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ShankerValleau Wealth Advisors, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1903273
Institutional-grade research for retail investors

Sector Allocation

  • Other85.1%$318.6M
  • Technology12.4%$46.4M
  • Financials0.8%$3.1M
  • Healthcare0.6%$2.1M
  • Consumer Staples0.4%$1.5M
  • Consumer Discretionary0.3%$961,676
  • Energy0.1%$530,891
  • Materials0.1%$513,999
  • Industrials0.1%$418,285
  • Utilities0.1%$200,855

AUM History

13fpro.ai/research/fund/shankervalleau-wealth-advisors-inc-1903273

Conviction and streaks

Diversifying · top 10 = 84.9%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold25.7% weight · held 11 quarters$Conviction hold12.5% weight · held 11 quartersORCL$ORCLConviction hold10.4% weight · held 11 quarters$Conviction hold7.7% weight · held 11 quarters$Conviction hold6.5% weight · held 11 quarters$Accumulating+39% shares · 8 quarters running$Accumulating+29% shares · 7 quarters running$Accumulating+34% shares · 7 quarters running$Accumulating+27% shares · 7 quarters running$Accumulating+6% shares · 2 quarters runningORCL$ORCLTrimming-15% shares · 6 quarters running$Trimming-5% shares · 4 quarters running$Trimming-11% shares · 4 quarters running$Trimming-4% shares · 2 quarters running$Trimming-5% shares · 2 quarters running

Largest positions — Q3 2026

  • DIMENSIONAL
    $96.1M
  • DIMENSIONAL
    $46.8M
  • ORCLORCL
    $38.9M
  • DIMENSIONAL
    $28.9M
  • VANGUARD
    $24.3M
  • DIMENSIONAL
    $19.5M
  • AMERICAN
    $17.6M
  • VANGUARD
    $17.4M
  • VANGUARD
    $14.7M
  • DIMENSIONAL
    $13.6M
  • VANGUARD
    $9.7M
  • AMERICAN
    $8.1M
  • AMERICAN
    $7.8M
  • DIMENSIONAL
    $5.8M
  • AAPLAAPL
    $3.5M
  • DIMENSIONAL
    $3.3M
  • DIMENSIONAL
    $3.1M
  • PGRPGR
    $2.7M
  • MSFTMSFT
    $1.1M
  • PEPPEP
    $1.1M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/shankervalleau-wealth-advisors-inc-1903273

ShankerValleau Wealth Advisors, Inc. 13F holdings — Q3 2026

$374.4M portfolio (-1.4% QoQ) · 49 holdings · Q3 2026 13F · top 10 are 85% of the stock portfolio

  • 1

    DIMENSIONAL ETF TRUST - US COR EQU 2 ETF

    $96.1M

    25.7% of stocks

    -2%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 2

    DIMENSIONAL ETF TRUST - WORLD EX US CORE

    $46.8M

    12.5% of stocks

    -0.8%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 3ORCL

    ORACLE CORP

    $ORCL

    $38.9M

    10.4% of stocks

    -10%This quarter-1.7%Since filed11+ qtrsHeld
    AIQuality68.5#299Est. buyEstimated buy price is Pro: unlock with a free trial
  • 4

    DIMENSIONAL ETF TRUST - US MKTWIDE VALUE

    $28.9M

    7.7% of stocks

    -3%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 5

    VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD

    $24.3M

    6.5% of stocks

    +3%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 6

    DIMENSIONAL ETF TRUST - INTERNATNAL VAL

    $19.5M

    5.2% of stocks

    -4%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 7

    AMERICAN CENTY ETF TR - REAL ESTATE ETF

    $17.6M

    4.7% of stocks

    +3%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 8

    VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF

    $17.4M

    4.7% of stocks

    +4%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 9

    VANGUARD MALVERN FDS - CORE BD ETF

    $14.7M

    3.9% of stocks

    +3%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 10

    DIMENSIONAL ETF TRUST - US TARGETED VLU

    $13.6M

    3.6% of stocks

    -2%This quarter—Since filed—Held
    AIQuality—Est. buy—

All holdings — ShankerValleau Wealth Advisors, Inc. (Q3 2026)

