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ShankerValleau Wealth Advisors, Inc.

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13F filer, CIK 1903273, SKOKIE, IL

ShankerValleau Wealth Advisors, Inc. reported $374,430,160 across 49 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-16. Its ten largest share positions make up 84.94% of the portfolio.

Accepted , ingested 13F-HR 0001903273-26-000004

Period
2026-09-30
Reported value
$374M
Holdings
49
Top 10 weight
84.94%
New
11
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DUSBadded+58,760$2.97M
VCSHadded+10,108$781K
BNDXadded+15,774$739K
AVREadded+12,808$568K
ABBVnew+2,088$546K

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
ORCLreduced-33,013-$4.53M
DFACreduced-34,234-$1.52M
DFUVreduced-17,863-$982K
NTRSexited-4,816-$837K
DFIVreduced-14,568-$814K

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 2026

Share positions as resolved from 13F-HR 0001903273-26-000004, largest first. % of portfolio is the value over $374,430,160, 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; 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; 2026Q3: 2,163,045 shares 2,163,045$96.1M25.68%-34,234Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,264,810 shares 1,264,810$46.8M12.51%-10,279Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 283,412 shares 283,412$38.9M10.39%-33,013Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 526,180 shares 526,180$28.9M7.73%-17,863Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 314,610 shares 314,610$24.3M6.49%+10,108Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 349,961 shares 349,961$19.5M5.22%-14,568Timeline
AVREAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 396,972 shares 396,972$17.6M4.7%+12,808Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 372,232 shares 372,232$17.4M4.66%+15,774Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 199,514 shares 199,514$14.7M3.92%+6,722Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 205,195 shares 205,195$13.6M3.64%-4,132Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 196,242 shares 196,242$9.66M2.58%+7,575Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 89,386 shares 89,386$8.05M2.15%-928Timeline
AVLCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 86,643 shares 86,643$7.82M2.09%-2,030Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 133,004 shares 133,004$5.76M1.54%+815Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,505 shares 10,505$3.5M0.93%-87Timeline
DUSBDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 64,733 shares 64,733$3.27M0.87%+58,760Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 77,069 shares 77,069$3.06M0.82%+24Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,826 shares 12,826$2.66M0.71%-1,424Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,239 shares 2,239$1.15M0.31%+500Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,329 shares 8,329$1.06M0.28%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,040 shares 2,040$702K0.19%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,558 shares 2,558$637K0.17%-40Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,088 shares 2,088$546K0.15%newTimeline
XOMEXXONMOBIL HOLDINGS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,262 shares 3,262$531K0.14%newTimeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,590 shares 1,590$514K0.14%newTimeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,370 shares 1,370$467K0.12%-36Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,624 shares 4,624$457K0.12%newTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 587 shares; 2025Q4: 587 shares; 2026Q1: 587 shares; 2026Q2: 587 shares; 2026Q3: 587 shares 587$448K0.12%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,910 shares 1,910$436K0.12%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 617 shares; 2026Q2: 567 shares; 2026Q3: 567 shares 567$411K0.11%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 309 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 346 shares; 2025Q4: 344 shares; 2026Q1: 344 shares; 2026Q2: 344 shares; 2026Q3: 344 shares 344$398K0.11%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,419 shares 1,419$376K0.1%+200Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,884 shares 2,884$361K0.1%newTimeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 690 shares; 2026Q1: 690 shares; 2026Q2: 690 shares; 2026Q3: 690 shares 690$351K0.09%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,407 shares 2,407$350K0.09%0Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,452 shares 3,452$324K0.09%-227Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 601 shares 601$307K0.08%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 831 shares; 2025Q2: 831 shares; 2025Q3: 831 shares; 2025Q4: 831 shares; 2026Q1: 831 shares; 2026Q2: 831 shares; 2026Q3: 831 shares 831$275K0.07%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,812 shares 1,812$263K0.07%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,104 shares 1,104$258K0.07%newTimeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,151 shares 1,151$249K0.07%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,115 shares 1,115$245K0.07%+80Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 525 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 523 shares; 2026Q2: 523 shares; 2026Q3: 523 shares 523$236K0.06%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,561 shares; 2026Q3: 2,561 shares 2,561$220K0.06%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 687 shares 687$212K0.06%newTimeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 842 shares 842$209K0.06%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: not reported; 2025Q4: 576 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 576 shares 576$207K0.06%newTimeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 757 shares 757$206K0.06%newTimeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,993 shares 1,993$201K0.05%0Timeline

Sold out in Q3 2026

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

SecurityShares beforeValue beforeType
NTRSNORTHERN TR CORP4,816$837Kshares
XOMEXXON MOBIL CORP3,742$512Kshares

How Q3 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 0001903273-26-000004 base2026-10-16