Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dimensional ETF TrustUS COR EQU 2 ETF | US COR EQU 2 ETF | $97.5M | 25.7% |
| Dimensional ETF TrustWORLD EX US CORE | WORLD EX US CORE | $47M | 12.4% |
| Oracle Corp.COM | COM | $46.4M | 12.2% |
| Dimensional ETF TrustUS MKTWIDE VALUE | US MKTWIDE VALUE | $29.9M | 7.9% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $24.1M | 6.3% |
| Dimensional ETF TrustINTERNATNAL VAL | INTERNATNAL VAL | $19.7M | 5.2% |
| American Centy ETF TRREAL ESTATE ETF | REAL ESTATE ETF | $18.2M | 4.8% |
| Vanguard Charlotte FdsTOTAL INT BD ETF | TOTAL INT BD ETF | $17.3M | 4.5% |
| Vanguard Malvern FdsCORE BD ETF | CORE BD ETF | $14.9M | 3.9% |
| Dimensional ETF TrustUS TARGETED VLU | US TARGETED VLU | $14.6M | 3.9% |
| Vanguard Malvern FdsSTRM INFPROIDX | STRM INFPROIDX | $9.48M | 2.5% |
| American Centy ETF TRINTL EQT ETF | INTL EQT ETF | $8.06M | 2.1% |
| American Centy ETF TRAVANTIS US LARG | AVANTIS US LARG | $7.98M | 2.1% |
| Dimensional ETF TrustINTL SMALL CAP V | INTL SMALL CAP V | $5.3M | 1.4% |
| Dimensional ETF TrustEMERGING MKTS CO | EMERGING MKTS CO | $3.13M | 0.8% |
| Progressive Corp.COM | COM | $3.11M | 0.8% |
| Apple Inc.COM | COM | $3.06M | 0.8% |
| Pepsico Inc.COM | COM | $1.13M | 0.3% |
| Northern TR Corp.COM | COM | $837K | 0.2% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $729K | 0.2% |
| Microsoft Corp.COM | COM | $649K | 0.2% |
| Amazon Com Inc.COM | COM | $619K | 0.2% |
| Exxon Mobil Corp.COM | COM | $512K | 0.1% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $497K | 0.1% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $438K | 0.1% |
| Eli Lilly & COCOM | COM | $413K | 0.1% |
| Nvidia CorporationCOM | COM | $382K | 0.1% |
| Starbucks Corp.COM | COM | $376K | 0.1% |
| State Str SPDR Dow Jones IndUT SER 1 | UT SER 1 | $360K | 0.1% |
| Meta Platforms Inc.CL A | CL A | $319K | 0.1% |
| Johnson & JohnsonCOM | COM | $310K | 0.1% |
| Merck & CO Inc.COM | COM | $309K | 0.1% |
| Dimensional ETF TrustULTR FIX INC ETF | ULTR FIX INC ETF | $303K | 0.1% |
| International Business MachsCOM | COM | $291K | 0.1% |
| JPMORGAN Chase & COCOM | COM | $272K | 0.1% |
| Procter & Gamble COCOM | COM | $266K | 0.1% |
| Trane Technologies PLCSHS | SHS | $257K | 0.1% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $251K | 0.1% |
| WEC Energy Group Inc.COM | COM | $233K | 0.1% |
| Coca Cola COCOM | COM | $208K | 0.1% |
Dimensional ETF TrustUS COR EQU 2 ETF$97.5M
- Class
- US COR EQU 2 ETF
- Share
- 25.7%
Dimensional ETF TrustWORLD EX US CORE$47M
- Class
- WORLD EX US CORE
- Share
- 12.4%
Oracle Corp.COM$46.4M
- Class
- COM
- Share
- 12.2%
Dimensional ETF TrustUS MKTWIDE VALUE$29.9M
- Class
- US MKTWIDE VALUE
- Share
- 7.9%
Vanguard Scottsdale FdsSHRT TRM CORP BD$24.1M
- Class
- SHRT TRM CORP BD
- Share
- 6.3%
Dimensional ETF TrustINTERNATNAL VAL$19.7M
- Class
- INTERNATNAL VAL
- Share
- 5.2%
American Centy ETF TRREAL ESTATE ETF$18.2M
- Class
- REAL ESTATE ETF
- Share
- 4.8%
Vanguard Charlotte FdsTOTAL INT BD ETF$17.3M
- Class
- TOTAL INT BD ETF
