Shira Ridge Wealth Management
Net seller this quarter
$287M
36
-$2.07M
24.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SUSA | $44.5M | 15.51% | Not reported | -1.0% | Q4 2022 |
 AAPL | $7.48M | 2.61% | 0.00% | -10.8% | Q4 2022 |
 GOOG | $5.24M | 1.83% | Not reported | -4.3% | Q4 2022 |
 MSFT | $2.38M | 0.83% | 0.00% | -0.4% | Q4 2022 |
| GOOGL | $2.34M | 0.82% | 0.00% | -8.7% | Q4 2022 |
 GLDM | $2.1M | 0.73% | 0.01% | -31.2% | Q1 2025 |
 COST | $1.6M | 0.56% | 0.00% | +0.1% | Q4 2022 |
 NVDA | $1.38M | 0.48% | 0.00% | 0.0% | Q4 2023 |
 VOT | $1.3M | 0.45% | Not reported | -13.4% | Q4 2022 |
 META | $1.07M | 0.37% | Not reported | -2.3% | Q1 2023 |
 AMZN | $1M | 0.35% | 0.00% | -0.9% | Q4 2022 |
 SCHW | $1M | 0.35% | 0.00% | -1.1% | Q4 2022 |
 MRVL | $924K | 0.32% | 0.00% | -10.4% | Q2 2023 |
 EQIX | $794K | 0.28% | 0.00% | -1.3% | Q4 2022 |
 JPM | $671K | 0.23% | 0.00% | Not reported | Q3 2023 |
 CSCO | $575K | 0.20% | 0.00% | -0.5% | Q1 2023 |
 AVGO | $559K | 0.20% | 0.00% | +3.6% | Q4 2023 |
 TDG | $541K | 0.19% | 0.00% | Not reported | Q4 2022 |
 QQQ | $531K | 0.19% | Not reported | Not reported | Q1 2023 |
 MRSH | $446K | 0.16% | 0.00% | -26.6% | Q4 2022 |
 CVX | $421K | 0.15% | 0.00% | Not reported | Q2 2024 |
 TSLA | $389K | 0.14% | 0.00% | +0.3% | Q3 2024 |
 AMD | $360K | 0.13% | 0.00% | New | Q2 2026 |
 KLAC | $356K | 0.12% | 0.00% | New | Q2 2026 |
 BRK.B | $351K | 0.12% | Not reported | Not reported | Q3 2023 |
 MU | $290K | 0.10% | 0.00% | New | Q2 2026 |
 CHTR | $282K | 0.10% | 0.00% | -16.2% | Q4 2022 |
 LLY | $252K | 0.09% | 0.00% | Not reported | Q4 2025 |
 GE | $246K | 0.09% | 0.00% | Not reported | Q4 2025 |
 NEM | $229K | 0.08% | 0.00% | 0.0% | Q4 2025 |
 KO | $223K | 0.08% | 0.00% | Not reported | Q1 2025 |
 ABBV | $222K | 0.08% | 0.00% | Not reported | Q3 2025 |
 GLW | $212K | 0.07% | 0.00% | New | Q2 2026 |
 VZ | $205K | 0.07% | 0.00% | +0.1% | Q1 2025 |
 UNP | $204K | 0.07% | 0.00% | New | Q2 2026 |
| GLD | $200K | 0.07% | 0.00% | +0.7% | Q4 2025 |
| Q1 2026 | |||||
| SUSA | $38.4M | 15.21% | Not reported | +0.5% | Q4 2022 |
| AAPL | $7.35M | 2.91% | 0.00% | -0.5% | Q4 2022 |
| GOOG | $4.44M | 1.76% | Not reported | -1.0% | Q4 2022 |
| GLDM | $3.55M | 1.41% | 0.01% | -15.3% | Q1 2025 |
| MSFT | $2.37M | 0.94% | 0.00% | +1.0% | Q4 2022 |
| GOOGL | $2.06M | 0.82% | 0.00% | +6.5% | Q4 2022 |
| COST | $1.7M | 0.67% | 0.00% | +2.1% | Q4 2022 |
| VOT | $1.26M | 0.50% | Not reported | -4.0% | Q4 2022 |
| NVDA | $1.2M | 0.48% | 0.00% | +0.9% | Q4 2023 |
