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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 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BERKSHIRE HATHAWAY INC DEL 701.0 $351K 0.12% $500.39
62 HDV ISHARES TR 12,444.0 $341K 0.12% +10K +372.1% $27.41 +7.7%
63 JIRE J P MORGAN EXCHANGE TRADED F 3,938.0 $325K 0.11% -575.0 -12.7% $82.49 +3.5%
64 XLK SELECT SECTOR SPDR TR 1,652.0 $315K 0.11% $190.52 -1.7%
65 MU MICRON TECHNOLOGY INC Technology 251.0 $290K 0.10% NEW $1154.29 -12.8%
66 SCHX SCHWAB STRATEGIC TR 9,735.0 $287K 0.10% $29.43 +3.2%
67 CHTR CHARTER COMMUNICATIONS INC Communication Services 1,981.0 $282K 0.10% -384.0 -16.2% $142.21 +5.8%
68 IWP ISHARES TR 1,822.0 $267K 0.09% $146.41 -4.4%
69 IJH ISHARES TR 3,282.0 $253K 0.09% -99.0 -2.9% $77.10 -1.5%
70 LLY ELI LILLY & CO Healthcare 210.0 $252K 0.09% NEW $1201.69 -4.7%
71 ARTY ISHARES TR 3,254.0 $248K 0.09% -6K -64.8% $76.16 -0.1%
72 GE GE AEROSPACE Industrials 658.0 $246K 0.09% NEW $373.73 -10.6%
73 VB VANGUARD INDEX FDS 806.0 $244K 0.09% +5.0 +0.6% $303.03 -0.9%
74 IWB ISHARES TR 576.0 $236K 0.08% $409.50 +3.0%
75 EZU ISHARES INC 3,302.0 $229K 0.08% +105.0 +3.3% $69.50 +1.5%
76 NEM NEWMONT CORP Basic Materials 2,456.0 $229K 0.08% $93.38 +37.5%
77 KO COCA COLA CO Consumer Defensive 2,739.0 $223K 0.08% $81.27 +8.6%
78 ABBV ABBVIE INC Healthcare 883.0 $222K 0.08% NEW $251.51 +2.3%
79 IVV ISHARES TR 289.0 $216K 0.07% -28.0 -8.8% $748.28 +3.5%
80 GLW CORNING INC Technology 829.0 $212K 0.07% NEW $255.43 -40.5%
Page 4 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%