Shira Ridge Wealth Management
Shira Ridge Wealth Management reported 83 holdings worth US$287M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Shira Ridge Wealth Management reported 83 holdings worth US$287M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Microsoft Corp. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 83
- Value as reported
- US$287M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 21,200 | US$7.58M | 2.6% |
| Apple Inc | 25,843 | US$7.48M | 2.6% |
| Microsoft Corp. | 6,384 | US$2.38M | 0.83% |
| Costco Wholesale Corporation | 1,707 | US$1.6M | 0.56% |
| Nvidia Corporation | 6,892 | US$1.38M | 0.48% |
| Meta Platforms, Inc. | 1,900 | US$1.07M | 0.37% |
| Amazon.com, Inc. | 4,216 | US$1M | 0.35% |
| Charles Schwab Corporation (the) | 10,876 | US$1M | 0.35% |
| Marvell Technology, Inc. | 3,103 | US$924K | 0.32% |
| Equinix, Inc. | 762 | US$794K | 0.28% |
| Jp Morgan Chase & Co. | 2,050 | US$671K | 0.23% |
| Cisco Systems, Inc. | 4,895 | US$575K | 0.20% |
| Broadcom Inc. | 1,481 | US$559K | 0.20% |
| Transdigm Group Inc. | 406 | US$541K | 0.19% |
| Marsh | 2,673 | US$446K | 0.16% |
| Chevron Corporation | 2,537 | US$421K | 0.15% |
| Tesla, Inc. | 926 | US$389K | 0.14% |
| Advanced Micro Devices Inc | 619 | US$360K | 0.13% |
| Kla Corporation | 1,180 | US$356K | 0.12% |
| Berkshire Hathaway Inc. | 701 | US$351K | 0.12% |
| Micron Technology, Inc. | 251 | US$290K | 0.10% |
| Charter Communications, Inc. | 1,981 | US$282K | 0.10% |
| Eli Lilly And Company | 210 | US$252K | 0.09% |
| Ge Aerospace | 658 | US$246K | 0.09% |
| Newmont Corporation | 2,456 | US$229K | 0.08% |
| Coca-cola Company (the) | 2,739 | US$223K | 0.08% |
| Abbvie Inc. | 883 | US$222K | 0.08% |
| Corning Incorporated | 829 | US$212K | 0.07% |
| Verizon Communications Inc. | 4,836 | US$205K | 0.07% |
| Union Pacific Corporation | 751 | US$204K | 0.07% |
| Stryker Corporation | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Mckesson Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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