Shira Ridge Wealth Management - Q12026 Holdings

Shira Ridge Wealth Management holds 79 stocks with a total portfolio value of $ 252.73M as of Q12026. In Q12026, Shira Ridge Wealth Management added 2 new positions, increased stakes in 27 stocks, reduced 33 holdings, and fully exited 6 positions. The largest holding is Ishares Tr (SUSA), representing 15.21% of the total portfolio.