Filed: 10/9/2025ACC: 0001903273-25-000005
📋 What this filing means
SHANKERVALLEAU WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $389.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$389.58M
Total AUM (reported)
6.87M
Total Shares
Allocation by class
COM$104.37M26.8%
US CORE EQUITY 2$87.21M22.4%
WORLD EX US CORE$41.63M10.7%
US MKTWIDE VALUE$26.31M6.8%
SHRT TRM CORP BD$21.34M5.5%
INTERNATNAL VAL$17.89M4.6%
REAL ESTATE ETF$15.94M4.1%
Portfolio Concentration
Top 3$220.77M56.7%
4–10$122.29M31.4%
11–25$41.60M10.7%
Rest$4.93M1.3%
Top 3 weight
56.7%
Top 10 weight
88.1%
Voting Authority Distribution
Total shares with voting rights: 6.87M
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
6.87M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole42
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings42
Rows:
ORACLE CORP
SOLEShares326.90K
TypeSH
Market value$91.94M
23.60%
Sole
0.00
Shared
0.00
None
326.90K
DIMENSIONAL ETF TRUST
SOLEShares2.26M
TypeSH
Market value$87.21M
22.39%
Sole
0.00
Shared
0.00
None
2.26M
DIMENSIONAL ETF TRUST
SOLEShares1.33M
TypeSH
Market value$41.63M
10.68%
Sole
0.00
Shared
0.00
None
1.33M
DIMENSIONAL ETF TRUST
SOLEShares588.75K
TypeSH
Market value$26.31M
6.75%
Sole
0.00
Shared
0.00
None
588.75K
VANGUARD SCOTTSDALE FDS
SOLEShares266.98K
TypeSH
Market value$21.34M
5.48%
Sole
0.00
Shared
0.00
None
266.98K
DIMENSIONAL ETF TRUST
SOLEShares387.79K
TypeSH
Market value$17.89M
4.59%
Sole
0.00
Shared
0.00
None
387.79K
AMERICAN CENTY ETF TR
SOLEShares358.28K
TypeSH
Market value$15.94M
4.09%
Sole
0.00
Shared
0.00
None
358.28K
VANGUARD CHARLOTTE FDS
SOLEShares309.08K
TypeSH
Market value$15.29M
3.92%
Sole
0.00
Shared
0.00
None
309.08K
VANGUARD MALVERN FDS
SOLEShares167.15K
TypeSH
Market value$13.11M
3.36%
Sole
0.00
Shared
0.00
None
167.15K
DIMENSIONAL ETF TRUST
SOLEShares213.37K
TypeSH
Market value$12.42M
3.19%
Sole
0.00
Shared
0.00
None
213.37K
VANGUARD MALVERN FDS
SOLEShares166.94K
TypeSH
Market value$8.45M
2.17%
Sole
0.00
Shared
0.00
None
166.94K
AMERICAN CENTY ETF TR
SOLEShares92.28K
TypeSH
Market value$7.28M
1.87%
Sole
0.00
Shared
0.00
None
92.28K
AMERICAN CENTY ETF TR
SOLEShares82.47K
TypeSH
Market value$6.31M
1.62%
Sole
0.00
Shared
0.00
None
82.47K
DIMENSIONAL ETF TRUST
SOLEShares129.06K
TypeSH
Market value$4.61M
1.18%
Sole
0.00
Shared
0.00
None
129.06K
PROGRESSIVE CORP
SOLEShares14.25K
TypeSH
Market value$3.52M
0.90%
Sole
0.00
Shared
0.00
None
14.25K
APPLE INC
SOLEShares10.81K
TypeSH
Market value$2.75M
0.71%
Sole
0.00
Shared
0.00
None
10.81K
DIMENSIONAL ETF TRUST
SOLEShares83.02K
TypeSH
Market value$2.66M
0.68%
Sole
0.00
Shared
0.00
None
83.02K
PEPSICO INC
SOLEShares8.33K
TypeSH
Market value$1.17M
0.30%
Sole
0.00
Shared
0.00
None
8.33K
ISHARES TR
SOLEShares6.32K
TypeSH
Market value$919.9K
0.24%
Sole
0.00
Shared
0.00
None
6.32K
MICROSOFT CORP
SOLEShares1.76K
TypeSH
Market value$910.0K
0.23%
Sole
0.00
Shared
0.00
None
1.76K
ISHARES TR
SOLEShares8.20K
TypeSH
