Q3 2026 13F · SEC CIK 1903273

ShankerValleau Wealth Advisors, Inc.

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $374.4M
Reported positions: 49
Top holdings a year, 3 yrs: +12.9%
Assets under management: $645.3M

ShankerValleau Wealth Advisors, Inc. is a wealth manager that reported 49 positions worth $374.4M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Dimensional ETF Trust (DFAC, 25.7%), Dimensional ETF Trust (DFAX, 12.5%), Oracle Corp (ORCL, 10.4%). A portfolio copying its top holdings returned 12.9% a year over the last 3 years, against 20.4% for the S&P 500.

ShankerValleau Wealth Advisors, Inc. holdings all 49 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

ShankerValleau Wealth Advisors, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFACDimensional ETF Trust	25.7%	25.7%	2,163,045	-1.6%	$96.1M
DFAXDimensional ETF Trust	12.5%	12.4%	1,264,810	-0.8%	$46.8M
ORCLOracle Corp	10.4%	12.2%	283,412	-10.4%	$38.9M
DFUVDimensional ETF Trust	7.7%	7.9%	526,180	-3.3%	$28.9M
VCSHVanguard Scottsdale Fds	6.5%	6.3%	314,610	+3.3%	$24.3M
DFIVDimensional ETF Trust	5.2%	5.2%	349,961	-4.0%	$19.5M
AVREAvantis Real Estate ETF	4.7%	4.8%	396,972	+3.3%	$17.6M
BNDXVanguard Charlotte Fds	4.7%	4.5%	372,232	+4.4%	$17.4M
VCRBVanguard Malvern Fds	3.9%	3.9%	199,514	+3.5%	$14.7M
DFATDimensional ETF Trust	3.6%	3.9%	205,195	-2.0%	$13.6M
VTIPVanguard Malvern Fds	2.6%	2.5%	196,242	+4.0%	$9.7M
AVDEAvantis International Equity ETF	2.2%	2.1%	89,386	-1.0%	$8.1M
AVLCAmerican Centy ETF Tr	2.1%	2.1%	86,643	-2.3%	$7.8M
DISVDimensional ETF Trust	1.5%	1.4%	133,004	+0.6%	$5.8M
AAPLApple Inc	0.9%	0.8%	10,505	-0.8%	$3.5M
DUSBDimensional Ultrashort Fixed Income ETF	0.9%	0.1%	64,733	+983.8%	$3.3M
DFEMDimensional ETF Trust	0.8%	0.8%	77,069	+0.0%	$3.1M
PGRProgressive Corp	0.7%	0.8%	12,826	-10.0%	$2.7M
MSFTMicrosoft Corp	0.3%	0.2%	2,239	+28.8%	$1.1M
PEPPepsico Inc	0.3%	0.3%	8,329	+0.0%	$1.1M
GOOGLAlphabet Inc	0.2%	0.2%	2,040	+0.0%	$702K
AMZNAmazon Com Inc	0.2%	0.2%	2,558	-1.5%	$637K
ABBVAbbvie Inc	0.1%	New	2,088	—	$546K
XOMExxonmobil Holdings Corp	0.1%	New	3,262	—	$531K
SHWSherwin Williams Co	0.1%	New	1,590	—	$514K
GOOGAlphabet Inc	0.1%	0.1%	1,370	-2.6%	$467K
ABTAbbott Laboratories	0.1%	New	4,624	—	$457K
SPYState Str Spdr S&p 500 ETF T	0.1%	0.1%	587	+0.0%	$448K
NVDANvidia Corporation	0.1%	0.1%	1,910	+0.0%	$436K
METAMeta Platforms Inc	0.1%	0.1%	567	+0.0%	$411K
LLYEli Lilly & Co	0.1%	0.1%	344	+0.0%	$398K
JNJJohnson & Johnson	0.1%	0.1%	1,419	+16.4%	$376K
IWFIshares Tr	0.1%	New	2,884	—	$361K
DIASpdr Dow Jones Indl Average	0.1%	0.1%	690	+0.0%	$351K
MRKMerck & Co Inc	0.1%	0.1%	2,407	+0.0%	$350K
SBUXStarbucks Corp	0.1%	0.1%	3,452	-6.2%	$324K
AMATApplied Matls Inc	0.1%	New	601	—	$307K
JPMJpmorgan Chase & Co	0.1%	0.1%	831	+0.0%	$275K
PGProcter & Gamble Co	0.1%	0.1%	1,812	+0.0%	$263K
VIGVanguard Specialized Funds	0.1%	New	1,104	—	$258K
VTVVanguard Index Fds	0.1%	0.1%	1,151	+0.0%	$249K
IBMInternational Business Machs	0.1%	0.1%	1,115	+7.7%	$245K
TTTrane Technologies PLC	0.1%	0.1%	523	+0.0%	$236K
KOCoca Cola Co	0.1%	0.1%	2,561	+0.0%	$220K
NSCNorfolk Southn Corporation	0.1%	New	687	—	$212K
IWDIshares Tr	0.1%	New	842	—	$209K
VVisa Inc	0.1%	New	576	—	$207K
UNPUnion Pac Corp	0.1%	New	757	—	$206K
WECWec Energy Group Inc	0.1%	0.1%	1,993	+0.0%	$201K

