Portfolio (Quarterly) Guide ↗

Shira Ridge Wealth Management

· CIK 0001961210

13F Portfolio $253M AUM 79 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 24 Added 31 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IYH	ISHARES TR	—	5,834	$380K	0.15%	SOLD
2	IEMG	ISHARES INC	—	3,481	$234K	0.09%	SOLD
3	LLY	ELI LILLY & CO	Healthcare	208	$224K	0.09%	SOLD
4	CALI	BLACKROCK ETF TRUST II	—	4,426	$223K	0.09%	SOLD
5	GE	GE AEROSPACE	Industrials	658	$203K	0.08%	SOLD
6	ABBV	ABBVIE INC	Healthcare	886	$202K	0.08%	SOLD

Sector Allocation

Technology 36.5%

Communication Services 26.1%

Financial Services 19.5%

Consumer Defensive 5.8%

Consumer Cyclical 4.4%

Real Estate 2.3%

Healthcare 1.7%

Energy 1.6%

Industrials 1.4%

Basic Materials 0.8%