ShankerValleau Wealth Advisors, Inc. — 13F Holdings & Portfolio
CIK 1903273 · latest 13F-HR filed 2026-04-15
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.
$354.8M
Long-equity book
39
Distinct positions
2026-03-31
Filed 2026-04-15
+0 / −2 / ↑9 / ↓12
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$774.6K +6.1%
- AMERICAN CENTY ETF TR$570.1K +8.8%
- EXXON MOBIL CORP$184.6K +41.0%
- PEPSICO INC$98.0K +8.2%
- JOHNSON & JOHNSON$45.7K +18.1%
Top Trims
- ORACLE CORP-$16.6M -26.2%
- PROGRESSIVE CORP-$420.1K -12.9%
- APPLE INC-$198.0K -6.6%
- MICROSOFT CORP-$197.3K -23.5%
- AMAZON COM INC-$59.4K -9.8%
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 | $87.9M | 24.77% | 2,261,881 | SH |
| 2 | ORACLE CORP | ORCL | 68389X105 | $46.8M | 13.20% | 318,436 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $43.4M | 12.22% | 1,276,502 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFUV | 25434V724 | $27.9M | 7.86% | 575,666 | SH |
| 5 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $22.8M | 6.44% | 288,155 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $19.2M | 5.42% | 364,439 | SH |
| 7 | AMERICAN CENTY ETF TR | AVRE | 025072356 | $16.4M | 4.64% | 373,644 | SH |
| 8 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $16.2M | 4.57% | 337,619 | SH |
| 9 | VANGUARD MALVERN FDS | VCRB | 922020748 | $14.1M | 3.97% | 182,035 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $13.4M | 3.79% | 215,344 | SH |
| 11 | VANGUARD MALVERN FDS | VTIP | 922020805 | $9.1M | 2.56% | 181,791 | SH |
| 12 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $7.6M | 2.15% | 89,788 | SH |
| 13 | AMERICAN CENTY ETF TR | AVLC | 025072158 | $7.0M | 1.98% | 90,743 | SH |
| 14 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $5.1M | 1.43% | 128,830 | SH |
| 15 | PROGRESSIVE CORP | PGR | 743315103 | $2.8M | 0.80% | 14,250 | SH |
| 16 | APPLE INC | AAPL | 037833100 | $2.8M | 0.78% | 10,958 | SH |
| 17 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $2.8M | 0.78% | 80,151 | SH |
| 18 | PEPSICO INC | PEP | 713448108 | $1.3M | 0.36% | 8,329 | SH |
| 19 | NORTHERN TR CORP | NTRS | 665859104 | $672.2K | 0.19% | 4,816 | SH |
| 20 | MICROSOFT CORP | MSFT | 594918104 | $643.7K | 0.18% | 1,739 | SH |
| 21 | EXXON MOBIL CORP | XOM | 30231G102 | $634.9K | 0.18% | 3,742 | SH |
| 22 | ALPHABET INC | GOOGL | 02079K305 | $594.7K | 0.17% | 2,068 | SH |
| 23 | AMAZON COM INC | AMZN | 023135106 | $549.0K | 0.15% | 2,636 | SH |
| 24 | DIMENSIONAL ETF TRUST | DUSB | 25434V591 | $485.8K | 0.14% | 9,580 | SH |
| 25 | ALPHABET INC | GOOG | 02079K107 | $424.0K | 0.12% | 1,478 | SH |
| 26 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $381.8K | 0.11% | 587 | SH |
| 27 | META PLATFORMS INC | META | 30303M102 | $353.0K | 0.10% | 617 | SH |
| 28 | NVIDIA CORPORATION | NVDA | 67066G104 | $333.1K | 0.09% | 1,910 | SH |
| 29 | STARBUCKS CORP | SBUX | 855244109 | $329.6K | 0.09% | 3,679 | SH |
| 30 | STATE STR SPDR DOW JONES IND | DIA | 78467X109 | $319.6K | 0.09% | 690 | SH |
| 31 | ELI LILLY & CO | LLY | 532457108 | $316.4K | 0.09% | 344 | SH |
| 32 | JOHNSON & JOHNSON | JNJ | 478160104 | $298.0K | 0.08% | 1,219 | SH |
| 33 | MERCK & CO INC | MRK | 58933Y105 | $289.5K | 0.08% | 2,407 | SH |
| 34 | PROCTER & GAMBLE CO | PG | 742718109 | $261.7K | 0.07% | 1,812 | SH |
| 35 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $250.9K | 0.07% | 1,035 | SH |
| 36 | JPMORGAN CHASE & CO | JPM | 46625H100 | $244.4K | 0.07% | 831 | SH |
| 37 | WEC ENERGY GROUP INC | WEC | 92939U106 | $230.7K | 0.07% | 1,993 | SH |
| 38 | VANGUARD INDEX FDS | VTV | 922908744 | $225.8K | 0.06% | 1,151 | SH |
| 39 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $218.0K | 0.06% | 523 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-15 | $354.8M | 39 | 0001903273-26-000002 |
| 2025-12-31 | 2026-01-06 | $369.0M | 41 | 0001903273-26-000001 |