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ShankerValleau Wealth Advisors, Inc.

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13F filer, CIK 1903273, SKOKIE, IL

ShankerValleau Wealth Advisors, Inc. reported $389,584,070 across 42 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-09. Its ten largest share positions make up 88.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001903273-25-000005

Period
2025-09-30
Reported value
$390M
Holdings
42
Top 10 weight
88.06%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VCSHadded+14,567$1.16M
BNDXadded+19,712$975K
ITOTnew+6,316$920K
AVREadded+20,496$912K
VCRBadded+10,528$826K

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-39,664-$1.53M
DFATreduced-6,908-$402K
CMFexited-6,185-$345K
ORCLreduced-971-$273K
DUSBreduced-5,286-$268K

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, Q3 2025

Share positions as resolved from 13F-HR 0001903273-25-000005, largest first. % of portfolio is the value over $389,584,070, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,617 shares; 2024Q4: 331,581 shares; 2025Q1: 331,581 shares; 2025Q2: 327,874 shares; 2025Q3: 326,903 shares 326,903$91.9M23.6%-971Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 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 2,261,087$87.2M22.39%-39,664Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 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 1,326,522$41.6M10.68%+1,931Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,360 shares; 2024Q4: 546,220 shares; 2025Q1: 582,391 shares; 2025Q2: 587,758 shares; 2025Q3: 588,752 shares 588,752$26.3M6.75%+994Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,798 shares; 2024Q4: 243,260 shares; 2025Q1: 245,514 shares; 2025Q2: 252,409 shares; 2025Q3: 266,976 shares 266,976$21.3M5.48%+14,567Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,221 shares; 2024Q4: 460,715 shares; 2025Q1: 429,500 shares; 2025Q2: 387,258 shares; 2025Q3: 387,794 shares 387,794$17.9M4.59%+536Timeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,982 shares; 2024Q4: 321,502 shares; 2025Q1: 330,827 shares; 2025Q2: 337,781 shares; 2025Q3: 358,277 shares 358,277$15.9M4.09%+20,496Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,828 shares; 2024Q4: 273,761 shares; 2025Q1: 284,785 shares; 2025Q2: 289,365 shares; 2025Q3: 309,077 shares 309,077$15.3M3.92%+19,712Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148,446 shares; 2025Q1: 151,232 shares; 2025Q2: 156,621 shares; 2025Q3: 167,149 shares 167,149$13.1M3.36%+10,528Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,869 shares; 2024Q4: 186,099 shares; 2025Q1: 214,501 shares; 2025Q2: 220,282 shares; 2025Q3: 213,374 shares 213,374$12.4M3.19%-6,908Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 154,272 shares; 2025Q1: 156,274 shares; 2025Q2: 158,497 shares; 2025Q3: 166,945 shares 166,945$8.45M2.17%+8,448Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,870 shares; 2024Q4: 98,204 shares; 2025Q1: 95,170 shares; 2025Q2: 91,459 shares; 2025Q3: 92,278 shares 92,278$7.28M1.87%+819Timeline
AVLCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,735 shares; 2025Q3: 82,468 shares 82,468$6.31M1.62%+733Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,957 shares; 2024Q4: 133,085 shares; 2025Q1: 136,924 shares; 2025Q2: 128,323 shares; 2025Q3: 129,057 shares 129,057$4.61M1.18%+734Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 14,250 shares 14,250$3.52M0.9%-750Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,110 shares; 2024Q4: 11,110 shares; 2025Q1: 10,810 shares; 2025Q2: 10,810 shares; 2025Q3: 10,810 shares 10,810$2.75M0.71%0Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,853 shares; 2024Q4: 81,727 shares; 2025Q1: 83,918 shares; 2025Q2: 83,279 shares; 2025Q3: 83,023 shares 83,023$2.66M0.68%-256Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,329 shares; 2024Q4: 8,529 shares; 2025Q1: 8,529 shares; 2025Q2: 8,329 shares; 2025Q3: 8,329 shares 8,329$1.17M0.3%0Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,316 shares 6,316$920K0.24%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 1,757 shares; 2025Q1: 1,757 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares 1,757$910K0.23%0Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,195 shares 8,195$677K0.17%newTimeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 4,816 shares; 2025Q1: 4,816 shares; 2025Q2: 4,816 shares; 2025Q3: 4,816 shares 4,816$648K0.17%0Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 181,957 shares; 2025Q1: 37,660 shares; 2025Q2: 17,254 shares; 2025Q3: 11,968 shares 11,968$608K0.16%-5,286Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,652 shares; 2025Q1: 2,652 shares; 2025Q2: 2,652 shares; 2025Q3: 2,652 shares 2,652$582K0.15%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,046 shares; 2025Q1: 2,046 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares 2,046$497K0.13%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares 617$453K0.12%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,742 shares; 2024Q4: 3,742 shares; 2025Q1: 3,742 shares; 2025Q2: 3,742 shares; 2025Q3: 3,742 shares 3,742$422K0.11%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 587 shares 587$391K0.1%-6Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares 1,910$356K0.09%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,438 shares; 2025Q1: 1,438 shares; 2025Q2: 1,438 shares; 2025Q3: 1,438 shares 1,438$350K0.09%0Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares 690$320K0.08%0Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,679 shares; 2024Q4: 3,679 shares; 2025Q1: 3,679 shares; 2025Q2: 3,679 shares; 2025Q3: 3,679 shares 3,679$311K0.08%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares 1,035$292K0.07%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,841 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares 1,841$283K0.07%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 346 shares 346$264K0.07%+37Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 831 shares 831$262K0.07%0Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,993 shares; 2025Q2: 1,993 shares; 2025Q3: 1,993 shares 1,993$228K0.06%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: not reported; 2025Q1: 1,219 shares; 2025Q2: not reported; 2025Q3: 1,219 shares 1,219$226K0.06%newTimeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 523 shares 523$221K0.06%-2Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: not reported; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares 1,168$218K0.06%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 2,407 shares; 2025Q1: 2,407 shares; 2025Q2: not reported; 2025Q3: 2,407 shares 2,407$202K0.05%newTimeline
AMCOR PLCAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,769 shares; 2024Q4: 15,769 shares; 2025Q1: 15,769 shares; 2025Q2: 15,769 shares; 2025Q3: 15,769 shares 15,769$129K0.03%0

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CMFISHARES TR6,185$345Kshares
VVISA INC576$205Kshares

How Q3 2025 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 0001903273-25-000005 base2025-10-09acceptance time not in the bulk data set