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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 2026-03-31, filed 2026-04-15, with 39 holding rows worth $354,824,513.

Accession
0001903273-26-000002
Filer
CIK 1903273
Filed
2026-04-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 39 entries on the cover page, a total value of $354,824,513 stated on the cover page (in dollars after the unit check, H1), rows summing to $354,824,513 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 22,261,881$87,896,696dollars as filed
Oracle Corporation68389X105COM318,436$46,845,120dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE1,276,502$43,362,773dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE575,666$27,896,774dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM288,155$22,842,007dollars as filed
Dimensional International Value ETF25434V807SHS364,439$19,235,090dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF373,644$16,447,809dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS337,619$16,222,569dollars as filed
Vanguard Core Bond ETF922020748SHS182,035$14,085,868dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU215,344$13,448,233dollars as filed
VANGUARD MALVERN FDS922020805SHS181,791$9,080,460dollars as filed
Avantis International Equity ETF025072703SHS89,788$7,617,614dollars as filed
AMERICAN CENTY ETF TR025072158AVANTIS US LARG90,743$7,037,120dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS128,830$5,081,055dollars as filed
Progressive Corporation743315103COM14,250$2,824,920dollars as filed
Apple Inc037833100COM10,958$2,781,031dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO80,151$2,769,217dollars as filed
PepsiCo,Inc.713448108COM8,329$1,293,410dollars as filed
NORTHERN TR CORP COM665859104Stock4,816$672,169dollars as filed
Microsoft Corp594918104COM1,739$643,726dollars as filed
EXXON MOBIL CORP30231G102COM3,742$634,868dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,068$594,674dollars as filed
Amazon.com, Inc023135106COM2,636$549,000dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED9,580$485,802dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,478$423,979dollars as filed
SPY78462F103SHS587$381,750dollars as filed
META PLATFORMS INC CL A30303M102COM617$353,004dollars as filed
NVIDIA Corp67066G104COM1,910$333,104dollars as filed
Starbucks Corporation855244109COM3,679$329,602dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 1690$319,601dollars as filed
Eli Lilly and Company532457108COM344$316,401dollars as filed
Johnson & Johnson478160104COM1,219$297,972dollars as filed
Merck & Co.,Inc.58933Y105COM2,407$289,538dollars as filed
Procter & Gamble Co742718109COM1,812$261,725dollars as filed
International Business Machines Corporation459200101COM1,035$250,874dollars as filed
JPMorgan Chase & Co46625H100COM831$244,447dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock1,993$230,730dollars as filed
Vanguard Value ETF922908744SHS1,151$225,826dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock523$217,955dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001903273-26-000002this filing2026-04-15acceptance time not in the bulk data set