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ShankerValleau Wealth Advisors, Inc.

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13F filer, CIK 1903273, SKOKIE, IL

ShankerValleau Wealth Advisors, Inc. reported $368,975,083 across 41 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-06. Its ten largest share positions make up 87.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001903273-26-000001

Period
2025-12-31
Reported value
$369M
Holdings
41
Top 10 weight
87.37%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VCSHadded+15,263$1.22M
AVREadded+25,782$1.12M
VCRBadded+12,320$960K
BNDXadded+17,995$870K
VTIPadded+10,727$531K

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-35,495-$1.41M
ITOTexited-6,316-$920K
IXUSexited-8,195-$677K
DFIVreduced-8,698-$434K
DFUVreduced-7,898-$368K

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, Q4 2025

Share positions as resolved from 13F-HR 0001903273-26-000001, largest first. % of portfolio is the value over $368,975,083, 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; 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; 2025Q4: 2,225,592 shares 2,225,592$88.1M23.88%-35,495Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400,617 shares; 2024Q4: 331,581 shares; 2025Q1: 331,581 shares; 2025Q2: 327,874 shares; 2025Q3: 326,903 shares; 2025Q4: 325,736 shares 325,736$63.5M17.21%-1,167Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,317,141 shares 1,317,141$43.1M11.68%-9,381Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,360 shares; 2024Q4: 546,220 shares; 2025Q1: 582,391 shares; 2025Q2: 587,758 shares; 2025Q3: 588,752 shares; 2025Q4: 580,854 shares 580,854$27.1M7.33%-7,898Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,798 shares; 2024Q4: 243,260 shares; 2025Q1: 245,514 shares; 2025Q2: 252,409 shares; 2025Q3: 266,976 shares; 2025Q4: 282,239 shares 282,239$22.5M6.1%+15,263Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,221 shares; 2024Q4: 460,715 shares; 2025Q1: 429,500 shares; 2025Q2: 387,258 shares; 2025Q3: 387,794 shares; 2025Q4: 379,096 shares 379,096$18.9M5.13%-8,698Timeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 281,982 shares; 2024Q4: 321,502 shares; 2025Q1: 330,827 shares; 2025Q2: 337,781 shares; 2025Q3: 358,277 shares; 2025Q4: 384,059 shares 384,059$16.7M4.53%+25,782Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268,828 shares; 2024Q4: 273,761 shares; 2025Q1: 284,785 shares; 2025Q2: 289,365 shares; 2025Q3: 309,077 shares; 2025Q4: 327,072 shares 327,072$15.8M4.28%+17,995Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 148,446 shares; 2025Q1: 151,232 shares; 2025Q2: 156,621 shares; 2025Q3: 167,149 shares; 2025Q4: 179,469 shares 179,469$14M3.79%+12,320Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,869 shares; 2024Q4: 186,099 shares; 2025Q1: 214,501 shares; 2025Q2: 220,282 shares; 2025Q3: 213,374 shares; 2025Q4: 212,859 shares 212,859$12.7M3.43%-515Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 154,272 shares; 2025Q1: 156,274 shares; 2025Q2: 158,497 shares; 2025Q3: 166,945 shares; 2025Q4: 177,672 shares 177,672$8.79M2.38%+10,727Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,870 shares; 2024Q4: 98,204 shares; 2025Q1: 95,170 shares; 2025Q2: 91,459 shares; 2025Q3: 92,278 shares; 2025Q4: 92,085 shares 92,085$7.58M2.05%-193Timeline
AVLCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,735 shares; 2025Q3: 82,468 shares; 2025Q4: 82,257 shares 82,257$6.47M1.75%-211Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,957 shares; 2024Q4: 133,085 shares; 2025Q1: 136,924 shares; 2025Q2: 128,323 shares; 2025Q3: 129,057 shares; 2025Q4: 130,112 shares 130,112$4.94M1.34%+1,055Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 14,250 shares; 2025Q4: 14,250 shares 14,250$3.25M0.88%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,110 shares; 2024Q4: 11,110 shares; 2025Q1: 10,810 shares; 2025Q2: 10,810 shares; 2025Q3: 10,810 shares; 2025Q4: 10,958 shares 10,958$2.98M0.81%+148Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,853 shares; 2024Q4: 81,727 shares; 2025Q1: 83,918 shares; 2025Q2: 83,279 shares; 2025Q3: 83,023 shares; 2025Q4: 83,667 shares 83,667$2.77M0.75%+644Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,329 shares; 2024Q4: 8,529 shares; 2025Q1: 8,529 shares; 2025Q2: 8,329 shares; 2025Q3: 8,329 shares; 2025Q4: 8,329 shares 8,329$1.2M0.32%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,552 shares; 2024Q4: 1,757 shares; 2025Q1: 1,757 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 1,739 shares 1,739$841K0.23%-18Timeline
