Shira Ridge Wealth Management
โขCIK: 1961210โขFiling: Q4 2025
**Shira Ridge Wealth Management** manages $249M across a diversified portfolio of 83 positions. The fund exhibits significant conviction in specific sectors, evidenced by its top holdings including SUSA at $40.3M and DFAU at $25.9M. Notable allocations also include substantial positions in clean energy and technology, such as DYNF ($13.4M), ESGD ($13.0M), and AAPL ($7.9M). This concentrated approach suggests a focus on high-conviction, growth-oriented equity opportunities.
Total AUM
$248.9M
QoQ Performance
+5.6%
Positions
46
Top 10 Concentration
61.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SUSA
DFAU
DYNF
ESGD
SUSA16.2%
DFAU10.4%
DYNF5.4%
ESGD5.2%
DFSD4.7%
IGM4.7%
DFAI4.2%
YLDE4.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other88.0%
Technology8.6%
Consumer1.2%
Financial0.9%
ETF0.4%
Communication0.3%
Real Estate0.2%
Healthcare0.2%
๐ช Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW6 new positions
โ28 increased
โ41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023