Shankervalleau Wealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 16, 2026, Shankervalleau Wealth Advisors, Inc. disclosed 49 stock positions valued at approximately $374.43M as of quarter-end September 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and ORACLE CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 49
- Portfolio Value
- $374.43M
Holdings by Sector
Shankervalleau Wealth Advisors, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 25.68% | 2,163,045 | -34,234 | -1.56% | $96,147,350 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 12.51% | 1,264,810 | -10,279 | -0.81% | $46,823,266 |
| ORACLE CORP | ORCL | Technology | 10.39% | 283,412 | -33,013 | -10.43% | $38,912,468 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 7.73% | 526,180 | -17,863 | -3.28% | $28,939,900 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 6.49% | 314,610 | +10,108 | +3.32% | $24,303,584 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 5.22% | 349,961 | -14,568 | -4.00% | $19,548,821 |
| AMERICAN CENTY ETF TR | AVRE | Other | 4.70% | 396,972 | +12,808 | +3.33% | $17,605,708 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 4.66% | 372,232 | +15,774 | +4.43% | $17,446,490 |
| VANGUARD MALVERN FDS | VCRB | Other | 3.92% | 199,514 | +6,722 | +3.49% | $14,688,221 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 3.64% | 205,195 | -4,132 | -1.97% | $13,633,156 |
| VANGUARD MALVERN FDS | VTIP | Other | 2.58% | 196,242 | +7,575 | +4.02% | $9,659,031 |
| AMERICAN CENTY ETF TR | AVDE | Other | 2.15% | 89,386 | -928 | -1.03% | $8,054,572 |
| AMERICAN CENTY ETF TR | AVLC | Other | 2.09% | 86,643 | -2,030 | -2.29% | $7,821,264 |
| DIMENSIONAL ETF TRUST | DISV | Other | 1.54% | 133,004 | +815 | +0.62% | $5,757,743 |
| APPLE INC | AAPL | Technology | 0.93% | 10,505 | -87 | -0.82% | $3,498,375 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 0.87% | 64,733 | +58,760 | +983.76% | $3,268,367 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 0.82% | 77,069 | +24 | +0.03% | $3,061,181 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.71% | 12,826 | -1,424 | -9.99% | $2,658,958 |
| MICROSOFT CORP | MSFT | Technology | 0.31% | 2,239 | +500 | +28.75% | $1,148,383 |
| PEPSICO INC | PEP | Consumer Defensive | 0.28% | 8,329 | - | - | $1,055,451 |
| ALPHABET INC | GOOGL | Communication Services | 0.19% | 2,040 | - | - | $701,923 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.17% | 2,558 | -40 | -1.54% | $637,326 |
| ABBVIE INC | ABBV | Healthcare | 0.15% | 2,088 | +2,088 | +100.00% | $546,200 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.14% | 3,262 | -480 | -12.83% | $530,891 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.14% | 1,590 | +1,590 | +100.00% | $513,999 |
| ALPHABET INC | GOOG | Communication Services | 0.12% | 1,370 | -36 | -2.56% | $466,814 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.12% | 4,624 | +4,624 | +100.00% | $456,990 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.12% | 587 | - | - | $447,664 |
| NVIDIA CORPORATION | NVDA | Technology | 0.12% | 1,910 | - | - | $436,206 |
| META PLATFORMS INC | META | Communication Services | 0.11% | 567 | - | - | $411,177 |
Showing 30 of 49 holdings in the latest reporting period.