DOSSIER · 13F-HR · Q1 2026
Shira Ridge Wealth Management
Shira Ridge Wealth's hedge fund based in Chicago, IL — $253M in tracked AUM across 79 positions as of Q1 2026.
SR
Shira Ridge Wealth·Chicago, IL·Hedge Fund
CIK 0001961210 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Shira Ridge Wealth Management
Portfolio Overview
Shira Ridge Wealth Management has reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 117.9%, rising from $114.26M to $248.94M. This dramatic increase indicates substantial net capital inflows into the firm or strong market performance combined with new client acquisition. The portfolio consists o...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…