ShankerValleau Wealth Advisors, Inc.
Q3 2026 13F filing
Updated 20 days ago49 disclosed positions worth $374.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $96.1M | 2.16M | 25.68% | Trimmed(-1.6%) |
| 2 | D DIMENSIONAL ETF TRUST | $46.8M | 1.26M | 12.51% | Trimmed(-0.8%) |
| 3 | O ORACLE CORP | $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 | V VANGUARD SCOTTSDALE FDS | $24.3M | 314.6K | 6.49% | Added(+3.3%) |
| 6 | M DIMENSIONAL ETF TRUST | $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 | V VANGUARD CHARLOTTE FDS | $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 | V VANGUARD MALVERN FDS | $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 | A APPLE INC | $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 | P PROGRESSIVE CORP | $2.7M | 12.8K | 0.71% | Trimmed(-10.0%) |
| 19 | M MICROSOFT CORP | $1.1M | 2.2K | 0.31% | Added(+28.8%) |
| 20 | P PEPSICO INC | $1.1M | 8.3K | 0.28% | Unchanged |
| 21 | G ALPHABET INC | $702K | 2.0K | 0.19% | Unchanged |
| 22 | A AMAZON COM INC | $637K | 2.6K | 0.17% | Trimmed(-1.5%) |
| 23 | A ABBVIE INC | $546K | 2.1K | 0.15% | — |
| 24 | X EXXONMOBIL HOLDINGS CORP | $531K | 3.3K | 0.14% | — |
| 25 | S SHERWIN WILLIAMS CO | $514K | 1.6K | 0.14% | — |
| 26 | G ALPHABET INC | $467K | 1.4K | 0.12% | Trimmed(-2.6%) |
| 27 | A ABBOTT LABORATORIES | $457K | 4.6K | 0.12% | — |
| 28 | S STATE STR SPDR S&P 500 ETF T | $448K | 587 | 0.12% | Unchanged |
| 29 | N NVIDIA CORPORATION | $436K | 1.9K | 0.12% | Unchanged |
| 30 | M META PLATFORMS INC | $411K | 567 | 0.11% | Unchanged |
| 31 | L ELI LILLY & CO | $398K | 344 | 0.11% | Unchanged |
| 32 | J JOHNSON & JOHNSON | $376K | 1.4K | 0.10% | Added(+16.4%) |
| 33 | E ISHARES TR | $361K | 2.9K | 0.10% | — |
| 34 | D STATE STR SPDR DOW JONES IND | $351K | 690 | 0.09% | Unchanged |
| 35 | M MERCK & CO INC | $350K | 2.4K | 0.09% | Unchanged |
| 36 | S STARBUCKS CORP | $324K | 3.5K | 0.09% | Trimmed(-6.2%) |
| 37 | A APPLIED MATLS INC | $307K | 601 | 0.08% | — |
| 38 | J JPMORGAN CHASE & CO | $275K | 831 | 0.07% | Unchanged |
| 39 | P PROCTER & GAMBLE CO | $263K | 1.8K | 0.07% | Unchanged |
| 40 | B VANGUARD SPECIALIZED FUNDS | $258K | 1.1K | 0.07% | — |
| 41 | V VANGUARD INDEX FDS | $249K | 1.2K | 0.07% | Unchanged |
| 42 | I INTERNATIONAL BUSINESS MACHS | $245K | 1.1K | 0.07% | Added(+7.7%) |
| 43 | T TRANE TECHNOLOGIES PLC | $236K | 523 | 0.06% | Unchanged |
| 44 | K COCA COLA CO | $220K | 2.6K | 0.06% | Unchanged |
| 45 | N NORFOLK SOUTHN CORP | $212K | 687 | 0.06% | — |
| 46 | E ISHARES TR | $209K | 842 | 0.06% | — |
| 47 | V VISA INC | $207K | 576 | 0.06% | — |
| 48 | U UNION PAC CORP | $206K | 757 | 0.06% | — |
| 49 | W WEC ENERGY GROUP INC | $201K | 2.0K | 0.05% | Unchanged |