ShankerValleau Wealth Advisors, Inc. — 13F Holdings & Portfolio

CIK 1903273 · latest 13F-HR filed 2026-07-09

ShankerValleau Wealth Advisors, Inc. manages $379.6M in 13F-reported U.S. long-equity assets across 40 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (25.68%), DFAX (12.38%), ORCL (12.22%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 27, and trimmed 4.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
5215 OLD ORCHARD ROAD
SUITE 850
SKOKIE, IL 60077
Phone
(847) 475-2900
Filing Manager
ShankerValleau Wealth Advisors, Inc.
SKOKIE, IL
Signatory
John D. Valleau Jr
Owner/Chief Compliance Officer
Loading holdings…
AUM

$379.6M

Long-equity book

Holdings

40

Distinct positions

Period

2026-06-30

Filed 2026-07-09

Q/Q Activity

+1 / −0 / ↑27 / ↓4

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$9.6M +10.9%
  • DIMENSIONAL ETF TRUST$3.6M +8.3%
  • DIMENSIONAL ETF TRUST$2.0M +7.3%
  • AMERICAN CENTY ETF TR$1.8M +10.7%
  • VANGUARD SCOTTSDALE FDS$1.2M +5.4%
Show all 27

Top Trims

  • DIMENSIONAL ETF TRUST-$182.5K -37.6%
  • PEPSICO INC-$165.7K -12.8%
  • EXXON MOBIL CORP-$123.3K -19.4%
  • META PLATFORMS INC-$33.6K -9.5%
Show all 4

New Positions

  • COCA COLA CO$208.1K
Show all 1

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAC 25434V708 $97.5M 25.68% 2,197,279 SH
2 DIMENSIONAL ETF TRUST DFAX 25434V880 $47.0M 12.38% 1,275,089 SH
3 ORACLE CORP ORCL 68389X105 $46.4M 12.22% 316,425 SH
4 DIMENSIONAL ETF TRUST DFUV 25434V724 $29.9M 7.88% 544,043 SH
5 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $24.1M 6.34% 304,502 SH
6 DIMENSIONAL ETF TRUST DFIV 25434V807 $19.7M 5.19% 364,529 SH
7 AMERICAN CENTY ETF TR AVRE 025072356 $18.2M 4.80% 384,164 SH
8 VANGUARD CHARLOTTE FDS BNDX 92203J407 $17.3M 4.55% 356,458 SH
9 VANGUARD MALVERN FDS VCRB 922020748 $14.9M 3.92% 192,792 SH
10 DIMENSIONAL ETF TRUST DFAT 25434V609 $14.6M 3.85% 209,327 SH
11 VANGUARD MALVERN FDS VTIP 922020805 $9.5M 2.50% 188,667 SH
12 AMERICAN CENTY ETF TR AVDE 025072703 $8.1M 2.12% 90,314 SH
13 AMERICAN CENTY ETF TR AVLC 025072158 $8.0M 2.10% 88,673 SH
14 DIMENSIONAL ETF TRUST DISV 25434V781 $5.3M 1.40% 132,189 SH
15 DIMENSIONAL ETF TRUST DFEM 25434V732 $3.1M 0.82% 77,045 SH
16 PROGRESSIVE CORP PGR 743315103 $3.1M 0.82% 14,250 SH
17 APPLE INC AAPL 037833100 $3.1M 0.81% 10,592 SH
18 PEPSICO INC PEP 713448108 $1.1M 0.30% 8,329 SH
19 NORTHERN TR CORP NTRS 665859104 $837.2K 0.22% 4,816 SH
20 ALPHABET INC GOOGL 02079K305 $729.0K 0.19% 2,040 SH
21 MICROSOFT CORP MSFT 594918104 $648.7K 0.17% 1,739 SH
22 AMAZON COM INC AMZN 023135106 $619.2K 0.16% 2,598 SH
23 EXXON MOBIL CORP XOM 30231G102 $511.6K 0.13% 3,742 SH
24 ALPHABET INC GOOG 02079K107 $496.8K 0.13% 1,406 SH
25 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $438.4K 0.12% 587 SH
26 ELI LILLY & CO LLY 532457108 $412.6K 0.11% 344 SH
27 NVIDIA CORPORATION NVDA 67066G104 $382.2K 0.10% 1,910 SH
28 STARBUCKS CORP SBUX 855244109 $376.0K 0.10% 3,679 SH
29 STATE STR SPDR DOW JONES IND DIA 78467X109 $360.4K 0.09% 690 SH
30 META PLATFORMS INC META 30303M102 $319.4K 0.08% 567 SH
31 JOHNSON & JOHNSON JNJ 478160104 $309.6K 0.08% 1,219 SH
32 MERCK & CO INC MRK 58933Y105 $309.3K 0.08% 2,407 SH
33 DIMENSIONAL ETF TRUST DUSB 25434V591 $303.3K 0.08% 5,973 SH
34 INTERNATIONAL BUSINESS MACHS IBM 459200101 $291.1K 0.08% 1,035 SH
35 JPMORGAN CHASE & CO JPM 46625H100 $272.0K 0.07% 831 SH
36 PROCTER & GAMBLE CO PG 742718109 $265.7K 0.07% 1,812 SH
37 TRANE TECHNOLOGIES PLC TT G8994E103 $256.9K 0.07% 523 SH
38 VANGUARD INDEX FDS VTV 922908744 $250.8K 0.07% 1,151 SH
39 WEC ENERGY GROUP INC WEC 92939U106 $232.7K 0.06% 1,993 SH
40 COCA COLA CO KO 191216100 $208.1K 0.05% 2,561 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-09 $379.6M 40 0001903273-26-000003
2026-03-31 2026-04-15 $354.8M 39 0001903273-26-000002
2025-12-31 2026-01-06 $369.0M 41 0001903273-26-000001