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: $354.8M39 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$595K	0.2%Prev: 0.1%	2,068 SH	Increased+22 SH
ALPHABET INC	CAP STK CL C	$424K	0.1%Prev: 0.1%	1,478 SH	Increased+40 SH
AMAZON COM INC	COM	$549K	0.2%Prev: 0.2%	2,636 SH	Increased-16 SH
AMERICAN CENTY ETF TR	AVANTIS US LARG	$7.0M	2.0%	90,743 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$7.6M	2.1%Prev: 2.0%	89,788 SH	Increased-5,382 SH
AMERICAN CENTY ETF TR	REAL ESTATE ETF	$16.4M	4.6%Prev: 4.6%	373,644 SH	Increased+42,817 SH
APPLE INC	COM	$2.8M	0.8%Prev: 0.8%	10,958 SH	Increased+148 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$2.8M	0.8%Prev: 0.7%	80,151 SH	Increased-3,767 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$19.2M	5.4%Prev: 5.5%	364,439 SH	Increased-65,061 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$5.1M	1.4%Prev: 1.3%	128,830 SH	Increased-8,094 SH
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$486K	0.1%Prev: 0.6%	9,580 SH	Decreased-28,080 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$87.9M	24.8%Prev: 24.5%	2,261,881 SH	Increased-25,002 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$27.9M	7.9%Prev: 7.8%	575,666 SH	Increased-6,725 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$13.4M	3.8%Prev: 3.6%	215,344 SH	Increased+843 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$43.4M	12.2%Prev: 12.2%	1,276,502 SH	Increased-162,852 SH
ELI LILLY & CO	COM	$316K	0.1%Prev: 0.1%	344 SH	Increased+35 SH
EXXON MOBIL CORP	COM	$635K	0.2%Prev: 0.1%	3,742 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$251K	0.1%Prev: 0.1%	1,035 SH	Decreased
JOHNSON & JOHNSON	COM	$298K	0.1%Prev: 0.1%	1,219 SH	Increased
JPMORGAN CHASE & CO	COM	$244K	0.1%	831 SH	New
MERCK & CO INC	COM	$290K	0.1%Prev: 0.1%	2,407 SH	Increased
META PLATFORMS INC	CL A	$353K	0.1%Prev: 0.1%	617 SH	Decreased
MICROSOFT CORP	COM	$644K	0.2%Prev: 0.2%	1,739 SH	Decreased-18 SH
NORTHERN TR CORP	COM	$672K	0.2%Prev: 0.2%	4,816 SH	Increased
NVIDIA CORPORATION	COM	$333K	0.1%Prev: 0.1%	1,910 SH	Increased
ORACLE CORP	COM	$46.8M	13.2%Prev: 15.1%	318,436 SH	Increased-13,145 SH
PEPSICO INC	COM	$1.3M	0.4%Prev: 0.4%	8,329 SH	Increased-200 SH
PROCTER & GAMBLE CO	COM	$262K	0.1%	1,812 SH	New
PROGRESSIVE CORP	COM	$2.8M	0.8%Prev: 1.4%	14,250 SH	Decreased-750 SH
STARBUCKS CORP	COM	$330K	0.1%Prev: 0.1%	3,679 SH	Decreased
STATE STR SPDR DOW JONES IND	UT SER 1	$320K	0.1%	690 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$382K	0.1%	587 SH	New
TRANE TECHNOLOGIES PLC	SHS	$218K	0.1%	523 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$16.2M	4.6%Prev: 4.5%	337,619 SH	Increased+52,834 SH
VANGUARD INDEX FDS	VALUE ETF	$226K	0.1%Prev: 0.1%	1,151 SH	Increased-17 SH
VANGUARD MALVERN FDS	CORE BD ETF	$14.1M	4.0%Prev: 3.8%	182,035 SH	Increased+30,803 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$9.1M	2.6%Prev: 2.5%	181,791 SH	Increased+25,517 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$22.8M	6.4%Prev: 6.3%	288,155 SH	Increased+42,641 SH
WEC ENERGY GROUP INC	COM	$231K	0.1%Prev: 0.1%	1,993 SH	Increased

Sold (vs prior filing)

AMCOR PLC — $153K
ISHARES TR — $348K
JPMORGAN CHASE & CO. — $204K
PROCTER AND GAMBLE CO — $314K
SPDR DOW JONES INDL AVERAGE — $290K
SPDR S&P 500 ETF TR — $332K
VANGUARD INDEX FDS — $341K
VISA INC — $202K

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