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ShankerValleau Wealth Advisors, Inc.

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13F filer, CIK 1903273, SKOKIE, IL

ShankerValleau Wealth Advisors, Inc. reported $379,570,983 across 40 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-09. Its ten largest share positions make up 86.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001903273-26-000003

Period
2026-06-30
Reported value
$380M
Holdings
40
Top 10 weight
86.81%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VCSHadded+16,347$1.29M
BNDXadded+18,839$912K
VCRBadded+10,757$831K
AVREadded+10,520$498K
VTIPadded+6,876$345K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DFACreduced-64,602-$2.87M
DFUVreduced-31,623-$1.74M
DFATreduced-6,017-$421K
ORCLreduced-2,011-$295K
AVLCreduced-2,070-$186K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001903273-26-000003, largest first. % of portfolio is the value over $379,570,983, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,140,594 shares; 2024Q4: 2,071,915 shares; 2025Q1: 2,286,883 shares; 2025Q2: 2,300,751 shares; 2025Q3: 2,261,087 shares; 2025Q4: 2,225,592 shares; 2026Q1: 2,261,881 shares; 2026Q2: 2,197,279 shares 2,197,279$97.5M25.68%-64,602Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,378,964 shares; 2024Q4: 1,457,863 shares; 2025Q1: 1,439,354 shares; 2025Q2: 1,324,591 shares; 2025Q3: 1,326,522 shares; 2025Q4: 1,317,141 shares; 2026Q1: 1,276,502 shares; 2026Q2: 1,275,089 shares 1,275,089$47M12.38%-1,413Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400,617 shares; 2024Q4: 331,581 shares; 2025Q1: 331,581 shares; 2025Q2: 327,874 shares; 2025Q3: 326,903 shares; 2025Q4: 325,736 shares; 2026Q1: 318,436 shares; 2026Q2: 316,425 shares 316,425$46.4M12.22%-2,011Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 554,360 shares; 2024Q4: 546,220 shares; 2025Q1: 582,391 shares; 2025Q2: 587,758 shares; 2025Q3: 588,752 shares; 2025Q4: 580,854 shares; 2026Q1: 575,666 shares; 2026Q2: 544,043 shares 544,043$29.9M7.88%-31,623Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,798 shares; 2024Q4: 243,260 shares; 2025Q1: 245,514 shares; 2025Q2: 252,409 shares; 2025Q3: 266,976 shares; 2025Q4: 282,239 shares; 2026Q1: 288,155 shares; 2026Q2: 304,502 shares 304,502$24.1M6.34%+16,347Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,221 shares; 2024Q4: 460,715 shares; 2025Q1: 429,500 shares; 2025Q2: 387,258 shares; 2025Q3: 387,794 shares; 2025Q4: 379,096 shares; 2026Q1: 364,439 shares; 2026Q2: 364,529 shares 364,529$19.7M5.19%+90Timeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,982 shares; 2024Q4: 321,502 shares; 2025Q1: 330,827 shares; 2025Q2: 337,781 shares; 2025Q3: 358,277 shares; 2025Q4: 384,059 shares; 2026Q1: 373,644 shares; 2026Q2: 384,164 shares 384,164$18.2M4.8%+10,520Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268,828 shares; 2024Q4: 273,761 shares; 2025Q1: 284,785 shares; 2025Q2: 289,365 shares; 2025Q3: 309,077 shares; 2025Q4: 327,072 shares; 2026Q1: 337,619 shares; 2026Q2: 356,458 shares 356,458$17.3M4.55%+18,839Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 148,446 shares; 2025Q1: 151,232 shares; 2025Q2: 156,621 shares; 2025Q3: 167,149 shares; 2025Q4: 179,469 shares; 2026Q1: 182,035 shares; 2026Q2: 192,792 shares 192,792$14.9M3.92%+10,757Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,869 shares; 2024Q4: 186,099 shares; 2025Q1: 214,501 shares; 2025Q2: 220,282 shares; 2025Q3: 213,374 shares; 2025Q4: 212,859 shares; 2026Q1: 215,344 shares; 2026Q2: 209,327 shares 209,327$14.6M3.85%-6,017Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 154,272 shares; 2025Q1: 156,274 shares; 2025Q2: 158,497 shares; 2025Q3: 166,945 shares; 2025Q4: 177,672 shares; 2026Q1: 181,791 shares; 2026Q2: 188,667 shares 188,667$9.48M2.5%+6,876Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,870 shares; 2024Q4: 98,204 shares; 2025Q1: 95,170 shares; 2025Q2: 91,459 shares; 2025Q3: 92,278 shares; 2025Q4: 92,085 shares; 2026Q1: 89,788 shares; 2026Q2: 90,314 shares 90,314$8.06M2.12%+526Timeline
AVLCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,735 shares; 2025Q3: 82,468 shares; 2025Q4: 82,257 shares; 2026Q1: 90,743 shares; 2026Q2: 88,673 shares 88,673$7.98M2.1%-2,070Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,957 shares; 2024Q4: 133,085 shares; 2025Q1: 136,924 shares; 2025Q2: 128,323 shares; 2025Q3: 129,057 shares; 2025Q4: 130,112 shares; 2026Q1: 128,830 shares; 2026Q2: 132,189 shares 132,189$5.3M1.4%+3,359Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,853 shares; 2024Q4: 81,727 shares; 2025Q1: 83,918 shares; 2025Q2: 83,279 shares; 2025Q3: 83,023 shares; 2025Q4: 83,667 shares; 2026Q1: 80,151 shares; 2026Q2: 77,045 shares 77,045$3.13M0.82%-3,106Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 14,250 shares; 2025Q4: 14,250 shares; 2026Q1: 14,250 shares; 2026Q2: 14,250 shares 14,250$3.11M0.82%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,110 shares; 2024Q4: 11,110 shares; 2025Q1: 10,810 shares; 2025Q2: 10,810 shares; 2025Q3: 10,810 shares; 2025Q4: 10,958 shares; 2026Q1: 10,958 shares; 2026Q2: 10,592 shares 10,592$3.06M0.81%-366Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,329 shares; 2024Q4: 8,529 shares; 2025Q1: 8,529 shares; 2025Q2: 8,329 shares; 2025Q3: 8,329 shares; 2025Q4: 8,329 shares; 2026Q1: 8,329 shares; 2026Q2: 8,329 shares 8,329$1.13M0.3%0Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,816 shares; 2024Q4: 4,816 shares; 2025Q1: 4,816 shares; 2025Q2: 4,816 shares; 2025Q3: 4,816 shares; 2025Q4: 4,816 shares; 2026Q1: 4,816 shares; 2026Q2: 4,816 shares 4,816$837K0.22%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,046 shares; 2025Q1: 2,046 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares; 2025Q4: 2,086 shares; 2026Q1: 2,068 shares; 2026Q2: 2,040 shares 2,040$729K0.19%-28Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,552 shares; 2024Q4: 1,757 shares; 2025Q1: 1,757 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 1,739 shares; 2026Q1: 1,739 shares; 2026Q2: 1,739 shares 1,739$649K0.17%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,652 shares; 2025Q1: 2,652 shares; 2025Q2: 2,652 shares; 2025Q3: 2,652 shares; 2025Q4: 2,636 shares; 2026Q1: 2,636 shares; 2026Q2: 2,598 shares 2,598$619K0.16%-38Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,742 shares; 2024Q4: 3,742 shares; 2025Q1: 3,742 shares; 2025Q2: 3,742 shares; 2025Q3: 3,742 shares; 2025Q4: 3,742 shares; 2026Q1: 3,742 shares; 2026Q2: 3,742 shares 3,742$512K0.13%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,438 shares; 2025Q1: 1,438 shares; 2025Q2: 1,438 shares; 2025Q3: 1,438 shares; 2025Q4: 1,478 shares; 2026Q1: 1,478 shares; 2026Q2: 1,406 shares 1,406$497K0.13%-72Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 646 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 587 shares; 2025Q4: 587 shares; 2026Q1: 587 shares; 2026Q2: 587 shares 587$438K0.12%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 346 shares; 2025Q4: 344 shares; 2026Q1: 344 shares; 2026Q2: 344 shares 344$413K0.11%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares; 2026Q2: 1,910 shares 1,910$382K0.1%0Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,679 shares; 2024Q4: 3,679 shares; 2025Q1: 3,679 shares; 2025Q2: 3,679 shares; 2025Q3: 3,679 shares; 2025Q4: 3,679 shares; 2026Q1: 3,679 shares; 2026Q2: 3,679 shares 3,679$376K0.1%0Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares; 2026Q2: 690 shares 690$360K0.09%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 617 shares; 2026Q2: 567 shares 567$319K0.08%-50Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,025 