Market value$676.7K
0.17%
Sole
0.00
Shared
0.00
None
8.20K
NORTHERN TR CORP
SOLEShares4.82K
TypeSH
Market value$648.2K
0.17%
Sole
0.00
Shared
0.00
None
4.82K
DIMENSIONAL ETF TRUST
SOLEShares11.97K
TypeSH
Market value$607.7K
0.16%
Sole
0.00
Shared
0.00
None
11.97K
AMAZON COM INC
SOLEShares2.65K
TypeSH
Market value$582.3K
0.15%
Sole
0.00
Shared
0.00
None
2.65K
ALPHABET INC
SOLEShares2.05K
TypeSH
Market value$497.4K
0.13%
Sole
0.00
Shared
0.00
None
2.05K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ORACLE CORPSOLE | COM | 326.90K | SH | $91.94M 23.60% | 0.00 | 0.00 | 326.90K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.26M | SH | $87.21M 22.39% | 0.00 | 0.00 | 2.26M |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.33M | SH | $41.63M 10.68% | 0.00 | 0.00 | 1.33M |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 588.75K | SH | $26.31M 6.75% | 0.00 | 0.00 | 588.75K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 266.98K | SH | $21.34M 5.48% | 0.00 | 0.00 | 266.98K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 387.79K | SH | $17.89M 4.59% | 0.00 | 0.00 | 387.79K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 358.28K | SH | $15.94M 4.09% | 0.00 | 0.00 | 358.28K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 309.08K | SH | $15.29M 3.92% | 0.00 | 0.00 | 309.08K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 167.15K | SH | $13.11M 3.36% | 0.00 | 0.00 | 167.15K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 213.37K | SH | $12.42M 3.19% | 0.00 | 0.00 | 213.37K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 166.94K | SH | $8.45M 2.17% | 0.00 | 0.00 | 166.94K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 92.28K | SH | $7.28M 1.87% | 0.00 | 0.00 | 92.28K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 82.47K | SH | $6.31M 1.62% | 0.00 | 0.00 | 82.47K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 129.06K | SH | $4.61M 1.18% | 0.00 | 0.00 | 129.06K |
PROGRESSIVE CORPSOLE | COM | 14.25K | SH | $3.52M 0.90% | 0.00 | 0.00 | 14.25K |
APPLE INCSOLE | COM | 10.81K | SH | $2.75M 0.71% | 0.00 | 0.00 | 10.81K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 83.02K | SH | $2.66M 0.68% | 0.00 | 0.00 | 83.02K |
PEPSICO INCSOLE | COM | 8.33K | SH | $1.17M 0.30% | 0.00 | 0.00 | 8.33K |
ISHARES TRSOLE | CORE S&P TTL STK | 6.32K | SH | $919.9K 0.24% | 0.00 | 0.00 | 6.32K |
MICROSOFT CORPSOLE | COM | 1.76K | SH | $910.0K 0.23% | 0.00 | 0.00 | 1.76K |
ISHARES TRSOLE | CORE MSCI TOTAL | 8.20K | SH | $676.7K 0.17% | 0.00 | 0.00 | 8.20K |
NORTHERN TR CORPSOLE | COM | 4.82K | SH | $648.2K 0.17% | 0.00 | 0.00 | 4.82K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 11.97K | SH | $607.7K 0.16% | 0.00 | 0.00 | 11.97K |
AMAZON COM INCSOLE | COM | 2.65K | SH | $582.3K 0.15% | 0.00 | 0.00 | 2.65K |
ALPHABET INCSOLE | CAP STK CL A | 2.05K | SH | $497.4K 0.13% | 0.00 | 0.00 | 2.05K |
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