Notify me when Shira Ridge Wealth Management files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 83 | $248,944,155 | +$27,335,433 | -$19,184,050 | +$8,151,383 | SUSA, DFAU, DYNF, ESGD, DFSD | 13F-HR | 12 Jan 2026, 10:17 |
| Q3 2025 | 85 | $235,668,739 | +$6,012,677 | -$4,359,675 | +$1,653,002 | SUSA, DFAU, IGM, ESGD, DFAI | 13F-HR | 20 Oct 2025, 15:42 |
| Q2 2025 | 83 | $218,926,967 | +$5,660,090 | -$5,714,085 | -$53,995 | SUSA, DFAU, ESGD, IGM, YLDE | 13F-HR | 09 Jul 2025, 20:58 |
| Q1 2025 | 75 | $200,545,993 | +$21,192,843 | -$18,056,234 | +$3,136,609 | SUSA, DFAU, ESGD, YLDE, DFAI | 13F-HR | 14 Apr 2025, 20:10 |
| Q4 2024 | 77 | $204,387,855 | +$15,190,572 | -$7,069,482 | +$8,121,090 | SUSA, DFAU, IXN, YLDE, ESGD | 13F-HR | 13 Jan 2025, 20:49 |
| Q3 2024 | 81 | $196,111,629 | +$21,033,031 | -$13,001,293 | +$8,031,738 | SUSA, DFAU, IXN, YLDE, ESGD | 13F-HR | 10 Oct 2024, 14:22 |
| Q2 2024 | 75 | $179,486,241 | +$4,483,890 | -$4,015,321 | +$468,569 | SUSA, DFAU, IXN, YLDE, ESGD | 13F-HR | 11 Jul 2024, 20:42 |
| Q1 2024 | 73 | $174,742,638 | +$5,778,377 | -$8,204,740 | -$2,426,363 | SUSA, DFAU, IXN, YLDE, ESGD | 13F-HR | 18 Apr 2024, 13:04 |
| Q4 2023 | 74 | $166,615,833 | +$12,117,777 | -$12,684,173 | -$566,396 | SUSA, DFAU, IXN, ESGD, DFAI | 13F-HR | 10 Jan 2024, 13:49 |
| Q3 2023 | 67 | $152,206,052 | +$4,657,806 | -$5,859,107 | -$1,201,301 | SUSA, DFAU, IXN, HDV, ESGD | 13F-HR | 10 Oct 2023, 19:28 |
| Q2 2023 | 65 | $159,577,794 | +$3,782,473 | -$3,963,470 | -$180,997 | SUSA, DFAU, IXN, HDV, ESGD | 13F-HR | 12 Jul 2023, 16:56 |
| Q1 2023 | 63 | $151,470,703 | +$4,315,174 | -$6,732,513 | -$2,417,339 | SUSA, DFAU, IXN, HDV, ESGD | 13F-HR | 08 May 2023, 16:42 |
| Q4 2022 | 58 | $145,242,718 | $0 | $0 | $0 | SUSA, DFAU, HDV, IXN, ESGD | 13F-HR | 12 Jan 2023, 12:31 |