| META | $1.11M | 0.44% | Not reported | -2.8% | Q1 2023 |
| SCHW | $1.03M | 0.41% | 0.00% | Not reported | Q4 2022 |
| AMZN | $886K | 0.35% | 0.00% | +2.0% | Q4 2022 |
| EQIX | $757K | 0.30% | 0.00% | Not reported | Q4 2022 |
| MRSH | $632K | 0.25% | 0.00% | Not reported | Q4 2022 |
| JPM | $603K | 0.24% | 0.00% | -0.5% | Q3 2023 |
| CVX | $525K | 0.21% | 0.00% | -7.4% | Q2 2024 |
| CHTR | $511K | 0.20% | 0.00% | Not reported | Q4 2022 |
| TDG | $471K | 0.19% | 0.00% | Not reported | Q4 2022 |
| AVGO | $443K | 0.18% | 0.00% | +1.1% | Q4 2023 |
| QQQ | $417K | 0.16% | Not reported | -1.2% | Q1 2023 |
| CSCO | $382K | 0.15% | 0.00% | 0.0% | Q1 2023 |
| TSLA | $343K | 0.14% | 0.00% | +1.5% | Q3 2024 |
| MRVL | $343K | 0.14% | 0.00% | Not reported | Q2 2023 |
| BRK.B | $336K | 0.13% | Not reported | Not reported | Q3 2023 |
 SYK | $300K | 0.12% | 0.00% | Not reported | Q4 2024 |
| NEM | $266K | 0.11% | 0.00% | -3.2% | Q4 2025 |
 T | $259K | 0.10% | 0.00% | +0.4% | Q4 2024 |
 MCK | $248K | 0.10% | 0.00% | Not reported | Q2 2025 |
| VZ | $243K | 0.10% | 0.00% | -2.2% | Q1 2025 |
| GLD | $232K | 0.09% | 0.00% | -0.9% | Q4 2025 |
 MCD | $219K | 0.09% | 0.00% | Not reported | Q2 2023 |
| KO | $208K | 0.08% | 0.00% | Not reported | Q1 2025 |
| Q4 2025 | |||||
| SUSA | $40.3M | 16.21% | Not reported | +1.7% | Q4 2022 |
| AAPL | $7.92M | 3.18% | 0.00% | -4.4% | Q4 2022 |
| GOOG | $4.91M | 1.97% | Not reported | Not reported | Q4 2022 |
| GLDM | $3.86M | 1.55% | 0.02% | +3.8% | Q1 2025 |
| MSFT | $3.07M | 1.23% | 0.00% | -1.0% | Q4 2022 |
| GOOGL | $2.11M | 0.85% | 0.00% | -3.4% | Q4 2022 |
| COST | $1.44M | 0.58% | 0.00% | +0.8% | Q4 2022 |
| VOT | $1.42M | 0.57% | Not reported | -67.3% | Q4 2022 |
| META | $1.32M | 0.53% | Not reported | +5.5% | Q1 2023 |
| NVDA | $1.27M | 0.51% | 0.00% | -2.0% | Q4 2023 |
| SCHW | $1.1M | 0.44% | 0.00% | +0.2% | Q4 2022 |
| AMZN | $963K | 0.39% | 0.00% | -2.3% | Q4 2022 |
| MRSH | $675K | 0.27% | 0.00% | -0.8% | Q4 2022 |
| JPM | $664K | 0.27% | 0.00% | -5.1% | Q3 2023 |
| EQIX | $591K | 0.24% | 0.00% | +1.3% | Q4 2022 |
| TDG | $540K | 0.22% | 0.00% | Not reported | Q4 2022 |
| CHTR | $494K | 0.20% | 0.00% | +0.5% | Q4 2022 |
| AVGO | $489K | 0.20% | 0.00% | -2.2% | Q4 2023 |
| QQQ | $449K | 0.18% | Not reported | Not reported | Q1 2023 |
| CVX | $417K | 0.17% | 0.00% | +22.7% | Q2 2024 |
| TSLA | $409K | 0.16% | 0.00% | -1.8% | Q3 2024 |
| CSCO | $379K | 0.15% | 0.00% | -3.7% | Q1 2023 |
| BRK.B | $352K | 0.14% | Not reported | -2.8% | Q3 2023 |
