Data as of Q4 2025 (Dec 31, 2025)

Shira Ridge Wealth Management

โ€ขCIK: 1961210โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

DYNF
BLACKROCK ETF TRUST
+90.2%
5.4% of portfolio
ARTY
ISHARES TR
+413.7%
1.6% of portfolio
DFSD
DIMENSIONAL ETF TRUST
+37.7%
4.7% of portfolio
FLOT
ISHARES TR
+73.6%
2.8% of portfolio
CGDG
CAPITAL GROUP DIVIDEND GROWE
NEW
1.0% of portfolio

๐Ÿ“‰ Biggest Sells

XJH
ISHARES TR
-79.7%
0.5% of portfolio
VOT
VANGUARD INDEX FDS
-67.3%
0.6% of portfolio
DFAT
DIMENSIONAL ETF TRUST
-76.2%
0.3% of portfolio
VIG
VANGUARD SPECIALIZED FUNDS
-35.9%
1.5% of portfolio
IXN
ISHARES TR
-20.9%
3.0% of portfolio

Sector Breakdown

Other88.0%
Technology8.6%
Consumer1.2%
Financial0.9%
ETF0.4%
Communication0.3%
Real Estate0.2%
Healthcare0.2%

๐Ÿšช Exited Positionssold since Q3 2025

ESML
ISHARES TR
SOLD
$467.3K
XLV
SELECT SECTOR SPDR TR
SOLD
$347.4K
DECK
DECKERS OUTDOOR CORP
SOLD
$314.0K
QUAL
ISHARES TR
SOLD
$250.1K
IJR
ISHARES TR
SOLD
$233.9K
+3 more exited positions

Changes from Q3 2025

NEW6 new positions
โ†‘28 increased
โ†“41 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023