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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 3 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VUG VANGUARD INDEX FDS 9,865.0 $850K 0.30% +8K +495.4% $86.14 +1.7%
42 SPYM SPDR SERIES TRUST 9,075.0 $798K 0.28% +2K +31.2% $87.88 +2.4%
43 EQIX EQUINIX INC Real Estate 762.0 $794K 0.28% -10.0 -1.3% $1042.39 -3.7%
44 VTV VANGUARD INDEX FDS 3,406.0 $742K 0.26% -25.0 -0.7% $217.93 +3.3%
45 JPM JPMORGAN CHASE & CO Financial Services 2,050.0 $671K 0.23% $327.27 +8.7%
46 SCHB SCHWAB STRATEGIC TR 21,114.0 $611K 0.21% $28.96 +1.8%
47 DFSI DIMENSIONAL ETF TRUST 13,340.0 $602K 0.21% -4K -24.9% $45.10 +3.4%
48 CSCO CISCO SYS INC Technology 4,895.0 $575K 0.20% $117.45 -7.5%
49 AVGO BROADCOM INC Technology 1,481.0 $559K 0.20% +51.0 +3.6% $377.75 -2.3%
50 TDG TRANSDIGM GROUP INC Industrials 406.0 $541K 0.19% $1332.04 -13.0%
51 QQQ INVESCO QQQ TR Financial Services 722.0 $531K 0.18% $736.04 -3.8%
52 AVGE AMERICAN CENTY ETF TR 5,019.0 $497K 0.17% NEW $99.10 +2.0%
53 IVW ISHARES TR 3,475.0 $478K 0.17% +243.0 +7.5% $137.53 +1.0%
54 MRSH MARSH & MCLENNAN COS INC Financial Services 2,673.0 $446K 0.15% -968.0 -26.6% $166.67 +12.7%
55 CVX CHEVRON CORPORATION Energy 2,537.0 $421K 0.15% $165.77 +27.9%
56 ITOT ISHARES TR 2,505.0 $411K 0.14% -93.0 -3.6% $164.27 +1.8%
57 TSLA TESLA INC Consumer Cyclical 926.0 $389K 0.14% $420.60 -16.1%
58 VO VANGUARD INDEX FDS 4,751.0 $383K 0.13% +3K +173.4% $80.57 +1.1%
59 AMD ADVANCED MICRO DEVICES INC Technology 619.0 $360K 0.12% NEW $580.91 -21.4%
60 KLAC KLA CORP Technology 1,180.0 $356K 0.12% NEW $301.71 -43.3%
Page 3 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%