ShankerValleau Wealth Advisors, Inc.

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...