ShankerValleau Wealth Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), ShankerValleau Wealth Advisors, Inc. reported 39 stock positions worth $354.8 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 24.8% of the portfolio, followed by Oracle (ORCL, 13.2%) and Dimensional World Ex US Core (DFAX, 12.2%). Compared with Q4 2025, it sold out of 2, added to 8 and reduced 10. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +2%) and the biggest sale Oracle (ORCL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SKOKIE, IL
- CIK
- 0001903273
- Portfolio Value
- $354.8M (Q1 2026)
- SEC Filing
- 0001903273-26-000002 ↗ filed Apr 15, 2026
Holdings Value
Holdings 39 stocks · $354.8M
| DFAC Dimensional US Core Equity 2 | 24.77% | 2,261,881 | $87.9M | Add +1.6% |
| ORCL Oracle Corp. | 13.20% | 318,436 | $46.8M | Reduce -2.2% |
| DFAX Dimensional World Ex US Core | 12.22% | 1,276,502 | $43.4M | Reduce -3.1% |
| DFUV Dimensional US Marketwide Va | 7.86% | 575,666 | $27.9M | Reduce -0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 6.44% | 288,155 | $22.8M | Add +2.1% |
| DFIV Dimensional International Va | 5.42% | 364,439 | $19.2M | Reduce -3.9% |
| AVRE Avantis Real Estate ETF | 4.64% | 373,644 | $16.4M | Reduce -2.7% |
| BNDX Vanguard Total Intl Bond ETF | 4.57% | 337,619 | $16.2M | Add +3.2% |
| VCRB Vanguard Core Bond ETF | 3.97% | 182,035 | $14.1M | Add +1.4% |
| DFAT Dimensional US Target Value | 3.79% | 215,344 | $13.4M | Add +1.2% |
| VTIP Vanguard Short-Term Tips | 2.56% | 181,791 | $9.1M | Add +2.3% |
| AVDE Avantis International Equity | 2.15% | 89,788 | $7.6M | Reduce -2.5% |
| AVLC Avantis US LG Cap Eq ETF | 1.98% | 90,743 | $7.0M | Add +10.3% |
| DISV Dimensional International SM | 1.43% | 128,830 | $5.1M | Reduce -1.0% |
| PGR Progressive Corp. | 0.80% | 14,250 | $2.8M | No change |
| AAPL Apple Inc. | 0.78% | 10,958 | $2.8M | No change |
| DFEM Dimensional Emrg MRKT Core | 0.78% | 80,151 | $2.8M | Reduce -4.2% |
| PEP Pepsico Inc. | 0.36% | 8,329 | $1.3M | No change |
| NTRS Northern Trust Corp. | 0.19% | 4,816 | $672K | No change |
| MSFT Microsoft Corp. | 0.18% | 1,739 | $644K | No change |
| XOM Exxon Mobil Corp. | 0.18% | 3,742 | $635K | No change |
| GOOGL Alphabet Inc. Class A | 0.17% | 2,068 | $595K | Reduce -0.9% |
| AMZN Amazon.com Inc. | 0.15% | 2,636 | $549K | No change |
| DUSB Dimension Ultrashort Fi ETF | 0.14% | 9,580 | $486K | Add +0.7% |
| GOOG Alphabet Inc. Class C | 0.12% | 1,478 | $424K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.11% | 587 | $382K | No change |
| META Meta Platforms Inc. Class A | 0.10% | 617 | $353K | No change |
| NVDA Nvidia Corp. | 0.09% | 1,910 | $333K | No change |
| SBUX Starbucks Corp. | 0.09% | 3,679 | $330K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.09% | 690 | $320K | No change |
| LLY Eli Lilly & Co. | 0.09% | 344 | $316K | No change |
| JNJ Johnson & Johnson | 0.08% | 1,219 | $298K | No change |
| MRK Merck & Co. Inc. | 0.08% | 2,407 | $290K | No change |
| PG The Procter & Gamble Co. | 0.07% | 1,812 | $262K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,035 | $251K | No change |
| JPM JPMorgan Chase & Co. | 0.07% | 831 | $244K | No change |
| WEC WEC Energy Group Inc. | 0.07% | 1,993 | $231K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 1,151 | $226K | Reduce -1.5% |
| TT Trane Technologies PLC | 0.06% | 523 | $218K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| ORCL Oracle Corp. | Reduce -2.2% | 13.20% | −4.00 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.05 |
| AMCR Amcor PLC | Sold out | 0.00% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -0.9% | 0.17% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.5% | 0.06% | +0.00 |
| DFEM Dimensional Emrg MRKT Core | Reduce -4.2% | 0.78% | +0.03 |
| DISV Dimensional International SM | Reduce -1.0% | 1.43% | +0.09 |
| AVDE Avantis International Equity | Reduce -2.5% | 2.15% | +0.09 |
| AVRE Avantis Real Estate ETF | Reduce -2.7% | 4.64% | +0.10 |
| DFIV Dimensional International Va | Reduce -3.9% | 5.42% | +0.29 |
| DFUV Dimensional US Marketwide Va | Reduce -0.9% | 7.86% | +0.53 |
| DFAX Dimensional World Ex US Core | Reduce -3.1% | 12.22% | +0.54 |
Portfolio Buys Q4 2025 → Q1 2026
| DFAC Dimensional US Core Equity 2 | Add +1.6% | 24.77% | +0.89 |
| DFAT Dimensional US Target Value | Add +1.2% | 3.79% | +0.36 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.1% | 6.44% | +0.34 |
| BNDX Vanguard Total Intl Bond ETF | Add +3.2% | 4.57% | +0.29 |
| AVLC Avantis US LG Cap Eq ETF | Add +10.3% | 1.98% | +0.23 |
| VCRB Vanguard Core Bond ETF | Add +1.4% | 3.97% | +0.18 |
| VTIP Vanguard Short-Term Tips | Add +2.3% | 2.56% | +0.18 |
| DUSB Dimension Ultrashort Fi ETF | Add +0.7% | 0.14% | +0.01 |
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 |