Shankervalleau Wealth Advisors, Inc. Portfolio Stock Holdings
Shankervalleau Wealth Advisors, Inc. disclosed 39 stock positions valued at approximately $354.8 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, ORACLE CORP, and DIMENSIONAL ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 39
- Portfolio Value
- $354.8M
Holdings by Sector
Shankervalleau Wealth Advisors, Inc. Portfolio Holdings in Q1 2026
39 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 24.77% | 2,261,881 | +36,289 | +1.63% | $87,896,696 |
| ORACLE CORP | ORCL | Technology | 13.20% | 318,436 | -7,300 | -2.24% | $46,845,120 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 12.22% | 1,276,502 | -40,639 | -3.09% | $43,362,773 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 7.86% | 575,666 | -5,188 | -0.89% | $27,896,774 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 6.44% | 288,155 | +5,916 | +2.10% | $22,842,007 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 5.42% | 364,439 | -14,657 | -3.87% | $19,235,090 |
| AMERICAN CENTY ETF TR | AVRE | Other | 4.64% | 373,644 | -10,415 | -2.71% | $16,447,809 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 4.57% | 337,619 | +10,547 | +3.22% | $16,222,569 |
| VANGUARD MALVERN FDS | VCRB | Other | 3.97% | 182,035 | +2,566 | +1.43% | $14,085,868 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 3.79% | 215,344 | +2,485 | +1.17% | $13,448,233 |
| VANGUARD MALVERN FDS | VTIP | Other | 2.56% | 181,791 | +4,119 | +2.32% | $9,080,460 |
| AMERICAN CENTY ETF TR | AVDE | Other | 2.15% | 89,788 | -2,297 | -2.49% | $7,617,614 |
| AMERICAN CENTY ETF TR | AVLC | Other | 1.98% | 90,743 | +8,486 | +10.32% | $7,037,120 |
| DIMENSIONAL ETF TRUST | DISV | Other | 1.43% | 128,830 | -1,282 | -0.99% | $5,081,055 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.80% | 14,250 | - | - | $2,824,920 |
| APPLE INC | AAPL | Technology | 0.78% | 10,958 | - | - | $2,781,031 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 0.78% | 80,151 | -3,516 | -4.20% | $2,769,217 |
| PEPSICO INC | PEP | Consumer Defensive | 0.36% | 8,329 | - | - | $1,293,410 |
| NORTHERN TR CORP | NTRS | Financial Services | 0.19% | 4,816 | - | - | $672,169 |
| MICROSOFT CORP | MSFT | Technology | 0.18% | 1,739 | - | - | $643,726 |
| EXXON MOBIL CORP | XOM | Energy | 0.18% | 3,742 | - | - | $634,868 |
| ALPHABET INC | GOOGL | Communication Services | 0.17% | 2,068 | -18 | -0.86% | $594,674 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.15% | 2,636 | - | - | $549,000 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.14% | 9,580 | +70 | +0.74% | $485,802 |
| ALPHABET INC | GOOG | Communication Services | 0.12% | 1,478 | - | - | $423,979 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.11% | 587 | - | - | $381,750 |
| META PLATFORMS INC | META | Communication Services | 0.10% | 617 | - | - | $353,004 |
| NVIDIA CORPORATION | NVDA | Technology | 0.09% | 1,910 | - | - | $333,104 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.09% | 3,679 | - | - | $329,602 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.09% | 690 | - | - | $319,601 |
| ELI LILLY & CO | LLY | Healthcare | 0.09% | 344 | - | - | $316,401 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.08% | 1,219 | - | - | $297,972 |
| MERCK & CO INC | MRK | Healthcare | 0.08% | 2,407 | - | - | $289,538 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.07% | 1,812 | - | - | $261,725 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.07% | 1,035 | - | - | $250,874 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.07% | 831 | - | - | $244,447 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.07% | 1,993 | - | - | $230,730 |
| VANGUARD INDEX FDS | VTV | Other | 0.06% | 1,151 | -17 | -1.46% | $225,826 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.06% | 523 | - | - | $217,955 |