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 Companies Only

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%
-
$2.2 Billion 1.01% of portfolio
-
Q4 2024 Reduced 1.53%
$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%
-
$1.22 Billion 0.56% of portfolio
-
Q2 2025 Reduced 1.18%
$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%
$169B
$1 Billion 0.46% of portfolio
10,976
Q2 2025 Added 0.01%
$64.2B
$975 Million 0.45% of portfolio
2,385
Q1 2024 Reduced 0.29%
$2.3T
$907 Million 0.41% of portfolio
4,132
Q2 2025 Reduced 9.15%
$106B
$802 Million 0.37% of portfolio
3,666
Q2 2025 Reduced 1.4%
-
$748 Million 0.34% of portfolio
-
Q1 2025 Reduced 22.69%
$69.2B
$606 Million 0.28% of portfolio
762
Q2 2025 Added 2.7%
$85.4B
$617 Million 0.28% of portfolio
406
Q3 2024 Reduced 58.19%
$112B
$442 Million 0.2% of portfolio
1,603
Q2 2025 Reduced 1.35%
$148B
$364 Million 0.17% of portfolio
921
Q2 2025 Added 14.69%
$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%
$2.61B
$319 Million 0.15% of portfolio
3,098
Q2 2025 Reduced 5.03%
$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%
$194B
$295 Million 0.13% of portfolio
10,187
Q2 2025 Reduced 4.89%
$61.8B
$274 Million 0.13% of portfolio
3,536
Q4 2024 Added 0.74%
$562B
$254 Million 0.12% of portfolio
190
Q2 2025 New
$6.62B
$211 Million 0.1% of portfolio
1,343
Q2 2025 Reduced 39.26%
$81.1B
$217 Million 0.1% of portfolio
1,121
Q2 2025 New
$103B
$208 Million 0.1% of portfolio
284
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
$222B
$207 Million 0.09% of portfolio
707
Q1 2025 Reduced 0.84%

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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