Filed: 7/8/2025ACC: 0001903273-25-000004
📋 What this filing means
SHANKERVALLEAU WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 40 equity positions with a total reported market value of $350.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$350.53M
Total AUM (reported)
6.83M
Total Shares
Allocation by class
COM$83.40M23.8%
US CORE EQUITY 2$82.46M23.5%
WORLD EX US CORE$38.90M11.1%
US MKTWIDE VALUE$24.85M7.1%
SHRT TRM CORP BD$20.07M5.7%
INTERNATNAL VAL$16.59M4.7%
REAL ESTATE ETF$14.92M4.3%
Portfolio Concentration
Top 3$193.05M55.1%
4–10$114.78M32.7%
11–25$38.73M11.0%
Rest$3.98M1.1%
Top 3 weight
55.1%
Top 10 weight
87.8%
Voting Authority Distribution
Total shares with voting rights: 6.83M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.83M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole40
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings40
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.30M
TypeSH
Market value$82.46M
23.52%
Sole
0.00
Shared
0.00
None
2.30M
ORACLE CORP
SOLEShares327.87K
TypeSH
Market value$71.68M
20.45%
Sole
0.00
Shared
0.00
None
327.87K
DIMENSIONAL ETF TRUST
SOLEShares1.32M
TypeSH
Market value$38.90M
11.10%
Sole
0.00
Shared
0.00
None
1.32M
DIMENSIONAL ETF TRUST
SOLEShares587.76K
TypeSH
Market value$24.85M
7.09%
Sole
0.00
Shared
0.00
None
587.76K
VANGUARD SCOTTSDALE FDS
SOLEShares252.41K
TypeSH
Market value$20.07M
5.72%
Sole
0.00
Shared
0.00
None
252.41K
DIMENSIONAL ETF TRUST
SOLEShares387.26K
TypeSH
Market value$16.59M
4.73%
Sole
0.00
Shared
0.00
None
387.26K
AMERICAN CENTY ETF TR
SOLEShares337.78K
TypeSH
Market value$14.92M
4.26%
Sole
0.00
Shared
0.00
None
337.78K
VANGUARD CHARLOTTE FDS
SOLEShares289.37K
TypeSH
Market value$14.33M
4.09%
Sole
0.00
Shared
0.00
None
289.37K
VANGUARD MALVERN FDS
SOLEShares156.62K
TypeSH
Market value$12.15M
3.47%
Sole
0.00
Shared
0.00
None
156.62K
DIMENSIONAL ETF TRUST
SOLEShares220.28K
TypeSH
Market value$11.89M
3.39%
Sole
0.00
Shared
0.00
None
220.28K
VANGUARD MALVERN FDS
SOLEShares158.50K
TypeSH
Market value$7.97M
2.27%
Sole
0.00
Shared
0.00
None
158.50K
AMERICAN CENTY ETF TR
SOLEShares91.46K
TypeSH
Market value$6.77M
1.93%
Sole
0.00
Shared
0.00
None
91.46K
AMERICAN CENTY ETF TR
SOLEShares81.73K
TypeSH
Market value$5.81M
1.66%
Sole
0.00
Shared
0.00
None
81.73K
DIMENSIONAL ETF TRUST
SOLEShares128.32K
TypeSH
Market value$4.22M
1.20%
Sole
0.00
Shared
0.00
None
128.32K
PROGRESSIVE CORP
SOLEShares15K
TypeSH
Market value$4.00M
1.14%
Sole
0.00
Shared
0.00
None
15K
DIMENSIONAL ETF TRUST
SOLEShares83.28K
TypeSH
Market value$2.47M
0.71%
Sole
0.00
Shared
0.00
None
83.28K
APPLE INC
SOLEShares10.81K
TypeSH
Market value$2.22M
0.63%
Sole
0.00
Shared
0.00
None
10.81K
PEPSICO INC
SOLEShares8.33K
TypeSH
Market value$1.10M
0.31%
Sole
0.00
Shared
0.00
None
8.33K
DIMENSIONAL ETF TRUST
SOLEShares17.25K
TypeSH
Market value$875.6K
0.25%
Sole
0.00
Shared
0.00
None
17.25K
MICROSOFT CORP
SOLEShares1.76K
TypeSH
Market value$873.9K
0.25%
Sole
0.00
