Shira Ridge Wealth Management

CIK 0001961210 · Q1 2026

13F Equity AUM

$252.7M

+1.5% QoQ

Positions

-4 QoQ

AUM Rank

#6,509

Top 52%

Skill Alpha (FF)

-2.0%/yr^ns

No Clear Edge

Rank #5,164 · Top 63%

vs S&P -6.7%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 42.1%Top 10: 62.8%Top 20: 83.9%

SUSA15.2%

DFAU10.1%

DYNF6.2%

DFSD5.4%

IGM5.2%

ESGD5.2%

DFAI4.1%

YLDE4.0%

FLOT3.7%

XLI3.6%

Others (69)37.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services89.5%

Technology4.8%

Communication Services3.4%

Other2.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 79Median: 0.30%Avg: 1.27%

0–0.5%

52(10.8%)

0.5–1%

7(5.3%)

1–3%

9(17.9%)

3–5%

5(18.8%)

5%+

6(47.3%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 77Unique: 2vs 20 funds

1.1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

1.6%

BANK OF AMERICA CORP /DE/

1.6%

1.4%

2.3%

1.6%

GEODE CAPITAL MANAGEMENT, LLC

0.8%

VANGUARD CAPITAL MANAGEMENT LLC

0.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New2Increased27Decreased33Exited6

New Positions

KO0.1%

+3K

EZU0.1%

+3K

Increased

SHY3.3%

+51K(+103%)

DYNF6.2%

+51K(+23%)

FLOT3.7%

+46K(+33%)

CGDG1.6%

+45K(+67%)

DFSD5.4%

+39K(+16%)

GOVT1.7%

+34K(+22%)

EAGG2.2%

+31K(+37%)

IGM5.2%

+22K(+24%)

IUSB2.1%

+17K(+17%)

DFAU10.1%

+10K(+2%)

Decreased

ARTY0.2%

-75,487(-89%)

DFAI4.1%

-11,292(-4%)

VIG0.8%

-7,427(-43%)

GLDM1.4%

-6,905(-15%)

XJH0.4%

-4,194(-15%)

XLI3.6%

-2,060(-3%)

YLDE4.0%

-1,719(-1%)

DFSI0.3%

-1,464(-8%)

VTI0.6%

-645(-12%)

IJH0.1%

-496(-13%)

Exited

-5,834

-3,481

-208

-4,426

-658

ABBV

-886

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...