Shira Ridge Wealth Management - Portfolio Stock Holdings

Shira Ridge Wealth Management disclosed 89 stock positions in a recent SEC 13F filing. $286,613,479 of stock holdings were filed, with the largest holdings including SUSA, DFAU, and DYNF. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $366,404,410 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.