Portfolio (Quarterly) Guide ↗

Shira Ridge Wealth Management

· CIK 0001961210

13F Portfolio $287M AUM 83 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 10 New 20 Added 30 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	EAGG	ISHARES TR	—	116,463	$5.5M	2.19%	SOLD
2	SYK	STRYKER CORPORATION	Healthcare	913	$300K	0.12%	SOLD
3	T	AT&T INC	Communication Services	8,923	$259K	0.10%	SOLD
4	MCK	MCKESSON CORP	Healthcare	287	$248K	0.10%	SOLD
5	MCD	MCDONALDS CORP	Consumer Cyclical	706	$219K	0.09%	SOLD
6	IVE	ISHARES TR	—	1,004	$212K	0.08%	SOLD

Sector Allocation

Technology 49.2%

Financial Services 16.8%

Communication Services 13.2%

Consumer Defensive 6.2%

Consumer Cyclical 4.7%

Industrials 3.4%

Real Estate 2.7%

Healthcare 1.6%

Energy 1.4%

Basic Materials 0.8%