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CIK: 0001903273
Total reported value
$379.6M
$379.6M
40 檔
62.7%
At the close of Q2 2025, ShankerValleau Wealth Advisors, Inc. disclosed equity holdings valued at approximately $379.6M, spread across 40 reported holdings.
ShankerValleau Wealth Advisors, Inc. executed strategic sector rebalancing during Q2 2025, establishing 2 new positions while fully exiting 3 holdings and trimming 8 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 23.52% | +0.91% | +0.61% | |
| 2 | ORCL | Oracle CORP | Stock-Tech | 20.45% | -0.98% | -1.12% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 11.10% | +0.16% | -7.97% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.09% | +0.02% | +0.92% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.72% | -0.10% | +2.81% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 4.73% | -0.23% | -9.84% | |
| 7 | AVRE | Avantis Real Estate ETF | ETF-Other | 4.26% | +0.16% | +2.10% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.09% | -0.02% | +1.61% | |
| 9 | VCRB | Vanguard Core Bond ETF | ETF-Other | 3.47% | -0.05% | +3.56% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 3.39% | +0.06% | +2.70% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.27% | -0.06% | +1.42% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 1.93% | -0.03% | -3.90% | |
| 13 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 1.66% | +0.12% | — | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 1.20% | -0.03% | -6.28% | |
| 15 | PGR | Progressive CORP | Stock-Financials | 1.14% | +0.02% | — | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.71% | +0.04% | -0.76% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.63% | +0.03% | — | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.31% | -0.06% | -2.34% | |
| 19 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.25% | -0.06% | -54.18% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.01% | — | |
| 21 | NTRS | Northern Trust CORP | Stock-Financials | 0.17% | +0.03% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | +0.01% | — | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.13% | -0.02% | — | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.05% | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | +0.01% | — | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | +0.02% | — | |
| 27 | CMF | Ishares California Muni Bond | ETF-Other | 0.10% | — | — | |
| 28 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.10% | +0.01% | — | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.09% | +0.01% | — | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.09% | +0.01% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.09% | +0.01% | — | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.08% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | +0.01% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | — | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.07% | +0.02% | — | |
| 36 | TT | Trane Technologies plc | Stock-Industrials | 0.07% | +0.01% | — | |
| 37 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.06% | — | — | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.06% | +0.01% | — | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.06% | — | — | |
| 40 | AMCR | Amcor plc | Stock-Consumer Disc | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +5.4% | -1.12% | Trim |
| 2 | AVLC | Avantis US Lg Cap Eq ETF | +1.7% | NEW | New buy |
| 3 | TT | Trane Technologies plc | +0.1% | NEW | New buy |
| 4 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 5 | NTRS | Northern Trust CORP | 0% | — | Unchanged |
| 6 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 7 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 8 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 9 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 10 | GOOGL | Alphabet Inc-cl A | — | — | Unchanged |
| 11 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 12 | GOOG | Alphabet Inc-cl C | — | — | Unchanged |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
| 14 | DFEM | Dimensional Emrg Mrkt Core | 0% | -0.76% | Trim |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 16 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 17 | WEC | Wec Energy Group Inc | 0% | — | Unchanged |
| 18 | AMCR | Amcor plc | 0% | — | Unchanged |
| 19 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 20 | CMF | Ishares California Muni Bond | 0% | — | Unchanged |
| 21 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 22 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 23 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 24 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 25 | MRK | Merck & Co. Inc. | -0.1% | EXIT | Sold out |
| 26 | JNJ | Johnson & Johnson | -0.1% | EXIT | Sold out |
| 27 | DISV | Dimensional International Sm | -0.1% | -6.28% | Trim |
| 28 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | EXIT | Sold out |
| 29 | PEP | Pepsico Inc | -0.1% | -2.34% | Trim |
| 30 | AVDE | Avantis International Equity | -0.1% | -3.90% | Trim |
| 31 | AAPL | Apple Inc | -0.2% | — | Unchanged |
| 32 | DFAT | Dimensional US Target Value | -0.2% | +2.70% | Add |
| 33 | PGR | Progressive CORP | -0.2% | — | Unchanged |
| 34 | VTIP | Vanguard Short-term Tips | -0.3% | +1.42% | Add |
| 35 | VCRB | Vanguard Core Bond ETF | -0.3% | +3.56% | Add |
| 36 | AVRE | Avantis Real Estate ETF | -0.4% | +2.10% | Add |
| 37 | DUSB | Dimension Ultrashort Fi ETF | -0.4% | -54.18% | Trim |
| 38 | BNDX | Vanguard Total Intl Bond ETF | -0.4% | +1.61% | Add |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | -0.6% | +2.81% | Add |
| 40 | DFUV | Dimensional US Marketwide Va | -0.7% | +0.92% | Add |
| 41 | DFIV | Dimensional International Va | -0.8% | -9.84% | Trim |
| 42 | DFAC | Dimensional US Core Equity 2 | -1% | +0.61% | Add |
| 43 | DFAX | Dimensional World Ex US Core | -1.2% | -7.97% | Trim |
According to official SEC Form 13F filings, ShankerValleau Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $379.6M across 40 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, ORCL, DFAX) accounted for 62.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
AVLC
市值: $5.8M
Top Position Liquidated / Trimmed
VTI
前期市值: $340.5K
During Q2 2025, ShankerValleau Wealth Advisors, Inc.'s top holdings by market value included DFAC (23.5%)、ORCL (20.4%)、DFAX (11.1%). The largest single position, DFAC, represented 23.5% of total portfolio value.
In Q2 2025, ShankerValleau Wealth Advisors, Inc. made 21 total portfolio adjustments, initiating 2 new buys, adding to 8 positions, trimming 8 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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