Shira Ridge Wealth Management Portfolio Holdings

Shira Ridge Wealth Management

  • $219 Billion
  • Q2 2025

Shira Ridge Wealth Management has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $219 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 $36.4B, Dimensional ETF Tr with a value of $21.7B, Ishares Trust Ishares Esg Awar with a value of $11.5B, Ishares Expanded Tech Sector E with a value of $10.9B, and Legg Mason ETF Invt Tr with a value of $9.4B.

Examining the 13F form we can see an increase of $18.4B in the current position value, from $201B to 219B.

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 $219 Billion
ETFs: $187 Billion
Technology: $11.6 Billion
Communication Services: $6.89 Billion
Financial Services: $2.75 Billion
Consumer Cyclical: $1.95 Billion
Consumer Defensive: $1.84 Billion
Industrials: $617 Million
Real Estate: $606 Million
Other: $1.1 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$6.1 Billion 2.79% of portfolio
29,751
Q2 2025 Reduced 0.94%
$3.75T
$3.19 Billion 1.46% of portfolio
6,410
Q2 2025 Added 0.05%
$1.11T
$2.78 Billion 1.27% of portfolio
15,645
Q1 2025 Reduced 0.07%
$434B
$1.63 Billion 0.74% of portfolio
1,646
Q2 2025 Reduced 0.18%
$1.62T
$1.39 Billion 0.64% of portfolio
1,888
Q2 2025 Added 4.6%
$1.07T
$1.19 Billion 0.55% of portfolio
6,776
Q2 2025 Reduced 0.7%
$409B
$1.07 Billion 0.49% of portfolio
6,784
Q2 2025 Added 2.48%
$2.3T
$907 Million 0.41% of portfolio
4,132
Q2 2025 Reduced 9.15%
$847B
$605 Million 0.28% of portfolio
2,087
Q2 2025 Reduced 1.18%
$631B
$340 Million 0.16% of portfolio
699
Q2 2025 Added 7.7%
$278B
$351 Million 0.16% of portfolio
5,061
Q2 2025 Added 14.76%
$1T
$309 Million 0.14% of portfolio
973
Q2 2025 Added 1.88%
$297B
$308 Million 0.14% of portfolio
2,150
Q2 2025 Added 57.97%
$562B
$254 Million 0.12% of portfolio
190
Q2 2025 New
$212B
$201 Million 0.09% of portfolio
255
Q2 2025 New
$364B
$208 Million 0.09% of portfolio
1,303
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $219 Billion
  • Prior Value $201 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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