What ShankerValleau Wealth Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +4.9% /yr; S&P 500 +20.1%
3 years: +12.9% /yr; S&P 500 +20.4%
5 years: +8.0% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$374.4M	49
Q2 2026	$379.6M	40
Q1 2026	$354.8M	39
Q4 2025	$369.0M	41
Q3 2025	$389.6M	42
Q2 2025	$350.5M	40
Q1 2025	$307.9M	41
Q4 2024	$311.4M	35
Q3 2024	$293.6M	32
Q2 2024	$233.6M	26
Q1 2024	$217.3M	24
Q4 2023	$196.3M	23

Questions about ShankerValleau Wealth Advisors, Inc.'s portfolio

What stocks does ShankerValleau Wealth Advisors, Inc. own?

ShankerValleau Wealth Advisors, Inc.'s latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 49 positions worth $374.4M. The largest are Dimensional ETF Trust (DFAC) at 25.7%, Dimensional ETF Trust (DFAX) at 12.5%, Oracle Corp (ORCL) at 10.4%, Dimensional ETF Trust (DFUV) at 7.7% and Vanguard Scottsdale Fds (VCSH) at 6.5%.

What did ShankerValleau Wealth Advisors, Inc. buy last quarter?

In Q3 2026, ShankerValleau Wealth Advisors, Inc. added a new position in Abbvie Inc (ABBV), a new position in Exxonmobil Holdings Corp (XOM), a new position in Sherwin Williams Co (SHW), a new position in Abbott Laboratories (ABT), a new position in Ishares Tr (IWF), Dimensional Ultrashort Fixed Income ETF (DUSB) (+983.8% shares), Microsoft Corp (MSFT) (+28.8% shares) and Johnson & Johnson (JNJ) (+16.4% shares), compared with its Q2 2026 filing.

What did ShankerValleau Wealth Advisors, Inc. sell last quarter?

In Q3 2026, ShankerValleau Wealth Advisors, Inc. sold all of Northern Trust Corp (NTRS), sold all of Exxon Mobil Corp (XOM), Oracle Corp (ORCL) (-10.4% shares), Progressive Corp (PGR) (-10.0% shares) and Starbucks Corp (SBUX) (-6.2% shares), compared with its Q2 2026 filing.

How has ShankerValleau Wealth Advisors, Inc.'s portfolio performed?

A portfolio copying ShankerValleau Wealth Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +4.9% against +20.1%. Over 5 years: +8.0% a year against +13.0%.

When is ShankerValleau Wealth Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. ShankerValleau Wealth Advisors, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does ShankerValleau Wealth Advisors, Inc. manage?

ShankerValleau Wealth Advisors, Inc. reported $645.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $374.4M.