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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

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
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