ShankerValleau Wealth Advisors, Inc.
CIK: 0001903273SEC EDGAR →
Portfolio Value
$369.0M
Holdings
41
As of
Q4 2025
New Positions
4
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 2,225,592 | $88.1M | 23.88% |
| 2 | ORACLE CORP | 325,736 | $63.5M | 17.21% |
| 3 | DIMENSIONAL ETF TRUST | 1,317,141 | $43.1M | 11.68% |
| 4 | DIMENSIONAL ETF TRUST | 580,854 | $27.1M | 7.33% |
| 5 | VANGUARD SCOTTSDALE FDS | 282,239 | $22.5M | 6.10% |
| 6 | DIMENSIONAL ETF TRUST | 379,096 | $18.9M | 5.13% |
| 7 | AMERICAN CENTY ETF TR | 384,059 | $16.7M | 4.53% |
| 8 | VANGUARD CHARLOTTE FDS | 327,072 | $15.8M | 4.28% |
| 9 | VANGUARD MALVERN FDS | 179,469 | $14.0M | 3.79% |
| 10 | DIMENSIONAL ETF TRUST | 212,859 | $12.7M | 3.43% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $295.2M | 80.0% |
| Technology | 5 | $68.0M | 18.4% |
| Communication Services | 3 | $1.5M | 0.4% |
| Consumer Defensive | 2 | $1.5M | 0.4% |
| Consumer Cyclical | 3 | $1.0M | 0.3% |
| Healthcare | 3 | $874K | 0.2% |
| Energy | 1 | $450K | 0.1% |
| Utilities | 1 | $210K | 0.1% |
| Industrials | 1 | $203K | 0.1% |