13F Insight
DOSSIER · 13F-HR · Q3 2026

ShankerValleau Wealth Advisors, Inc.

$374M in tracked AUM across 49 positions as of Q3 2026.

SW
CIK 0001903273 · last filed Sep 30, 2026
Total AUM
$374M
as of Q3 2026
Holdings
49
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Portfolio Overview

ShankerValleau Wealth Advisors manages a concentrated portfolio valued at approximately $304.19 million as of the reporting period December 31, 2025. The portfolio experienced a slight contraction of -6.8% in total value from the previous quarter, declining from $326.40 million. This decrease is attributable to a combination of market performance and net asset outflows or rebalancing.

The portfolio consists of 24 holdings, indicating a focused strategy. A str...

Key Holdings

The portfolio is dominated by Dimensional ETF Trust funds, which occupy the top spot and several subsequent positions. The largest holding, DFAC (Dimensional US Core Equity 2 ETF), represents 28.97% of the portfolio ($88.11M). This suggests a strategic anchor in a broad, factor-based U.S. equity strategy. The second and third largest holdings, DFAX (14.17%) and DFUV (8.90%), further reinforce this commitment to the Dimensional family of funds, likely targeting specific size or value factors within the equity market.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$96M2.2M25.7%02
DFAX
DIMENSIONAL ETF TRUST
$47M1.3M12.5%03
ORCL
ORACLE CORP
$39M283K10.4%04
DFUV
DIMENSIONAL ETF TRUST
$29M526K7.7%05
VCSH
VANGUARD SCOTTSDALE FDS
$24M315K6.5%06
DFIV
DIMENSIONAL ETF TRUST
$20M350K5.2%07
AVRE
AMERICAN CENTY ETF TR
$18M397K4.7%08
BNDX
VANGUARD CHARLOTTE FDS
$17M372K4.7%09
VCRB
VANGUARD MALVERN FDS
$15M200K3.9%10
DFAT
DIMENSIONAL ETF TRUST
$14M205K3.6%

Filing history

2026Q3Sep 30
$374M▼ 1.4%
49 positionsView →2026Q2Jun 30
$380M▲ 7.0%
40 positionsView →2026Q1Mar 31
$355M▲ 16.6%
39 positionsView →2025Q4Dec 31
$304M▼ 6.8%
24 positionsView →2025Q3Sep 30
$326M▼ 6.9%
24 positionsLocked2025Q2Jun 30
$351M▲ 36.9%
40 positionsLocked2025Q1Mar 31
$256M▼ 17.8%
23 positionsLocked2024Q4Dec 31
$311M▲ 6.1%
35 positionsLocked2024Q3Sep 30
$294M▲ 25.7%
32 positionsLocked2024Q2Jun 30
$234M▲ 7.5%
26 positionsLocked2024Q1Mar 31
$217M▲ 10.7%
24 positionsLocked2023Q4Dec 31
$196M▲ 10.3%
23 positionsLocked
Showing 12 of 20