Shira Ridge Wealth Management has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The report lists 83 separate securities held by the firm, with the vast majority of positions held in exchange-traded funds (ETFs).
The filing indicates that the firm holds a significant number of shares in major technology and ETF providers. Microsoft Corporation is the largest individual stock holding, with 6,244 shares. Other notable individual stock positions include NVIDIA Corporation with 6,742 shares, Apple Inc. with 21,636 shares, and Alphabet Inc. Class A shares with 5,574 shares.
The portfolio is heavily weighted toward broad market ETFs. The top holdings include the iShares Core S&P 500 ETF with 356,7 shares, the iShares Expanded Tech Sector ETF with 99,967 shares, the Vanguard World Fund Information Technology ETF with 39,996 shares, and the iShares ESG Optimized ETF with 284,219 shares.
The filing also lists positions in various other sectors, including financial services, healthcare, and energy. Notable individual stock positions in these sectors include JPMorgan Chase & Co., Eli Lilly & Co., Chevron Corporation, and Costco Wholesale Corporation.
