ShankerValleau Wealth Advisors, Inc. 13F Holdings · Q2 2026
ShankerValleau Wealth Advisors, Inc. reported 40 securities worth $379.57M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (25.68%), DFAX (12.38%), ORCL (12.22%). Among its top 25 positions this quarter: 8 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $97.5M | 25.68% | 2.2M | Trimmed |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $47.0M | 12.38% | 1.3M | Trimmed |
| 3 | ORCL | ORACLE CORP | $46.4M | 12.22% | 316,425 | Trimmed |
| 4 | DFUV | DIMENSIONAL ETF TRUST | $29.9M | 7.88% | 544,043 | Trimmed |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $24.1M | 6.34% | 304,502 | Added |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $19.7M | 5.19% | 364,529 | Added |
| 7 | AVRE | AMERICAN CENTY ETF TR | $18.2M | 4.80% | 384,164 | Added |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | $17.3M | 4.55% | 356,458 | Added |
| 9 | VCRB | VANGUARD MALVERN FDS | $14.9M | 3.92% | 192,792 | Added |
| 10 | DFAT | DIMENSIONAL ETF TRUST | $14.6M | 3.85% | 209,327 | Trimmed |
| 11 | VTIP | VANGUARD MALVERN FDS | $9.5M | 2.50% | 188,667 | Added |
| 12 | AVDE | AMERICAN CENTY ETF TR | $8.1M | 2.12% | 90,314 | Added |
| 13 | AVLC | AMERICAN CENTY ETF TR | $8.0M | 2.10% | 88,673 | Trimmed |
| 14 | DISV | DIMENSIONAL ETF TRUST | $5.3M | 1.40% | 132,189 | Added |
| 15 | DFEM | DIMENSIONAL ETF TRUST | $3.1M | 0.82% | 77,045 | Trimmed |
| 16 | PGR | PROGRESSIVE CORP | $3.1M | 0.82% | 14,250 | Hold |
| 17 | AAPL | APPLE INC | $3.1M | 0.81% | 10,592 | Trimmed |
| 18 | PEP | PEPSICO INC | $1.1M | 0.30% | 8,329 | Hold |
| 19 | NTRS | NORTHERN TR CORP | $837,213 | 0.22% | 4,816 | Hold |
| 20 | GOOGL | ALPHABET INC | $729,035 | 0.19% | 2,040 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $648,682 | 0.17% | 1,739 | Hold |
| 22 | AMZN | AMAZON COM INC | $619,207 | 0.16% | 2,598 | Trimmed |
| 23 | GOOG | ALPHABET INC | $496,782 | 0.13% | 1,406 | Trimmed |
| 24 | XOM | EXXON MOBIL CORP | $511,606 | 0.13% | 3,742 | Hold |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $438,354 | 0.12% | 587 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR