Filed: 4/15/2026ACC: 0001903273-26-000002
📋 What this filing means
SHANKERVALLEAU WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $354.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$354.82M
Total AUM (reported)
6.84M
Total Shares
Allocation by class
US CORE EQUITY 2$87.90M24.8%
COM$58.80M16.6%
WORLD EX US CORE$43.36M12.2%
US MKTWIDE VALUE$27.90M7.9%
SHRT TRM CORP BD$22.84M6.4%
INTERNATNAL VAL$19.24M5.4%
REAL ESTATE ETF$16.45M4.6%
Portfolio Concentration
Top 3$178.10M50.2%
4–10$130.18M36.7%
11–25$42.49M12.0%
Rest$4.05M1.1%
Top 3 weight
50.2%
Top 10 weight
86.9%
Voting Authority Distribution
Total shares with voting rights: 6.84M
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
6.84M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole39
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings39
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.26M
TypeSH
Market value$87.90M
24.77%
Sole
0.00
Shared
0.00
None
2.26M
ORACLE CORP
SOLEShares318.44K
TypeSH
Market value$46.85M
13.20%
Sole
0.00
Shared
0.00
None
318.44K
DIMENSIONAL ETF TRUST
SOLEShares1.28M
TypeSH
Market value$43.36M
12.22%
Sole
0.00
Shared
0.00
None
1.28M
DIMENSIONAL ETF TRUST
SOLEShares575.67K
TypeSH
Market value$27.90M
7.86%
Sole
0.00
Shared
0.00
None
575.67K
VANGUARD SCOTTSDALE FDS
SOLEShares288.15K
TypeSH
Market value$22.84M
6.44%
Sole
0.00
Shared
0.00
None
288.15K
DIMENSIONAL ETF TRUST
SOLEShares364.44K
TypeSH
Market value$19.24M
5.42%
Sole
0.00
Shared
0.00
None
364.44K
AMERICAN CENTY ETF TR
SOLEShares373.64K
TypeSH
Market value$16.45M
4.64%
Sole
0.00
Shared
0.00
None
373.64K
VANGUARD CHARLOTTE FDS
SOLEShares337.62K
TypeSH
Market value$16.22M
4.57%
Sole
0.00
Shared
0.00
None
337.62K
VANGUARD MALVERN FDS
SOLEShares182.03K
TypeSH
Market value$14.09M
3.97%
Sole
0.00
Shared
0.00
None
182.03K
DIMENSIONAL ETF TRUST
SOLEShares215.34K
TypeSH
Market value$13.45M
3.79%
Sole
0.00
Shared
0.00
None
215.34K
VANGUARD MALVERN FDS
SOLEShares181.79K
TypeSH
Market value$9.08M
2.56%
Sole
0.00
Shared
0.00
None
181.79K
AMERICAN CENTY ETF TR
SOLEShares89.79K
TypeSH
Market value$7.62M
2.15%
Sole
0.00
Shared
0.00
None
89.79K
AMERICAN CENTY ETF TR
SOLEShares90.74K
TypeSH
Market value$7.04M
1.98%
Sole
0.00
Shared
0.00
None
90.74K
DIMENSIONAL ETF TRUST
SOLEShares128.83K
TypeSH
Market value$5.08M
1.43%
Sole
0.00
Shared
0.00
None
128.83K
PROGRESSIVE CORP
SOLEShares14.25K
TypeSH
Market value$2.82M
0.80%
Sole
0.00
Shared
0.00
None
14.25K
APPLE INC
SOLEShares10.96K
TypeSH
Market value$2.78M
0.78%
Sole
0.00
Shared
0.00
None
10.96K
DIMENSIONAL ETF TRUST
SOLEShares80.15K
TypeSH
Market value$2.77M
0.78%
Sole
0.00
Shared
0.00
None
80.15K
PEPSICO INC
SOLEShares8.33K
TypeSH
Market value$1.29M
0.36%
Sole
0.00
Shared
0.00
None
8.33K
NORTHERN TR CORP
SOLEShares4.82K
TypeSH
Market value$672.2K
0.19%
Sole
0.00
Shared
0.00
None
4.82K
MICROSOFT CORP
SOLEShares1.74K
TypeSH
Market value$643.7K
0.18%
Sole
0.00
Shared
0.00
