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ShankerValleau Wealth Advisors

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

Top 5 stock holdings are DFAC, ORCL, DFAX, DFUV, VCSH, and represent 66.20% of ShankerValleau Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VCSH, AVRE, VCRB, BNDX, VTIP, V, AAPL, DISV, DFEM, GOOG.
Started 1 new stock position in V.
Reduced shares in these 10 stocks: DFAC, ITOT, , DFIV, DFUV, DFAX, ORCL, DUSB, DFAT, AVLC.
Sold out of its positions in ITOT, IXUS.
ShankerValleau Wealth Advisors was a net buyer of stock by $483k.
ShankerValleau Wealth Advisors has $369M in assets under management (AUM), dropping by -5.29%.
Central Index Key (CIK): 0001903273

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Positions held by ShankerValleau Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for ShankerValleau Wealth Advisors

ShankerValleau Wealth Advisors holds 41 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	23.9	$88M		2.2M	39.59	View chart
Oracle Corporation (ORCL)	17.2	$64M		326k	194.91	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	11.7	$43M		1.3M	32.73	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	7.3	$27M		581k	46.59	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	6.1	$23M	+5%	282k	79.73	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.1	$19M	-2%	379k	49.90	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	4.5	$17M	+7%	384k	43.53	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	4.3	$16M	+5%	327k	48.32	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	3.8	$14M	+7%	180k	77.89	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.4	$13M		213k	59.54	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.4	$8.8M	+6%	178k	49.46	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.1	$7.6M		92k	82.32	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	1.8	$6.5M		82k	78.62	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.3	$4.9M		130k	38.00	View chart
Progressive Corporation (PGR)	0.9	$3.2M		14k	227.72	View chart
Apple (AAPL)	0.8	$3.0M		11k	271.86	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.8	$2.8M		84k	33.08	View chart
Pepsi (PEP)	0.3	$1.2M		8.3k	143.52	View chart
Microsoft Corporation (MSFT)	0.2	$841k		1.7k	483.62	View chart
Northern Trust Corporation (NTRS)	0.2	$658k		4.8k	136.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$653k		2.1k	313.00	View chart
Amazon (AMZN)	0.2	$608k		2.6k	230.82	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$482k	-20%	9.5k	50.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$464k	+2%	1.5k	313.80	View chart
Exxon Mobil Corporation (XOM)	0.1	$450k		3.7k	120.34	View chart
Meta Platforms Cl A (META)	0.1	$407k		617.00	660.09	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$400k		587.00	681.92	View chart
Eli Lilly & Co. (LLY)	0.1	$370k		344.00	1074.68	View chart
NVIDIA Corporation (NVDA)	0.1	$356k		1.9k	186.50	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$332k		690.00	480.57	View chart
Starbucks Corporation (SBUX)	0.1	$310k		3.7k	84.21	View chart
International Business Machines (IBM)	0.1	$307k		1.0k	296.21	View chart
JPMorgan Chase & Co. (JPM)	0.1	$268k		831.00	322.22	View chart
Procter & Gamble Company (PG)	0.1	$260k		1.8k	143.31	View chart
Merck & Co (MRK)	0.1	$253k		2.4k	105.26	View chart
Johnson & Johnson (JNJ)	0.1	$252k		1.2k	206.95	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$223k		1.2k	190.99	View chart
Wec Energy Group (WEC)	0.1	$210k		2.0k	105.46	View chart
Trane Technologies SHS (TT)	0.1	$204k		523.00	389.20	View chart
Visa Com Cl A (V)	0.1	$202k	NEW	576.00	350.71	View chart
Amcor Ord (AMCR)	0.0	$132k		16k	8.34	View chart

Past Filings by ShankerValleau Wealth Advisors

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

ShankerValleau Wealth Advisors 2025 Q4 filed Jan. 6, 2026
ShankerValleau Wealth Advisors 2025 Q3 filed Oct. 9, 2025
ShankerValleau Wealth Advisors 2025 Q2 filed July 8, 2025
ShankerValleau Wealth Advisors 2025 Q1 filed April 16, 2025
ShankerValleau Wealth Advisors 2024 Q4 filed Jan. 6, 2025
ShankerValleau Wealth Advisors 2024 Q3 filed Oct. 8, 2024
ShankerValleau Wealth Advisors 2024 Q2 filed July 2, 2024
ShankerValleau Wealth Advisors 2024 Q1 filed April 17, 2024
ShankerValleau Wealth Advisors 2023 Q4 filed Jan. 11, 2024
ShankerValleau Wealth Advisors 2023 Q3 filed Oct. 12, 2023
ShankerValleau Wealth Advisors 2023 Q2 filed July 12, 2023
ShankerValleau Wealth Advisors 2023 Q1 filed April 17, 2023
ShankerValleau Wealth Advisors 2022 Q4 filed Jan. 13, 2023
ShankerValleau Wealth Advisors 2022 Q3 filed Oct. 5, 2022
ShankerValleau Wealth Advisors 2022 Q2 filed July 8, 2022
ShankerValleau Wealth Advisors 2022 Q1 filed April 28, 2022

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