Shankervalleau Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Shankervalleau Wealth Advisors, Inc.Investment ActivityShankervalleau Wealth Advisors, Inc. has $389.58 million in total holdings as of September 30, 2025.Shankervalleau Wealth Advisors, Inc. owns shares of 42 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 1.70% of the portfolio was purchased this quarter.About 0.83% of the portfolio was sold this quarter.This quarter, Shankervalleau Wealth Advisors, Inc. has purchased 40 new stocks and bought additional shares in 12 stocks.Shankervalleau Wealth Advisors, Inc. sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Oracle $91,938,200Dimensional U.S. Core Equity 2 ETF $87,210,107Dimensional World ex U.S. Core Equity 2 ETF $41,626,260Dimensional US Marketwide Value ETF $26,311,317Vanguard Short-Term Corporate Bond ETF $21,339,419 Largest New Holdings this Quarter 464287150 - iShares Core S&P Total U.S. Stock Market ETF $919,925 Holding46432F834 - iShares Core MSCI Total International Stock ETF $676,743 Holding478160104 - Johnson & Johnson $226,027 Holding58933Y105 - Merck & Co., Inc. $202,020 Holding Largest Purchases this Quarter Vanguard Short-Term Corporate Bond ETF 14,567 shares (about $1.16M)Vanguard Total International Bond ETF 19,712 shares (about $974.96K)iShares Core S&P Total U.S. Stock Market ETF 6,316 shares (about $919.93K)Avantis Real Estate ETF 20,496 shares (about $911.66K)VANGUARD MALVERN FDS 10,528 shares (about $825.50K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 39,664 shares (about $1.53M)Dimensional U.S. Targeted Value ETF 6,908 shares (about $402.12K)Oracle 971 shares (about $273.08K)DIMENSIONAL ETF TRUST 5,286 shares (about $268.42K)Progressive 750 shares (about $185.21K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShankervalleau Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorORCLOracle$91,938,200$273,084 ▼-0.3%326,90323.6%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$87,210,107$1,529,840 ▼-1.7%2,261,08722.4%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$41,626,260$60,595 ▲0.1%1,326,52210.7%ETFDFUVDimensional US Marketwide Value ETF$26,311,317$44,422 ▲0.2%588,7526.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$21,339,419$1,164,342 ▲5.8%266,9765.5%ETFDFIVDimensional International Value ETF$17,885,044$24,720 ▲0.1%387,7944.6%ETFAVREAvantis Real Estate ETF$15,936,146$911,661 ▲6.1%358,2774.1%ETFBNDXVanguard Total International Bond ETF$15,286,970$974,957 ▲6.8%309,0773.9%ETFVANGUARD MALVERN FDS$13,106,153$825,500 ▲6.7%167,1493.4%CORE BD ETFDFATDimensional U.S. Targeted Value ETF$12,420,523$402,115 ▼-3.1%213,3743.2%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$8,452,443$427,723 ▲5.3%166,9452.2%ManufacturingAVDEAvantis International Equity ETF$7,280,761$64,619 ▲0.9%92,2781.9%ETFAMERICAN CENTY ETF TR$6,309,627$56,082 ▲0.9%82,4681.6%AVANTIS US LARGDISVDimensional International Small Cap Value ETF$4,606,056$26,197 ▲0.6%129,0571.2%ETFPGRProgressive$3,519,038$185,213 ▼-5.0%14,2500.9%FinanceAAPLApple$2,752,5500.0%10,8100.7%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$2,662,536$8,210 ▼-0.3%83,0230.7%ETFPEPPepsiCo$1,169,7250.0%8,3290.3%Consumer StaplesITOTiShares Core S&P Total U.S. Stock Market ETF$919,925$919,925 ▲New Holding6,3160.2%ETFMSFTMicrosoft$910,0380.0%1,7570.2%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$676,743$676,743 ▲New Holding8,1950.2%ManufacturingNTRSNorthern Trust$648,2340.0%4,8160.2%FinanceDIMENSIONAL ETF TRUST$607,738$268,424 ▼-30.6%11,9680.2%ULTRASHORT FIXEDAMZNAmazon.com$582,3000.0%2,6520.1%Retail/WholesaleGOOGLAlphabet$497,3830.0%2,0460.1%Computer and TechnologyMETAMeta Platforms$453,1120.0%6170.1%Computer and TechnologyXOMExxon Mobil$421,9110.0%3,7420.1%EnergySPYSPDR S&P 500 ETF Trust$391,048$3,997 ▼-1.0%5870.1%FinanceNVDANVIDIA$356,3680.0%1,9100.1%Computer and TechnologyGOOGAlphabet$350,2250.0%1,4380.1%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$319,9810.0%6900.1%FinanceSBUXStarbucks$311,2430.0%3,6790.1%Retail/WholesaleIBMInternational Business Machines$292,0360.0%1,0350.1%Computer and TechnologyPGProcter & Gamble$282,8700.0%1,8410.1%Consumer StaplesLLYEli Lilly and Company$263,998$28,231 ▲12.0%3460.1%MedicalJPMJPMorgan Chase & Co.$262,1220.0%8310.1%FinanceWECWEC Energy Group$228,3780.0%1,9930.1%UtilitiesJNJJohnson & Johnson$226,027$226,027 ▲New Holding1,2190.1%MedicalTTTrane Technologies$220,685$844 ▼-0.4%5230.1%ConstructionVTVVanguard Value ETF$217,8200.0%1,1680.1%ETFMRKMerck & Co., Inc.$202,020$202,020 ▲New Holding2,4070.1%MedicalAMCRAmcor$128,9900.0%15,7690.0%IndustrialsCMFiShares California Muni Bond ETF$0$344,752 ▼-100.0%00.0%ETFVVisa$0$204,509 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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