Shankervalleau Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Shankervalleau Wealth Advisors, Inc.Investment ActivityShankervalleau Wealth Advisors, Inc. has $350.53 million in total holdings as of June 30, 2025.Shankervalleau Wealth Advisors, Inc. owns shares of 40 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.48% of the portfolio was purchased this quarter.About 2.39% of the portfolio was sold this quarter.This quarter, Shankervalleau Wealth Advisors, Inc. has purchased 41 new stocks and bought additional shares in 8 stocks.Shankervalleau Wealth Advisors, Inc. sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $82,458,923Oracle $71,683,093Dimensional World ex U.S. Core Equity 2 ETF $38,903,228Dimensional US Marketwide Value ETF $24,850,391Vanguard Short-Term Corporate Bond ETF $20,066,509 Largest New Holdings this Quarter 025072158 - AMERICAN CENTY ETF TR $5,806,454 HoldingG8994E103 - Trane Technologies $229,640 Holding Largest Purchases this Quarter AMERICAN CENTY ETF TR 81,735 shares (about $5.81M)Vanguard Short-Term Corporate Bond ETF 6,895 shares (about $548.15K)Dimensional U.S. Core Equity 2 ETF 13,868 shares (about $497.03K)VANGUARD MALVERN FDS 5,389 shares (about $418.08K)Dimensional U.S. Targeted Value ETF 5,781 shares (about $311.94K) Largest Sales this Quarter Dimensional World ex U.S. Core Equity 2 ETF 114,763 shares (about $3.37M)Dimensional International Value ETF 42,242 shares (about $1.81M)DIMENSIONAL ETF TRUST 20,406 shares (about $1.04M)Oracle 3,707 shares (about $810.46K)Dimensional International Small Cap Value ETF 8,601 shares (about $283.06K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShankervalleau Wealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$82,458,923$497,029 ▲0.6%2,300,75123.5%ETFORCLOracle$71,683,093$810,461 ▼-1.1%327,87420.4%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$38,903,228$3,370,588 ▼-8.0%1,324,59111.1%ETFDFUVDimensional US Marketwide Value ETF$24,850,391$226,917 ▲0.9%587,7587.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$20,066,509$548,152 ▲2.8%252,4095.7%ETFDFIVDimensional International Value ETF$16,586,249$1,809,224 ▼-9.8%387,2584.7%ETFAVREAvantis Real Estate ETF$14,916,388$307,088 ▲2.1%337,7814.3%ETFBNDXVanguard Total International Bond ETF$14,326,455$226,756 ▲1.6%289,3654.1%ETFVANGUARD MALVERN FDS$12,150,657$418,079 ▲3.6%156,6213.5%CORE BD ETFDFATDimensional U.S. Targeted Value ETF$11,886,394$311,942 ▲2.7%220,2823.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$7,967,640$111,750 ▲1.4%158,4972.3%ManufacturingAVDEAvantis International Equity ETF$6,768,906$274,652 ▼-3.9%91,4591.9%ETFAMERICAN CENTY ETF TR$5,806,454$5,806,454 ▲New Holding81,7351.7%AVANTIS US LARGDISVDimensional International Small Cap Value ETF$4,223,109$283,059 ▼-6.3%128,3231.2%ETFPGRProgressive$4,002,9000.0%15,0001.1%FinanceDFEMDimensional Emerging Markets Core Equity 2 ETF$2,471,714$18,965 ▼-0.8%83,2790.7%ETFAAPLApple$2,217,8880.0%10,8100.6%Computer and TechnologyPEPPepsiCo$1,099,761$26,408 ▼-2.3%8,3290.3%Consumer StaplesDIMENSIONAL ETF TRUST$875,617$1,035,577 ▼-54.2%17,2540.2%ULTRASHORT FIXEDMSFTMicrosoft$873,9490.0%1,7570.2%Computer and TechnologyNTRSNorthern Trust$610,6210.0%4,8160.2%FinanceAMZNAmazon.com$581,8220.0%2,6520.2%Retail/WholesaleMETAMeta Platforms$455,4020.0%6170.1%Computer and TechnologyXOMExxon Mobil$403,3880.0%3,7420.1%EnergySPYSPDR S&P 500 ETF Trust$366,3850.0%5930.1%FinanceGOOGLAlphabet$360,5670.0%2,0460.1%Computer and TechnologyCMFiShares California Muni Bond ETF$344,7520.0%6,1850.1%ETFSBUXStarbucks$337,1070.0%3,6790.1%Retail/WholesaleIBMInternational Business Machines$305,0970.0%1,0350.1%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$304,0490.0%6900.1%FinanceNVDANVIDIA$301,7610.0%1,9100.1%Computer and TechnologyPGProcter & Gamble$293,3080.0%1,8410.1%Consumer StaplesGOOGAlphabet$255,0870.0%1,4380.1%Computer and TechnologyJPMJPMorgan Chase & Co.$240,9150.0%8310.1%FinanceLLYEli Lilly and Company$240,8750.0%3090.1%MedicalTTTrane Technologies$229,640$229,640 ▲New Holding5250.1%ConstructionWECWEC Energy Group$207,6710.0%1,9930.1%UtilitiesVTVVanguard Value ETF$206,4320.0%1,1680.1%ETFVVisa$204,5090.0%5760.1%Business ServicesAMCRAmcor$144,9170.0%15,7690.0%IndustrialsVTIVanguard Total Stock Market ETF$0$340,527 ▼-100.0%00.0%ETFMRKMerck & Co., Inc.$0$216,052 ▼-100.0%00.0%MedicalJNJJohnson & Johnson$0$202,159 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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