§ 13F · FUND PROFILE
Shira Ridge Wealth Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $219M (13F)Positions · 83Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$409K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SUSA | ISHARES TR | 291K | $38M | 15.2% | ±0% |
| 2 | DFAU | DIMENSIONAL ETF TRUST | 564K | $25M | 10.1% | +2% |
| 3 | DYNF | BLACKROCK ETF TRUST | 271K | $16M | 6.2% | +23% |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 283K | $14M | 5.4% | +16% |
| 5 | IGM | ISHARES TR | 112K | $13M | 5.2% | +24% |
| 6 | ESGD | ISHARES TR | 136K | $13M | 5.2% | ±0% |
| 7 | DFAI | DIMENSIONAL ETF TRUST | 263K | $10M | 4.1% | −4% |
| 8 | YLDE | LEGG MASON ETF INVT | 189K | $10M | 4.0% | −1% |
| 9 | FLOT | ISHARES TR | 184K | $9M | 3.7% | +33% |
| 10 | XLI | SELECT SECTOR SPDR TR | 57K | $9M | 3.7% | −3% |
§ 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 $219 million in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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