Shira Ridge Wealth Management

Q1 2026 13F-HR Holdings

Location
Larkspur, CA
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
79
Total value ($000)
$252,725
Net value change ($000)
+3,781 (1.5%)
New positions
2
Sold out positions
6
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SHY 4,189 102.0%
DYNF 2,375 17.7%
FLOT 2,342 33.2%
DFSD 1,829 15.6%
CGDG 1,635 68.5%
IGM 1,610 13.8%
EAGG 1,456 35.7%
GOVT 763 21.3%
IUSB 731 16.0%
COST 259 18.0%
Top Reduces (Value $000, Stocks/ETFs)
ARTY -3,652 -89.4%
SUSA -1,904 -4.7%
VIG -1,678 -44.7%
MSFT -695 -22.7%
AAPL -566 -7.1%
DFAU -485 -1.9%
GOOGL -467 -9.5%
IXN -398 -5.3%
IYH -380 -100.0%
GLDM -309 -8.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type