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CIK: 0001903273
Total reported value
$379.6M
$379.6M
39 檔
60.3%
In Q1 2026, ShankerValleau Wealth Advisors, Inc.'s U.S. equity holdings reached a combined market value of $379.6M, distributed across 39 disclosed stock positions.
In Q1 2026, ShankerValleau Wealth Advisors, Inc. adopted a defensive or profit-taking posture, trimming 10 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 | 24.77% | +0.91% | +1.63% | |
| 2 | ORCL | Oracle CORP | Stock-Tech | 13.20% | -0.98% | -2.24% | |
| 3 | DFAX | Dimensional World Ex US Core | ETF-Other | 12.22% | +0.16% | -3.09% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.86% | +0.02% | -0.89% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 6.44% | -0.10% | +2.10% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 5.42% | -0.23% | -3.87% | |
| 7 | AVRE | Avantis Real Estate ETF | ETF-Other | 4.64% | +0.16% | -2.71% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.57% | -0.02% | +3.22% | |
| 9 | VCRB | Vanguard Core Bond ETF | ETF-Other | 3.97% | -0.05% | +1.43% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 3.79% | +0.06% | +1.17% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.56% | -0.06% | +2.32% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 2.15% | -0.03% | -2.49% | |
| 13 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 1.98% | +0.12% | +10.32% | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 1.43% | -0.03% | -0.99% | |
| 15 | PGR | Progressive CORP | Stock-Financials | 0.80% | +0.02% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.78% | +0.03% | — | |
| 17 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.78% | +0.04% | -4.20% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.06% | — | |
| 19 | NTRS | Northern Trust CORP | Stock-Financials | 0.19% | +0.03% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | -0.01% | — | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.05% | — | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.02% | -0.86% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | +0.01% | — | |
| 24 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.14% | -0.06% | +0.74% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.12% | +0.01% | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.11% | +0.01% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | -0.02% | — | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.09% | +0.01% | — | |
| 29 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.09% | +0.01% | — | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.09% | +0.01% | — | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.09% | +0.02% | — | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.08% | — | — | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.08% | — | — | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.07% | — | — | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.07% | +0.01% | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | — | — | |
| 37 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.07% | — | — | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.06% | +0.01% | -1.46% | |
| 39 | TT | Trane Technologies plc | Stock-Industrials | 0.06% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +0.9% | +1.63% | Add |
| 2 | DFAX | Dimensional World Ex US Core | +0.5% | -3.09% | Trim |
| 3 | DFUV | Dimensional US Marketwide Va | +0.5% | -0.89% | Trim |
| 4 | DFAT | Dimensional US Target Value | +0.4% | +1.17% | Add |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | +2.10% | Add |
| 6 | BNDX | Vanguard Total Intl Bond ETF | +0.3% | +3.22% | Add |
| 7 | DFIV | Dimensional International Va | +0.3% | -3.87% | Trim |
| 8 | AVLC | Avantis US Lg Cap Eq ETF | +0.2% | +10.32% | Add |
| 9 | VTIP | Vanguard Short-term Tips | +0.2% | +2.32% | Add |
| 10 | VCRB | Vanguard Core Bond ETF | +0.2% | +1.43% | Add |
| 11 | AVRE | Avantis Real Estate ETF | +0.1% | -2.71% | Trim |
| 12 | AVDE | Avantis International Equity | +0.1% | -2.49% | Trim |
| 13 | DISV | Dimensional International Sm | +0.1% | -0.99% | Trim |
| 14 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 15 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 16 | DFEM | Dimensional Emrg Mrkt Core | 0% | -4.20% | Trim |
| 17 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 18 | MRK | Merck & Co. Inc. | 0% | — | Unchanged |
| 19 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 20 | NTRS | Northern Trust CORP | 0% | — | Unchanged |
| 21 | DUSB | Dimension Ultrashort Fi ETF | 0% | +0.74% | Add |
| 22 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 23 | WEC | Wec Energy Group Inc | — | — | Unchanged |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 25 | TT | Trane Technologies plc | — | — | Unchanged |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
| 27 | VTV | Vanguard Value ETF | — | -1.46% | Trim |
| 28 | PG | Procter & Gamble Co/the | — | — | Unchanged |
| 29 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 30 | GOOGL | Alphabet Inc-cl A | 0% | -0.86% | Trim |
| 31 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 32 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 33 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 34 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 35 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 36 | AAPL | Apple Inc | 0% | — | Unchanged |
| 37 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 38 | PGR | Progressive CORP | -0.1% | — | Unchanged |
| 39 | ORCL | Oracle CORP | -4% | -2.24% | Trim |
| 40 | V | Visa Inc-class A Shares | — | EXIT | Sold out |
| 41 | AMCR | Amcor plc | — | 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 39 disclosed positions in Q1 2026.
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 60.3% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
V
前期市值: $202.0K
During Q1 2026, ShankerValleau Wealth Advisors, Inc.'s top holdings by market value included DFAC (24.8%)、ORCL (13.2%)、DFAX (12.2%). The largest single position, DFAC, represented 24.8% of total portfolio value.
In Q1 2026, ShankerValleau Wealth Advisors, Inc. made 20 total portfolio adjustments, initiating 0 new buys, adding to 8 positions, trimming 10 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.
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