Shared
0.00
None
1.76K
NORTHERN TR CORP
SOLEShares4.82K
TypeSH
Market value$610.6K
0.17%
Sole
0.00
Shared
0.00
None
4.82K
AMAZON COM INC
SOLEShares2.65K
TypeSH
Market value$581.8K
0.17%
Sole
0.00
Shared
0.00
None
2.65K
META PLATFORMS INC
SOLEShares617.00
TypeSH
Market value$455.4K
0.13%
Sole
0.00
Shared
0.00
None
617.00
EXXON MOBIL CORP
SOLEShares3.74K
TypeSH
Market value$403.4K
0.12%
Sole
0.00
Shared
0.00
None
3.74K
SPDR S&P 500 ETF TR
SOLEShares593.00
TypeSH
Market value$366.4K
0.10%
Sole
0.00
Shared
0.00
None
593.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.30M | SH | $82.46M 23.52% | 0.00 | 0.00 | 2.30M |
ORACLE CORPSOLE | COM | 327.87K | SH | $71.68M 20.45% | 0.00 | 0.00 | 327.87K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.32M | SH | $38.90M 11.10% | 0.00 | 0.00 | 1.32M |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 587.76K | SH | $24.85M 7.09% | 0.00 | 0.00 | 587.76K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 252.41K | SH | $20.07M 5.72% | 0.00 | 0.00 | 252.41K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 387.26K | SH | $16.59M 4.73% | 0.00 | 0.00 | 387.26K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 337.78K | SH | $14.92M 4.26% | 0.00 | 0.00 | 337.78K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 289.37K | SH | $14.33M 4.09% | 0.00 | 0.00 | 289.37K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 156.62K | SH | $12.15M 3.47% | 0.00 | 0.00 | 156.62K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 220.28K | SH | $11.89M 3.39% | 0.00 | 0.00 | 220.28K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 158.50K | SH | $7.97M 2.27% | 0.00 | 0.00 | 158.50K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 91.46K | SH | $6.77M 1.93% | 0.00 | 0.00 | 91.46K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 81.73K | SH | $5.81M 1.66% | 0.00 | 0.00 | 81.73K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 128.32K | SH | $4.22M 1.20% | 0.00 | 0.00 | 128.32K |
PROGRESSIVE CORPSOLE | COM | 15K | SH | $4.00M 1.14% | 0.00 | 0.00 | 15K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 83.28K | SH | $2.47M 0.71% | 0.00 | 0.00 | 83.28K |
APPLE INCSOLE | COM | 10.81K | SH | $2.22M 0.63% | 0.00 | 0.00 | 10.81K |
PEPSICO INCSOLE | COM | 8.33K | SH | $1.10M 0.31% | 0.00 | 0.00 | 8.33K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 17.25K | SH | $875.6K 0.25% | 0.00 | 0.00 | 17.25K |
MICROSOFT CORPSOLE | COM | 1.76K | SH | $873.9K 0.25% | 0.00 | 0.00 | 1.76K |
NORTHERN TR CORPSOLE | COM | 4.82K | SH | $610.6K 0.17% | 0.00 | 0.00 | 4.82K |
AMAZON COM INCSOLE | COM | 2.65K | SH | $581.8K 0.17% | 0.00 | 0.00 | 2.65K |
META PLATFORMS INCSOLE | CL A | 617.00 | SH | $455.4K 0.13% | 0.00 | 0.00 | 617.00 |
EXXON MOBIL CORPSOLE | COM | 3.74K | SH | $403.4K 0.12% | 0.00 | 0.00 | 3.74K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 593.00 | SH | $366.4K 0.10% | 0.00 | 0.00 | 593.00 |
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