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Shankervalleau Wealth Advisors, Inc. Top Holdings and 13F Report (2025)

About Shankervalleau Wealth Advisors, Inc.

Investment Activity

  • Shankervalleau 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 New Holdings this Quarter

025072158 - AMERICAN CENTY ETF TR
$5,806,454 Holding
G8994E103 - 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 Time

Map of 500 Largest Holdings ofShankervalleau Wealth Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$82,458,923$497,029 0.6%2,300,75123.5%ETF
Oracle Corporation stock logo
ORCL
Oracle
$71,683,093$810,461 -1.1%327,87420.4%Computer and Technology
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$38,903,228$3,370,588 -8.0%1,324,59111.1%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$24,850,391$226,917 0.9%587,7587.1%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$20,066,509$548,152 2.8%252,4095.7%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$16,586,249$1,809,224 -9.8%387,2584.7%ETF
AVRE
Avantis Real Estate ETF
$14,916,388$307,088 2.1%337,7814.3%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$14,326,455$226,756 1.6%289,3654.1%ETF
VANGUARD MALVERN FDS
$12,150,657$418,079 3.6%156,6213.5%CORE BD ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$11,886,394$311,942 2.7%220,2823.4%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$7,967,640$111,750 1.4%158,4972.3%Manufacturing
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$6,768,906$274,652 -3.9%91,4591.9%ETF
AMERICAN CENTY ETF TR
$5,806,454$5,806,454 New Holding81,7351.7%AVANTIS US LARG
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$4,223,109$283,059 -6.3%128,3231.2%ETF
The Progressive Corporation stock logo
PGR
Progressive
$4,002,9000.0%15,0001.1%Finance
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$2,471,714$18,965 -0.8%83,2790.7%ETF
Apple Inc. stock logo
AAPL
Apple
$2,217,8880.0%10,8100.6%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,099,761$26,408 -2.3%8,3290.3%Consumer Staples
DIMENSIONAL ETF TRUST
$875,617$1,035,577 -54.2%17,2540.2%ULTRASHORT FIXED
Microsoft Corporation stock logo
MSFT
Microsoft
$873,9490.0%1,7570.2%Computer and Technology
Northern Trust Corporation stock logo
NTRS
Northern Trust
$610,6210.0%4,8160.2%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$581,8220.0%2,6520.2%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$455,4020.0%6170.1%Computer and Technology
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$403,3880.0%3,7420.1%Energy
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$366,3850.0%5930.1%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$360,5670.0%2,0460.1%Computer and Technology
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$344,7520.0%6,1850.1%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$337,1070.0%3,6790.1%Retail/Wholesale
International Business Machines Corporation stock logo
IBM
International Business Machines
$305,0970.0%1,0350.1%Computer and Technology
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$304,0490.0%6900.1%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$301,7610.0%1,9100.1%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$293,3080.0%1,8410.1%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$255,0870.0%1,4380.1%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$240,9150.0%8310.1%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$240,8750.0%3090.1%Medical
Trane Technologies plc stock logo
TT
Trane Technologies
$229,640$229,640 New Holding5250.1%Construction
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$207,6710.0%1,9930.1%Utilities
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$206,4320.0%1,1680.1%ETF
Visa Inc. stock logo
V
Visa
$204,5090.0%5760.1%Business Services
Amcor PLC stock logo
AMCR
Amcor
$144,9170.0%15,7690.0%Industrials
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$0$340,527 -100.0%00.0%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$0$216,052 -100.0%00.0%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$0$202,159 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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