StockDriftsStockDriftsTop 40 ShankerValleau Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 25.68% | 2.20M | $97.5M | -2.86%(-64.60K) | $28.47(+61.55%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 12.38% | 1.28M | $47.0M | -0.11%(-1.41K) | $25.56(+48.10%) | 2026-06-30 | |
| ORCL | ORACLE CORP | 12.22% | 316.4K | $46.4M | -0.63%(-2.01K) | $129.23(+14.11%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 7.88% | 544.0K | $29.9M | -5.49%(-31.62K) | $36.27(+58.11%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 6.34% | 304.5K | $24.1M | +5.67%(+16.35K) | $80.59(-2.53%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 5.19% | 364.5K | $19.7M | +0.02%(+90) | $34.65(+67.21%) | 2026-06-30 | |
| AVRE | AMERICAN CENTY ETF TR | 4.8% | 384.2K | $18.2M | +2.82%(+10.52K) | $42.66(+12.09%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 4.55% | 356.5K | $17.3M | +5.58%(+18.84K) | $52.34(-8.60%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 3.92% | 192.8K | $14.9M | +5.91%(+10.76K) | $77.54(-2.00%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 3.85% | 209.3K | $14.6M | -2.79%(-6.02K) | $47.39(+52.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.24% | +41.40% | — | — | +34.40% |
| Top 20 Holdings Unweighted | +11.84% | +39.90% | — | — | +36.46% |
ShankerValleau Wealth Advisors, Inc. reports $379.57M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (25.7%), DFAX (12.4%) and ORCL (12.2%). The top 20 holdings account for 98.09% of reported assets. Its disclosed equity book has returned +41.40% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track ShankerValleau Wealth Advisors, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from ShankerValleau Wealth Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1903273). View ShankerValleau Wealth Advisors, Inc.’s 13F filings on SEC