Shankervalleau Wealth Advisors, Inc. Top Holdings and 13F Report (2026) About Shankervalleau Wealth Advisors, Inc.Investment ActivityShankervalleau Wealth Advisors, Inc. has $379.57 million in total holdings as of June 30, 2026.Shankervalleau Wealth Advisors, Inc. owns shares of 40 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 1.13% of the portfolio was purchased this quarter.About 1.59% of the portfolio was sold this quarter.This quarter, Shankervalleau Wealth Advisors, Inc. has purchased 39 new stocks and bought additional shares in 8 stocks.Shankervalleau Wealth Advisors, Inc. sold shares of 13 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $97,471,296Dimensional World ex U.S. Core Equity 2 ETF $46,974,278Oracle $46,372,084Dimensional US Marketwide Value ETF $29,927,805Vanguard Short-Term Corporate Bond ETF $24,064,754 Largest New Holdings this Quarter 191216100 - CocaCola $208,132 Holding Largest Purchases this Quarter Vanguard Short-Term Corporate Bond ETF 16,347 shares (about $1.29M)Vanguard Total International Bond ETF 18,839 shares (about $912.37K)VANGUARD MALVERN FDS 10,757 shares (about $830.79K)Avantis Real Estate ETF 10,520 shares (about $498.44K)Vanguard Short-Term Inflation-Protected Securities ETF 6,876 shares (about $345.38K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 64,602 shares (about $2.87M)Dimensional US Marketwide Value ETF 31,623 shares (about $1.74M)Dimensional U.S. Targeted Value ETF 6,017 shares (about $420.59K)Oracle 2,011 shares (about $294.71K)AMERICAN CENTY ETF TR 2,070 shares (about $186.22K) 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 PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$97,471,296$2,865,745 â–¼-2.9%2,197,27925.7%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$46,974,278$52,055 â–¼-0.1%1,275,08912.4%ETFORCLOracle$46,372,084$294,712 â–¼-0.6%316,42512.2%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$29,927,805$1,739,581 â–¼-5.5%544,0437.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$24,064,754$1,291,901 â–²5.7%304,5026.3%ETFDFIVDimensional International Value ETF$19,691,857$4,862 â–²0.0%364,5295.2%ETFAVREAvantis Real Estate ETF$18,201,690$498,438 â–²2.8%384,1644.8%ETFBNDXVanguard Total International Bond ETF$17,263,237$912,372 â–²5.6%356,4584.5%ETFVANGUARD MALVERN FDS$14,889,847$830,792 â–²5.9%192,7923.9%CORE BD ETFDFATDimensional U.S. Targeted Value ETF$14,631,957$420,588 â–¼-2.8%209,3273.9%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$9,476,743$345,381 â–²3.8%188,6672.5%ManufacturingAVDEAvantis International Equity ETF$8,056,009$46,919 â–²0.6%90,3142.1%ETFAMERICAN CENTY ETF TR$7,977,023$186,217 â–¼-2.3%88,6732.1%AVANTIS US LARGDISVDimensional International Small Cap Value ETF$5,304,745$134,797 â–²2.6%132,1891.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,131,109$126,228 â–¼-3.9%77,0450.8%ETFPGRProgressive$3,112,9130.0%14,2500.8%FinanceAAPLApple$3,064,901$105,906 â–¼-3.3%10,5920.8%Computer and TechnologyPEPPepsiCo$1,127,7470.0%8,3290.3%Consumer StaplesNTRSNorthern Trust$837,2130.0%4,8160.2%FinanceGOOGLAlphabet$729,035$10,006 â–¼-1.4%2,0400.2%Computer and TechnologyMSFTMicrosoft$648,6820.0%1,7390.2%Computer and TechnologyAMZNAmazon.com$619,207$9,057 â–¼-1.4%2,5980.2%Retail/WholesaleXOMExxonMobil$511,6060.0%3,7420.1%EnergyGOOGAlphabet$496,782$25,440 â–¼-4.9%1,4060.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$438,3540.0%5870.1%FinanceLLYEli Lilly and Company$412,6040.0%3440.1%MedicalNVDANVIDIA$382,1720.0%1,9100.1%Computer and TechnologySBUXStarbucks$375,9570.0%3,6790.1%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$360,4490.0%6900.1%FinanceMETAMeta Platforms$319,385$28,164 â–¼-8.1%5670.1%Computer and TechnologyJNJJohnson & Johnson$309,5890.0%1,2190.1%MedicalMRKMerck & Co., Inc.$309,3000.0%2,4070.1%MedicalDIMENSIONAL ETF TRUST$303,309$183,163 â–¼-37.7%5,9730.1%ULTR FIX INC ETFIBMInternational Business Machines$291,0520.0%1,0350.1%Computer and TechnologyJPMJPMorgan Chase & Co.$272,0110.0%8310.1%FinancePGProcter & Gamble$265,7120.0%1,8120.1%Consumer StaplesTTTrane Technologies$256,8770.0%5230.1%ConstructionVTVVanguard Value ETF$250,8370.0%1,1510.1%ETFWECWEC Energy Group$232,7230.0%1,9930.1%UtilitiesKOCocaCola$208,132$208,132 â–²New Holding2,5610.1%Consumer StaplesShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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