Shankervalleau Wealth Advisors, Inc. Portfolio Stock Holdings
Shankervalleau Wealth Advisors, Inc. disclosed 40 stock positions valued at approximately $379.6 million in its latest SEC 13F filing. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and ORACLE CORP. The filing reflects positions held as of June 30, 2026 and was filed on July 9, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 40
- Portfolio Value
- $379.6M
Holdings by Sector
Shankervalleau Wealth Advisors, Inc. Portfolio Holdings in Q2 2026
40 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 25.68% | 2,197,279 | -64,602 | -2.86% | $97,471,296 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 12.38% | 1,275,089 | -1,413 | -0.11% | $46,974,278 |
| ORACLE CORP | ORCL | Technology | 12.22% | 316,425 | -2,011 | -0.63% | $46,372,084 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 7.88% | 544,043 | -31,623 | -5.49% | $29,927,805 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 6.34% | 304,502 | +16,347 | +5.67% | $24,064,754 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 5.19% | 364,529 | +90 | +0.02% | $19,691,857 |
| AMERICAN CENTY ETF TR | AVRE | Other | 4.80% | 384,164 | +10,520 | +2.82% | $18,201,690 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 4.55% | 356,458 | +18,839 | +5.58% | $17,263,237 |
| VANGUARD MALVERN FDS | VCRB | Other | 3.92% | 192,792 | +10,757 | +5.91% | $14,889,847 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 3.85% | 209,327 | -6,017 | -2.79% | $14,631,957 |
| VANGUARD MALVERN FDS | VTIP | Other | 2.50% | 188,667 | +6,876 | +3.78% | $9,476,743 |
| AMERICAN CENTY ETF TR | AVDE | Other | 2.12% | 90,314 | +526 | +0.59% | $8,056,009 |
| AMERICAN CENTY ETF TR | AVLC | Other | 2.10% | 88,673 | -2,070 | -2.28% | $7,977,023 |
| DIMENSIONAL ETF TRUST | DISV | Other | 1.40% | 132,189 | +3,359 | +2.61% | $5,304,745 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 0.82% | 77,045 | -3,106 | -3.88% | $3,131,109 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.82% | 14,250 | - | - | $3,112,913 |
| APPLE INC | AAPL | Technology | 0.81% | 10,592 | -366 | -3.34% | $3,064,901 |
| PEPSICO INC | PEP | Consumer Defensive | 0.30% | 8,329 | - | - | $1,127,747 |
| NORTHERN TR CORP | NTRS | Financial Services | 0.22% | 4,816 | - | - | $837,213 |
| ALPHABET INC | GOOGL | Communication Services | 0.19% | 2,040 | -28 | -1.35% | $729,035 |
| MICROSOFT CORP | MSFT | Technology | 0.17% | 1,739 | - | - | $648,682 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.16% | 2,598 | -38 | -1.44% | $619,207 |
| EXXON MOBIL CORP | XOM | Energy | 0.13% | 3,742 | - | - | $511,606 |
| ALPHABET INC | GOOG | Communication Services | 0.13% | 1,406 | -72 | -4.87% | $496,782 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.12% | 587 | - | - | $438,354 |
| ELI LILLY & CO | LLY | Healthcare | 0.11% | 344 | - | - | $412,604 |
| NVIDIA CORPORATION | NVDA | Technology | 0.10% | 1,910 | - | - | $382,172 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.10% | 3,679 | - | - | $375,957 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.09% | 690 | - | - | $360,449 |
| META PLATFORMS INC | META | Communication Services | 0.08% | 567 | -50 | -8.10% | $319,385 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.08% | 1,219 | - | - | $309,589 |
| MERCK & CO INC | MRK | Healthcare | 0.08% | 2,407 | - | - | $309,300 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.08% | 5,973 | -3,607 | -37.65% | $303,309 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.08% | 1,035 | - | - | $291,052 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.07% | 831 | - | - | $272,011 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.07% | 1,812 | - | - | $265,712 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.07% | 523 | - | - | $256,877 |
| VANGUARD INDEX FDS | VTV | Other | 0.07% | 1,151 | - | - | $250,837 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.06% | 1,993 | - | - | $232,723 |
| COCA COLA CO | KO | Consumer Defensive | 0.05% | 2,561 | +2,561 | +100.00% | $208,132 |