ShankerValleau Wealth Advisors, Inc. holds a concentrated book of 40 reported positions worth $379.6M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-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 reported non-option book. Cloning the disclosed picks since 2024 would be +24% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.
ShankerValleau Wealth Advisors, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 2.2 points over this window.
Growth of $10,000 cloning ShankerValleau Wealth Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+6 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as ShankerValleau Wealth Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 7 / 40 | $153.1M |
| Triune Financial Partners, LLC | 18 / 40 | $394.0M |
| Draper Asset Management, LLC | 7 / 40 | $160.8M |
| 9823 Capital, L.P. | 4 / 40 | $113.6M |
| Voyager Global Management LP | 5 / 40 | $2.8B |
| Marest Capital, LLC | 10 / 40 | $152.4M |
| Prospect Hill Management, LLC | 6 / 40 | $193.3M |
| Independent Investors Inc | 16 / 40 | $389.1M |
Ranked by the share of each fund's own book sitting in the names it shares with ShankerValleau Wealth Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 40 | $379.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 15, 2026 | 15d | 39 | $354.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 6, 2026 | 6d | 41 | $369.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 9, 2025 | 9d | 42 | $389.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 8d | 40 | $350.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 16d | 41 | $307.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 6, 2025 | 6d | 35 | $311.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 8d | 32 | $293.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.