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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
Page 2 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 6,384.0 $2.4M 0.83% $373.04 +33.2%
22 GOOGL ALPHABET INC Communication Services 6,548.0 $2.3M 0.82% -625.0 -8.7% $357.38 -5.5%
23 VIG VANGUARD SPECIALIZED FUNDS 9,675.0 $2.3M 0.80% $236.62 +2.1%
24 GLDM WORLD GOLD TR Financial Services 26,379.0 $2.1M 0.73% -12K -31.2% $79.42 +9.0%
25 VTI VANGUARD INDEX FDS 4,817.0 $1.8M 0.62% +88.0 +1.9% $370.06 +1.8%
26 IETC ISHARES U S ETF TR 16,228.0 $1.7M 0.61% -733.0 -4.3% $107.35 -0.3%
27 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,707.0 $1.6M 0.56% $935.67 -0.2%
28 NVDA NVIDIA CORPORATION Technology 6,892.0 $1.4M 0.48% $200.08 +12.6%
29 VOT VANGUARD INDEX FDS 4,232.0 $1.3M 0.45% -655.0 -13.4% $306.31 -3.4%
30 XJH ISHARES TR 22,896.0 $1.2M 0.42% -805.0 -3.4% $52.15 -2.8%
31 DFSU DIMENSIONAL ETF TRUST 23,554.0 $1.1M 0.38% -4K -14.8% $46.63 +3.1%
32 META META PLATFORMS INC Communication Services 1,900.0 $1.1M 0.37% -44.0 -2.3% $563.32 +5.1%
33 AMZN AMAZON COM INC Consumer Cyclical 4,216.0 $1.0M 0.35% -40.0 -0.9% $238.34 +6.8%
34 SCHW SCHWAB CHARLES CORP Financial Services 10,876.0 $1.0M 0.35% -125.0 -1.1% $92.27 +17.7%
35 DFUS DIMENSIONAL ETF TRUST 12,158.0 $996K 0.35% $81.94 +1.8%
36 EFAV ISHARES TR 11,111.0 $975K 0.34% -102.0 -0.9% $87.71 +7.5%
37 MRVL MARVELL TECHNOLOGY INC Technology 3,103.0 $924K 0.32% -360.0 -10.4% $297.89 -30.7%
38 DFAT DIMENSIONAL ETF TRUST 13,004.0 $909K 0.32% -194.0 -1.5% $69.90 +2.2%
39 VOO VANGUARD INDEX FDS 1,295.0 $889K 0.31% $686.78 +2.4%
40 CMF ISHARES TR 14,749.0 $850K 0.30% +301.0 +2.1% $57.64 -3.3%
Page 2 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%