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Q2 2026 13F · SEC CIK 1903273

ShankerValleau Wealth Advisors, Inc.

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$379.6M
Reported positions
40
Top holdings a year, 3 yrs
+12.9%
Assets under management
$645.3M

ShankerValleau Wealth Advisors, Inc. is a wealth manager that reported 40 positions worth $379.6M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Dimensional U.s. Core Equity 2 (DFAC, 25.7%), Dimensional World Ex U.s. Core (DFAX, 12.4%), Oracle Corp (ORCL, 12.2%). A portfolio copying its top holdings returned 12.9% a year over the last 3 years, against 20.4% for the S&P 500.

ShankerValleau Wealth Advisors, Inc. holdings all 40 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

ShankerValleau Wealth Advisors, Inc. 13F holdings
Stock% of 13F valueShare changeReported value
DFACDimensional U.s. Core Equity 225.7%-2.9%$97.5M
DFAXDimensional World Ex U.s. Core12.4%-0.1%$47.0M
ORCLOracle Corp12.2%-0.6%$46.4M
DFUVDimensional U.s. Marketwide Val7.9%-5.5%$29.9M
VCSHVanguard Scottsdale Fds6.3%+5.7%$24.1M
DFIVDimensional ETF Trust5.2%+0.0%$19.7M
AVREAmerican Centy ETF Tr4.8%+2.8%$18.2M
BNDXVanguard Charlotte Fds4.5%+5.6%$17.3M
VCRBVanguard Malvern Fds3.9%+5.9%$14.9M
DFATDimensional U.s. Targeted Value3.9%-2.8%$14.6M
VTIPVanguard Malvern Fds2.5%+3.8%$9.5M
AVDEAvantis International Equity ETF2.1%+0.6%$8.1M
AVLCAmerican Centy ETF Tr2.1%-2.3%$8.0M
DISVDimensional ETF Trust1.4%+2.6%$5.3M
DFEMDimensional0.8%-3.9%$3.1M
PGRProgressive Corp.0.8%+0.0%$3.1M
AAPLApple Inc0.8%-3.3%$3.1M
PEPPepsico Inc0.3%+0.0%$1.1M
NTRSNorthern Trust Corp.0.2%+0.0%$837K
GOOGLAlphabet Inc0.2%-1.4%$729K
MSFTMicrosoft Corp0.2%+0.0%$649K
AMZNAmazon Com Inc Com0.2%-1.4%$619K
XOMExxon Mobil Corp0.1%+0.0%$512K
GOOGAlphabet Inc0.1%-4.9%$497K
SPYSpdr S&p 500 ETF Tr0.1%+0.0%$438K
LLYLilly Eli & Co0.1%+0.0%$413K
NVDANvidia Corporation Com0.1%+0.0%$382K
SBUXStarbucks Corp Com0.1%+0.0%$376K
DIAState Street Spdr Dow Jones Industrial A0.1%+0.0%$360K
METAMeta Platforms Inc Class A0.1%-8.1%$319K
JNJJohnson & Johnson0.1%+0.0%$310K
MRKMerck & Co. Inc0.1%+0.0%$309K
DUSBDimensional ETF Trust0.1%-37.7%$303K
IBMInternational Business Machs0.1%+0.0%$291K
JPMJpmorgan Chase & Co0.1%+0.0%$272K
PGProcter & Gamble Co Com0.1%+0.0%$266K
TTTrane Technologies PLC0.1%+0.0%$257K
VTVVanguard Value ETF0.1%+0.0%$251K
WECWEC Energy Group Inc.0.1%+0.0%$233K
KOCoca Cola Co0.1%—$208K

What ShankerValleau Wealth Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+4.9% /yr
S&P 500 +20.1%
3 years
+12.9% /yr
S&P 500 +20.4%
5 years
+8.0% /yr
S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$379.6M40
Q1 2026$354.8M39
Q4 2025$369.0M41
Q3 2025$389.6M42
Q2 2025$350.5M40
Q1 2025$307.9M41
Q4 2024$311.4M35
Q3 2024$293.6M32
Q2 2024$233.6M26
Q1 2024$217.3M24
Q4 2023$196.3M23
Q3 2023$177.9M22

Questions about ShankerValleau Wealth Advisors, Inc.'s portfolio

What stocks does ShankerValleau Wealth Advisors, Inc. own?

ShankerValleau Wealth Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 40 positions worth $379.6M. The largest are Dimensional U.s. Core Equity 2 (DFAC) at 25.7%, Dimensional World Ex U.s. Core (DFAX) at 12.4%, Oracle Corp (ORCL) at 12.2%, Dimensional U.s. Marketwide Val (DFUV) at 7.9% and Vanguard Scottsdale Fds (VCSH) at 6.3%.

What did ShankerValleau Wealth Advisors, Inc. buy last quarter?

In Q2 2026, ShankerValleau Wealth Advisors, Inc. added a new position in Coca Cola Co (KO), Vanguard Malvern Fds (VCRB) (+5.9% shares), Vanguard Scottsdale Fds (VCSH) (+5.7% shares) and Vanguard Charlotte Fds (BNDX) (+5.6% shares), compared with its Q1 2026 filing.

What did ShankerValleau Wealth Advisors, Inc. sell last quarter?

In Q2 2026, ShankerValleau Wealth Advisors, Inc. Dimensional ETF Trust (DUSB) (-37.7% shares), Meta Platforms Inc Class A (META) (-8.1% shares) and Dimensional U.s. Marketwide Val (DFUV) (-5.5% shares), compared with its Q1 2026 filing.

How has ShankerValleau Wealth Advisors, Inc.'s portfolio performed?

A portfolio copying ShankerValleau Wealth Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +4.9% against +20.1%. Over 5 years: +8.0% a year against +13.0%.

When is ShankerValleau Wealth Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. ShankerValleau Wealth Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does ShankerValleau Wealth Advisors, Inc. manage?

ShankerValleau Wealth Advisors, Inc. reported $645.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $379.6M.