Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

ShankerValleau Wealth Advisors, Inc.

•CIK: 1903273•Filing: Q4 2025

ShankerValleau Wealth Advisors, Inc. manages $369M across a portfolio of 41 positions. The strategy exhibits significant concentration in technology and financial sectors, highlighted by the top holdings. Key allocations include DFAC at $88.1M and ORCL at $63.5M, representing substantial weightings within the fund. Further notable positions include DFAX ($43.1M) and DFUV ($27.1M).

Total AUM

$369.0M

QoQ Performance

-5.3%

Positions

30

Top 10 Concentration

87.4%

Latest Filing

Q4 2025

Top Holdings Allocation

DFAC

ORCL

DFAX

DFUV

VCSH

DFIV

DFAC23.9%

ORCL17.2%

DFAX11.7%

DFUV7.3%

VCSH6.1%

DFIV5.1%

AVRE4.5%

BNDX4.3%

📈 Biggest Buys

VANGUARD SCOTTSDALE FDS

+5.7%

6.1% of portfolio

AMERICAN CENTY ETF TR

+7.2%

4.5% of portfolio

VANGUARD MALVERN FDS

+7.4%

3.8% of portfolio

VANGUARD CHARLOTTE FDS

+5.8%

4.3% of portfolio

VANGUARD MALVERN FDS

+6.4%

2.4% of portfolio

📉 Biggest Sells

DIMENSIONAL ETF TRUST

-1.6%

23.9% of portfolio

DIMENSIONAL ETF TRUST

-2.2%

5.1% of portfolio

DIMENSIONAL ETF TRUST

-1.3%

7.3% of portfolio

DIMENSIONAL ETF TRUST

-0.7%

11.7% of portfolio

ORACLE CORP

-0.4%

17.2% of portfolio

Sector Breakdown

Other80.0%

Technology18.8%

Consumer Staples0.3%

Consumer0.2%

Healthcare0.2%

Financial0.1%

Energy0.1%

ETF0.1%

🚪 Exited Positionssold since Q3 2025

ISHARES TR

SOLD

$919.9K

ISHARES TR

SOLD

$676.7K

Changes from Q3 2025

NEW1 new position

↑10 increased

↓13 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

DIMENSIONAL ETF TRUST

DIMENSIONAL ETF TRUST

DIMENSIONAL ETF TRUST

VANGUARD SCOTTSDALE FDS

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.