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ShankerValleau Wealth Advisors, Inc.
hedge fundUpdated 20 days agoManaged by Shankervalleau Wealth Advisors, Inc. • Latest filing Q3 2026
Portfolio value
$374.4M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
2.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $369M |
| Q1 2026 | $354.8M |
| Q2 2026 | $379.6M |
| Q3 2026 | $374.4M |
Top holdings
49 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $96.1M | 2.16M | 25.68% | Trimmed(-1.6%) |
| 2 | $46.8M | 1.26M | 12.51% | Trimmed(-0.8%) | |
| 3 | $38.9M | 283.4K | 10.39% | Trimmed(-10.4%) | |
| 4 | ? N/A DIMENSIONAL ETF TRUST | $28.9M | 526.2K | 7.73% | Trimmed(-3.3%) |
| 5 | $24.3M | 314.6K | 6.49% | Added(+3.3%) | |
| 6 | $19.5M | 350.0K | 5.22% | Trimmed(-4.0%) | |
| 7 | ? N/A AMERICAN CENTY ETF TR | $17.6M | 397.0K | 4.70% | Added(+3.3%) |
| 8 | $17.4M | 372.2K | 4.66% | Added(+4.4%) | |
| 9 | ? N/A VANGUARD MALVERN FDS | $14.7M | 199.5K | 3.92% | Added(+3.5%) |
| 10 | ? N/A DIMENSIONAL ETF TRUST | $13.6M | 205.2K | 3.64% | Trimmed(-2.0%) |
| 11 | $9.7M | 196.2K | 2.58% | Added(+4.0%) | |
| 12 | ? N/A AMERICAN CENTY ETF TR | $8.1M | 89.4K | 2.15% | Trimmed(-1.0%) |
| 13 | ? N/A AMERICAN CENTY ETF TR | $7.8M | 86.6K | 2.09% | Trimmed(-2.3%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $5.8M | 133.0K | 1.54% | Added(+0.6%) |
| 15 | $3.5M | 10.5K | 0.93% | Trimmed(-0.8%) | |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $3.3M | 64.7K | 0.87% | Added(+983.8%) |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $3.1M | 77.1K | 0.82% | Added(+0.0%) |
| 18 | $2.7M | 12.8K | 0.71% | Trimmed(-10.0%) | |
| 19 | $1.1M | 2.2K | 0.31% | Added(+28.8%) | |
| 20 | $1.1M | 8.3K | 0.28% | Unchanged |