Shira Ridge Wealth Management

Q2 2026 13F-HR Holdings

Location
Larkspur, CA
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$286,614
Net value change ($000)
+33,889 (13.4%)
New positions
10
Sold out positions
6
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DFSB 6,614 NEW
SUSA 6,015 15.6%
IGM 4,103 31.0%
DFAU 3,944 15.5%
DYNF 3,281 20.8%
IXN 2,960 42.0%
SHY 1,923 23.2%
FLOT 1,562 16.6%
XLI 1,434 15.5%
VGT 1,258 35.4%
Top Reduces (Value $000, Stocks/ETFs)
EAGG -5,538 -100.0%
GLDM -1,458 -41.0%
IUSB -507 -9.6%
SYK -300 -100.0%
T -259 -100.0%
MCK -248 -100.0%
CHTR -229 -44.8%
MCD -219 -100.0%
IVE -212 -100.0%
MRSH -186 -29.4%
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