StockDriftsStockDriftsTop 50 Shira Ridge Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SUSA | ISHARES TR | 15.51% | 288.1K | $44.5M | -0.99%(-2.88K) | $84.80(+88.38%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 10.26% | 568.9K | $29.4M | +0.81%(+4.57K) | $28.49(+88.59%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 6.65% | 280.2K | $19.1M | +3.34%(+9.06K) | $56.22(+24.80%) | 2026-06-30 | |
| IGM | ISHARES TR | 6.05% | 106.1K | $17.4M | -5.12%(-5.72K) | $102.21(+61.11%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 4.94% | 296.4K | $14.2M | +4.65%(+13.17K) | $47.43(+0.06%) | 2026-06-30 | |
| ESGD | ISHARES TR | 4.85% | 135.1K | $13.9M | -0.91%(-1.24K) | $66.73(+61.54%) | 2026-06-30 | |
| FLOT | ISHARES TR | 3.82% | 214.7K | $11.0M | +16.40%(+30.25K) | $50.78(+0.35%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 3.77% | 262.1K | $10.8M | -0.49%(-1.29K) | $24.95(+73.78%) | 2026-06-30 | |
| XLI | SELECT SECTOR SPDR TR | 3.72% | 57.6K | $10.7M | +0.87%(+496) | $104.68(+78.97%) | 2026-06-30 | |
| YLDE | LEGG MASON ETF INVT | 3.66% | 188.7K | $10.5M | -0.37%(-705) | $44.20(+30.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.09% | +56.46% | — | — | +71.37% |
| Top 20 Holdings Unweighted | +15.10% | +52.47% | — | — | +63.84% |
Shira Ridge Wealth Management reports $286.61M in US-listed equity holdings across 83 positions in its most recent 13F filing. Its largest disclosed positions are SUSA (15.5%), DFAU (10.3%) and DYNF (6.7%). The top 20 holdings account for 84.39% of reported assets. Its disclosed equity book has returned +56.46% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Shira Ridge Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1961210). View Shira Ridge Wealth Management’s 13F filings on SEC