§ 13F · FUND PROFILE
ShankerValleau Wealth Advisors, Inc..
AUM · $380M (13F)Positions · 40Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$208K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.20M | $97M | 25.7% | −3% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 1.28M | $47M | 12.4% | ±0% |
| 3 | ORCL | ORACLE CORP | 316K | $46M | 12.2% | −1% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 544K | $30M | 7.9% | −5% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 305K | $24M | 6.3% | +6% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 365K | $20M | 5.2% | ±0% |
| 7 | AVRE | AMERICAN CENTY ETF TR | 384K | $18M | 4.8% | +3% |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | 356K | $17M | 4.5% | +6% |
| 9 | VCRB | VANGUARD MALVERN FDS | 193K | $15M | 3.9% | +6% |
| 10 | DFAT | DIMENSIONAL ETF TRUST | 209K | $15M | 3.9% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHANKERVALLEAU SIGNAL
AC read
ShankerValleau Wealth Advisors, Inc. is a Other fund managing $380 million in assets. The fund runs a portfolio of 40 positions.
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