49 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
— VANGUARD MALVERN FDS - STRM INFPROIDXetf/fund$9.7M+4%
— AMERICAN CENTY ETF TR - INTL EQT ETFetf/fund$8.1M-1%
— AMERICAN CENTY ETF TR - AVANTIS US LARGetf/fund$7.8M-2%
— DIMENSIONAL ETF TRUST - INTL SMALL CAP Vetf/fund$5.8M+0.6%
AAPL$AAPLApple Inc.$3.5M-0.8%
— DIMENSIONAL ETF TRUST - ULTR FIX INC ETFetf/fund$3.3M+984%
— DIMENSIONAL ETF TRUST - EMERGING MKTS COetf/fund$3.1M+0.0%
PGR$PGRPROGRESSIVE CORP/OH/$2.7M-10%
MSFT$MSFTMICROSOFT CORP$1.1M+29%
PEP$PEPPEPSICO INC$1.1M—
GOOGL$GOOGLAlphabet Inc.$702K—
AMZN$AMZNAMAZON COM INC$637K-2%
ABBV$ABBVAbbVie Inc.$546KNew
XOM.R34088$XOM.R34088EXXON MOBIL CORP$531K-13%
SHW$SHWSHERWIN WILLIAMS CO$514KNew

What changed in Q3 2026

Against the previous quarter's 13F: 10 new, 11 added to, 14 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.

New positions (10)

  • ABBV$ABBVAbbVie Inc.$546K

    first bought this quarter

  • SHW$SHWSHERWIN WILLIAMS CO$514K

    first bought this quarter

  • ABT$ABTABBOTT LABORATORIES$457K

    first bought this quarter

  • ISHARES TR - RUS 1000 GRW ETF$361K

    first bought this quarter

  • AMAT$AMATAPPLIED MATERIALS INC /DE$307K

    first bought this quarter

  • VANGUARD SPECIALIZED FUNDS - DIV APP ETF$258K

    first bought this quarter

+4 more in the Excel export

Added to (11)

  • DIMENSIONAL ETF TRUST - ULTR FIX INC ETF+984%

    now $3.3M

  • VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD+3%

    now $24.3M

  • VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF+4%

    now $17.4M

  • AMERICAN CENTY ETF TR - REAL ESTATE ETF+3%

    now $17.6M

  • VANGUARD MALVERN FDS - CORE BD ETF+3%

    now $14.7M

  • VANGUARD MALVERN FDS - STRM INFPROIDX+4%

    now $9.7M

+5 more in the Excel export

Trimmed (14)

  • ORCL$ORCLORACLE CORP-10%

    now $38.9M · held 11+ qtrs

  • DIMENSIONAL ETF TRUST - US COR EQU 2 ETF-2%

    now $96.1M

  • DIMENSIONAL ETF TRUST - US MKTWIDE VALUE-3%

    now $28.9M

  • DIMENSIONAL ETF TRUST - INTERNATNAL VAL-4%

    now $19.5M

  • DIMENSIONAL ETF TRUST - WORLD EX US CORE-0.8%

    now $46.8M

  • PGR$PGRPROGRESSIVE CORP/OH/-10%

    now $2.7M · held 11+ qtrs

+8 more in the Excel export

Sold out (1)

  • NTRS$NTRSNORTHERN TRUST CORPwas $837K

    held 9 qtrs

Firm AUM (Form ADV): $645.3M as of 2025-12-31 · SEC IAPD

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Holdings by quarter

Every 13F ShankerValleau Wealth Advisors, Inc. has filed, 19 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of ShankerValleau Wealth Advisors's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

-1.1%

Value-weighted move of the 10 largest stock positions

Turnover

3%

Last quarter; 6% over the last 4

Top 10 weight

85%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

95%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

ShankerValleau Wealth Advisors, Inc. disclosed 49 positions worth $374.4M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 10 new positions and exited 1 — including a new stake in $ABBV and a full exit from $NTRS. The portfolio is most concentrated in Other (85.1% of disclosed assets). All figures are sourced directly from ShankerValleau Wealth Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1903273.

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AI-Powered Hedge Fund Analysis: ShankerValleau Wealth Advisors, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For ShankerValleau Wealth Advisors, Inc. (SEC CIK: 1903273), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in ShankerValleau Wealth Advisors, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.