Filed: 1/6/2026ACC: 0001903273-26-000001
📋 What this filing means
SHANKERVALLEAU WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $368.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$368.98M
Total AUM (reported)
6.87M
Total Shares
Allocation by class
US CORE EQUITY 2$88.11M23.9%
COM$76.05M20.6%
WORLD EX US CORE$43.11M11.7%
US MKTWIDE VALUE$27.06M7.3%
SHRT TRM CORP BD$22.50M6.1%
INTERNATNAL VAL$18.92M5.1%
REAL ESTATE ETF$16.72M4.5%
Portfolio Concentration
Top 3$194.71M52.8%
4–10$127.66M34.6%
11–25$42.12M11.4%
Rest$4.48M1.2%
Top 3 weight
52.8%
Top 10 weight
87.4%
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)
Sole41
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings41
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.23M
TypeSH
Market value$88.11M
23.88%
Sole
0.00
Shared
0.00
None
2.23M
ORACLE CORP
SOLEShares325.74K
TypeSH
Market value$63.49M
17.21%
Sole
0.00
Shared
0.00
None
325.74K
DIMENSIONAL ETF TRUST
SOLEShares1.32M
TypeSH
Market value$43.11M
11.68%
Sole
0.00
Shared
0.00
None
1.32M
DIMENSIONAL ETF TRUST
SOLEShares580.85K
TypeSH
Market value$27.06M
7.33%
Sole
0.00
Shared
0.00
None
580.85K
VANGUARD SCOTTSDALE FDS
SOLEShares282.24K
TypeSH
Market value$22.50M
6.10%
Sole
0.00
Shared
0.00
None
282.24K
DIMENSIONAL ETF TRUST
SOLEShares379.10K
TypeSH
Market value$18.92M
5.13%
Sole
0.00
Shared
0.00
None
379.10K
AMERICAN CENTY ETF TR
SOLEShares384.06K
TypeSH
Market value$16.72M
4.53%
Sole
0.00
Shared
0.00
None
384.06K
VANGUARD CHARLOTTE FDS
SOLEShares327.07K
TypeSH
Market value$15.80M
4.28%
Sole
0.00
Shared
0.00
None
327.07K
VANGUARD MALVERN FDS
SOLEShares179.47K
TypeSH
Market value$13.98M
3.79%
Sole
0.00
Shared
0.00
None
179.47K
DIMENSIONAL ETF TRUST
SOLEShares212.86K
TypeSH
Market value$12.67M
3.43%
Sole
0.00
Shared
0.00
None
212.86K
VANGUARD MALVERN FDS
SOLEShares177.67K
TypeSH
Market value$8.79M
2.38%
Sole
0.00
Shared
0.00
None
177.67K
AMERICAN CENTY ETF TR
SOLEShares92.08K
TypeSH
Market value$7.58M
2.05%
Sole
0.00
Shared
0.00
None
92.08K
AMERICAN CENTY ETF TR
SOLEShares82.26K
TypeSH
Market value$6.47M
1.75%
Sole
0.00
Shared
0.00
None
82.26K
DIMENSIONAL ETF TRUST
SOLEShares130.11K
TypeSH
Market value$4.94M
1.34%
Sole
0.00
Shared
0.00
None
130.11K
PROGRESSIVE CORP
SOLEShares14.25K
TypeSH
Market value$3.25M
0.88%
Sole
0.00
Shared
0.00
None
14.25K
APPLE INC
SOLEShares10.96K
TypeSH
Market value$2.98M
0.81%
Sole
0.00
Shared
0.00
None
10.96K
DIMENSIONAL ETF TRUST
SOLEShares83.67K
TypeSH
Market value$2.77M
0.75%
Sole
0.00
Shared
0.00
None
83.67K
PEPSICO INC
SOLEShares8.33K
TypeSH
Market value$1.20M
0.32%
Sole
0.00
Shared
0.00
None
8.33K
MICROSOFT CORP
SOLEShares1.74K
TypeSH
Market value$841.0K
0.23%
Sole
0.00
Shared
0.00
None
1.74K
NORTHERN TR CORP
SOLEShares4.82K
TypeSH
Market value$657.8K
0.18%
Sole
0.00
Shared
0.00
None
4.82K
ALPHABET INC
SOLEShares2.09K
TypeSH
Market value$652.9K
