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Livermore
Livermore
ZHEN

Shira Ridge Wealth Management

SEC CIK
0001961210
Latest filing
Jul 9, 2026

The latest 13F from Shira Ridge Wealth Management covers Q2 2026 (filed Jul 9, 2026): 83 long positions worth $286.6M. The top 10 holdings make up 63.2% of the portfolio, and the largest is iShares Tr at 15.5%. Livermore has 15 filings on Form 13F from this institution, going back to Q4 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
10
Est. +$9.25M
Added
22
Est. +$5.79M
Reduced
38
Est. −$6.55M
Sold out
6
Est. −$6.78M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Tr464288802
    15.5%$44.5M
  2. Dimensional ETF Trust25434V104
    10.3%$29.4M
  3. BlackRock ETF Trust09290C103
    6.6%$19.1M
  4. iShares Tr464287549
    6.1%$17.4M
  5. Dimensional ETF Trust25434V864
    4.9%$14.2M

Share of portfolio

Top 5 holdings and the other 78 positions, by share of portfolio value

  1. iShares Tr15.5%
  2. Dimensional ETF Trust10.3%
  3. BlackRock ETF Trust6.6%
  4. iShares Tr6.1%
  5. Dimensional ETF Trust4.9%
  6. Other 78 positions56.6%

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional ETF Trust25434V674
    +$6.61MNew
  2. iShares Tr464287457
    +$1.97MAdded
  3. iShares Tr46429B655
    +$1.54MAdded
  4. Dimensional ETF Trust25434V864
    +$629.1KAdded
  5. BlackRock ETF Trust09290C103
    +$616.0KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dimensional ETF Trust25434V674
    +2.31 pp0.0% → 2.3%
  2. BlackRock ETF Trust09290C103
    +0.41 pp6.2% → 6.6%
  3. iShares Tr464287457
    +0.28 pp3.3% → 3.6%
  4. Dimensional ETF Trust25434V104
    +0.18 pp10.1% → 10.3%
  5. American Centy ETF Tr025072232
    +0.17 pp0.0% → 0.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Esg Aware US Aggregate Bond ETF46435U549
    −$5.54MSold out
  2. GLDMWorld Gold Trust
    −$949.1KReducedHistory
  3. iShares Tr464287549
    −$935.7KReduced
  4. AAPLApple Inc.
    −$905.7KReducedHistory
  5. iShares Tr46434V613
    −$502.1KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Esg Aware US Aggregate Bond ETF46435U549
    −2.19 pp2.2% → 0.0%
  2. GLDMWorld Gold Trust
    −0.67 pp1.4% → 0.7%History
  3. iShares Tr46434V613
    −0.42 pp2.1% → 1.7%
  4. Legg Mason ETF Invt524682309
    −0.38 pp4.0% → 3.7%
  5. iShares Tr46435G516
    −0.31 pp5.2% → 4.8%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$286.6M
+$33.9M (+13.4%) vs. prior quarter
Positions
83
+4 vs. prior quarter
Top 10 concentration
63.2%
Top 10 as share of value
Turnover
4.9%
Q2 2026, one quarter
Average holding period
12.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2022), so positions held before then are understated.

13F filings by quarter

15 quarters, going back to Q4 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $286.6M (Q2 2026)

Q4 2022: $145.2MQ1 2023: $151.5MQ2 2023: $159.6MQ3 2023: $152.2MQ4 2023: $166.6MQ1 2024: $174.7MQ2 2024: $179.5MQ3 2024: $196.1MQ4 2024: $204.4MQ1 2025: $200.5MQ2 2025: $218.9MQ3 2025: $235.7MQ4 2025: $248.9MQ1 2026: $252.7MQ2 2026: $286.6M
Q4 2022Q2 2026
13F filings of Shira Ridge Wealth Management by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 9, 202683$286.6MiShares TrDimensional ETF TrustBlackRock ETF Trustvs. Q1 2026SEC
Q1 2026Apr 13, 202679$252.7MiShares TrDimensional ETF TrustBlackRock ETF Trustvs. Q4 2025SEC
Q4 2025Jan 12, 202683$248.9MiShares TrDimensional ETF TrustBlackRock ETF Trustvs. Q3 2025SEC
Q3 2025Oct 20, 202585$235.7MiShares TrDimensional ETF TrustiShares Trvs. Q2 2025SEC
Q2 2025Jul 10, 202583$218.9MiShares TrDimensional ETF TrustiShares Trvs. Q1 2025SEC
Q1 2025Apr 15, 202575$200.5MiShares TrDimensional ETF TrustiShares Trvs. Q4 2024SEC
Q4 2024Jan 14, 202577$204.4MiShares TrDimensional ETF TrustiShares Trvs. Q3 2024SEC
Q3 2024Oct 10, 202481$196.1MiShares TrDimensional ETF TrustiShares Trvs. Q2 2024SEC
Q2 2024Jul 12, 202475$179.5MiShares TrDimensional ETF TrustiShares Trvs. Q1 2024SEC
Q1 2024Apr 18, 202473$174.7MiShares TrDimensional ETF TrustiShares Trvs. Q4 2023SEC
Q4 2023Jan 10, 202474$166.6MiShares TrDimensional ETF TrustiShares Trvs. Q3 2023SEC
Q3 2023Oct 11, 202367$152.2MiShares TrDimensional ETF TrustiShares Trvs. Q2 2023SEC
Q2 2023Jul 12, 202365$159.6MiShares TrDimensional ETF TrustiShares Trvs. Q1 2023SEC
Q1 2023May 8, 202363$151.5MiShares TrDimensional ETF TrustiShares Trvs. Q4 2022SEC
Q4 2022Jan 12, 202358$145.2MiShares TrDimensional ETF TrustiShares Core High Dividend ETF–SEC