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CIK: 0001903273
Total reported value
$374.4M
$374.4M
40 檔
65.4%
During the Q2 2026 filing period, ShankerValleau Wealth Advisors, Inc. (CIK: 0001903273) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $374.4M across 40 reported positions.
In Q2 2026, ShankerValleau Wealth Advisors, Inc. adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 0 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 | 25.68% | — | -2.86% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 12.38% | +0.13% | -0.11% | |
| 3 | ORCL | Oracle CORP | Stock-Tech | 12.22% | -1.83% | -0.63% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.88% | -0.15% | -5.49% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 6.34% | +0.15% | +5.67% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 5.19% | +0.03% | +0.02% | |
| 7 | AVRE | Avantis Real Estate ETF | ETF-Other | 4.80% | -0.10% | +2.82% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.55% | +0.11% | +5.58% | |
| 9 | VCRB | Vanguard Core Bond ETF | ETF-Other | 3.92% | — | +5.91% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 3.85% | -0.21% | -2.79% | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.50% | +0.08% | +3.78% | |
| 12 | AVDE | Avantis International Equity | ETF-Other | 2.12% | +0.03% | +0.59% | |
| 13 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 2.10% | -0.01% | -2.28% | |
| 14 | DISV | Dimensional International Sm | ETF-Other | 1.40% | +0.14% | +2.61% | |
| 15 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.82% | — | -3.88% | |
| 16 | PGR | Progressive CORP | Stock-Financials | 0.82% | -0.11% | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.81% | +0.12% | -3.34% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.30% | -0.02% | — | |
| 19 | NTRS | Northern Trust CORP | Stock-Financials | 0.22% | -0.22% | EXIT | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | — | -1.35% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | +0.14% | — | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | +0.01% | -1.44% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.13% | -0.13% | EXIT | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.13% | -0.01% | -4.87% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.12% | — | — | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | — | — | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | +0.02% | — | |
| 28 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.10% | -0.01% | — | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.09% | -0.01% | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | +0.03% | -8.10% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.08% | +0.02% | — | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.08% | +0.01% | — | |
| 33 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 0.08% | +0.79% | -37.65% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.08% | -0.01% | — | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.07% | — | — | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.07% | — | — | |
| 37 | TT | Trane Technologies plc | Stock-Industrials | 0.07% | -0.01% | — | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | — | — | |
| 39 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.06% | -0.01% | — | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.05% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +0.9% | -2.86% | Trim |
| 2 | DFAX | Dimensional World Ex US Core | +0.2% | -0.11% | Trim |
| 3 | AVRE | Avantis Real Estate ETF | +0.2% | +2.82% | Add |
| 4 | AVLC | Avantis US Lg Cap Eq ETF | +0.1% | -2.28% | Trim |
| 5 | DFAT | Dimensional US Target Value | +0.1% | -2.79% | Trim |
| 6 | KO | Coca-cola Co/the | +0.1% | NEW | New buy |
| 7 | DFEM | Dimensional Emrg Mrkt Core | 0% | -3.88% | Trim |
| 8 | AAPL | Apple Inc | 0% | -3.34% | Trim |
| 9 | NTRS | Northern Trust CORP | 0% | — | Unchanged |
| 10 | DFUV | Dimensional US Marketwide Va | 0% | -5.49% | Trim |
| 11 | PGR | Progressive CORP | 0% | — | Unchanged |
| 12 | GOOGL | Alphabet Inc-cl A | 0% | -1.35% | Trim |
| 13 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 14 | GOOG | Alphabet Inc-cl C | 0% | -4.87% | Trim |
| 15 | AMZN | Amazon.com Inc | 0% | -1.44% | Trim |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 17 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 18 | SBUX | Starbucks CORP | 0% | — | Unchanged |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | — | Unchanged |
| 20 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 21 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 22 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 23 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 24 | MRK | Merck & Co. Inc. | — | — | Unchanged |
| 25 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 26 | PG | Procter & Gamble Co/the | — | — | Unchanged |
| 27 | WEC | Wec Energy Group Inc | — | — | Unchanged |
| 28 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 29 | BNDX | Vanguard Total Intl Bond ETF | 0% | +5.58% | Add |
| 30 | META | Meta Platforms Inc-class A | 0% | -8.10% | Trim |
| 31 | AVDE | Avantis International Equity | 0% | +0.59% | Add |
| 32 | DISV | Dimensional International Sm | 0% | +2.61% | Add |
| 33 | VCRB | Vanguard Core Bond ETF | -0.1% | +5.91% | Add |
| 34 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 35 | VTIP | Vanguard Short-term Tips | -0.1% | +3.78% | Add |
| 36 | DUSB | Dimension Ultrashort Fi ETF | -0.1% | -37.65% | Trim |
| 37 | PEP | Pepsico Inc | -0.1% | — | Unchanged |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +5.67% | Add |
| 39 | DFIV | Dimensional International Va | -0.2% | +0.02% | Add |
| 40 | ORCL | Oracle CORP | -1% | -0.63% | Trim |
According to official SEC Form 13F filings, ShankerValleau Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $374.4M across 40 disclosed positions in Q2 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, DFAX, ORCL) accounted for 65.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
KO
市值: $208.1K
Top Position Liquidated / Trimmed
DFAC
前期市值: $87.9M
During Q2 2026, ShankerValleau Wealth Advisors, Inc.'s top holdings by market value included DFAC (25.7%)、DFAX (12.4%)、ORCL (12.2%). The largest single position, DFAC, represented 25.7% of total portfolio value.
In Q2 2026, ShankerValleau Wealth Advisors, Inc. made 22 total portfolio adjustments, initiating 1 new buys, adding to 8 positions, trimming 13 holdings, and fully liquidating 0 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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