Filed: 7/9/2026ACC: 0001903273-26-000003
📋 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 $379.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
40
Positions
$379.57M
Total AUM (reported)
6.80M
Total Shares
Allocation by class
US COR EQU 2 ETF$97.47M25.7%
COM$59.35M15.6%
WORLD EX US CORE$46.97M12.4%
US MKTWIDE VALUE$29.93M7.9%
SHRT TRM CORP BD$24.06M6.3%
INTERNATNAL VAL$19.69M5.2%
REAL ESTATE ETF$18.20M4.8%
Portfolio Concentration
Top 3$190.82M50.3%
4–10$138.67M36.5%
11–25$45.53M12.0%
Rest$4.55M1.2%
Top 3 weight
50.3%
Top 10 weight
86.8%
Voting Authority Distribution
Total shares with voting rights: 6.80M
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
6.80M
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
SOLEShares2.20M
TypeSH
Market value$97.47M
25.68%
Sole
0.00
Shared
0.00
None
2.20M
DIMENSIONAL ETF TRUST
SOLEShares1.28M
TypeSH
Market value$46.97M
12.38%
Sole
0.00
Shared
0.00
None
1.28M
ORACLE CORP
SOLEShares316.43K
TypeSH
Market value$46.37M
12.22%
Sole
0.00
Shared
0.00
None
316.43K
DIMENSIONAL ETF TRUST
SOLEShares544.04K
TypeSH
Market value$29.93M
7.88%
Sole
0.00
Shared
0.00
None
544.04K
VANGUARD SCOTTSDALE FDS
SOLEShares304.50K
TypeSH
Market value$24.06M
6.34%
Sole
0.00
Shared
0.00
None
304.50K
DIMENSIONAL ETF TRUST
SOLEShares364.53K
TypeSH
Market value$19.69M
5.19%
Sole
0.00
Shared
0.00
None
364.53K
AMERICAN CENTY ETF TR
SOLEShares384.16K
TypeSH
Market value$18.20M
4.80%
Sole
0.00
Shared
0.00
None
384.16K
VANGUARD CHARLOTTE FDS
SOLEShares356.46K
TypeSH
Market value$17.26M
4.55%
Sole
0.00
Shared
0.00
None
356.46K
VANGUARD MALVERN FDS
SOLEShares192.79K
TypeSH
Market value$14.89M
3.92%
Sole
0.00
Shared
0.00
None
192.79K
DIMENSIONAL ETF TRUST
SOLEShares209.33K
TypeSH
Market value$14.63M
3.85%
Sole
0.00
Shared
0.00
None
209.33K
VANGUARD MALVERN FDS
SOLEShares188.67K
TypeSH
Market value$9.48M
2.50%
Sole
0.00
Shared
0.00
None
188.67K
AMERICAN CENTY ETF TR
SOLEShares90.31K
TypeSH
Market value$8.06M
2.12%
Sole
0.00
Shared
0.00
None
90.31K
AMERICAN CENTY ETF TR
SOLEShares88.67K
TypeSH
Market value$7.98M
2.10%
Sole
0.00
Shared
0.00
None
88.67K
DIMENSIONAL ETF TRUST
SOLEShares132.19K
TypeSH
Market value$5.30M
1.40%
Sole
0.00
Shared
0.00
None
132.19K
DIMENSIONAL ETF TRUST
SOLEShares77.05K
TypeSH
Market value$3.13M
0.82%
Sole
0.00
Shared
0.00
None
77.05K
PROGRESSIVE CORP
SOLEShares14.25K
TypeSH
Market value$3.11M
0.82%
Sole
0.00
Shared
0.00
None
14.25K
APPLE INC
SOLEShares10.59K
TypeSH
Market value$3.06M
0.81%
Sole
0.00
Shared
0.00
None
10.59K
PEPSICO INC
SOLEShares8.33K
TypeSH
Market value$1.13M
0.30%
Sole
0.00
Shared
0.00
None
8.33K
NORTHERN TR CORP
SOLEShares4.82K
TypeSH
Market value$837.2K
0.22%
Sole
0.00
Shared
0.00
None
4.82K
ALPHABET INC
SOLEShares2.04K
TypeSH
Market value$729.0K
0.19%
Sole
0.00
Shared
0.00
None
2.04K
MICROSOFT CORP
SOLEShares1.74K
TypeSH
Market value$648.7K
0.17%
