13F-HR filed by ShankerValleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors, Inc. filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-16 21:24:37 UTC, with 49 holding rows worth $374,430,160.
- Accession
- 0001903273-26-000004
- Filer
- CIK 1903273
- Filed
- 2026-10-16
- Accepted by EDGAR
- Ingested
- Source
- EDGAR live feed
13F report for Q3 2026
A holdings report, 49 entries on the cover page, a total value of $374,430,160 stated on the cover page (in dollars after the unit check, H1), rows summing to $374,430,160 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 2,163,045 | $96,147,350 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 1,264,810 | $46,823,266 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 283,412 | $38,912,468 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 526,180 | $28,939,900 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 314,610 | $24,303,584 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 349,961 | $19,548,821 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072356 | REAL ESTATE ETF | 396,972 | $17,605,708 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 372,232 | $17,446,490 | dollars as filed | |
| Vanguard Core Bond ETF | 922020748 | SHS | 199,514 | $14,688,221 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 205,195 | $13,633,156 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 196,242 | $9,659,031 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 89,386 | $8,054,572 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072158 | AVANTIS US LARG | 86,643 | $7,821,264 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 133,004 | $5,757,743 | dollars as filed | |
| Apple Inc | 037833100 | COM | 10,505 | $3,498,375 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V591 | ULTRASHORT FIXED | 64,733 | $3,268,367 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 77,069 | $3,061,181 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 12,826 | $2,658,958 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 2,239 | $1,148,383 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 8,329 | $1,055,451 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,040 | $701,923 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,558 | $637,326 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,088 | $546,200 | dollars as filed | |
| EXXON MOBIL CORP | 30233Q108 | COM | 3,262 | $530,891 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 1,590 | $513,999 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,370 | $466,814 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 4,624 | $456,990 | dollars as filed | |
| SPY | 78462F103 | SHS | 587 | $447,664 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,910 | $436,206 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 567 | $411,177 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 344 | $398,036 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,419 | $375,666 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 2,884 | $361,250 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 690 | $350,900 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,407 | $349,761 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 3,452 | $324,350 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 601 | $307,339 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 831 | $274,920 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,812 | $263,247 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,104 | $257,574 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,151 | $248,708 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,115 | $245,222 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 523 | $236,386 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 2,561 | $220,451 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 687 | $212,283 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 842 | $208,757 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 576 | $206,974 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 757 | $206,002 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 1,993 | $200,855 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001903273-26-000004 | this filing | 2026-10-16 |