Shira Ridge Wealth Management
All 13F Filings
- Location
- Larkspur, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 286,614
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 32.24 K | 11.3% | 2.988 K | 0 | 2.988 K |
| ETFs | 243.4 K | 84.9% | 29.33 K | 0 | 29.33 K |
| Debt | 10.96 K | 3.8% | 1.562 K | 0 | 1.562 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
286,614
Holdings
83
QoQ value change ($000)
33,889
(13.4%)
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.