ShankerValleau Wealth Advisors, Inc.

CIK 0001903273 • 7 13F filings • Apr 16, 2025 – Oct 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $369.0M41 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$653K	0.2%Prev: 0.1%	2,086 SH	Increased+40 SH
ALPHABET INC	CAP STK CL C	$464K	0.1%Prev: 0.1%	1,478 SH	Increased+40 SH
AMAZON COM INC	COM	$608K	0.2%Prev: 0.1%	2,636 SH	Increased-16 SH
AMCOR PLC	ORD	$132K	0.0%Prev: 0.0%	15,769 SH	Increased
AMERICAN CENTY ETF TR	AVANTIS US LARG	$6.5M	1.8%Prev: 1.6%	82,257 SH	Increased-211 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$7.6M	2.1%Prev: 1.9%	92,085 SH	Increased-193 SH
AMERICAN CENTY ETF TR	REAL ESTATE ETF	$16.7M	4.5%Prev: 4.1%	384,059 SH	Increased+25,782 SH
APPLE INC	COM	$3.0M	0.8%Prev: 0.7%	10,958 SH	Increased+148 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$2.8M	0.8%Prev: 0.7%	83,667 SH	Increased+644 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$18.9M	5.1%Prev: 4.6%	379,096 SH	Increased-8,698 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$4.9M	1.3%Prev: 1.2%	130,112 SH	Increased+1,055 SH
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$482K	0.1%Prev: 0.2%	9,510 SH	Decreased-2,458 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$88.1M	23.9%Prev: 22.4%	2,225,592 SH	Increased-35,495 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$27.1M	7.3%Prev: 6.8%	580,854 SH	Increased-7,898 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$12.7M	3.4%Prev: 3.2%	212,859 SH	Increased-515 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$43.1M	11.7%Prev: 10.7%	1,317,141 SH	Increased-9,381 SH
ELI LILLY & CO	COM	$370K	0.1%Prev: 0.1%	344 SH	Increased-2 SH
EXXON MOBIL CORP	COM	$450K	0.1%Prev: 0.1%	3,742 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$307K	0.1%Prev: 0.1%	1,035 SH	Increased
JOHNSON & JOHNSON	COM	$252K	0.1%Prev: 0.1%	1,219 SH	Increased
JPMORGAN CHASE & CO.	COM	$268K	0.1%Prev: 0.1%	831 SH	Increased
MERCK & CO INC	COM	$253K	0.1%Prev: 0.1%	2,407 SH	Increased
META PLATFORMS INC	CL A	$407K	0.1%Prev: 0.1%	617 SH	Decreased
MICROSOFT CORP	COM	$841K	0.2%Prev: 0.2%	1,739 SH	Decreased-18 SH
NORTHERN TR CORP	COM	$658K	0.2%Prev: 0.2%	4,816 SH	Increased
NVIDIA CORPORATION	COM	$356K	0.1%Prev: 0.1%	1,910 SH	Decreased
ORACLE CORP	COM	$63.5M	17.2%Prev: 23.6%	325,736 SH	Decreased-1,167 SH
PEPSICO INC	COM	$1.2M	0.3%Prev: 0.3%	8,329 SH	Increased
PROCTER AND GAMBLE CO	COM	$260K	0.1%Prev: 0.1%	1,812 SH	Decreased-29 SH
PROGRESSIVE CORP	COM	$3.2M	0.9%Prev: 0.9%	14,250 SH	Decreased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$332K	0.1%Prev: 0.1%	690 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$400K	0.1%Prev: 0.1%	587 SH	Increased
STARBUCKS CORP	COM	$310K	0.1%Prev: 0.1%	3,679 SH	Decreased
TRANE TECHNOLOGIES PLC	SHS	$204K	0.1%Prev: 0.1%	523 SH	Decreased
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$15.8M	4.3%Prev: 3.9%	327,072 SH	Increased+17,995 SH
VANGUARD INDEX FDS	VALUE ETF	$223K	0.1%Prev: 0.1%	1,168 SH	Increased
VANGUARD MALVERN FDS	CORE BD ETF	$14.0M	3.8%Prev: 3.4%	179,469 SH	Increased+12,320 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$8.8M	2.4%Prev: 2.2%	177,672 SH	Increased+10,727 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$22.5M	6.1%Prev: 5.5%	282,239 SH	Increased+15,263 SH
VISA INC	COM CL A	$202K	0.1%	576 SH	New
WEC ENERGY GROUP INC	COM	$210K	0.1%Prev: 0.1%	1,993 SH	Decreased

Sold (vs prior filing)

ISHARES TR — $677K
ISHARES TR — $920K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001903273-26-000004	—	View
Jan 6, 2026	Q4 2025	13F-HR	0001903273-26-000001	$369.0M	View
Oct 9, 2025	Q3 2025