None
1.74K
EXXON MOBIL CORP
SOLEShares3.74K
TypeSH
Market value$634.9K
0.18%
Sole
0.00
Shared
0.00
None
3.74K
ALPHABET INC
SOLEShares2.07K
TypeSH
Market value$594.7K
0.17%
Sole
0.00
Shared
0.00
None
2.07K
AMAZON COM INC
SOLEShares2.64K
TypeSH
Market value$549.0K
0.15%
Sole
0.00
Shared
0.00
None
2.64K
DIMENSIONAL ETF TRUST
SOLEShares9.58K
TypeSH
Market value$485.8K
0.14%
Sole
0.00
Shared
0.00
None
9.58K
ALPHABET INC
SOLEShares1.48K
TypeSH
Market value$424.0K
0.12%
Sole
0.00
Shared
0.00
None
1.48K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.26M | SH | $87.90M 24.77% | 0.00 | 0.00 | 2.26M |
ORACLE CORPSOLE | COM | 318.44K | SH | $46.85M 13.20% | 0.00 | 0.00 | 318.44K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.28M | SH | $43.36M 12.22% | 0.00 | 0.00 | 1.28M |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 575.67K | SH | $27.90M 7.86% | 0.00 | 0.00 | 575.67K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 288.15K | SH | $22.84M 6.44% | 0.00 | 0.00 | 288.15K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 364.44K | SH | $19.24M 5.42% | 0.00 | 0.00 | 364.44K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 373.64K | SH | $16.45M 4.64% | 0.00 | 0.00 | 373.64K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 337.62K | SH | $16.22M 4.57% | 0.00 | 0.00 | 337.62K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 182.03K | SH | $14.09M 3.97% | 0.00 | 0.00 | 182.03K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 215.34K | SH | $13.45M 3.79% | 0.00 | 0.00 | 215.34K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 181.79K | SH | $9.08M 2.56% | 0.00 | 0.00 | 181.79K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 89.79K | SH | $7.62M 2.15% | 0.00 | 0.00 | 89.79K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 90.74K | SH | $7.04M 1.98% | 0.00 | 0.00 | 90.74K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 128.83K | SH | $5.08M 1.43% | 0.00 | 0.00 | 128.83K |
PROGRESSIVE CORPSOLE | COM | 14.25K | SH | $2.82M 0.80% | 0.00 | 0.00 | 14.25K |
APPLE INCSOLE | COM | 10.96K | SH | $2.78M 0.78% | 0.00 | 0.00 | 10.96K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 80.15K | SH | $2.77M 0.78% | 0.00 | 0.00 | 80.15K |
PEPSICO INCSOLE | COM | 8.33K | SH | $1.29M 0.36% | 0.00 | 0.00 | 8.33K |
NORTHERN TR CORPSOLE | COM | 4.82K | SH | $672.2K 0.19% | 0.00 | 0.00 | 4.82K |
MICROSOFT CORPSOLE | COM | 1.74K | SH | $643.7K 0.18% | 0.00 | 0.00 | 1.74K |
EXXON MOBIL CORPSOLE | COM | 3.74K | SH | $634.9K 0.18% | 0.00 | 0.00 | 3.74K |
ALPHABET INCSOLE | CAP STK CL A | 2.07K | SH | $594.7K 0.17% | 0.00 | 0.00 | 2.07K |
AMAZON COM INCSOLE | COM | 2.64K | SH | $549.0K 0.15% | 0.00 | 0.00 | 2.64K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 9.58K | SH | $485.8K 0.14% | 0.00 | 0.00 | 9.58K |
ALPHABET INCSOLE | CAP STK CL C | 1.48K | SH | $424.0K 0.12% | 0.00 | 0.00 | 1.48K |
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