Shira Ridge Wealth Management

Q4 2025 13F-HR Holdings

Location
Larkspur, CA
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$248,944
Net value change ($000)
+13,275 (5.6%)
New positions
6
Sold out positions
8
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DYNF 6,542 95.4%
ARTY 3,328 440.8%
DFSD 3,166 37.0%
FLOT 2,973 72.8%
CGDG 2,387 NEW
DFAU 2,117 8.9%
SUSA 1,714 4.4%
GOVT 1,442 67.4%
GOOGL 1,100 28.9%
EAGG 904 28.4%
Top Reduces (Value $000, Stocks/ETFs)
XJH -4,771 -79.3%
VOT -3,156 -68.9%
DFAT -2,499 -75.7%
VIG -1,996 -34.7%
IXN -1,803 -19.5%
IGM -594 -4.9%
ESML -467 -100.0%
XLV -347 -100.0%
DECK -314 -100.0%
MSFT -253 -7.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type