Shira Ridge Wealth Management
Shira Ridge Wealth Management reported 83 holdings worth US$288M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 9, 2026
Shira Ridge Wealth Management reported 83 holdings worth US$288M as of Sep 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. Filed Oct 9, 2026 (Form 13F).
- Holdings
- 83
- Value as reported
- US$288M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 21,636 | US$7.21M | 2.5% |
| Alphabet Inc (google) Class C | 20,220 | US$6.91M | 2.4% |
| Microsoft Corp. | 6,244 | US$3.2M | 1.1% |
| Costco Wholesale Corporation | 1,699 | US$1.55M | 0.54% |
| Nvidia Corporation | 6,742 | US$1.54M | 0.54% |
| Amazon.com, Inc. | 4,417 | US$1.1M | 0.38% |
| Meta Platforms, Inc. | 1,483 | US$1.08M | 0.37% |
| Charles Schwab Corporation (the) | 10,776 | US$1.05M | 0.37% |
| Equinix, Inc. | 762 | US$771K | 0.27% |
| Cisco Systems, Inc. | 4,765 | US$513K | 0.18% |
| Broadcom Inc. | 1,420 | US$499K | 0.17% |
| Jp Morgan Chase & Co. | 1,431 | US$473K | 0.16% |
| Chevron Corporation | 2,281 | US$466K | 0.16% |
| Marsh | 2,673 | US$456K | 0.16% |
| Transdigm Group Inc. | 406 | US$440K | 0.15% |
| Corning Incorporated | 2,794 | US$430K | 0.15% |
| Advanced Micro Devices Inc | 561 | US$343K | 0.12% |
| Tesla, Inc. | 907 | US$322K | 0.11% |
| Micron Technology, Inc. | 286 | US$305K | 0.11% |
| Newmont Corporation | 2,475 | US$285K | 0.10% |
| Berkshire Hathaway Inc. | 516 | US$257K | 0.09% |
| Eli Lilly And Company | 210 | US$243K | 0.08% |
| Coca-cola Company (the) | 2,749 | US$237K | 0.08% |
| Abbvie Inc. | 883 | US$231K | 0.08% |
| Charter Communications, Inc. | 1,998 | US$222K | 0.08% |
| Mckesson Corporation | 253 | US$216K | 0.08% |
| Verizon Communications Inc. | 4,704 | US$216K | 0.08% |
| Ge Aerospace | 658 | US$205K | 0.07% |
| Union Pacific Corporation | 751 | US$204K | 0.07% |
| Kla Corporation | 0 | US$0 | 0.00% |
| Marvell Technology, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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