ShankerValleau Wealth Advisors

Latest statistics and disclosures from ShankerValleau Wealth Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ORCL, DFAC, DFAX, DFUV, VCSH, and represent 68.90% of ShankerValleau Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: VCSH, BNDX, ITOT, AVRE, VCRB, IXUS, VTIP, JNJ, MRK, AVDE.
  • Started 4 new stock positions in JNJ, MRK, IXUS, ITOT.
  • Reduced shares in these 10 stocks: DFAC, DFAT, CMF, ORCL, DUSB, , PGR, DFEM, SPY, TT.
  • Sold out of its positions in CMF, V.
  • ShankerValleau Wealth Advisors was a net buyer of stock by $3.4M.
  • ShankerValleau Wealth Advisors has $390M in assets under management (AUM), dropping by 11.14%.
  • Central Index Key (CIK): 0001903273

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Portfolio Holdings for ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors holds 42 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Oracle Corporation (ORCL) 23.6 $92M 327k 281.24
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 22.4 $87M 2.3M 38.57
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Dimensional Etf Trust World Ex Us Core (DFAX) 10.7 $42M 1.3M 31.38
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Dimensional Etf Trust Us Mktwide Value (DFUV) 6.8 $26M 589k 44.69
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.5 $21M +5% 267k 79.93
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Dimensional Etf Trust Internatnal Val (DFIV) 4.6 $18M 388k 46.12
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American Centy Etf Tr Real Estate Etf (AVRE) 4.1 $16M +6% 358k 44.48
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 3.9 $15M +6% 309k 49.46
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Vanguard Malvern Fds Core Bd Etf (VCRB) 3.4 $13M +6% 167k 78.41
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.2 $12M -3% 213k 58.21
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Vanguard Malvern Fds Strm Infproidx (VTIP) 2.2 $8.5M +5% 167k 50.63
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American Centy Etf Tr Intl Eqt Etf (AVDE) 1.9 $7.3M 92k 78.90
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American Centy Etf Tr Avantis Us Larg (AVLC) 1.6 $6.3M 83k 76.51
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Dimensional Etf Trust Intl Small Cap V (DISV) 1.2 $4.6M 129k 35.69
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Progressive Corporation (PGR) 0.9 $3.5M -5% 14k 246.95
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Apple (AAPL) 0.7 $2.8M 11k 254.63
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.7 $2.7M 83k 32.07
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Pepsi (PEP) 0.3 $1.2M 8.3k 140.44
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $920k NEW 6.3k 145.65
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Microsoft Corporation (MSFT) 0.2 $910k 1.8k 517.95
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Ishares Tr Core Msci Total (IXUS) 0.2 $677k NEW 8.2k 82.58
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Northern Trust Corporation (NTRS) 0.2 $648k 4.8k 134.60
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.2 $608k -30% 12k 50.78
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Amazon (AMZN) 0.1 $582k 2.7k 219.57
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $497k 2.0k 243.10
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Meta Platforms Cl A (META) 0.1 $453k 617.00 734.38
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Exxon Mobil Corporation (XOM) 0.1 $422k 3.7k 112.75
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $391k 587.00 666.18
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NVIDIA Corporation (NVDA) 0.1 $356k 1.9k 186.58
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Alphabet Cap Stk Cl C (GOOG) 0.1 $350k 1.4k 243.55
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $320k 690.00 463.74
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Starbucks Corporation (SBUX) 0.1 $311k 3.7k 84.60
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International Business Machines (IBM) 0.1 $292k 1.0k 282.16
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Procter & Gamble Company (PG) 0.1 $283k 1.8k 153.65
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Eli Lilly & Co. (LLY) 0.1 $264k +11% 346.00 763.00
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JPMorgan Chase & Co. (JPM) 0.1 $262k 831.00 315.43
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Wec Energy Group (WEC) 0.1 $228k 2.0k 114.59
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Johnson & Johnson (JNJ) 0.1 $226k NEW 1.2k 185.42
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Trane Technologies SHS (TT) 0.1 $221k 523.00 421.96
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Vanguard Index Fds Value Etf (VTV) 0.1 $218k 1.2k 186.49
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Merck & Co (MRK) 0.1 $202k NEW 2.4k 83.93
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Amcor Ord (AMCR) 0.0 $129k 16k 8.18
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Past Filings by ShankerValleau Wealth Advisors

SEC 13F filings are viewable for ShankerValleau Wealth Advisors going back to 2021