ShankerValleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors, Inc. reported 40 positions worth $379.6M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: DFAC (25.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $97.5M | 25.68% | 2,197,279 | — | — | |
| ▸ 2 | DFAX | SH | $47.0M | 12.38% | 1,275,089 | — | — | |
| ▸ 3 | ORCL | SH | $46.4M | 12.22% | 316,425 | — | — | |
| ▸ 4 | DFUV | SH | $29.9M | 7.88% | 544,043 | — | — | |
| ▸ 5 | VCSH | SH | $24.1M | 6.34% | 304,502 | — | — | |
| ▸ 6 | DFIV | SH | $19.7M | 5.19% | 364,529 | — | — | |
| ▸ 7 | AVRE | SH | $18.2M | 4.80% | 384,164 | — | — | |
| ▸ 8 | BNDX | SH | $17.3M | 4.55% | 356,458 | — | — | |
| ▸ 9 | VCRB | SH | $14.9M | 3.92% | 192,792 | — | — | |
| ▸ 10 | DFAT | SH | $14.6M | 3.85% | 209,327 | — | — |
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Frequently Asked Questions
What stocks does ShankerValleau Wealth Advisors, Inc. hold as of Q2 2026?
ShankerValleau Wealth Advisors, Inc. reported 40 positions worth $379.6M in its Q2 2026 13F filing. Largest positions: DFAC (25.7%), DFAX (12.4%), ORCL (12.2%), DFUV (7.9%) and VCSH (6.3%).
What did ShankerValleau Wealth Advisors, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ShankerValleau Wealth Advisors, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.