ShankerValleau Wealth Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 8, 2025), ShankerValleau Wealth Advisors, Inc. reported 40 stock positions worth $350.5 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 23.5% of the portfolio, followed by Oracle (ORCL, 20.4%) and Dimensional World Ex US Core (DFAX, 11.1%). Compared with Q1 2025, it opened 2 new positions, sold out of 3, added to 8 and reduced 8. The biggest buy was a new position in Avantis US LG Cap Eq ETF (AVLC) and the biggest sale Dimensional World Ex US Core (DFAX, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- SKOKIE, IL
- CIK
- 0001903273
- Portfolio Value
- $350.5M (Q2 2025)
- SEC Filing
- 0001903273-25-000004 ↗ filed Jul 8, 2025
Holdings Value
Holdings 40 stocks · $350.5M
| DFAC Dimensional US Core Equity 2 | 23.52% | 2,300,751 | $82.5M | Add +0.6% |
| ORCL Oracle Corp. | 20.45% | 327,874 | $71.7M | Reduce -1.1% |
| DFAX Dimensional World Ex US Core | 11.10% | 1,324,591 | $38.9M | Reduce -8.0% |
| DFUV Dimensional US Marketwide Va | 7.09% | 587,758 | $24.9M | Add +0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 5.72% | 252,409 | $20.1M | Add +2.8% |
| DFIV Dimensional International Va | 4.73% | 387,258 | $16.6M | Reduce -9.8% |
| AVRE Avantis Real Estate ETF | 4.26% | 337,781 | $14.9M | Add +2.1% |
| BNDX Vanguard Total Intl Bond ETF | 4.09% | 289,365 | $14.3M | Add +1.6% |
| VCRB Vanguard Core Bond ETF | 3.47% | 156,621 | $12.2M | Add +3.6% |
| DFAT Dimensional US Target Value | 3.39% | 220,282 | $11.9M | Add +2.7% |
| VTIP Vanguard Short-Term Tips | 2.27% | 158,497 | $8.0M | Add +1.4% |
| AVDE Avantis International Equity | 1.93% | 91,459 | $6.8M | Reduce -3.9% |
| AVLC Avantis US LG Cap Eq ETF | 1.66% | 81,735 | $5.8M | New |
| DISV Dimensional International SM | 1.20% | 128,323 | $4.2M | Reduce -6.3% |
| PGR Progressive Corp. | 1.14% | 15,000 | $4.0M | No change |
| DFEM Dimensional Emrg MRKT Core | 0.71% | 83,279 | $2.5M | Reduce -0.8% |
| AAPL Apple Inc. | 0.63% | 10,810 | $2.2M | No change |
| PEP Pepsico Inc. | 0.31% | 8,329 | $1.1M | Reduce -2.3% |
| DUSB Dimension Ultrashort Fi ETF | 0.25% | 17,254 | $876K | Reduce -54.2% |
| MSFT Microsoft Corp. | 0.25% | 1,757 | $874K | No change |
| NTRS Northern Trust Corp. | 0.17% | 4,816 | $611K | No change |
| AMZN Amazon.com Inc. | 0.17% | 2,652 | $582K | No change |
| META Meta Platforms Inc. Class A | 0.13% | 617 | $455K | No change |
| XOM Exxon Mobil Corp. | 0.12% | 3,742 | $403K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 593 | $366K | No change |
| GOOGL Alphabet Inc. Class A | 0.10% | 2,046 | $361K | No change |
| CMF iShares California Muni Bond | 0.10% | 6,185 | $345K | No change |
| SBUX Starbucks Corp. | 0.10% | 3,679 | $337K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 1,035 | $305K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.09% | 690 | $304K | No change |
| NVDA Nvidia Corp. | 0.09% | 1,910 | $302K | No change |
| PG The Procter & Gamble Co. | 0.08% | 1,841 | $293K | No change |
| GOOG Alphabet Inc. Class C | 0.07% | 1,438 | $255K | No change |
| JPM JPMorgan Chase & Co. | 0.07% | 831 | $241K | No change |
| LLY Eli Lilly & Co. | 0.07% | 309 | $241K | No change |
| TT Trane Technologies PLC | 0.07% | 525 | $230K | New |
| WEC WEC Energy Group Inc. | 0.06% | 1,993 | $208K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 1,168 | $206K | No change |
| V Visa Inc. Class A | 0.06% | 576 | $205K | No change |
| AMCR Amcor PLC | 0.04% | 15,769 | $145K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| DFAX Dimensional World Ex US Core | Reduce -8.0% | 11.10% | −1.15 |
| DFIV Dimensional International Va | Reduce -9.8% | 4.73% | −0.76 |
| DUSB Dimension Ultrashort Fi ETF | Reduce -54.2% | 0.25% | −0.37 |
| AVDE Avantis International Equity | Reduce -3.9% | 1.93% | −0.12 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.11 |
| PEP Pepsico Inc. | Reduce -2.3% | 0.31% | −0.10 |
| DISV Dimensional International SM | Reduce -6.3% | 1.20% | −0.09 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.07 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.07 |
| DFEM Dimensional Emrg MRKT Core | Reduce -0.8% | 0.71% | −0.02 |
| ORCL Oracle Corp. | Reduce -1.1% | 20.45% | +5.39 |
Portfolio Buys Q1 2025 → Q2 2025
| AVLC Avantis US LG Cap Eq ETF | New | 1.66% | +1.66 |
| TT Trane Technologies PLC | New | 0.07% | +0.07 |
| DFAT Dimensional US Target Value | Add +2.7% | 3.39% | −0.20 |
| VTIP Vanguard Short-Term Tips | Add +1.4% | 2.27% | −0.26 |
| VCRB Vanguard Core Bond ETF | Add +3.6% | 3.47% | −0.34 |
| AVRE Avantis Real Estate ETF | Add +2.1% | 4.26% | −0.37 |
| BNDX Vanguard Total Intl Bond ETF | Add +1.6% | 4.09% | −0.43 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.8% | 5.72% | −0.57 |
| DFUV Dimensional US Marketwide Va | Add +0.9% | 7.09% | −0.71 |
| DFAC Dimensional US Core Equity 2 | Add +0.6% | 23.52% | −0.98 |
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 |