Shira Ridge Wealth Management reported 32 positions worth $32.77M for the quarter ended Sep 30, 2026, down 5.1% on the prior quarter. It opened 1 new position, added to 6, trimmed 17 and exited 2. Its largest holding is Apple Inc. at 22% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLW Corning Inc | +1,965 | +237.0% | $302.10K | 1.31% |
| MCK Mckesson Corp | +253 | – | $216.01K | 0.659% |
| AMZN Amazon Com Inc | +201 | +4.8% | $50.08K | 3.36% |
| MU Micron Technology Inc | +35 | +13.9% | $37.28K | 0.93% |
| NEM NEWMONT Corp | +19 | +0.8% | $2.19K | 0.871% |
| CHTR Charter Communications, Inc. | +17 | +0.9% | $1.89K | 0.676% |
| KO Coca Cola Co | +10 | +0.4% | $860.80 | 0.722% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -4,207 | -16.3% | $1.40M | 21.99% |
| MRVL Marvell Technology, Inc. | -3,103 | -100.0% | $924.35K | Exited |
| GLDM World Gold Trust | -6,938 | -26.3% | $570.18K | 4.88% |
| KLAC Kla Corp | -1,180 | -100.0% | $356.02K | Exited |
| GOOGL Alphabet Inc. | -974 | -14.9% | $335.15K | 5.85% |
| META Meta Platforms, Inc. | -417 | -21.9% | $302.43K | 3.28% |
| JPM Jpmorgan Chase & Co | -619 | -30.2% | $204.73K | 1.44% |
| BRK-B Berkshire Hathaway Inc | -185 | -26.4% | $92.12K | 0.784% |
| MSFT Microsoft Corp | -140 | -2.2% | $71.80K | 9.77% |
| GOOG Alphabet Inc. | -174 | -1.2% | $59.29K | 15.23% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MCK Mckesson Corp | +253 | $216.01K | 0.659% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 21.6K | $7.21M | 21.99% | -4,207 | -16.3% | Reduced | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 14.6K | $4.99M | 15.23% | -174 | -1.2% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 6,244 | $3.20M | 9.77% | -140 | -2.2% | Reduced | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 5,574 | $1.92M | 5.85% | -974 | -14.9% | Reduced | 0% |
| 5 | GLDM World Gold Trust | Others | 19.4K | $1.60M | 4.88% | -6,938 | -26.3% | Reduced | 0.01% |
| 6 | COST Costco Wholesale Corp | Consumer Staples | 1,699 | $1.55M | 4.72% | -8 | -0.5% | Reduced | 0% |
| 7 | NVDA Nvidia Corp | Technology | 6,742 | $1.54M | 4.7% | -150 | -2.2% | Reduced | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 4,417 | $1.10M | 3.36% | +201 | +4.8% | Added | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 1,483 | $1.08M | 3.28% | -417 | -21.9% | Reduced | 0% |
| 10 | SCHW Schwab Charles Corp | Financial Services | 10.8K | $1.05M | 3.21% | -100 | -0.9% | Reduced | 0% |
| 11 | EQIX Equinix Inc | Technology | 762 | $770.82K | 2.35% | 0 | 0.0% | Unchanged | 0% |
| 12 | CSCO Cisco Systems, Inc. | Technology | 4,765 | $512.84K | 1.56% | -130 | -2.7% | Reduced | 0% |
| 13 | AVGO Broadcom Inc. | Technology | 1,420 | $498.69K | 1.52% | -61 | -4.1% | Reduced | 0% |
| 14 | JPM Jpmorgan Chase & Co | Financial Services | 1,431 | $473.29K | 1.44% | -619 | -30.2% | Reduced | 0% |
| 15 | CVX Chevron Corp | Energy | 2,281 | $465.83K | 1.42% | -256 | -10.1% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Shira Ridge Wealth Management.
As of its Q3 2026 13F filing, Shira Ridge Wealth Management’s five largest positions were Apple Inc. (AAPL) at 22.0%, Alphabet Inc. (GOOG) at 15.2%, Microsoft Corp (MSFT) at 9.8%, Alphabet Inc. (GOOGL) at 5.9%, World Gold Trust (GLDM) at 4.9% of the reported portfolio.
Shira Ridge Wealth Management reported a 13F portfolio worth $32.77M across 32 positions for Q3 2026. That is down 5.1% from the previous quarter.
Its largest purchases by value were Corning Inc ($302.10K), Mckesson Corp ($216.01K), Amazon Com Inc ($50.08K). It opened 1 new positions.
Its largest sales by value were Apple Inc. ($1.40M), Marvell Technology, Inc. ($924.35K), World Gold Trust ($570.18K). It exited 2 positions entirely.
From the Form 13F-HR reports Shira Ridge Wealth Management files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.