ShankerValleau Wealth Advisors, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 9, 2025), ShankerValleau Wealth Advisors, Inc. reported 42 stock positions worth $389.6 million. Its top holding was Oracle (ORCL) at 23.6% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 22.4%) and Dimensional World Ex US Core (DFAX, 10.7%). Compared with Q2 2025, it opened 4 new positions, sold out of 2, added to 12 and reduced 8. The biggest buy was a new position in iShares Core S&P Total U.S. (ITOT) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SKOKIE, IL
- CIK
- 0001903273
- Portfolio Value
- $389.6M (Q3 2025)
- SEC Filing
- 0001903273-25-000005 ↗ filed Oct 9, 2025
Holdings Value
Holdings 42 stocks · $389.6M
| ORCL Oracle Corp. | 23.60% | 326,903 | $91.9M | Reduce -0.3% |
| DFAC Dimensional US Core Equity 2 | 22.39% | 2,261,087 | $87.2M | Reduce -1.7% |
| DFAX Dimensional World Ex US Core | 10.68% | 1,326,522 | $41.6M | Add +0.1% |
| DFUV Dimensional US Marketwide Va | 6.75% | 588,752 | $26.3M | Add +0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 5.48% | 266,976 | $21.3M | Add +5.8% |
| DFIV Dimensional International Va | 4.59% | 387,794 | $17.9M | Add +0.1% |
| AVRE Avantis Real Estate ETF | 4.09% | 358,277 | $15.9M | Add +6.1% |
| BNDX Vanguard Total Intl Bond ETF | 3.92% | 309,077 | $15.3M | Add +6.8% |
| VCRB Vanguard Core Bond ETF | 3.36% | 167,149 | $13.1M | Add +6.7% |
| DFAT Dimensional US Target Value | 3.19% | 213,374 | $12.4M | Reduce -3.1% |
| VTIP Vanguard Short-Term Tips | 2.17% | 166,945 | $8.5M | Add +5.3% |
| AVDE Avantis International Equity | 1.87% | 92,278 | $7.3M | Add +0.9% |
| AVLC Avantis US LG Cap Eq ETF | 1.62% | 82,468 | $6.3M | Add +0.9% |
| DISV Dimensional International SM | 1.18% | 129,057 | $4.6M | Add +0.6% |
| PGR Progressive Corp. | 0.90% | 14,250 | $3.5M | Reduce -5.0% |
| AAPL Apple Inc. | 0.71% | 10,810 | $2.8M | No change |
| DFEM Dimensional Emrg MRKT Core | 0.68% | 83,023 | $2.7M | Reduce -0.3% |
| PEP Pepsico Inc. | 0.30% | 8,329 | $1.2M | No change |
| ITOT iShares Core S&P Total U.S. | 0.24% | 6,316 | $920K | New |
| MSFT Microsoft Corp. | 0.23% | 1,757 | $910K | No change |
| IXUS iShares Core Intl Stock ETF | 0.17% | 8,195 | $677K | New |
| NTRS Northern Trust Corp. | 0.17% | 4,816 | $648K | No change |
| DUSB Dimension Ultrashort Fi ETF | 0.16% | 11,968 | $608K | Reduce -30.6% |
| AMZN Amazon.com Inc. | 0.15% | 2,652 | $582K | No change |
| GOOGL Alphabet Inc. Class A | 0.13% | 2,046 | $497K | No change |
| META Meta Platforms Inc. Class A | 0.12% | 617 | $453K | No change |
| XOM Exxon Mobil Corp. | 0.11% | 3,742 | $422K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 587 | $391K | Reduce -1.0% |
| NVDA Nvidia Corp. | 0.09% | 1,910 | $356K | No change |
| GOOG Alphabet Inc. Class C | 0.09% | 1,438 | $350K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.08% | 690 | $320K | No change |
| SBUX Starbucks Corp. | 0.08% | 3,679 | $311K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,035 | $292K | No change |
| PG The Procter & Gamble Co. | 0.07% | 1,841 | $283K | No change |
| LLY Eli Lilly & Co. | 0.07% | 346 | $264K | Add +12.0% |
| JPM JPMorgan Chase & Co. | 0.07% | 831 | $262K | No change |
| WEC WEC Energy Group Inc. | 0.06% | 1,993 | $228K | No change |
| JNJ Johnson & Johnson | 0.06% | 1,219 | $226K | New |
| TT Trane Technologies PLC | 0.06% | 523 | $221K | Reduce -0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 1,168 | $218K | No change |
| MRK Merck & Co. Inc. | 0.05% | 2,407 | $202K | New |
| AMCR Amcor PLC | 0.03% | 15,769 | $129K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| DFAC Dimensional US Core Equity 2 | Reduce -1.7% | 22.39% | −1.14 |
| PGR Progressive Corp. | Reduce -5.0% | 0.90% | −0.24 |
| DFAT Dimensional US Target Value | Reduce -3.1% | 3.19% | −0.20 |
| CMF iShares California Muni Bond | Sold out | 0.00% | −0.10 |
| DUSB Dimension Ultrashort Fi ETF | Reduce -30.6% | 0.16% | −0.09 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.06 |
| DFEM Dimensional Emrg MRKT Core | Reduce -0.3% | 0.68% | −0.02 |
| TT Trane Technologies PLC | Reduce -0.4% | 0.06% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 0.10% | −0.00 |
| ORCL Oracle Corp. | Reduce -0.3% | 23.60% | +3.15 |
Portfolio Buys Q2 2025 → Q3 2025
| ITOT iShares Core S&P Total U.S. | New | 0.24% | +0.24 |
| IXUS iShares Core Intl Stock ETF | New | 0.17% | +0.17 |
| JNJ Johnson & Johnson | New | 0.06% | +0.06 |
| MRK Merck & Co. Inc. | New | 0.05% | +0.05 |
| LLY Eli Lilly & Co. | Add +12.0% | 0.07% | −0.00 |
| DISV Dimensional International SM | Add +0.6% | 1.18% | −0.02 |
| AVLC Avantis US LG Cap Eq ETF | Add +0.9% | 1.62% | −0.04 |
| AVDE Avantis International Equity | Add +0.9% | 1.87% | −0.06 |
| VCRB Vanguard Core Bond ETF | Add +6.7% | 3.36% | −0.10 |
| VTIP Vanguard Short-Term Tips | Add +5.3% | 2.17% | −0.10 |
| DFIV Dimensional International Va | Add +0.1% | 4.59% | −0.14 |
| BNDX Vanguard Total Intl Bond ETF | Add +6.8% | 3.92% | −0.16 |
| AVRE Avantis Real Estate ETF | Add +6.1% | 4.09% | −0.16 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +5.8% | 5.48% | −0.25 |
| DFUV Dimensional US Marketwide Va | Add +0.2% | 6.75% | −0.34 |
| DFAX Dimensional World Ex US Core | Add +0.1% | 10.68% | −0.41 |
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 |