13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001903273
Total reported value
$379.6M
$379.6M
41 檔
64.4%
The Q4 2025 SEC filing reveals that ShankerValleau Wealth Advisors, Inc. held a total portfolio value of $379.6M, covering 41 public equity positions.
In Q4 2025, ShankerValleau Wealth Advisors, Inc. adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 23.88% | +0.91% | -1.57% | |
| 2 | ORCL | Oracle CORP | Stock-Tech | 17.21% | -0.98% | -0.36% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 11.68% | +0.16% | -0.71% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.33% | +0.02% | -1.34% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 6.10% | -0.10% | +5.72% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 5.13% | -0.23% | -2.24% | |
| 7 | AVRE | Avantis Real Estate ETF | ETF-Other | 4.53% | +0.16% | +7.20% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.28% | -0.02% | +5.82% | |
| 9 | VCRB | Vanguard Core Bond ETF | ETF-Other | 3.79% | -0.05% | +7.37% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 3.43% | +0.06% | -0.24% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.38% | -0.06% | +6.43% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 2.05% | -0.03% | -0.21% | |
| 13 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 1.75% | +0.12% | -0.26% | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 1.34% | -0.03% | +0.82% | |
| 15 | PGR | Progressive CORP | Stock-Financials | 0.88% | +0.02% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.81% | +0.03% | +1.37% | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.75% | +0.04% | +0.78% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.32% | -0.06% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.01% | -1.02% | |
| 20 | NTRS | Northern Trust CORP | Stock-Financials | 0.18% | +0.03% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.02% | +1.96% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | +0.01% | -0.60% | |
| 23 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.13% | -0.06% | -20.54% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | +0.01% | +2.78% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.05% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.11% | -0.02% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.11% | +0.01% | — | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.10% | +0.02% | -0.58% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | +0.01% | — | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.09% | +0.01% | — | |
| 31 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.08% | +0.01% | — | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.08% | +0.01% | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | — | — | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.07% | — | -1.58% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.07% | — | — | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | — | — | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.06% | +0.01% | — | |
| 38 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.06% | — | — | |
| 39 | TT | Trane Technologies plc | Stock-Industrials | 0.06% | +0.01% | — | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.05% | — | — | |
| 41 | AMCR | Amcor plc | Stock-Consumer Disc | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +1.5% | -1.57% | Trim |
| 2 | DFAX | Dimensional World Ex US Core | +1% | -0.71% | Trim |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +0.6% | +5.72% | Add |
| 4 | DFUV | Dimensional US Marketwide Va | +0.6% | -1.34% | Trim |
| 5 | DFIV | Dimensional International Va | +0.5% | -2.24% | Trim |
| 6 | AVRE | Avantis Real Estate ETF | +0.4% | +7.20% | Add |
| 7 | VCRB | Vanguard Core Bond ETF | +0.4% | +7.37% | Add |
| 8 | BNDX | Vanguard Total Intl Bond ETF | +0.4% | +5.82% | Add |
| 9 | DFAT | Dimensional US Target Value | +0.2% | -0.24% | Trim |
| 10 | VTIP | Vanguard Short-term Tips | +0.2% | +6.43% | Add |
| 11 | AVDE | Avantis International Equity | +0.2% | -0.21% | Trim |
| 12 | DISV | Dimensional International Sm | +0.2% | +0.82% | Add |
| 13 | AVLC | Avantis US Lg Cap Eq ETF | +0.1% | -0.26% | Trim |
| 14 | AAPL | Apple Inc | +0.1% | +1.37% | Add |
| 15 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +0.78% | Add |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.96% | Add |
| 17 | GOOG | Alphabet Inc-cl C | 0% | +2.78% | Add |
| 18 | LLY | Eli Lilly & Co | 0% | -0.58% | Trim |
| 19 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 20 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 21 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 22 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 23 | AMZN | Amazon.com Inc | 0% | -0.60% | Trim |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 25 | NTRS | Northern Trust CORP | 0% | — | Unchanged |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 27 | AMCR | Amcor plc | 0% | — | Unchanged |
| 28 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 29 | MSFT | Microsoft CORP | — | -1.02% | Trim |
| 30 | PG | Procter & Gamble Co/the | — | -1.58% | Trim |
| 31 | WEC | Wec Energy Group Inc | — | — | Unchanged |
| 32 | TT | Trane Technologies plc | — | — | Unchanged |
| 33 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 34 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 35 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 36 | SBUX | Starbucks CORP | — | — | Unchanged |
| 37 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 38 | PGR | Progressive CORP | 0% | — | Unchanged |
| 39 | DUSB | Dimension Ultrashort Fi ETF | 0% | -20.54% | Trim |
| 40 | ORCL | Oracle CORP | -6.4% | -0.36% | Trim |
| 41 | ITOT | Ishares Core S&p Total U.s. | — | EXIT | Sold out |
| 42 | IXUS | Ishares Core Intl Stock ETF | — | EXIT | Sold out |
| 43 | V | Visa Inc-class A Shares | — | NEW | New buy |
According to official SEC Form 13F filings, ShankerValleau Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $379.6M across 41 disclosed positions in Q4 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 64.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
V
市值: $202.0K
Top Position Liquidated / Trimmed
ITOT
前期市值: $919.9K
During Q4 2025, ShankerValleau Wealth Advisors, Inc.'s top holdings by market value included DFAC (23.9%)、ORCL (17.2%)、DFAX (11.7%). The largest single position, DFAC, represented 23.9% of total portfolio value.
In Q4 2025, ShankerValleau Wealth Advisors, Inc. made 26 total portfolio adjustments, initiating 1 new buys, adding to 10 positions, trimming 13 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.