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Disclosery

13F-HR filed by ShankerValleau Wealth Advisors, Inc.

ShankerValleau Wealth Advisors, Inc. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-06, with 41 holding rows worth $368,975,083.

Accession
0001903273-26-000001
Filer
CIK 1903273
Filed
2026-01-06
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 41 entries on the cover page, a total value of $368,975,083 stated on the cover page (in dollars after the unit check, H1), rows summing to $368,975,083 with VALUE read as dollars as filed, 13F file number 028-21511. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 22,225,592$88,111,187dollars as filed
Oracle Corporation68389X105COM325,736$63,489,204dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE1,317,141$43,110,025dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE580,854$27,061,988dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM282,239$22,502,876dollars as filed
Dimensional International Value ETF25434V807SHS379,096$18,916,890dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF384,059$16,718,088dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS327,072$15,804,095dollars as filed
Vanguard Core Bond ETF922020748SHS179,469$13,979,739dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU212,859$12,673,625dollars as filed
VANGUARD MALVERN FDS922020805SHS177,672$8,787,657dollars as filed
Avantis International Equity ETF025072703SHS92,085$7,580,437dollars as filed
AMERICAN CENTY ETF TR025072158AVANTIS US LARG82,257$6,467,045dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS130,112$4,944,256dollars as filed
Progressive Corporation743315103COM14,250$3,245,010dollars as filed
Apple Inc037833100COM10,958$2,979,042dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO83,667$2,767,704dollars as filed
PepsiCo,Inc.713448108COM8,329$1,195,378dollars as filed
Microsoft Corp594918104COM1,739$841,015dollars as filed
NORTHERN TR CORP COM665859104Stock4,816$657,817dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,086$652,918dollars as filed
Amazon.com, Inc023135106COM2,636$608,442dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED9,510$481,682dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,478$463,796dollars as filed
EXXON MOBIL CORP30231G102COM3,742$450,312dollars as filed
META PLATFORMS INC CL A30303M102COM617$407,276dollars as filed
SPY78462F103SHS587$400,287dollars as filed
Eli Lilly and Company532457108COM344$369,690dollars as filed
NVIDIA Corp67066G104COM1,910$356,215dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1690$331,593dollars as filed
Starbucks Corporation855244109COM3,679$309,809dollars as filed
International Business Machines Corporation459200101COM1,035$306,577dollars as filed
JPMorgan Chase & Co46625H100COM831$267,765dollars as filed
Procter & Gamble Co742718109COM1,812$259,678dollars as filed
Merck & Co.,Inc.58933Y105COM2,407$253,361dollars as filed
Johnson & Johnson478160104COM1,219$252,272dollars as filed
Vanguard Value ETF922908744SHS1,168$223,076dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock1,993$210,182dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock523$203,552dollars as filed
Visa Inc92826C839COM576$202,009dollars as filed
AMCOR PLCG0250X107ORD15,769$131,513dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001903273-26-000001this filing2026-01-06acceptance time not in the bulk data set