Shira Ridge Wealth Management
All 13F Filings
- Location
- Larkspur, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 287,669
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 83 | 287,669 | 13F-HR | Shira Ridge Wealth Management |
| Q2 2026 | 7/9/2026 | 83 | 286,614 | 13F-HR | Shira Ridge Wealth Management |
| Q1 2026 | 4/13/2026 | 79 | 252,725 | 13F-HR | Shira Ridge Wealth Management |
| Q4 2025 | 1/12/2026 | 83 | 248,944 | 13F-HR | Shira Ridge Wealth Management |
| Q3 2025 | 10/20/2025 | 85 | 235,669 | 13F-HR | Shira Ridge Wealth Management |
| Q2 2025 | 7/10/2025 | 83 | 218,927 | 13F-HR | Shira Ridge Wealth Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.97 K | 10.8% | 0 | 1.278 K | -1.278 K |
| ETFs | 244.3 K | 85.1% | 914 | 0 | 914 |
| Debt | 11.95 K | 4.2% | 994 | 0 | 994 |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
287,669
Holdings
83
QoQ value change ($000)
1,055
(0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.