ShankerValleau Wealth Advisors, Inc. holds a concentrated book of 40 stocks worth $379.6M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Coca-Cola Co and trimmed Dimensional US Core Equity 2. Their largest long position is Dimensional US Core Equity 2 at 26% of the equity book.
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Use Arkolith to show ShankerValleau Wealth Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $97.5M | 2.20M | 25.7% | ▼−2.9% Reduced · −65K sh | |
| 2 | Dimensional ETF Trust WORLD EX US CORE | $47.0M | 1.28M | 12.4% | ▼−0.1% Reduced · −1K sh | |
| 3 | Oracle Corp COM | $46.4M | 316.4K | 12.2% | ▼−0.6% Reduced · −2K sh | |
| 4 | Dimensional ETF Trust US MKTWIDE VALUE | $29.9M | 544.0K | 7.9% | ▼−5.5% Reduced · −32K sh | |
| 5 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $24.1M | 304.5K | 6.3% | ▲+5.7% Added · +16K sh | |
| 6 | Dimensional ETF Trust INTERNATNAL VAL | $19.7M | 364.5K | 5.2% | ▲~0% Added · +90 sh | |
| 7 | American Centy ETF TR REAL ESTATE ETF | $18.2M | 384.2K | 4.8% | ▲+2.8% Added · +11K sh | |
| 8 | Vanguard Charlotte FDS TOTAL INT BD ETF | $17.3M | 356.5K | 4.5% | ▲+5.6% Added · +19K sh | |
| 9 | Vanguard Malvern FDS CORE BD ETF | $14.9M | 192.8K | 3.9% | ▲+5.9% Added · +11K sh | |
| 10 | Dimensional ETF Trust US TARGETED VLU | $14.6M | 209.3K | 3.9% | ▼−2.8% Reduced · −6K sh | |
| 11 | Vanguard Malvern FDS STRM INFPROIDX | $9.5M | 188.7K | 2.5% | ▲+3.8% Added · +7K sh | |
| 12 | American Centy ETF TR INTL EQT ETF | $8.1M | 90.3K | 2.1% | ▲+0.6% Added · +526 sh | |
| 13 | American Centy ETF TR AVANTIS US LARG | $8.0M | 88.7K | 2.1% | ▼−2.3% Reduced · −2K sh | |
| 14 | Dimensional ETF Trust INTL SMALL CAP V | $5.3M | 132.2K | 1.4% | ▲+2.6% Added · +3K sh | |
| 15 | Dimensional ETF Trust EMERGING MKTS CO | $3.1M | 77.0K | 0.8% | ▼−3.9% Reduced · −3K sh | |
| 16 | Progressive Corp COM | $3.1M | 14.3K | 0.8% | —Held | |
| 17 | Apple Inc COM | $3.1M | 10.6K | 0.8% | ▼−3.3% Reduced · −366 sh | |
| 18 | Pepsico Inc COM | $1.1M | 8.3K | 0.3% | —Held | |
| 19 | Northern TR Corp COM | $837K | 4.8K | 0.2% | —Held | |
| 20 | Alphabet Inc CAP STK CL A | $729K | 2.0K | 0.2% | ▼−1.4% Reduced · −28 sh | |
| 21 | Microsoft Corp COM | $649K | 1.7K | 0.2% | —Held | |
| 22 | Amazon Com Inc COM | $619K | 2.6K | 0.2% | ▼−1.4% Reduced · −38 sh | |
| 23 | Exxon Mobil Corp COM | $512K | 3.7K | 0.1% | —Held | |
| 24 | Alphabet Inc CAP STK CL C | $497K | 1.4K | 0.1% | ▼−4.9% Reduced · −72 sh | |
| 25 | State STR SPDR S&P 500 ETF T TR UNIT | $438K | 587 | 0.1% | —Held | |
| 26 | Eli Lilly & Co COM | $413K | 344 | 0.1% | —Held | |
| 27 | Nvidia Corporation COM | $382K | 1.9K | 0.1% | —Held | |
| 28 | Starbucks Corp COM | $376K | 3.7K | 0.1% | —Held | |
| 29 | State STR SPDR Dow Jones Ind UT SER 1 | $360K | 690 | 0.1% | —Held | |
| 30 | Meta Platforms Inc CL A | $319K | 567 | 0.1% | ▼−8.1% Reduced · −50 sh | |
| 31 | Johnson & Johnson COM | $310K | 1.2K | 0.1% | —Held | |
| 32 | Merck & Co Inc COM | $309K | 2.4K | 0.1% | —Held | |
| 33 | Dimensional ETF Trust ULTR FIX INC ETF | $303K | 6.0K | 0.1% | ▼−38% Reduced · −4K sh | |
| 34 | International Business Machs COM | $291K | 1.0K | 0.1% | —Held | |
| 35 | JPMorgan Chase & Co COM | $272K | 831 | 0.1% | —Held | |
| 36 | Procter & Gamble Co COM | $266K | 1.8K | 0.1% | —Held | |
| 37 | Trane Technologies PLC SHS | $257K | 523 | 0.1% | —Held | |
| 38 | Vanguard Index FDS VALUE ETF | $251K | 1.2K | 0.1% | —Held | |
| 39 | Wec Energy Group Inc COM | $233K | 2.0K | 0.1% | —Held | |
| 40 | Coca Cola Co COM | $208K | 2.6K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 40 | $379.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 39 | $354.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 6, 2026 | 41 | $369.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 42 | $389.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 40 | $350.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 41 | $307.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 6, 2025 | 35 | $311.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 32 | $293.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.