shares; 2024Q4: not reported; 2025Q1: 1,219 shares; 2025Q2: not reported; 2025Q3: 1,219 shares; 2025Q4: 1,219 shares; 2026Q1: 1,219 shares; 2026Q2: 1,219 shares 1,219$310K0.08%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,107 shares; 2024Q4: 2,407 shares; 2025Q1: 2,407 shares; 2025Q2: not reported; 2025Q3: 2,407 shares; 2025Q4: 2,407 shares; 2026Q1: 2,407 shares; 2026Q2: 2,407 shares 2,407$309K0.08%0Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 181,957 shares; 2025Q1: 37,660 shares; 2025Q2: 17,254 shares; 2025Q3: 11,968 shares; 2025Q4: 9,510 shares; 2026Q1: 9,580 shares; 2026Q2: 5,973 shares 5,973$303K0.08%-3,607Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares; 2026Q2: 1,035 shares 1,035$291K0.08%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 831 shares; 2026Q1: 831 shares; 2026Q2: 831 shares 831$272K0.07%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,466 shares; 2024Q4: 1,841 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,812 shares; 2026Q1: 1,812 shares; 2026Q2: 1,812 shares 1,812$266K0.07%0Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 525 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 523 shares 523$257K0.07%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,168 shares; 2024Q4: not reported; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares; 2026Q1: 1,151 shares; 2026Q2: 1,151 shares 1,151$251K0.07%0Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,993 shares; 2025Q2: 1,993 shares; 2025Q3: 1,993 shares; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares; 2026Q2: 1,993 shares 1,993$233K0.06%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,561 shares 2,561$208K0.05%newTimeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001903273-26-000003 base2026-07-09acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001903273-26-000003 Quarter ended 2026-06-302026-07-09acceptance time not in the bulk data set
13F-HR 0001903273-26-000002 Quarter ended 2026-03-312026-04-15acceptance time not in the bulk data set
13F-HR 0001903273-26-000001 Quarter ended 2025-12-312026-01-06acceptance time not in the bulk data set
13F-HR 0001903273-25-000005 Quarter ended 2025-09-302025-10-09acceptance time not in the bulk data set
13F-HR 0001903273-25-000004 Quarter ended 2025-06-302025-07-08acceptance time not in the bulk data set
13F-HR 0001903273-25-000002 Quarter ended 2025-03-312025-04-16acceptance time not in the bulk data set
13F-HR 0001903273-25-000001 Quarter ended 2024-12-312025-01-06acceptance time not in the bulk data set
13F-HR 0001903273-24-000005 Quarter ended 2024-09-302024-10-08acceptance time not in the bulk data set
13F-HR 0001903273-24-000004 Quarter ended 2024-06-302024-07-02acceptance time not in the bulk data set
13F-HR 0001903273-24-000003 Quarter ended 2024-03-312024-04-17acceptance time not in the bulk data set
13F-HR 0001903273-24-000001 Quarter ended 2023-12-312024-01-11acceptance time not in the bulk data set
13F-HR 0001903273-23-000005 Quarter ended 2023-09-302023-10-12acceptance time not in the bulk data set
13F-HR 0001903273-23-000003 Quarter ended 2023-06-302023-07-12acceptance time not in the bulk data set
13F-HR 0001903273-23-000002 Quarter ended 2023-03-312023-04-17acceptance time not in the bulk data set
13F-HR 0001903273-23-000001 Quarter ended 2022-12-312023-01-13acceptance time not in the bulk data set
13F-HR 0001903273-22-000010 Quarter ended 2022-09-302022-10-05acceptance time not in the bulk data set
13F-HR 0001903273-22-000008 Quarter ended 2022-06-302022-07-08acceptance time not in the bulk data set
13F-HR 0001903273-22-000005 Quarter ended 2022-03-312022-04-28acceptance time not in the bulk data set
13F-HR 0001903273-22-000003 Quarter ended 2021-12-312022-01-27acceptance time not in the bulk data set