§ 13F · FUND PROFILE
ShankerValleau Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $350.5T (13F)Positions · 40Turnover · — · Q4Filed · Jan 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$202.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.23M | $88.1T | 23.9% | −2% |
| 2 | ORCL | ORACLE CORP | 326K | $63.5T | 17.2% | ±0% |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 1.32M | $43.1T | 11.7% | −1% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 581K | $27.1T | 7.3% | −1% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 282K | $22.5T | 6.1% | +6% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 379K | $18.9T | 5.1% | −2% |
| 7 | AVRE | AMERICAN CENTY ETF TR | 384K | $16.7T | 4.5% | +7% |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | 327K | $15.8T | 4.3% | +6% |
| 9 | VCRB | VANGUARD MALVERN FDS | 179K | $14.0T | 3.8% | +7% |
| 10 | DFAT | DIMENSIONAL ETF TRUST | 213K | $12.7T | 3.4% | ±0% |
§ 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 $350530.5 trillion in assets. The fund runs a portfolio of 40 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed