Institutional Fund
Shira Ridge Wealth Management
Larkspur, CACIK 19612105 filings on record
Portfolio Value
$252.73M
Q1 2026
Holdings
79
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+1.5%
from $248.94M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr15.2%
- Dimensional ETF Trust10.1%
- Blackrock ETF Trust6.2%
- Dimensional ETF Trust5.4%
- Ishares Tr5.2%
- Ishares Tr5.2%
- Other52.7%
Portfolio Holdings
79 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 291.0K | $38.44M | 15.2% | +1.5K | Added |
| 2 | Dimensional ETF Trust | 564.3K | $25.46M | 10.1% | +9.9K | Added |
| 3 | Blackrock ETF Trust | 271.1K | $15.77M | 6.2% | +50.8K | Added |
| 4 | Dimensional ETF Trust | 283.2K | $13.56M | 5.4% | +38.6K | Added |
| 5 | Ishares Tr | 111.8K | $13.25M | 5.2% | +21.7K | Added |
| 6 | Ishares Tr | 136.3K | $13.04M | 5.2% | −247 | Reduced |
| 7 | Dimensional ETF Trust | 263.4K | $10.26M | 4.1% | −11.3K | Reduced |
| 8 | Legg Mason ETF Invt | 189.4K | $10.22M | 4.0% | −1.7K | Reduced |
| 9 | Ishares Tr | 184.4K | $9.40M | 3.7% | +45.7K | Added |
| 10 | Select Sector Spdr Tr | 57.1K | $9.23M | 3.7% | −2.1K | Reduced |
69 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio