Shira Ridge Wealth Management
Shira Ridge Wealth Management reported 83 stocks worth $288M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are SUSA (15.4%), DFAU (10.3%) and DYNF (7.0%). Compared with Q2 2026, the fund opened new positions in TFLO, ACWX and MCK, added to DYNF, DFSD and ESGD, trimmed SUSA, DFAU and IGM and sold out of MRVL, KLAC and IWP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SUSA Ishares TR | $44.2M | 15.4% | 284K | −3,877 (−1%) | 8 of 8 | |
| 2 |  DFAU Dimensional ETF Trust | $29.6M | 10.3% | 565K | −3,490 (−1%) | 8 of 8 | |
| 3 |  DYNF Blackrock ETF Trust | $20.1M | 7.0% | 290K | +9,695 (+3%) | 7 of 8 | |
| 4 |  IGM Ishares TR | $16.9M | 5.9% | 100K | −6,122 (−6%) | 7 of 8 | |
| 5 |  DFSD Dimensional Shrt Drt Fxd | $14.9M | 5.2% | 322K | +25K (+9%) | 8 of 8 | |
| 6 |  ESGD Ishares TR | $14.2M | 4.9% | 137K | +2,370 (+2%) | 8 of 8 | |
| 7 |  FLOT Ishares TR | $12M | 4.2% | 234K | +19K (+9%) | 8 of 8 | |
| 8 |  SHY Ishares 1-3 Year Treasry | $11.3M | 3.9% | 139K | +14K (+11%) | 8 of 8 | |
| 9 |  DFAI Dimensional Intern Core | $11.2M | 3.9% | 270K | +7,537 (+3%) | 8 of 8 | |
| 10 |  YLDE Legg Mason ETF Invt | $10.3M | 3.6% | 188K | −948 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Shira Ridge Wealth Management 13F FAQ
What does Shira Ridge Wealth Management own?
Shira Ridge Wealth Management reported 83 stocks worth $288M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are SUSA (15.4%), DFAU (10.3%) and DYNF (7.0%). The table above lists every position in the filing (the top 10 without an account).
What did Shira Ridge Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 22 added to, 40 trimmed and 4 sold out. New positions include TFLO, ACWX and MCK. It sold all of MRVL, KLAC and IWP.
When will Shira Ridge Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Shira Ridge Wealth Management's portfolio worth?
The Q3 2026 filing reports $288M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.