ShankerValleau Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 6, 2026, for the 2025 Q4 period, ShankerValleau Wealth Advisors, Inc. held in its portfolio 41 assets valued at $368,975,083 (i.e. $368.98M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($88.11M), ORACLE CORP ($63.49M), and DIMENSIONAL ETF TRUST ($43.11M).
The chart below shows the top 10 valuable assets, and the table below shows the top 41 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ShankerValleau Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 2225592 | 88111187 | US CORE EQUITY 2 |
| ORACLE CORP | 325736 | 63489204 | COM |
| DIMENSIONAL ETF TRUST | 1317141 | 43110025 | WORLD EX US CORE |
| DIMENSIONAL ETF TRUST | 580854 | 27061988 | US MKTWIDE VALUE |
| VANGUARD SCOTTSDALE FDS | 282239 | 22502876 | SHRT TRM CORP BD |
| DIMENSIONAL ETF TRUST | 379096 | 18916890 | INTERNATNAL VAL |
| AMERICAN CENTY ETF TR | 384059 | 16718088 | REAL ESTATE ETF |
| VANGUARD CHARLOTTE FDS | 327072 | 15804095 | TOTAL INT BD ETF |
| VANGUARD MALVERN FDS | 179469 | 13979739 | CORE BD ETF |
| DIMENSIONAL ETF TRUST | 212859 | 12673625 | US TARGETED VLU |
| VANGUARD MALVERN FDS | 177672 | 8787657 | STRM INFPROIDX |
| AMERICAN CENTY ETF TR | 92085 | 7580437 | INTL EQT ETF |
| AMERICAN CENTY ETF TR | 82257 | 6467045 | AVANTIS US LARG |
| DIMENSIONAL ETF TRUST | 130112 | 4944256 | INTL SMALL CAP V |
| PROGRESSIVE CORP | 14250 | 3245010 | COM |
| APPLE INC | 10958 | 2979042 | COM |
| DIMENSIONAL ETF TRUST | 83667 | 2767704 | EMERGING MKTS CO |
| PEPSICO INC | 8329 | 1195378 | COM |
| MICROSOFT CORP | 1739 | 841015 | COM |
| NORTHERN TR CORP | 4816 | 657817 | COM |
| ALPHABET INC | 2086 | 652918 | CAP STK CL A |
| AMAZON COM INC | 2636 | 608442 | COM |
| DIMENSIONAL ETF TRUST | 9510 | 481682 | ULTRASHORT FIXED |
| ALPHABET INC | 1478 | 463796 | CAP STK CL C |
| EXXON MOBIL CORP | 3742 | 450312 | COM |
| META PLATFORMS INC | 617 | 407276 | CL A |
| SPDR S&P 500 ETF TR | 587 | 400287 | TR UNIT |
| ELI LILLY & CO | 344 | 369690 | COM |
| NVIDIA CORPORATION | 1910 | 356215 | COM |
| SPDR DOW JONES INDL AVERAGE | 690 | 331593 | UT SER 1 |
| STARBUCKS CORP | 3679 | 309809 | COM |
| INTERNATIONAL BUSINESS MACHS | 1035 | 306577 | COM |
| JPMORGAN CHASE & CO. | 831 | 267765 | COM |
| PROCTER AND GAMBLE CO | 1812 | 259678 | COM |
| MERCK & CO INC | 2407 | 253361 | COM |
| JOHNSON & JOHNSON | 1219 | 252272 | COM |
| VANGUARD INDEX FDS | 1168 | 223076 | VALUE ETF |
| WEC ENERGY GROUP INC | 1993 | 210182 | COM |
| TRANE TECHNOLOGIES PLC | 523 | 203552 | SHS |
| VISA INC | 576 | 202009 | COM CL A |
| AMCOR PLC | 15769 | 131513 | ORD |
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