Shankervalleau Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Shankervalleau Wealth Advisors, Inc.Investment ActivityShankervalleau Wealth Advisors, Inc. has $311.41 million in total holdings as of December 31, 2024.Shankervalleau Wealth Advisors, Inc. owns shares of 35 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 14.27% of the portfolio was purchased this quarter.About 5.88% of the portfolio was sold this quarter.This quarter, Shankervalleau Wealth Advisors, Inc. has purchased 32 new stocks and bought additional shares in 12 stocks.Shankervalleau Wealth Advisors, Inc. sold shares of 7 stocks and completely divested from 5 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $71,667,529Oracle $55,254,658Dimensional World ex U.S. Core Equity 2 ETF $36,242,474Dimensional US Marketwide Value ETF $22,351,325Vanguard Short-Term Corporate Bond ETF $18,976,713 Largest New Holdings this Quarter VANGUARD MALVERN FDS $11,253,691 HoldingDIMENSIONAL ETF TRUST $9,205,200 HoldingVanguard Short-Term Inflation-Protected Securities ETF $7,469,858 HoldingAmazon.com $581,822 HoldingAlphabet $387,308 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 148,446 shares (about $11.25M)DIMENSIONAL ETF TRUST 181,957 shares (about $9.21M)Dimensional International Value ETF 225,494 shares (about $8.00M)Vanguard Short-Term Inflation-Protected Securities ETF 154,272 shares (about $7.47M)Dimensional World ex U.S. Core Equity 2 ETF 78,899 shares (about $1.96M) Largest Sales this Quarter Oracle 69,036 shares (about $11.50M)Dimensional U.S. Core Equity 2 ETF 68,679 shares (about $2.38M)Vanguard Short-Term Corporate Bond ETF 24,538 shares (about $1.91M)Dimensional U.S. Targeted Value ETF 7,770 shares (about $432.48K)Microsoft 795 shares (about $335.09K) 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$71,667,529$2,375,606 ▼-3.2%2,071,91523.0%ETFORCLOracle$55,254,658$11,504,159 ▼-17.2%331,58117.7%Computer and TechnologyDFAXDimensional World ex U.S. Core Equity 2 ETF$36,242,474$1,961,429 ▲5.7%1,457,86311.6%ETFDFUVDimensional US Marketwide Value ETF$22,351,325$333,089 ▼-1.5%546,2207.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$18,976,713$1,914,209 ▼-9.2%243,2606.1%ETFDFIVDimensional International Value ETF$16,346,164$8,000,525 ▲95.9%460,7155.2%ETFAVREAvantis Real Estate ETF$13,477,364$1,656,678 ▲14.0%321,5024.3%ETFBNDXVanguard Total International Bond ETF$13,427,976$241,964 ▲1.8%273,7614.3%ETFVANGUARD MALVERN FDS$11,253,691$11,253,691 ▲New Holding148,4463.6%CORE BD ETFDFATDimensional U.S. Targeted Value ETF$10,358,293$432,479 ▼-4.0%186,0993.3%ETFDIMENSIONAL ETF TRUST$9,205,200$9,205,200 ▲New Holding181,9573.0%ULTRASHORT FIXEDVTIPVanguard Short-Term Inflation-Protected Securities ETF$7,469,858$7,469,858 ▲New Holding154,2722.4%ManufacturingAVDEAvantis International Equity ETF$6,026,753$265,976 ▲4.6%98,2041.9%ETFPGRProgressive$3,594,1500.0%15,0001.2%FinanceDISVDimensional International Small Cap Value ETF$3,536,079$694,223 ▲24.4%133,0851.1%ETFAAPLApple$2,782,166$1,502,520 ▲117.4%11,1100.9%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$2,140,442$127,651 ▲6.3%81,7270.7%ETFPEPPepsiCo$1,296,920$30,412 ▲2.4%8,5290.4%Consumer StaplesMSFTMicrosoft$740,576$335,093 ▼-31.2%1,7570.2%Computer and TechnologyAMZNAmazon.com$581,822$581,822 ▲New Holding2,6520.2%Retail/WholesaleNTRSNorthern Trust$493,6400.0%4,8160.2%FinanceXOMExxon Mobil$402,5270.0%3,7420.1%EnergyGOOGLAlphabet$387,308$387,308 ▲New Holding2,0460.1%Computer and TechnologyMETAMeta Platforms$361,260$361,260 ▲New Holding6170.1%Computer and TechnologyCMFiShares California Muni Bond ETF$360,8070.0%6,2990.1%ETFSPYSPDR S&P 500 ETF Trust$347,545$31,062 ▼-8.2%5930.1%FinanceSBUXStarbucks$335,709$91,250 ▲37.3%3,6790.1%Retail/WholesalePGProcter & Gamble$308,644$62,869 ▲25.6%1,8410.1%Consumer StaplesDIASPDR Dow Jones Industrial Average ETF Trust$293,5950.0%6900.1%FinanceGOOGAlphabet$273,853$273,853 ▲New Holding1,4380.1%Computer and TechnologyNVDANVIDIA$256,4940.0%1,9100.1%Computer and TechnologyMRKMerck & Co., Inc.$239,448$29,844 ▲14.2%2,4070.1%MedicalLLYEli Lilly and Company$238,548$238,548 ▲New Holding3090.1%MedicalIBMInternational Business Machines$227,5240.0%1,0350.1%Computer and TechnologyAMCRAmcor$148,3860.0%15,7690.0%IndustrialsJNJJohnson & Johnson$0$490,232 ▼-100.0%00.0%MedicalABBVAbbVie$0$264,623 ▼-100.0%00.0%MedicalMMM3M$0$212,022 ▼-100.0%00.0%Multi-Sector ConglomeratesTTTrane Technologies$0$204,083 ▼-100.0%00.0%ConstructionVTVVanguard Value ETF$0$203,898 ▼-100.0%00.0%ETFShowing 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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