ShankerValleau Wealth Advisors, Inc.
CIK: 0001903273Latest portfolio: $369.0M · Q4 2025
Holdings
41
Total Value
$369.0M
New Positions
1
Closed Positions
2
Top Holdings
View All 41 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2,225,592 | $88.1M | 23.88% | -35,495 | |
| 2 | ORCLORACLE CORP | 325,736 | $63.5M | 17.21% | -1,167 | |
| 3 | DFAXDIMENSIONAL ETF TRUST | 1,317,141 | $43.1M | 11.68% | -9,381 | |
| 4 | DFUVDIMENSIONAL ETF TRUST | 580,854 | $27.1M | 7.33% | -7,898 | |
| 5 | VCSHVANGUARD SCOTTSDALE FDS | 282,239 | $22.5M | 6.10% | +15K | |
| 6 | DFIVDIMENSIONAL ETF TRUST | 379,096 | $18.9M | 5.13% | -8,698 | |
| 7 | AVREAMERICAN CENTY ETF TR | 384,059 | $16.7M | 4.53% | +26K | |
| 8 | BNDXVANGUARD CHARLOTTE FDS | 327,072 | $15.8M | 4.28% | +18K | |
| 9 | VCRBVANGUARD MALVERN FDS | 179,469 | $14.0M | 3.79% | +12K | |
| 10 | DFATDIMENSIONAL ETF TRUST | 212,859 | $12.7M | 3.43% | -515 | |
| 11 | VTIPVANGUARD MALVERN FDS | 177,672 | $8.8M | 2.38% | +11K | |
| 12 | AVDEAMERICAN CENTY ETF TR | 92,085 | $7.6M | 2.05% | -193 | |
| 13 | AVLCAMERICAN CENTY ETF TR | 82,257 | $6.5M | 1.75% | -211 | |
| 14 | DISVDIMENSIONAL ETF TRUST | 130,112 | $4.9M | 1.34% | +1K | |
| 15 | PGRPROGRESSIVE CORP | 14,250 | $3.2M | 0.88% | — | |
| 16 | AAPLAPPLE INC | 10,958 | $3.0M | 0.81% | +148 | |
| 17 | DFEMDIMENSIONAL ETF TRUST | 83,667 | $2.8M | 0.75% | +644 | |
| 18 | PEPPEPSICO INC | 8,329 | $1.2M | 0.32% | — | |
| 19 | MSFTMICROSOFT CORP | 1,739 | $841K | 0.23% | -18 | |
| 20 | NTRSNORTHERN TR CORP | 4,816 | $657K | 0.18% | — | |
| 21 | GOOGLALPHABET INC | 2,086 | $652K | 0.18% | +40 | |
| 22 | AMZNAMAZON COM INC | 2,636 | $608K | 0.16% | -16 | |
| 23 | DUSBDIMENSIONAL ETF TRUST | 9,510 | $481K | 0.13% | -2,458 | |
| 24 | GOOGALPHABET INC | 1,478 | $463K | 0.13% | +40 | |
| 25 | XOMEXXON MOBIL CORP | 3,742 | $450K | 0.12% | — |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($8.811143110270611e+80T)
Technology0.0% ($634892979.8T)
Communication Services0.0% ($652.5B)
Consumer Cyclical0.0% ($608.3B)
Healthcare0.0% ($369.3B)
Consumer Defensive0.0% ($1.2B)
Energy0.0% ($450K)
Utilities0.0% ($210K)
Industrials0.0% ($203K)
Filing History
Fund Information
ShankerValleau Wealth Advisors, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $369.0M across 41 holdings. The largest position is DIMENSIONAL ETF TRUST (DFAC), representing 23.9% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 2 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.