§ 13F · FUND PROFILE
Shira Ridge Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $218.9T (13F)Positions · 83Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$248.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SUSA | ISHARES TR | 290K | $40.3T | 16.2% | NEW |
| 2 | DFAU | DIMENSIONAL ETF TRUST | 554K | $25.9T | 10.4% | NEW |
| 3 | DYNF | BLACKROCK ETF TRUST | 220K | $13.4T | 5.4% | NEW |
| 4 | ESGD | ISHARES TR | 137K | $13.0T | 5.2% | NEW |
| 5 | DFSD | DIMENSIONAL ETF TRUST | 245K | $11.7T | 4.7% | NEW |
| 6 | IGM | ISHARES TR | 90K | $11.6T | 4.7% | NEW |
| 7 | DFAI | DIMENSIONAL ETF TRUST | 275K | $10.5T | 4.2% | NEW |
| 8 | YLDE | LEGG MASON ETF INVT | 191K | $10.4T | 4.2% | NEW |
| 9 | XLI | SELECT SECTOR SPDR TR | 59K | $9.2T | 3.7% | NEW |
| 10 | AAPL | APPLE INC | 29K | $7.9T | 3.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHIRA SIGNAL
AC read
Shira Ridge Wealth Management is a Other fund managing $218927.0 trillion in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed