Shira Ridge Wealth Management

RIA/Wealth

Shira Ridge Wealth Management is a RIA/Wealth based in San Rafael, CA led by Laurean Sue Nardone, reporting $323.4M in AUM as of Q3 2025 with 81% ETF concentration, 60% concentrated in top 10 holdings, and 16% allocation to SUSA.

Managing PartnerLaurean Sue Nardone

Portfolio Value: $235.7M
Positions: 85
Top Holding: SUSA at 16.39%
Last Reported: Q3 2025

Address999 Fifth Avenue, Suite 590, San Rafael, CA, 94901, United States

Top Holdings

Largest long holdings in Shira Ridge Wealth Management's portfolio (59.8% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares MSCI USA ESG Select SUSA	ETF ETF	$38.6M	16.39%	-$363.5K Sold	— 284.8K shares	Q4 2022 Held for 2y 11m
2 Dimensional US Core Equity Market DFAU	ETF ETF	$23.8M	10.11%	+$348.7K Bought	— 520.8K shares	Q4 2022 Held for 2y 11m
3 iShares Expanded Tech Sector ETF IGM	ETF ETF	$12.2M	5.19%	+$46.7K Bought	— 97.1K shares	Q1 2025 Held for 8 months
4 iShares ESG Aware MSCI EAFE ETF ESGD	ETF ETF	$12.1M	5.14%	+$168.9K Bought	— 130.3K shares	Q4 2022 Held for 2y 11m
5 Dimensional International Core Equity Market DFAI	ETF ETF	$9.9M	4.19%	+$206.5K Bought	— 271.7K shares	Q4 2022 Held for 2y 11m
6 YLDE ClearBridge Dividend Strategy ESG YLDE	ETF ETF	$9.9M	4.18%	+$94.8K Bought	— 180.5K shares	Q3 2023 Held for 2y 2m
7 iShares Global Tech IXN	ETF ETF	$9.2M	3.92%	-$200.9K Sold	— 89.6K shares	Q4 2022 Held for 2y 11m
8 Industrial Select Sector SPDR Fund XLI	ETF ETF	$8.8M	3.75%	+$134.8K Bought	— 57.3K shares	Q4 2022 Held for 2y 11m
9 DFSD Dimensional Short-Duration Fixed Income DFSD	ETF ETF	$8.6M	3.63%	+$481.4K Bought	— 177.8K shares	Q4 2022 Held for 2y 11m
10 Apple AAPL	Consumer Electronics Technology	$7.8M	3.29%	+$185.9K Bought	0.00% 30.5K shares	Q4 2022 Held for 2y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Shira Ridge Wealth Management's latest filing

See all changes

GthenC

Market Value

$235.7M

Prior: $218.9M

Q/Q Change

+7.65%

+$16.7M

Net Flows % of MV

+0.411%

Turnover Ratio

2.2%

New Purchases

4 stocks

$1.4M

Added To

39 stocks

+$3.9M

Sold Out Of

4 stocks

$832.3K

Reduced Holdings

27 stocks

-$3.5M

Increased Positions

Position	Shares Δ	Change
1 ARTY iShares Future AI & Tech ARTY	New	0 → 16.5K +$755.3K
2 iShares Core S&P Small-Cap ETF IJR	New	0 → 2.0K +$233.9K
3 AbbVie ABBV	New	0 → 953.0 +$220.7K
4 iShares Russell 1000 IWB	New	0 → 576.0 +$210.5K
5 Vanguard Small-Cap ETF VB	+22.43%	847.0 → 1.0K +$48.3K

Decreased Positions

Position	Shares Δ	Change
1 Vistra VST	Sold	1.1K → 0 −$217.3K
2 Vail Resorts MTN	Sold	1.3K → 0 −$211.0K
3 EFV iShares MSCI EAFE Value EFV	Sold	3.2K → 0 −$203.0K
4 Intuit INTU	Sold	255.0 → 0 −$201.0K
5 XLV Health Care Select Sector SPDR Fund XLV	-49.73%	5.0K → 2.5K −$343.6K

See all changes

GthenC

Analytics

Portfolio insights and performance metrics for Shira Ridge Wealth Management

View analytics

GthenA

Sector Allocation

ETF

80.80%

Technology

5.70%

Communication Services

3.50%

Financial Services

1.20%

Consumer Cyclical

0.80%

Consumer Defensive

0.70%

Healthcare

0.30%

Real Estate

0.30%

Industrials

0.20%

Energy

0.10%

Market Cap Distribution

Mega Cap (> $200B)

10.85%

Large Cap ($10B - $200B)

2.11%

N/A (ETF or Unknown)

87.04%

Portfolio Concentration

Top 10 Holdings %

59.81%

Top 20 Holdings %

79.32%

Top 50 Holdings %

95.46%

Top 100 Holdings %

100.0%