Shira Ridge Wealth Management

Q3 2026 13F-HR Holdings

Location
Larkspur, CA
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$287,669
Net value change ($000)
+1,055 (0.4%)
New positions
4
Sold out positions
4
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 3,457 52.3%
SHY 1,045 10.2%
DYNF 1,022 5.4%
FLOT 994 9.1%
MSFT 820 34.4%
DFSD 795 5.6%
TFLO 429 NEW
CGDG 403 9.0%
DFAI 360 3.3%
ACWX 340 NEW
Top Reduces (Value $000, Stocks/ETFs)
IUSB -4,093 -85.3%
XLI -934 -8.8%
MRVL -924 -100.0%
GLDM -497 -23.7%
IGM -456 -2.6%
GOOGL -422 -18.0%
CMF -387 -45.5%
KLAC -356 -100.0%
AAPL -273 -3.7%
IWP -267 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type