§ 13F · FUND PROFILE
ShankerValleau Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $390M (13F)Positions · 42Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.26M | $88M | 24.8% | +2% |
| 2 | ORCL | ORACLE CORP | 318K | $47M | 13.2% | −2% |
| 3 | DFAX | DIMENSIONAL ETF TRUST | 1.28M | $43M | 12.2% | −3% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 576K | $28M | 7.9% | −1% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | 288K | $23M | 6.4% | +2% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 364K | $19M | 5.4% | −4% |
| 7 | AVRE | AMERICAN CENTY ETF TR | 374K | $16M | 4.6% | −3% |
| 8 | BNDX | VANGUARD CHARLOTTE FDS | 338K | $16M | 4.6% | +3% |
| 9 | VCRB | VANGUARD MALVERN FDS | 182K | $14M | 4.0% | +1% |
| 10 | DFAT | DIMENSIONAL ETF TRUST | 215K | $13M | 3.8% | +1% |
§ 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 $390 million in assets. The fund runs a portfolio of 42 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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