Shankervalleau Wealth Advisors, Inc. Top Holdings and 13F Report (2026) About Shankervalleau Wealth Advisors, Inc.Investment ActivityShankervalleau Wealth Advisors, Inc. has $354.82 million in total holdings as of March 31, 2026.Shankervalleau Wealth Advisors, Inc. owns shares of 39 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 1.02% of the portfolio was purchased this quarter.About 1.31% of the portfolio was sold this quarter.This quarter, Shankervalleau Wealth Advisors, Inc. has purchased 41 new stocks and bought additional shares in 8 stocks.Shankervalleau Wealth Advisors, Inc. sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $87,896,696Oracle $46,845,120Dimensional World ex U.S. Core Equity 2 ETF $43,362,773Dimensional US Marketwide Value ETF $27,896,774Vanguard Short-Term Corporate Bond ETF $22,842,007 Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 36,289 shares (about $1.41M)AMERICAN CENTY ETF TR 8,486 shares (about $658.09K)Vanguard Total International Bond ETF 10,547 shares (about $506.78K)Vanguard Short-Term Corporate Bond ETF 5,916 shares (about $468.96K)Vanguard Short-Term Inflation-Protected Securities ETF 4,119 shares (about $205.74K) Largest Sales this Quarter Dimensional World ex U.S. Core Equity 2 ETF 40,639 shares (about $1.38M)Oracle 7,300 shares (about $1.07M)Dimensional International Value ETF 14,657 shares (about $773.60K)Avantis Real Estate ETF 10,415 shares (about $458.47K)Dimensional US Marketwide Value ETF 5,188 shares (about $251.41K) 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$87,896,696$1,410,191 ▲1.6%2,261,88124.8%ETFORCLOracle$46,845,120$1,073,903 ▼-2.2%318,43613.2%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$43,362,773$1,380,507 ▼-3.1%1,276,50212.2%ETFDFUVDimensional US Marketwide Value ETF$27,896,774$251,410 ▼-0.9%575,6667.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$22,842,007$468,961 ▲2.1%288,1556.4%ETFDFIVDimensional International Value ETF$19,235,090$773,596 ▼-3.9%364,4395.4%ETFAVREAvantis Real Estate ETF$16,447,809$458,468 ▼-2.7%373,6444.6%ETFBNDXVanguard Total International Bond ETF$16,222,569$506,783 ▲3.2%337,6194.6%ETFVANGUARD MALVERN FDS$14,085,868$198,557 ▲1.4%182,0354.0%CORE BD ETFDFATDimensional U.S. Targeted Value ETF$13,448,233$155,188 ▲1.2%215,3443.8%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$9,080,460$205,744 ▲2.3%181,7912.6%ManufacturingAVDEAvantis International Equity ETF$7,617,614$194,877 ▼-2.5%89,7882.1%ETFAMERICAN CENTY ETF TR$7,037,120$658,089 ▲10.3%90,7432.0%AVANTIS US LARGDISVDimensional International Small Cap Value ETF$5,081,055$50,562 ▼-1.0%128,8301.4%ETFPGRProgressive$2,824,9200.0%14,2500.8%FinanceAAPLApple$2,781,0310.0%10,9580.8%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$2,769,217$121,478 ▼-4.2%80,1510.8%ETFPEPPepsiCo$1,293,4100.0%8,3290.4%Consumer StaplesNTRSNorthern Trust$672,1690.0%4,8160.2%FinanceMSFTMicrosoft$643,7260.0%1,7390.2%Computer and TechnologyXOMExxonMobil$634,8680.0%3,7420.2%EnergyGOOGLAlphabet$594,674$5,176 ▼-0.9%2,0680.2%Computer and TechnologyAMZNAmazon.com$549,0000.0%2,6360.2%Retail/WholesaleDIMENSIONAL ETF TRUST$485,802$3,550 ▲0.7%9,5800.1%ULTRASHORT FIXEDGOOGAlphabet$423,9790.0%1,4780.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$381,7500.0%5870.1%FinanceMETAMeta Platforms$353,0040.0%6170.1%Computer and TechnologyNVDANVIDIA$333,1040.0%1,9100.1%Computer and TechnologySBUXStarbucks$329,6020.0%3,6790.1%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$319,6010.0%6900.1%FinanceLLYEli Lilly and Company$316,4010.0%3440.1%MedicalJNJJohnson & Johnson$297,9720.0%1,2190.1%MedicalMRKMerck & Co., Inc.$289,5380.0%2,4070.1%MedicalPGProcter & Gamble$261,7250.0%1,8120.1%Consumer StaplesIBMInternational Business Machines$250,8740.0%1,0350.1%Computer and TechnologyJPMJPMorgan Chase & Co.$244,4470.0%8310.1%FinanceWECWEC Energy Group$230,7300.0%1,9930.1%UtilitiesVTVVanguard Value ETF$225,826$3,335 ▼-1.5%1,1510.1%ETFTTTrane Technologies$217,9550.0%5230.1%ConstructionVVisa$0$202,009 ▼-100.0%00.0%Business ServicesAMCRAmcor$0$131,513 ▼-100.0%00.0%IndustrialsShowing 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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