Shira Ridge Wealth Management Portfolio Holdings

Shira Ridge Wealth Management

  • $236 Billion
  • Q3 2025

Shira Ridge Wealth Management has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $236 Billion distributed in 85 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 $38.6B, Dimensional ETF Tr with a value of $23.8B, Ishares Expanded Tech Sector E with a value of $12.2B, Ishares Trust Ishares Esg Awar with a value of $12.1B, and Dimensional ETF Tr with a value of $9.88B.

Examining the 13F form we can see an increase of $16.7B in the current position value, from $219B to 236B.

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 $236 Billion
ETFs: $201 Billion
Technology: $13.5 Billion
Communication Services: $8.28 Billion
Financial Services: $2.83 Billion
Consumer Cyclical: $1.89 Billion
Consumer Defensive: $1.75 Billion
Healthcare: $793 Million
Real Estate: $597 Million
Other: $882 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$167B
$1.05 Billion 0.44% of portfolio
10,976
Q2 2025 Added 0.01%
$89.7B
$739 Million 0.31% of portfolio
3,669
Q3 2025 Added 0.08%
$32.4B
$648 Million 0.27% of portfolio
2,354
Q3 2025 Reduced 1.3%
$71.5B
$597 Million 0.25% of portfolio
762
Q2 2025 Added 2.7%
$72.7B
$535 Million 0.23% of portfolio
406
Q3 2024 Reduced 58.19%
$139B
$477 Million 0.2% of portfolio
1,446
Q3 2025 Reduced 9.79%
$136B
$350 Million 0.15% of portfolio
947
Q3 2025 Added 2.82%
$73.7B
$298 Million 0.13% of portfolio
3,547
Q3 2025 Added 0.31%
$181B
$297 Million 0.13% of portfolio
10,501
Q3 2025 Added 3.08%
$172B
$217 Million 0.09% of portfolio
4,938
Q3 2025 New
$49.1B
$223 Million 0.09% of portfolio
186
Q3 2025 Reduced 2.11%
$121B
$222 Million 0.09% of portfolio
287
Q3 2025 Added 1.06%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $236 Billion
  • Prior Value $219 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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