Shira Ridge Wealth Management ETF holdings
Larkspur, CA
Reported $254.4M in 52 ETFs in its Form 13F for June 30, 2026.
ETF value
$254.4M
ETFs held
52
Change from prior quarter
+13.8%
With price moves
ETFs as a share of its 13F
88.8%
of $286.6M
Top 10 of 52 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SUSA | iShares ESG Optimized MSCI USA ETF | $44.5M | 288,096 | −2,878 shares |
| DFAU | Dimensional US Core Equity Market ETF | $29.4M | 568,889 | +4,568 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $19.1M | 280,170 | +9,057 shares |
| IGM | iShares Expanded Tech Sector ETF | $17.4M | 106,089 | −5,720 shares |
| DFSD | Dimensional Short-Duration Fixed Income ETF | $14.2M | 296,404 | +13,174 shares |
| ESGD | iShares ESG Aware MSCI EAFE ETF | $13.9M | 135,088 | −1,242 shares |
| FLOT | iShares Floating Rate Bond ETF | $11.0M | 214,694 | +30,245 shares |
| DFAI | Dimensional International Core Equity Market ETF | $10.8M | 262,117 | −1,290 shares |
| XLI | State Street Industrial Select Sector SPDR ETF | $10.7M | 57,580 | +496 shares |
| YLDE | Franklin ClearBridge Enhanced Income ETF | $10.5M | 188,660 | −705 shares |
42 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001961210. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Shira Ridge Wealth Management own?
Shira Ridge Wealth Management reported 52 ETF positions worth $254.4M in its Form 13F for June 30, 2026. The largest was SUSA, at $44.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.