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Portfolio (Quarterly) Guide ↗

Shira Ridge Wealth Management

· CIK 0001961210
13F Portfolio $249M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 83 New
Page 4 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JIRE J P MORGAN EXCHANGE TRADED F 4,466.0 $334K 0.13% NEW $74.88 +8.9%
62 SYK STRYKER CORPORATION Healthcare 913.0 $321K 0.13% NEW $351.47 -10.9%
63 HDV ISHARES TR 2,636.0 $321K 0.13% NEW $121.61 -77.3%
64 MRVL MARVELL TECHNOLOGY INC Technology 3,463.0 $294K 0.12% NEW $84.98 +145.1%
65 SCHX SCHWAB STRATEGIC TR 9,735.0 $262K 0.10% NEW $26.91 +9.7%
66 IJH ISHARES TR 3,877.0 $256K 0.10% NEW $66.00 +13.1%
67 NEM NEWMONT CORP Basic Materials 2,537.0 $253K 0.10% NEW $99.85 +11.8%
68 IWP ISHARES TR 1,822.0 $250K 0.10% NEW $136.94 +2.8%
69 XLK SELECT SECTOR SPDR TR 1,652.0 $238K 0.10% NEW $143.97 +28.7%
70 MCK MCKESSON CORP Healthcare 287.0 $235K 0.10% NEW $820.29 -8.0%
71 IEMG ISHARES INC 3,481.0 $234K 0.09% NEW $67.22 +24.4%
72 LLY ELI LILLY & CO Healthcare 208.0 $224K 0.09% NEW $1076.39 -1.1%
73 CALI BLACKROCK ETF TRUST II 4,426.0 $223K 0.09% NEW $50.46 -0.1%
74 T AT&T INC Communication Services 8,889.0 $221K 0.09% NEW $24.84 +0.7%
75 IVE ISHARES TR 1,039.0 $220K 0.09% NEW $212.07 +7.5%
76 MCD MCDONALDS CORP Consumer Cyclical 706.0 $216K 0.09% NEW $305.63 -8.6%
77 GLD SPDR GOLD TR Financial Services 544.0 $216K 0.09% NEW $396.31 +4.5%
78 IWB ISHARES TR 576.0 $215K 0.09% NEW $373.44 +9.6%
79 IVV ISHARES TR 311.0 $213K 0.09% NEW $684.77 +10.1%
80 VB VANGUARD INDEX FDS 791.0 $204K 0.08% NEW $257.87 +13.6%
Page 4 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.6%
Communication Services 26.0%
Financial Services 19.5%
Consumer Cyclical 4.5%
Consumer Defensive 4.0%
Healthcare 2.8%
Industrials 2.1%
Real Estate 1.7%
Energy 1.2%
Basic Materials 0.7%