Shira Ridge Wealth Management
SEC Form 13F institutional filer · CIK 0001961210
13F-HR · 38 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
77.3%
Shira Ridge Wealth Management — $55M AUM allocation strategy
Shira Ridge Wealth Management files SEC Form 13F and reports $55M of long US equity value across 38 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 19.9%, followed by Communication Services 14.8% and Financials 6.6%.
The top 10 holdings account for 77% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Shira Ridge Wealth Management — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$55M
total across 38 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
77% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +46.6K sh · +$1.24M+$BLK +3.29K sh · +$179K+$SPYM +879 sh · +$45.1K
Biggest trims (shares)
−$XLI −2.06K sh · +$57.8K−$VTI −645 sh · −$285K−$CVX −202 sh · +$107K
Exited to nil (held last quarter, gone now)
$IYY ($380K last qtr)$LLY ($224K last qtr)$GE ($203K last qtr)$ABBV ($202K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services13.8%—
- Technology Hardware, Storage & Peripherals13.4%—
- Systems Software4.3%—
- Investment Banking & Brokerage3.3%—
- Consumer Staples Merchandise Retail3.1%—
- Semiconductors2.2%—
- Broadline Retail1.6%—
- Data Center REITs1.3%—
- Other holdings56.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 29K | $7.35M | -155 | 13.4% |
| $GOOGL | Alphabet Inc | 15.5K | $4.44M | -156 | 8.1% |
| $MSFT | Microsoft Corporation | 6.41K | $2.37M | +65 | 4.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 7.17K | $2.06M | +435 | 3.8% |
| $SCHW | Charles Schwab Corporation | 41.9K | $1.81M | +0 | 3.3% |
| $COST | Costco Wholesale Corporation | 1.71K | $1.7M | +35 | 3.1% |
| $NVDA | NVIDIA Corporation | 6.89K | $1.2M | +63 | 2.2% |
…and 31 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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