M · 886 shares
$201.0M · 5K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $212.0B | 85.2% |
| Technology | 7 | $17.3B | 6.9% |
| Communication Services | 5 | $9.1B | 3.6% |
| Unknown | 5 | $5.1B | 2.1% |
| Consumer Cyclical | 3 | $1.6B | 0.6% |
| Consumer Defensive | 1 | $1.4B | 0.6% |
| Healthcare | 4 | $980.0M | 0.4% |
| Real Estate | 1 | $591.0M | 0.2% |
| Energy | 1 | $417.0M | 0.2% |
| Basic Materials | 1 | $253.0M | 0.1% |
| Industrials | 1 | $202.0M | 0.1% |