ShankerValleau Wealth Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 6, 2026), ShankerValleau Wealth Advisors, Inc. reported 41 stock positions worth $369.0 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 23.9% of the portfolio, followed by Oracle (ORCL, 17.2%) and Dimensional World Ex US Core (DFAX, 11.7%). Compared with Q3 2025, it opened 1 new position, sold out of 2, added to 10 and reduced 13. The biggest buy was Vanguard S/T Corp. Bond ETF (VCSH, shares +6%) and the biggest sale Oracle (ORCL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SKOKIE, IL
- CIK
- 0001903273
- Portfolio Value
- $369.0M (Q4 2025)
- SEC Filing
- 0001903273-26-000001 ↗ filed Jan 6, 2026
Holdings Value
Holdings 41 stocks · $369.0M
| DFAC Dimensional US Core Equity 2 | 23.88% | 2,225,592 | $88.1M | Reduce -1.6% |
| ORCL Oracle Corp. | 17.21% | 325,736 | $63.5M | Reduce -0.4% |
| DFAX Dimensional World Ex US Core | 11.68% | 1,317,141 | $43.1M | Reduce -0.7% |
| DFUV Dimensional US Marketwide Va | 7.33% | 580,854 | $27.1M | Reduce -1.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 6.10% | 282,239 | $22.5M | Add +5.7% |
| DFIV Dimensional International Va | 5.13% | 379,096 | $18.9M | Reduce -2.2% |
| AVRE Avantis Real Estate ETF | 4.53% | 384,059 | $16.7M | Add +7.2% |
| BNDX Vanguard Total Intl Bond ETF | 4.28% | 327,072 | $15.8M | Add +5.8% |
| VCRB Vanguard Core Bond ETF | 3.79% | 179,469 | $14.0M | Add +7.4% |
| DFAT Dimensional US Target Value | 3.43% | 212,859 | $12.7M | Reduce -0.2% |
| VTIP Vanguard Short-Term Tips | 2.38% | 177,672 | $8.8M | Add +6.4% |
| AVDE Avantis International Equity | 2.05% | 92,085 | $7.6M | Reduce -0.2% |
| AVLC Avantis US LG Cap Eq ETF | 1.75% | 82,257 | $6.5M | Reduce -0.3% |
| DISV Dimensional International SM | 1.34% | 130,112 | $4.9M | Add +0.8% |
| PGR Progressive Corp. | 0.88% | 14,250 | $3.2M | No change |
| AAPL Apple Inc. | 0.81% | 10,958 | $3.0M | Add +1.4% |
| DFEM Dimensional Emrg MRKT Core | 0.75% | 83,667 | $2.8M | Add +0.8% |
| PEP Pepsico Inc. | 0.32% | 8,329 | $1.2M | No change |
| MSFT Microsoft Corp. | 0.23% | 1,739 | $841K | Reduce -1.0% |
| NTRS Northern Trust Corp. | 0.18% | 4,816 | $658K | No change |
| GOOGL Alphabet Inc. Class A | 0.18% | 2,086 | $653K | Add +2.0% |
| AMZN Amazon.com Inc. | 0.16% | 2,636 | $608K | Reduce -0.6% |
| DUSB Dimension Ultrashort Fi ETF | 0.13% | 9,510 | $482K | Reduce -20.5% |
| GOOG Alphabet Inc. Class C | 0.13% | 1,478 | $464K | Add +2.8% |
| XOM Exxon Mobil Corp. | 0.12% | 3,742 | $450K | No change |
| META Meta Platforms Inc. Class A | 0.11% | 617 | $407K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 587 | $400K | No change |
| LLY Eli Lilly & Co. | 0.10% | 344 | $370K | Reduce -0.6% |
| NVDA Nvidia Corp. | 0.10% | 1,910 | $356K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.09% | 690 | $332K | No change |
| SBUX Starbucks Corp. | 0.08% | 3,679 | $310K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,035 | $307K | No change |
| JPM JPMorgan Chase & Co. | 0.07% | 831 | $268K | No change |
| PG The Procter & Gamble Co. | 0.07% | 1,812 | $260K | Reduce -1.6% |
| MRK Merck & Co. Inc. | 0.07% | 2,407 | $253K | No change |
| JNJ Johnson & Johnson | 0.07% | 1,219 | $252K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 1,168 | $223K | No change |
| WEC WEC Energy Group Inc. | 0.06% | 1,993 | $210K | No change |
| TT Trane Technologies PLC | 0.06% | 523 | $204K | No change |
| V Visa Inc. Class A | 0.05% | 576 | $202K | New |
| AMCR Amcor PLC | 0.04% | 15,769 | $132K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| ORCL Oracle Corp. | Reduce -0.4% | 17.21% | −6.39 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.24 |
| IXUS iShares Core Intl Stock ETF | Sold out | 0.00% | −0.17 |
| DUSB Dimension Ultrashort Fi ETF | Reduce -20.5% | 0.13% | −0.03 |
| MSFT Microsoft Corp. | Reduce -1.0% | 0.23% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 0.07% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 0.16% | +0.02 |
| LLY Eli Lilly & Co. | Reduce -0.6% | 0.10% | +0.03 |
| AVLC Avantis US LG Cap Eq ETF | Reduce -0.3% | 1.75% | +0.13 |
| AVDE Avantis International Equity | Reduce -0.2% | 2.05% | +0.19 |
| DFAT Dimensional US Target Value | Reduce -0.2% | 3.43% | +0.25 |
| DFIV Dimensional International Va | Reduce -2.2% | 5.13% | +0.54 |
| DFUV Dimensional US Marketwide Va | Reduce -1.3% | 7.33% | +0.58 |
| DFAX Dimensional World Ex US Core | Reduce -0.7% | 11.68% | +1.00 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.6% | 23.88% | +1.49 |
Portfolio Buys Q3 2025 → Q4 2025
| VCSH Vanguard S/T Corp. Bond ETF | Add +5.7% | 6.10% | +0.62 |
| AVRE Avantis Real Estate ETF | Add +7.2% | 4.53% | +0.44 |
| VCRB Vanguard Core Bond ETF | Add +7.4% | 3.79% | +0.42 |
| BNDX Vanguard Total Intl Bond ETF | Add +5.8% | 4.28% | +0.36 |
| VTIP Vanguard Short-Term Tips | Add +6.4% | 2.38% | +0.21 |
| DISV Dimensional International SM | Add +0.8% | 1.34% | +0.16 |
| AAPL Apple Inc. | Add +1.4% | 0.81% | +0.10 |
| DFEM Dimensional Emrg MRKT Core | Add +0.8% | 0.75% | +0.07 |
| V Visa Inc. Class A | New | 0.05% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +2.0% | 0.18% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +2.8% | 0.13% | +0.04 |
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 |