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CIK: 0001903273
Total reported value
$379.6M
$379.6M
42 檔
70.7%
As reported in its official Q3 2025 Form 13F filing, ShankerValleau Wealth Advisors, Inc.'s tracked investment portfolio stood at $379.6M with 42 total positions.
ShankerValleau Wealth Advisors, Inc. executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 3 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | Stock-Tech | 23.60% | -0.98% | -0.30% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 22.39% | +0.91% | -1.72% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 10.68% | +0.16% | +0.15% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 6.75% | +0.02% | +0.17% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 5.48% | -0.10% | +5.77% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 4.59% | -0.23% | +0.14% | |
| 7 | AVRE | Avantis Real Estate ETF | ETF-Other | 4.09% | +0.16% | +6.07% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.92% | -0.02% | +6.81% | |
| 9 | VCRB | Vanguard Core Bond ETF | ETF-Other | 3.36% | -0.05% | +6.72% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 3.19% | +0.06% | -3.14% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.17% | -0.06% | +5.33% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 1.87% | -0.03% | +0.90% | |
| 13 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 1.62% | +0.12% | +0.90% | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 1.18% | -0.03% | +0.57% | |
| 15 | PGR | Progressive CORP | Stock-Financials | 0.90% | +0.02% | -5.00% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.71% | +0.03% | — | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.68% | +0.04% | -0.31% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.30% | -0.06% | — | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.24% | — | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.01% | — | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.17% | — | — | |
| 22 | NTRS | Northern Trust CORP | Stock-Financials | 0.17% | +0.03% | — | |
| 23 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.16% | -0.06% | -30.64% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | +0.01% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.02% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | -0.02% | — | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.05% | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | +0.01% | -1.01% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.09% | +0.01% | — | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | +0.01% | — | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.08% | +0.01% | — | |
| 32 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.08% | +0.01% | — | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.07% | +0.01% | — | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.07% | — | — | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.07% | +0.02% | +11.97% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | — | — | |
| 37 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.06% | — | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.06% | — | — | |
| 39 | TT | Trane Technologies plc | Stock-Industrials | 0.06% | +0.01% | -0.38% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.06% | +0.01% | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.05% | — | — | |
| 42 | AMCR | Amcor plc | Stock-Consumer Disc | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +8.5% | -0.30% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 3 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 4 | NTRS | Northern Trust CORP | 0% | — | Unchanged |
| 5 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 6 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 7 | META | Meta Platforms Inc-class A | — | — | Unchanged |
| 8 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 9 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 10 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.01% | Trim |
| 12 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 13 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 14 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 15 | WEC | Wec Energy Group Inc | 0% | — | Unchanged |
| 16 | LLY | Eli Lilly & Co | 0% | +11.97% | Add |
| 17 | AMCR | Amcor plc | 0% | — | Unchanged |
| 18 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 19 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 20 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 21 | DFEM | Dimensional Emrg Mrkt Core | 0% | -0.31% | Trim |
| 22 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 23 | AAPL | Apple Inc | -0.1% | — | Unchanged |
| 24 | DISV | Dimensional International Sm | -0.1% | +0.57% | Trim |
| 25 | PEP | Pepsico Inc | -0.1% | — | Trim |
| 26 | AVDE | Avantis International Equity | -0.2% | +0.90% | Trim |
| 27 | VTIP | Vanguard Short-term Tips | -0.4% | +5.33% | Add |
| 28 | DFAT | Dimensional US Target Value | -0.4% | -3.14% | Trim |
| 29 | VCRB | Vanguard Core Bond ETF | -0.4% | +6.72% | Add |
| 30 | DUSB | Dimension Ultrashort Fi ETF | -0.5% | -30.64% | Trim |
| 31 | PGR | Progressive CORP | -0.5% | -5.00% | Trim |
| 32 | AVRE | Avantis Real Estate ETF | -0.5% | +6.07% | Add |
| 33 | BNDX | Vanguard Total Intl Bond ETF | -0.6% | +6.81% | Add |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | -0.8% | +5.77% | Add |
| 35 | DFIV | Dimensional International Va | -0.9% | +0.14% | Trim |
| 36 | DFUV | Dimensional US Marketwide Va | -1% | +0.17% | Add |
| 37 | DFAX | Dimensional World Ex US Core | -1.6% | +0.15% | Trim |
| 38 | DFAC | Dimensional US Core Equity 2 | -2.1% | -1.72% | Trim |
| 39 | AVLC | Avantis US Lg Cap Eq ETF | — | NEW | New buy |
| 40 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 41 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
| 42 | CMF | Ishares California Muni Bond | — | EXIT | Sold out |
| 43 | VTI | Vanguard Total Stock Mkt ETF | — | EXIT | Sold out |
| 44 | TT | Trane Technologies plc | — | NEW | New buy |
| 45 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
According to official SEC Form 13F filings, ShankerValleau Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $379.6M across 42 disclosed positions in Q3 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 ORCL, DFAC, DFAX) accounted for 70.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVLC
市值: $6.3M
Top Position Liquidated / Trimmed
CMF
前期市值: $348.1K
During Q3 2025, ShankerValleau Wealth Advisors, Inc.'s top holdings by market value included ORCL (23.6%)、DFAC (22.4%)、DFAX (10.7%). The largest single position, ORCL, represented 23.6% of total portfolio value.
In Q3 2025, ShankerValleau Wealth Advisors, Inc. made 26 total portfolio adjustments, initiating 4 new buys, adding to 7 positions, trimming 12 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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