13F Insight
DOSSIER · 13F-HR · Q2 2026

ShankerValleau Wealth Advisors, Inc.

$380M in tracked AUM across 40 positions as of Q2 2026.

SW
CIK 0001903273 · last filed Jun 30, 2026
Total AUM
$380M
as of Q2 2026
Holdings
40
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 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.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$97M2.2M25.7%02
DFAX
DIMENSIONAL ETF TRUST
$47M1.3M12.4%03
ORCL
ORACLE CORP
$46M316K12.2%04
DFUV
DIMENSIONAL ETF TRUST
$30M544K7.9%05
VCSH
VANGUARD SCOTTSDALE FDS
$24M305K6.3%06
DFIV
DIMENSIONAL ETF TRUST
$20M365K5.2%07
AVRE
AMERICAN CENTY ETF TR
$18M384K4.8%08
BNDX
VANGUARD CHARLOTTE FDS
$17M356K4.5%09
VCRB
VANGUARD MALVERN FDS
$15M193K3.9%10
DFAT
DIMENSIONAL ETF TRUST
$15M209K3.9%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$178M▼ 2.2%
22 positionsLocked
Showing 12 of 19