- Share
- 4.5%
Vanguard Malvern FdsCORE BD ETF$14.9M
- Class
- CORE BD ETF
- Share
- 3.9%
Dimensional ETF TrustUS TARGETED VLU$14.6M
- Class
- US TARGETED VLU
- Share
- 3.9%
Vanguard Malvern FdsSTRM INFPROIDX$9.48M
- Class
- STRM INFPROIDX
- Share
- 2.5%
American Centy ETF TRINTL EQT ETF$8.06M
- Class
- INTL EQT ETF
- Share
- 2.1%
American Centy ETF TRAVANTIS US LARG$7.98M
- Class
- AVANTIS US LARG
- Share
- 2.1%
Dimensional ETF TrustINTL SMALL CAP V$5.3M
- Class
- INTL SMALL CAP V
- Share
- 1.4%
Dimensional ETF TrustEMERGING MKTS CO$3.13M
- Class
- EMERGING MKTS CO
- Share
- 0.8%
Progressive Corp.COM$3.11M
- Class
- COM
- Share
- 0.8%
Apple Inc.COM$3.06M
- Class
- COM
- Share
- 0.8%
Pepsico Inc.COM$1.13M
- Class
- COM
- Share
- 0.3%
Northern TR Corp.COM$837K
- Class
- COM
- Share
- 0.2%
Alphabet Inc.CAP STK CL A$729K
- Class
- CAP STK CL A
- Share
- 0.2%
Microsoft Corp.COM$649K
- Class
- COM
- Share
- 0.2%
Amazon Com Inc.COM$619K
- Class
- COM
- Share
- 0.2%
Exxon Mobil Corp.COM$512K
- Class
- COM
- Share
- 0.1%
Alphabet Inc.CAP STK CL C$497K
- Class
- CAP STK CL C
- Share
- 0.1%
State Str SPDR S&P 500 ETF TTR UNIT$438K
- Class
- TR UNIT
- Share
- 0.1%
Eli Lilly & COCOM$413K
- Class
- COM
- Share
- 0.1%
Nvidia CorporationCOM$382K
- Class
- COM
- Share
- 0.1%
Starbucks Corp.COM$376K
- Class
- COM
- Share
- 0.1%
State Str SPDR Dow Jones IndUT SER 1$360K
- Class
- UT SER 1
- Share
- 0.1%
Meta Platforms Inc.CL A$319K
- Class
- CL A
- Share
- 0.1%
Johnson & JohnsonCOM$310K
- Class
- COM
- Share
- 0.1%
Merck & CO Inc.COM$309K
- Class
- COM
- Share
- 0.1%
Dimensional ETF TrustULTR FIX INC ETF$303K
- Class
- ULTR FIX INC ETF
- Share
- 0.1%
International Business MachsCOM$291K
- Class
- COM
- Share
- 0.1%
JPMORGAN Chase & COCOM$272K
- Class
- COM
- Share
- 0.1%
Procter & Gamble COCOM$266K
- Class
- COM
- Share
- 0.1%
Trane Technologies PLCSHS$257K
- Class
- SHS
- Share
- 0.1%
Vanguard Index FdsVALUE ETF$251K
- Class
- VALUE ETF
- Share
- 0.1%
WEC Energy Group Inc.COM$233K
- Class
- COM
- Share
- 0.1%
Coca Cola COCOM$208K
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 40 largest of 40 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1903273
- File number
- 028-21511
- Options
- 0 call, 0 put
- In the 25 largest
- 98.8%
- Prior quarter
- $355M at 31 March 2026
- Positions opened
- 1
- Positions closed
- 0
Common questions
What are ShankerValleau Wealth Advisors’ 13F holdings worth?
$380 million across 40 positions for the quarter ended 30 June 2026.
What is ShankerValleau Wealth Advisors’ largest 13F holding?
DIMENSIONAL ETF TRUST (US COR EQU 2 ETF) was the largest position at $97.5 million, or 25.7% of reported 13F value, as of 30 June 2026.
How concentrated is ShankerValleau Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 86.8% of reported value and the twenty-five largest for 98.8%, across 40 positions as of 30 June 2026.
Does Form 13F show everything ShankerValleau Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does ShankerValleau Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.