Shankervalleau Wealth Advisors Q2 2026 Portfolio Activity Report
A detailed analysis of stock purchases and sales by Shankervalleau Wealth Advisors Inc. during the second quarter of 2026.
According to filings from Shankervalleau Wealth Advisors, Inc., significant changes occurred in their portfolio during the second quarter of 2026. The firm's holdings underwent notable adjustments across various sectors and investment vehicles.
The data shows that Shankervalleau Wealth Advisors sold substantial portions of several Dimensional Fund Trust ETFs:
- DFAC (Dimensional ETF Trust) saw a decrease in shares by 2.86%, representing approximately -$975k in value.
- ORCL (Oracle Corp), an investment-grade stock, experienced a slight reduction of -0.63% (-$464k).
- DFUV (Dimensional ETF Trust) allocation dropped significantly by 5.49%, resulting in a -$299k reduction.
In contrast, the firm demonstrated buying activity on several Vanguard funds and Dimensional ETFs:
- BNDX (Vanguard Charlotte Fact Index Fund) increased by 5.58%, adding approximately $17.26M to the portfolio.
- VCSH (Vanguard Scottsdale Fact Size Disco) grew by a larger percentage of 5.67%, adding $24.06M.
- VTIP (Vanguard Malvern Total Return Index Fund) increased modestly by 3.78% ($9.48M).
- The Dimensional ETF DFAT also saw a small increase of just 0.02%, adding $156k.
- Note: The significant sell symbol list includes KO, while the buy symbols are empty based on this filing.
Furthermore, Shankervalleau Wealth Advisors Inc. added a new position in KO (Coca-Cola Co) valued at $208k and increased their stake in AVRE by 2.82% ($798k).
The overall portfolio allocation for Q2 2026 shows that the firm primarily holds positions categorized as 'Unknown' (83.96%), followed closely by Technology (13.37%) and Financial Services (1.11%).