ShankerValleau Wealth Advisors, Inc.
CIK 0001903273 · SKOKIE, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$379.6M
2026 Q2
Positions
40
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
86.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFAC
DIMENSIONAL ETF TRUST
25.7%
DFAX
DIMENSIONAL ETF TRUST
12.4%
ORCL
ORACLE CORP
12.2%
DFUV
DIMENSIONAL ETF TRUST
7.9%
VCSH
VANGUARD SCOTTSDALE FDS
6.3%
DFIV
DIMENSIONAL ETF TRUST
5.2%
AVRE
AMERICAN CENTY ETF TR
4.8%
BNDX
VANGUARD CHARLOTTE FDS
4.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.