Shira Ridge Wealth Management
Shira Ridge Wealth Management reported 83 positions worth $286.6M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: SUSA (15.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SUSA | SH | $44.5M | 15.51% | 288,096 | — | — | |
| ▸ 2 | DFAU | SH | $29.4M | 10.26% | 568,889 | — | — | |
| ▸ 3 | DYNF | SH | $19.1M | 6.65% | 280,170 | — | — | |
| ▸ 4 | IGM | SH | $17.4M | 6.05% | 106,089 | — | — | |
| ▸ 5 | DFSD | SH | $14.2M | 4.94% | 296,404 | — | — | |
| ▸ 6 | ESGD | SH | $13.9M | 4.85% | 135,088 | — | — | |
| ▸ 7 | FLOT | SH | $11.0M | 3.82% | 214,694 | — | — | |
| ▸ 8 | DFAI | SH | $10.8M | 3.77% | 262,117 | — | — | |
| ▸ 9 | XLI | SH | $10.7M | 3.72% | 57,580 | — | — | |
| ▸ 10 | YLDE | SH | $10.5M | 3.66% | 188,660 | — | — |
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Frequently Asked Questions
What stocks does Shira Ridge Wealth Management hold as of Q2 2026?
Shira Ridge Wealth Management reported 83 positions worth $286.6M in its Q2 2026 13F filing. Largest positions: SUSA (15.5%), DFAU (10.3%), DYNF (6.6%), IGM (6.1%) and DFSD (4.9%).
What did Shira Ridge Wealth Management buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Shira Ridge Wealth Management sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.