Shankervalleau Wealth Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$354.8M
Q ending 2026-03-31
Prior quarter
$369.0M
Q ending 2025-12-31
Change
-3.8% QoQ · +15.2% YoY
Positions
39
reported holdings
Largest positions
All 39 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFAC | Shares | $87.9M | 2.3M |
| Oracle Corp | ORCL | Shares | $46.8M | 318K |
| Dimensional Etf Trust | DFAX | Shares | $43.4M | 1.3M |
| Dimensional Etf Trust | DFUV | Shares | $27.9M | 576K |
| Vanguard Scottsdale Fds | VCSH | Shares | $22.8M | 288K |
| Dimensional Etf Trust | DFIV | Shares | $19.2M | 364K |
| American Centy Etf Tr | AVRE | Shares | $16.4M | 374K |
| Vanguard Charlotte Fds | BNDX | Shares | $16.2M | 338K |
| Vanguard Malvern Fds | VCRB | Shares | $14.1M | 182K |
| Dimensional Etf Trust | DFAT | Shares | $13.4M | 215K |
| Vanguard Malvern Fds | VTIP | Shares | $9.1M | 182K |
| American Centy Etf Tr | AVDE | Shares | $7.6M | 90K |
| American Centy Etf Tr | AVLC | Shares | $7.0M | 91K |
| Dimensional Etf Trust | DISV | Shares | $5.1M | 129K |
| Progressive Corp | PGR | Shares | $2.8M | 14K |
| Apple Inc | AAPL | Shares | $2.8M | 11K |
| Dimensional Etf Trust | DFEM | Shares | $2.8M | 80K |
| Pepsico Inc | PEP | Shares | $1.3M | 8K |
| Northern Tr Corp | NTRS | Shares | $672K | 5K |
| Microsoft Corp | MSFT | Shares | $644K | 2K |
| Exxon Mobil Corp | XOM | Shares | $635K | 4K |
| Alphabet Inc | GOOGL | Shares | $595K | 2K |
| Amazon Com Inc | AMZN | Shares | $549K | 3K |
| Dimensional Etf Trust | DUSB | Shares | $486K | 10K |
| Alphabet Inc | GOOG | Shares | $424K | 1K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $382K | 587 |
| Meta Platforms Inc | META | Shares | $353K | 617 |
| Nvidia Corporation | NVDA | Shares | $333K | 2K |
| Starbucks Corp | SBUX | Shares | $330K | 4K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $320K | 690 |
| Eli Lilly & Co | LLY | Shares | $316K | 344 |
| Johnson & Johnson | JNJ | Shares | $298K | 1K |
| Merck & Co Inc | MRK | Shares | $290K | 2K |
| Procter & Gamble Co | PG | Shares | $262K | 2K |
| International Business Machs | IBM | Shares | $251K | 1K |
| Jpmorgan Chase & Co | JPM | Shares | $244K | 831 |
| Wec Energy Group Inc | WEC | Shares | $231K | 2K |
| Vanguard Index Fds | VTV | Shares | $226K | 1K |
| Trane Technologies Plc | Shares | $218K | 523 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.