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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, DFAX, ORCL, DFUV, VCSH, and represent 64.50% of ShankerValleau Wealth Advisors's stock portfolio.
Added to shares of these 9 stocks: VCSH, BNDX, VCRB, AVRE, VTIP, KO, DISV, AVDE, DFIV.
Started 1 new stock position in KO.
Reduced shares in these 10 stocks: DFAC, DFUV, DFAT, ORCL, AVLC, DUSB, DFEM, AAPL, DFAX, META.
ShankerValleau Wealth Advisors was a net seller of stock by $-1.8M.
ShankerValleau Wealth Advisors has $380M in assets under management (AUM), dropping by 6.97%.
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 40 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	25.7	$98M	-2%	2.2M	44.36	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	12.4	$47M		1.3M	36.84	View chart
Oracle Corporation (ORCL)	12.2	$46M		316k	146.55	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	7.9	$30M	-5%	544k	55.01	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	6.3	$24M	+5%	305k	79.03	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.2	$20M		365k	54.02	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	4.8	$18M	+2%	384k	47.38	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	4.5	$17M	+5%	357k	48.43	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	3.9	$15M	+5%	193k	77.23	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.9	$15M	-2%	209k	69.90	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.5	$9.5M	+3%	189k	50.23	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.1	$8.1M		90k	89.20	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	2.1	$8.0M	-2%	89k	89.96	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.4	$5.3M	+2%	132k	40.13	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.8	$3.1M	-3%	77k	40.64	View chart
Progressive Corporation (PGR)	0.8	$3.1M		14k	218.45	View chart
Apple (AAPL)	0.8	$3.1M	-3%	11k	289.36	View chart
Pepsi (PEP)	0.3	$1.1M		8.3k	135.40	View chart
Northern Trust Corporation (NTRS)	0.2	$837k		4.8k	173.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$729k		2.0k	357.37	View chart
Microsoft Corporation (MSFT)	0.2	$649k		1.7k	373.02	View chart
Amazon (AMZN)	0.2	$619k		2.6k	238.34	View chart
Exxon Mobil Corporation (XOM)	0.1	$512k		3.7k	136.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$497k	-4%	1.4k	353.33	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$438k		587.00	746.77	View chart
Eli Lilly & Co. (LLY)	0.1	$413k		344.00	1199.43	View chart
NVIDIA Corporation (NVDA)	0.1	$382k		1.9k	200.09	View chart
Starbucks Corporation (SBUX)	0.1	$376k		3.7k	102.19	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$360k		690.00	522.39	View chart
Meta Platforms Cl A (META)	0.1	$319k	-8%	567.00	563.29	View chart
Johnson & Johnson (JNJ)	0.1	$310k		1.2k	253.97	View chart
Merck & Co (MRK)	0.1	$309k		2.4k	128.50	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	0.1	$303k	-37%	6.0k	50.78	View chart
International Business Machines (IBM)	0.1	$291k		1.0k	281.21	View chart
JPMorgan Chase & Co. (JPM)	0.1	$272k		831.00	327.33	View chart
Procter & Gamble Company (PG)	0.1	$266k		1.8k	146.64	View chart
Trane Technologies SHS (TT)	0.1	$257k		523.00	491.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$251k		1.2k	217.93	View chart
Wec Energy Group (WEC)	0.1	$233k		2.0k	116.77	View chart
Coca-Cola Company (KO)	0.1	$208k	NEW	2.6k	81.27	View chart

Past Filings by ShankerValleau Wealth Advisors

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

ShankerValleau Wealth Advisors 2026 Q2 filed July 9, 2026
ShankerValleau Wealth Advisors 2026 Q1 filed April 15, 2026
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

View all past filings

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