| SYK | $321K | 0.13% | 0.00% | -3.6% | Q4 2024 |
| MRVL | $294K | 0.12% | 0.00% | -2.4% | Q2 2023 |
| NEM | $253K | 0.10% | 0.00% | New | Q4 2025 |
| MCK | $235K | 0.09% | 0.00% | Not reported | Q2 2025 |
| LLY | $224K | 0.09% | 0.00% | New | Q4 2025 |
 CALI | $223K | 0.09% | Not reported | -0.5% | Q2 2025 |
| T | $221K | 0.09% | 0.00% | -15.4% | Q4 2024 |
| MCD | $216K | 0.09% | 0.00% | -3.8% | Q2 2023 |
| GLD | $216K | 0.09% | 0.00% | New | Q4 2025 |
| GE | $203K | 0.08% | 0.00% | New | Q4 2025 |
| ABBV | $202K | 0.08% | 0.00% | -7.0% | Q3 2025 |
| VZ | $201K | 0.08% | 0.00% | 0.0% | Q1 2025 |
| Q3 2025 | |||||
| SUSA | $38.6M | 16.39% | Not reported | -0.9% | Q4 2022 |
| AAPL | $7.76M | 3.29% | 0.00% | +2.5% | Q4 2022 |
| VOT | $4.58M | 1.94% | Not reported | -1.5% | Q4 2022 |
| GOOG | $3.81M | 1.62% | Not reported | 0.0% | Q4 2022 |
| GLDM | $3.33M | 1.41% | 0.02% | +7.6% | Q1 2025 |
| MSFT | $3.32M | 1.41% | 0.00% | 0.0% | Q4 2022 |
| GOOGL | $1.7M | 0.72% | 0.00% | +3.0% | Q4 2022 |
| COST | $1.53M | 0.65% | 0.00% | +0.7% | Q4 2022 |
| META | $1.39M | 0.59% | Not reported | +0.4% | Q1 2023 |
| NVDA | $1.3M | 0.55% | 0.00% | +2.7% | Q4 2023 |
| SCHW | $1.05M | 0.44% | 0.00% | Not reported | Q4 2022 |
| AMZN | $938K | 0.40% | 0.00% | +3.4% | Q4 2022 |
| MRSH | $739K | 0.31% | 0.00% | +0.1% | Q4 2022 |
| JPM | $685K | 0.29% | 0.00% | +4.0% | Q3 2023 |
| CHTR | $648K | 0.27% | 0.00% | -1.3% | Q4 2022 |
| EQIX | $597K | 0.25% | 0.00% | Not reported | Q4 2022 |
| TDG | $535K | 0.23% | 0.00% | Not reported | Q4 2022 |
| AVGO | $477K | 0.20% | 0.00% | -9.8% | Q4 2023 |
| QQQ | $439K | 0.19% | Not reported | Not reported | Q1 2023 |
| TSLA | $412K | 0.17% | 0.00% | -4.8% | Q3 2024 |
| BRK.B | $362K | 0.15% | Not reported | +3.2% | Q3 2023 |
| SYK | $350K | 0.15% | 0.00% | +2.8% | Q4 2024 |
| CSCO | $349K | 0.15% | 0.00% | +0.9% | Q1 2023 |
| CVX | $347K | 0.15% | 0.00% | +3.8% | Q2 2024 |
 DECK | $314K | 0.13% | 0.00% | Not reported | Q3 2023 |
| MRVL | $298K | 0.13% | 0.00% | +0.3% | Q2 2023 |
| T | $297K | 0.13% | 0.00% | +3.1% | Q4 2024 |
| CALI | $225K | 0.10% | Not reported | -0.9% | Q2 2025 |
 NOBL | $225K | 0.10% | Not reported | -8.0% | Q4 2022 |
| MCD | $223K | 0.09% | 0.00% | +3.8% | Q2 2023 |
 NFLX | $223K | 0.09% | 0.00% | -2.1% | Q2 2025 |
| MCK | $222K | 0.09% | 0.00% | +1.1% | Q2 2025 |
| ABBV | $221K | 0.09% | 0.00% | New | Q3 2025 |
 PG | $217K | 0.09% | 0.00% | +8.5% | Q2 2025 |
| VZ | $217K | 0.09% | 0.00% | Not reported | Q1 2025 |