Sole
0.00
Shared
0.00
None
1.74K
AMAZON COM INC
SOLEShares2.60K
TypeSH
Market value$619.2K
0.16%
Sole
0.00
Shared
0.00
None
2.60K
EXXON MOBIL CORP
SOLEShares3.74K
TypeSH
Market value$511.6K
0.13%
Sole
0.00
Shared
0.00
None
3.74K
ALPHABET INC
SOLEShares1.41K
TypeSH
Market value$496.8K
0.13%
Sole
0.00
Shared
0.00
None
1.41K
STATE STR SPDR S&P 500 ETF T
SOLEShares587.00
TypeSH
Market value$438.4K
0.12%
Sole
0.00
Shared
0.00
None
587.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 2.20M | SH | $97.47M 25.68% | 0.00 | 0.00 | 2.20M |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.28M | SH | $46.97M 12.38% | 0.00 | 0.00 | 1.28M |
ORACLE CORPSOLE | COM | 316.43K | SH | $46.37M 12.22% | 0.00 | 0.00 | 316.43K |
DIMENSIONAL ETF TRUSTSOLE | US MKTWIDE VALUE | 544.04K | SH | $29.93M 7.88% | 0.00 | 0.00 | 544.04K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 304.50K | SH | $24.06M 6.34% | 0.00 | 0.00 | 304.50K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 364.53K | SH | $19.69M 5.19% | 0.00 | 0.00 | 364.53K |
AMERICAN CENTY ETF TRSOLE | REAL ESTATE ETF | 384.16K | SH | $18.20M 4.80% | 0.00 | 0.00 | 384.16K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 356.46K | SH | $17.26M 4.55% | 0.00 | 0.00 | 356.46K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 192.79K | SH | $14.89M 3.92% | 0.00 | 0.00 | 192.79K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 209.33K | SH | $14.63M 3.85% | 0.00 | 0.00 | 209.33K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 188.67K | SH | $9.48M 2.50% | 0.00 | 0.00 | 188.67K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 90.31K | SH | $8.06M 2.12% | 0.00 | 0.00 | 90.31K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 88.67K | SH | $7.98M 2.10% | 0.00 | 0.00 | 88.67K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP V | 132.19K | SH | $5.30M 1.40% | 0.00 | 0.00 | 132.19K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 77.05K | SH | $3.13M 0.82% | 0.00 | 0.00 | 77.05K |
PROGRESSIVE CORPSOLE | COM | 14.25K | SH | $3.11M 0.82% | 0.00 | 0.00 | 14.25K |
APPLE INCSOLE | COM | 10.59K | SH | $3.06M 0.81% | 0.00 | 0.00 | 10.59K |
PEPSICO INCSOLE | COM | 8.33K | SH | $1.13M 0.30% | 0.00 | 0.00 | 8.33K |
NORTHERN TR CORPSOLE | COM | 4.82K | SH | $837.2K 0.22% | 0.00 | 0.00 | 4.82K |
ALPHABET INCSOLE | CAP STK CL A | 2.04K | SH | $729.0K 0.19% | 0.00 | 0.00 | 2.04K |
MICROSOFT CORPSOLE | COM | 1.74K | SH | $648.7K 0.17% | 0.00 | 0.00 | 1.74K |
AMAZON COM INCSOLE | COM | 2.60K | SH | $619.2K 0.16% | 0.00 | 0.00 | 2.60K |
EXXON MOBIL CORPSOLE | COM | 3.74K | SH | $511.6K 0.13% | 0.00 | 0.00 | 3.74K |
ALPHABET INCSOLE | CAP STK CL C | 1.41K | SH | $496.8K 0.13% | 0.00 | 0.00 | 1.41K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 587.00 | SH | $438.4K 0.12% | 0.00 | 0.00 | 587.00 |
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