Shankervalleau Wealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Shankervalleau Wealth Advisors, Inc. disclosed 40 stock positions valued at approximately $379.57M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and ORACLE CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 40
- Portfolio Value
- $379.57M
Holdings by Sector
Shankervalleau Wealth Advisors, Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 40 holdings in the latest reporting period.