ShankerValleau Wealth Advisors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), ShankerValleau Wealth Advisors, Inc. reported 40 stock positions worth $379.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 25.7% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 12.4%) and Oracle (ORCL, 12.2%). Compared with Q1 2026, it opened 1 new position, added to 8 and reduced 13. The biggest buy was Avantis Real Estate ETF (AVRE, shares +3%) and the biggest sale Oracle (ORCL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SKOKIE, IL
- CIK
- 0001903273
- Portfolio Value
- $379.6M (Q2 2026)
- SEC Filing
- 0001903273-26-000003 ↗ filed Jul 9, 2026
Holdings Value
Holdings 40 stocks · $379.6M
| DFAC Dimensional US Core Equity 2 | 25.68% | 2,197,279 | $97.5M | Reduce -2.9% |
| DFAX Dimensional World Ex US Core | 12.38% | 1,275,089 | $47.0M | Reduce -0.1% |
| ORCL Oracle Corp. | 12.22% | 316,425 | $46.4M | Reduce -0.6% |
| DFUV Dimensional US Marketwide Va | 7.88% | 544,043 | $29.9M | Reduce -5.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 6.34% | 304,502 | $24.1M | Add +5.7% |
| DFIV Dimensional International Va | 5.19% | 364,529 | $19.7M | Add +0.0% |
| AVRE Avantis Real Estate ETF | 4.80% | 384,164 | $18.2M | Add +2.8% |
| BNDX Vanguard Total Intl Bond ETF | 4.55% | 356,458 | $17.3M | Add +5.6% |
| VCRB Vanguard Core Bond ETF | 3.92% | 192,792 | $14.9M | Add +5.9% |
| DFAT Dimensional US Target Value | 3.85% | 209,327 | $14.6M | Reduce -2.8% |
| VTIP Vanguard Short-Term Tips | 2.50% | 188,667 | $9.5M | Add +3.8% |
| AVDE Avantis International Equity | 2.12% | 90,314 | $8.1M | Add +0.6% |
| AVLC Avantis US LG Cap Eq ETF | 2.10% | 88,673 | $8.0M | Reduce -2.3% |
| DISV Dimensional International SM | 1.40% | 132,189 | $5.3M | Add +2.6% |
| DFEM Dimensional Emrg MRKT Core | 0.82% | 77,045 | $3.1M | Reduce -3.9% |
| PGR Progressive Corp. | 0.82% | 14,250 | $3.1M | No change |
| AAPL Apple Inc. | 0.81% | 10,592 | $3.1M | Reduce -3.3% |
| PEP Pepsico Inc. | 0.30% | 8,329 | $1.1M | No change |
| NTRS Northern Trust Corp. | 0.22% | 4,816 | $837K | No change |
| GOOGL Alphabet Inc. Class A | 0.19% | 2,040 | $729K | Reduce -1.4% |
| MSFT Microsoft Corp. | 0.17% | 1,739 | $649K | No change |
| AMZN Amazon.com Inc. | 0.16% | 2,598 | $619K | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.13% | 3,742 | $512K | No change |
| GOOG Alphabet Inc. Class C | 0.13% | 1,406 | $497K | Reduce -4.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 587 | $438K | No change |
| LLY Eli Lilly & Co. | 0.11% | 344 | $413K | No change |
| NVDA Nvidia Corp. | 0.10% | 1,910 | $382K | No change |
| SBUX Starbucks Corp. | 0.10% | 3,679 | $376K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.10% | 690 | $360K | No change |
| META Meta Platforms Inc. Class A | 0.08% | 567 | $319K | Reduce -8.1% |
| JNJ Johnson & Johnson | 0.08% | 1,219 | $310K | No change |
| MRK Merck & Co. Inc. | 0.08% | 2,407 | $309K | No change |
| DUSB Dimension Ultrashort Fi ETF | 0.08% | 5,973 | $303K | Reduce -37.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,035 | $291K | No change |
| JPM JPMorgan Chase & Co. | 0.07% | 831 | $272K | No change |
| PG The Procter & Gamble Co. | 0.07% | 1,812 | $266K | No change |
| TT Trane Technologies PLC | 0.07% | 523 | $257K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 1,151 | $251K | No change |
| WEC WEC Energy Group Inc. | 0.06% | 1,993 | $233K | No change |
| KO The Coca-Cola Co. | 0.05% | 2,561 | $208K | New |
Portfolio Sells Q1 2026 → Q2 2026
| ORCL Oracle Corp. | Reduce -0.6% | 12.22% | −0.99 |
| DUSB Dimension Ultrashort Fi ETF | Reduce -37.6% | 0.08% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -8.1% | 0.08% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 0.16% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -4.9% | 0.13% | +0.01 |
| DFUV Dimensional US Marketwide Va | Reduce -5.5% | 7.88% | +0.02 |
| AAPL Apple Inc. | Reduce -3.3% | 0.81% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 0.19% | +0.02 |
| DFEM Dimensional Emrg MRKT Core | Reduce -3.9% | 0.82% | +0.04 |
| DFAT Dimensional US Target Value | Reduce -2.8% | 3.85% | +0.06 |
| AVLC Avantis US LG Cap Eq ETF | Reduce -2.3% | 2.10% | +0.12 |
| DFAX Dimensional World Ex US Core | Reduce -0.1% | 12.38% | +0.15 |
| DFAC Dimensional US Core Equity 2 | Reduce -2.9% | 25.68% | +0.91 |
Portfolio Buys Q1 2026 → Q2 2026
| AVRE Avantis Real Estate ETF | Add +2.8% | 4.80% | +0.16 |
| KO The Coca-Cola Co. | New | 0.05% | +0.05 |
| BNDX Vanguard Total Intl Bond ETF | Add +5.6% | 4.55% | −0.02 |
| AVDE Avantis International Equity | Add +0.6% | 2.12% | −0.02 |
| DISV Dimensional International SM | Add +2.6% | 1.40% | −0.03 |
| VCRB Vanguard Core Bond ETF | Add +5.9% | 3.92% | −0.05 |
| VTIP Vanguard Short-Term Tips | Add +3.8% | 2.50% | −0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +5.7% | 6.34% | −0.10 |
| DFIV Dimensional International Va | Add +0.0% | 5.19% | −0.23 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 40 | $379.6M | DFAC, DFAX, ORCL, DFUV, VCSH |
| Q1 2026 | 39 | $354.8M | DFAC, ORCL, DFAX, DFUV, VCSH |
| Q4 2025 | 41 | $369.0M | DFAC, ORCL, DFAX, DFUV, VCSH |
| Q3 2025 | 42 | $389.6M | ORCL, DFAC, DFAX, DFUV, VCSH |
| Q2 2025 | 40 | $350.5M | DFAC, ORCL, DFAX, DFUV, VCSH |
| Q1 2025 | 41 | $307.9M | DFAC, ORCL, DFAX, DFUV, VCSH |
| Q4 2024 | 35 | $311.4M | DFAC, ORCL, DFAX, DFUV, VCSH |
| Q3 2024 | 32 | $293.6M | DFAC, ORCL, DFAX, DFUV, VCSH |
| Q2 2024 | 26 | $233.6M | DFAC, DFAX, ORCL, VCSH, BNDX |
| Q1 2024 | 24 | $217.3M | DFAC, DFAX, VCSH, ORCL, BNDX |