NTRSNORTHERN TR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 4,816 shares; 2025Q1: 4,816 shares; 2025Q2: 4,816 shares; 2025Q3: 4,816 shares; 2025Q4: 4,816 shares 4,816$658K0.18%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,046 shares; 2025Q1: 2,046 shares; 2025Q2: 2,046 shares; 2025Q3: 2,046 shares; 2025Q4: 2,086 shares 2,086$653K0.18%+40Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,652 shares; 2025Q1: 2,652 shares; 2025Q2: 2,652 shares; 2025Q3: 2,652 shares; 2025Q4: 2,636 shares 2,636$608K0.16%-16Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 181,957 shares; 2025Q1: 37,660 shares; 2025Q2: 17,254 shares; 2025Q3: 11,968 shares; 2025Q4: 9,510 shares 9,510$482K0.13%-2,458Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,438 shares; 2025Q1: 1,438 shares; 2025Q2: 1,438 shares; 2025Q3: 1,438 shares; 2025Q4: 1,478 shares 1,478$464K0.13%+40Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,742 shares; 2024Q4: 3,742 shares; 2025Q1: 3,742 shares; 2025Q2: 3,742 shares; 2025Q3: 3,742 shares; 2025Q4: 3,742 shares 3,742$450K0.12%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 617 shares 617$407K0.11%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 646 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 587 shares; 2025Q4: 587 shares 587$400K0.11%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 346 shares; 2025Q4: 344 shares 344$370K0.1%-2Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares 1,910$356K0.1%0Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares 690$332K0.09%0Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,679 shares; 2024Q4: 3,679 shares; 2025Q1: 3,679 shares; 2025Q2: 3,679 shares; 2025Q3: 3,679 shares; 2025Q4: 3,679 shares 3,679$310K0.08%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares 1,035$307K0.08%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 831 shares 831$268K0.07%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,466 shares; 2024Q4: 1,841 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,812 shares 1,812$260K0.07%-29Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 2,407 shares; 2025Q1: 2,407 shares; 2025Q2: not reported; 2025Q3: 2,407 shares; 2025Q4: 2,407 shares 2,407$253K0.07%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: not reported; 2025Q1: 1,219 shares; 2025Q2: not reported; 2025Q3: 1,219 shares; 2025Q4: 1,219 shares 1,219$252K0.07%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,168 shares; 2024Q4: not reported; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares 1,168$223K0.06%0Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,993 shares; 2025Q2: 1,993 shares; 2025Q3: 1,993 shares; 2025Q4: 1,993 shares 1,993$210K0.06%0Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 525 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 523 shares; 2025Q4: 523 shares 523$204K0.06%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: not reported; 2025Q4: 576 shares 576$202K0.05%newTimeline
AMCOR PLCAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,769 shares; 2024Q4: 15,769 shares; 2025Q1: 15,769 shares; 2025Q2: 15,769 shares; 2025Q3: 15,769 shares; 2025Q4: 15,769 shares 15,769$132K0.04%0

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ITOTISHARES TR6,316$920Kshares
IXUSISHARES TR8,195$677Kshares

How Q4 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 0001903273-26-000001 base2026-01-06acceptance time not in the bulk data set