Shira Ridge Wealth Management
Long book
$252.7M
Q1 2026
Positions
79
Top-10 weight
63%
concentration
Last quarter
+12.7%
SPY +14.8%
Turnover
9%
of book per quarter
Strategy in plain words
auto-generated from filingsShira Ridge Wealth Management is a wealth-management firm allocating client money, running a $252.7M US long book across 79 positions.
The portfolio is concentrated: the top 10 names carry 63% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: ISHARES ESG OPTIMIZED MSCI U, DIMENSIONAL US CORE EQUITY M, ISHRS US E F R A ETF-USD INC, DIMENSIONAL SHORT DURATION, ISHARES EXPANDED TECH SECTOR.
Over the last 9 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.3%
Q2 2024
+5.7%
Q3 2024
+0.8%
Q4 2024
-3.2%
Q1 2025
+9.7%
Q2 2025
+7.3%
Q3 2025
+2.8%
Q4 2025
-2.7%
Q1 2026
+12.7%
Sector allocation
Technology 69%
Consumer discretionary 11%
Financials 9%
Communications 4%
Industrials 3%
Energy 2%
Healthcare 1%
Materials 1%
Long book by quarter
What does Shira Ridge own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 29.0K | $7.4M | 2.9% | -0.5% |
| GOOG ALPHABET INC-CL C | Technology | 15.5K | $4.4M | 1.8% | -1.0% |
| MSFT MICROSOFT CORP | Technology | 6.4K | $2.4M | 0.9% | +1.0% |
| GOOGL ALPHABET INC-CL A | Technology | 7.2K | $2.1M | 0.8% | +6.5% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.7K | $1.7M | 0.7% | +2.1% |
| NVDA NVIDIA CORP | Technology | 6.9K | $1.2M | 0.5% | +0.9% |
| META META PLATFORMS INC-CLASS A | Technology | 1.9K | $1.1M | 0.4% | -2.8% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 11.0K | $1.0M | 0.4% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 4.3K | $886K | 0.4% | +2.0% |
| MRSH MARSH & MCLENNAN COS | Financials | 3.6K | $632K | 0.2% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 2.0K | $603K | 0.2% | -0.5% |
| CVX CHEVRON CORP | Energy | 2.5K | $525K | 0.2% | -7.4% |
| CHTR CHARTER COMMUNICATIONS INC-A | Communications | 2.4K | $511K | 0.2% | Held |
| TDG TRANSDIGM GROUP INC | Industrials | 406 | $471K | 0.2% | Held |
| AVGO BROADCOM INC | Technology | 1.4K | $443K | 0.2% | +1.1% |
| CSCO CISCO SYSTEMS INC | Technology | 4.9K | $382K | 0.2% | 0.0% |
| TSLA TESLA INC | Industrials | 923 | $343K | 0.1% | +1.5% |
| MRVL MARVELL TECHNOLOGY INC | Technology | 3.5K | $343K | 0.1% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 701 | $336K | 0.1% | Held |
| SYK STRYKER CORP | Healthcare | 913 | $300K | 0.1% | Held |
| NEM NEWMONT CORP | Materials | 2.5K | $266K | 0.1% | -3.2% |
| T AT&T INC | Communications | 8.9K | $259K | 0.1% | +0.4% |
| MCK MCKESSON CORP | Consumer discretionary | 287 | $248K | 0.1% | Held |
| VZ VERIZON COMMUNICATIONS INC | Communications | 4.8K | $243K | 0.1% | -2.2% |
| MCD MCDONALD'S CORP | Consumer discretionary | 706 | $219K | 0.1% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 2.7K | $208K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 13, 2026 | 79 | $252.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 12, 2026 | 83 | $248.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 20, 2025 | 85 | $235.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 10, 2025 | 83 | $218.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 15, 2025 | 75 | $200.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 14, 2025 | 77 | $204.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 10, 2024 | 81 | $196.1M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 12, 2024 | 75 | $179.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 18, 2024 | 73 | $174.7M | canonical | SEC ↗ |