Holders — by stockHoldings — by fund
ShankerValleau Wealth Advisors, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001903273
$379.6M
disclosed book value
40
positions
25.7%
largest position share
Positions, as of 2026-06-30
top 40 of 40 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2.2M | $97.5M | 25.7% |
| 2 | DFAXDIMENSIONAL ETF TRUST | 1.3M | $47.0M | 12.4% |
| 3 | ORCLORACLE CORP | 316,425 | $46.4M | 12.2% |
| 4 | DFUVDIMENSIONAL ETF TRUST | 544,043 | $29.9M | 7.9% |
| 5 | VCSHVANGUARD SCOTTSDALE FDS | 304,502 | $24.1M | 6.3% |
| 6 | DFIVDIMENSIONAL ETF TRUST | 364,529 | $19.7M | 5.2% |
| 7 | AVREAMERICAN CENTY ETF TR | 384,164 | $18.2M | 4.8% |
| 8 | BNDXVANGUARD CHARLOTTE FDS | 356,458 | $17.3M | 4.5% |
| 9 | VCRBVANGUARD MALVERN FDS | 192,792 | $14.9M | 3.9% |
| 10 | DFATDIMENSIONAL ETF TRUST | 209,327 | $14.6M | 3.9% |
| 11 | VTIPVANGUARD MALVERN FDS | 188,667 | $9.5M | 2.5% |
| 12 | AVDEAMERICAN CENTY ETF TR | 90,314 | $8.1M | 2.1% |
| 13 | AVLCAMERICAN CENTY ETF TR | 88,673 | $8.0M | 2.1% |
| 14 | DISVDIMENSIONAL ETF TRUST | 132,189 | $5.3M | 1.4% |
| 15 | DFEMDIMENSIONAL ETF TRUST | 77,045 | $3.1M | 0.8% |
| 16 | PGRPROGRESSIVE CORP | 14,250 | $3.1M | 0.8% |
| 17 | AAPLAPPLE INC | 10,592 | $3.1M | 0.8% |
| 18 | PEPPEPSICO INC | 8,329 | $1.1M | 0.3% |
| 19 | NTRSNORTHERN TR CORP | 4,816 | $837,213 | 0.2% |
| 20 | GOOGLALPHABET INC | 2,040 | $729,035 | 0.2% |
| 21 | MSFTMICROSOFT CORP | 1,739 | $648,682 | 0.2% |
| 22 | AMZNAMAZON COM INC | 2,598 | $619,207 | 0.2% |
| 23 | XOMEXXON MOBIL CORP | 3,742 | $511,606 | 0.1% |
| 24 | GOOGALPHABET INC | 1,406 | $496,782 | 0.1% |
| 25 | SPYSTATE STR SPDR S&P 500 ETF T | 587 | $438,354 | 0.1% |
| 26 | LLYELI LILLY & CO | 344 | $412,604 | 0.1% |
| 27 | NVDANVIDIA CORPORATION | 1,910 | $382,172 | 0.1% |
| 28 | SBUXSTARBUCKS CORP | 3,679 | $375,957 | 0.1% |
| 29 | DIASTATE STR SPDR DOW JONES IND | 690 | $360,449 | 0.1% |
| 30 | METAMETA PLATFORMS INC | 567 | $319,385 | 0.1% |
| 31 | JNJJOHNSON & JOHNSON | 1,219 | $309,589 | 0.1% |
| 32 | MRKMERCK & CO INC | 2,407 | $309,300 | 0.1% |
| 33 | DUSBDIMENSIONAL ETF TRUST | 5,973 | $303,309 | 0.1% |
| 34 | IBMINTERNATIONAL BUSINESS MACHS | 1,035 | $291,052 | 0.1% |
| 35 | JPMJPMORGAN CHASE & CO | 831 | $272,011 | 0.1% |
| 36 | PGPROCTER & GAMBLE CO | 1,812 | $265,712 | 0.1% |
| 37 | TTTRANE TECHNOLOGIES PLC | 523 | $256,877 | 0.1% |
| 38 | VTVVANGUARD INDEX FDS | 1,151 | $250,837 | 0.1% |
| 39 | WECWEC ENERGY GROUP INC | 1,993 | $232,723 | 0.1% |
| 40 | KOCOCA COLA CO | 2,561 | $208,132 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.