0.18%
Sole
0.00
Shared
0.00
None
2.09K
AMAZON COM INC
SOLEShares2.64K
TypeSH
Market value$608.4K
0.16%
Sole
0.00
Shared
0.00
None
2.64K
DIMENSIONAL ETF TRUST
SOLEShares9.51K
TypeSH
Market value$481.7K
0.13%
Sole
0.00
Shared
0.00
None
9.51K
ALPHABET INC
SOLEShares1.48K
TypeSH
Market value$463.8K
0.13%
Sole
0.00
Shared
0.00
None
1.48K
EXXON MOBIL CORP
SOLEShares3.74K
TypeSH
Market value$450.3K
0.12%
Sole
0.00
Shared
0.00
None
3.74K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.23M | SH | $88.11M 23.88% | 0.00 | 0.00 | 2.23M |
ORACLE CORPSOLE | COM | 325.74K | SH | $63.49M 17.21% | 0.00 | 0.00 | 325.74K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.32M | SH | $43.11M 11.68% | 0.00 | 0.00 | 1.32M |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 580.85K | SH | $27.06M 7.33% | 0.00 | 0.00 | 580.85K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 282.24K | SH | $22.50M 6.10% | 0.00 | 0.00 | 282.24K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 379.10K | SH | $18.92M 5.13% | 0.00 | 0.00 | 379.10K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 384.06K | SH | $16.72M 4.53% | 0.00 | 0.00 | 384.06K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 327.07K | SH | $15.80M 4.28% | 0.00 | 0.00 | 327.07K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 179.47K | SH | $13.98M 3.79% | 0.00 | 0.00 | 179.47K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 212.86K | SH | $12.67M 3.43% | 0.00 | 0.00 | 212.86K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 177.67K | SH | $8.79M 2.38% | 0.00 | 0.00 | 177.67K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 92.08K | SH | $7.58M 2.05% | 0.00 | 0.00 | 92.08K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 82.26K | SH | $6.47M 1.75% | 0.00 | 0.00 | 82.26K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 130.11K | SH | $4.94M 1.34% | 0.00 | 0.00 | 130.11K |
PROGRESSIVE CORPSOLE | COM | 14.25K | SH | $3.25M 0.88% | 0.00 | 0.00 | 14.25K |
APPLE INCSOLE | COM | 10.96K | SH | $2.98M 0.81% | 0.00 | 0.00 | 10.96K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 83.67K | SH | $2.77M 0.75% | 0.00 | 0.00 | 83.67K |
PEPSICO INCSOLE | COM | 8.33K | SH | $1.20M 0.32% | 0.00 | 0.00 | 8.33K |
MICROSOFT CORPSOLE | COM | 1.74K | SH | $841.0K 0.23% | 0.00 | 0.00 | 1.74K |
NORTHERN TR CORPSOLE | COM | 4.82K | SH | $657.8K 0.18% | 0.00 | 0.00 | 4.82K |
ALPHABET INCSOLE | CAP STK CL A | 2.09K | SH | $652.9K 0.18% | 0.00 | 0.00 | 2.09K |
AMAZON COM INCSOLE | COM | 2.64K | SH | $608.4K 0.16% | 0.00 | 0.00 | 2.64K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 9.51K | SH | $481.7K 0.13% | 0.00 | 0.00 | 9.51K |
ALPHABET INCSOLE | CAP STK CL C | 1.48K | SH | $463.8K 0.13% | 0.00 | 0.00 | 1.48K |
EXXON MOBIL CORPSOLE | COM | 3.74K | SH | $450.3K 0.12% | 0.00 | 0.00 | 3.74K |
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