Holdings
Shira Ridge Wealth Management
As of Sep 30, 2026, Shira Ridge Wealth Management reported 29 positions worth US$31M. Largest: Apple Inc, Alphabet Inc (google) Class C and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 21,636 | US$7.21M | −4,207 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 20,220 | US$6.91M | −980 | Sep 30, 2026 |
| Microsoft Corp. | 6,244 | US$3.2M | −140 | Sep 30, 2026 |
| Costco Wholesale Corporation | 1,699 | US$1.55M | −8 | Sep 30, 2026 |
| Nvidia Corporation | 6,742 | US$1.54M | −150 | Sep 30, 2026 |
| Amazon.com, Inc. | 4,417 | US$1.1M | +201 | Sep 30, 2026 |
| Meta Platforms, Inc. | 1,483 | US$1.08M | −417 | Sep 30, 2026 |
| Charles Schwab Corporation (the) | 10,776 | US$1.05M | −100 | Sep 30, 2026 |
| Equinix, Inc. | 762 | US$771K | no change | Sep 30, 2026 |
| Cisco Systems, Inc. | 4,765 | US$513K | −130 | Sep 30, 2026 |