SHIRA RIDGE WEALTH MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 29K | $7.92M |
 | GOOG | 16K | $4.91M |
 | SCHW | 11K | $1.10M |
 | T | 9K | $220.80K |
 | NVDA | 7K | $1.27M |
 | GOOGL | 7K | $2.11M |
 | MSFT | 6K | $3.07M |
 | VZ | 5K | $201.22K |
 | CSCO | 5K | $378.64K |
 | CALY | 4K | $223.34K |
 | AMZN | 4K | $963.21K |
 | MMC | 4K | $675.48K |
 | MRVL | 3K | $294.29K |
 | CVX | 3K | $417.47K |
 | NEM | 3K | $253.32K |
 | CHTR | 2K | $493.69K |
 | JPM | 2K | $663.97K |
 | META | 2K | $1.32M |
 | COST | 2K | $1.44M |
 | AVGO | 1K | $489.38K |
Apple Inc.
AAPL
Shares Held
29K
Value
$7.92M
Alphabet Inc.
GOOG
Shares Held
16K
Value
$4.91M
The Charles Schwab Corporation
SCHW
Shares Held
11K
Value
$1.10M
AT&T Inc.
T
Shares Held
9K
Value
$220.80K
NVIDIA Corporation
NVDA
Shares Held
7K
Value
$1.27M
Alphabet Inc.
GOOGL
Shares Held
7K
Value
$2.11M
Microsoft Corporation
MSFT
Shares Held
6K
Value
$3.07M
Verizon Communications Inc.
VZ
Shares Held
5K
Value
$201.22K
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$378.64K
Callaway Golf Company
CALY
Shares Held
4K
Value
$223.34K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$963.21K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
4K
Value
$675.48K
Marvell Technology, Inc.
MRVL
Shares Held
3K
Value
$294.29K
Chevron Corporation
CVX
Shares Held
3K
Value
$417.47K
Newmont Corporation
NEM
Shares Held
3K
Value
$253.32K
Charter Communications, Inc.
CHTR
Shares Held
2K
Value
$493.69K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$663.97K
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.32M
Costco Wholesale Corporation
COST
Shares Held
2K
Value
$1.44M
Broadcom Inc.
AVGO
Shares Held
1K
Value
$489.38K