• 13F History

Shira Ridge Wealth Management

13F Filings History

Latest 13F report
Q1 2025 - Apr 15, 2025
Value $
$201M
Signature - Title
Aryn Sands - Agent
Location
Larkspur, CA
Summary
This page shows a list of all the recent 13F filings made by Shira Ridge Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Shira Ridge Wealth Management reported 75 stock holdings with total value $201M as of Q1 2025. Top holdings included SUSA, DFAU, ESGD, YLDE, and DFAI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 75 $201M +$21.2M -$18.1M +$3.14M SUSA, DFAU, ESGD, YLDE, DFAI 13F-HR 4/14/2025, 08:10 PM
Q4 2024 77 $204M +$15.2M -$7.07M +$8.12M SUSA, DFAU, IXN, YLDE, ESGD 13F-HR 1/13/2025, 08:49 PM
Q3 2024 81 $196M +$21M -$13M +$8.03M SUSA, DFAU, IXN, YLDE, ESGD 13F-HR 10/10/2024, 02:22 PM
Q2 2024 75 $179M +$4.48M -$4.02M +$469K SUSA, DFAU, IXN, YLDE, ESGD 13F-HR 7/11/2024, 08:42 PM
Q1 2024 73 $175M +$5.78M -$8.2M -$2.43M SUSA, DFAU, IXN, YLDE, ESGD 13F-HR 4/18/2024, 01:04 PM
Q4 2023 74 $167M +$12.1M -$12.7M -$566K SUSA, DFAU, IXN, ESGD, DFAI 13F-HR 1/10/2024, 01:49 PM
Q3 2023 67 $152M +$4.66M -$5.24M -$585K SUSA, DFAU, IXN, HDV, ESGD 13F-HR 10/10/2023, 07:28 PM
Q2 2023 65 $160M +$3.78M -$3.74M +$38.2K SUSA, DFAU, IXN, HDV, ESGD 13F-HR 7/12/2023, 04:56 PM
Q1 2023 63 $151M +$4.32M -$6.42M -$2.11M SUSA, DFAU, IXN, HDV, ESGD 13F-HR 5/8/2023, 04:42 PM
Q4 2022 56 $145M SUSA, DFAU, HDV, IXN, ESGD 13F-HR 1/12/2023, 11:31 AM