Latest ShankerValleau Wealth Advisors, Inc. Stock Portfolio

ShankerValleau Wealth Advisors, Inc. Performance:

2026 Q1: -3.5%YTD: -3.5%2025: 15.16%

Performance for 2026 Q1 is -3.5%, and YTD is -3.5%, and 2025 is 15.16%.

About ShankerValleau Wealth Advisors, Inc. and 13F Hedge Fund Stock Holdings

ShankerValleau Wealth Advisors, Inc. is a hedge fund based in Skokie, IL. On 2026-04-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, ShankerValleau Wealth Advisors, Inc. reported an equity portfolio of $354.8 Millions as of 31 Mar, 2026.

The top stock holdings of ShankerValleau Wealth Advisors, Inc. are DFAC, ORCL, DFAC. The fund has invested 24.8% of it's portfolio in DIMENSIONAL ETF TRUST and 13.2% of portfolio in ORACLE CORP.

The fund managers got completely rid off VISA INC (V) and AMCOR PLC (AMCR) stocks. They significantly reduced their stock positions in DIMENSIONAL ETF TRUST (DFAC), AMERICAN CENTY ETF TR (AEMB) and ORACLE CORP (ORCL). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), VANGUARD CHARLOTTE FDS (BNDX) and VANGUARD MALVERN FDS (VTIP).

ShankerValleau Wealth Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that ShankerValleau Wealth Advisors, Inc. made a return of -3.5% in the last quarter. In trailing 12 months, it's portfolio return was 13.76%.

Performance
S&P 500

New Buys

No new stocks were added by ShankerValleau Wealth Advisors, Inc.

Additions

Ticker	% Inc.
american centy etf tr	10.32
vanguard charlotte fds	3.22
vanguard malvern fds	2.32
vanguard scottsdale fds	2.1
dimensional etf trust	1.63
vanguard malvern fds	1.43
dimensional etf trust	1.17
dimensional etf trust	0.74

Additions to existing portfolio by ShankerValleau Wealth Advisors, Inc.

Reductions

Ticker	% Reduced
dimensional etf trust	-4.2
dimensional etf trust	-3.87
dimensional etf trust	-3.09
american centy etf tr	-2.71
american centy etf tr	-2.49
oracle corp	-2.24
vanguard index fds	-1.46
dimensional etf trust	-0.99

ShankerValleau Wealth Advisors, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
amcor plc	-131,513
visa inc	-202,009

ShankerValleau Wealth Advisors, Inc. got rid off the above stocks

Sector Distribution

ShankerValleau Wealth Advisors, Inc. has about 83% of it's holdings in Others sector.

Sector	%
Others	83
Technology	14.3
Financial Services	1.1

Market Cap. Distribution

ShankerValleau Wealth Advisors, Inc. has about 17% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	83
MEGA-CAP	15.8
LARGE-CAP	1.2

Stocks belong to which Index?

About 17% of the stocks held by ShankerValleau Wealth Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	83
S&P 500	17

Top 5 Winners (%)		%
XOM	exxon mobil corp	41.0 %
JNJ	johnson & johnson	18.1 %
MRK	merck & co inc	14.3 %
WEC	wec energy group inc	9.8 %
PEP	pepsico inc	8.2 %

Top 5 Winners ($)		$
DFAC	dimensional etf trust	1.6 M
DFAC	dimensional etf trust	1.1 M
DFAC	dimensional etf trust	1.1 M
DFAC	dimensional etf trust	0.6 M
AEMB	american centy etf tr	0.2 M

Top 5 Losers (%)		%
ORCL	oracle corp	-24.3 %
MSFT	microsoft corp	-23.5 %
IBM	international business machs	-18.2 %
LLY	eli lilly & co	-14.4 %
META	meta platforms inc	-13.3 %

Top 5 Losers ($)		$
ORCL	oracle corp	-15.4 M
DFAC	dimensional etf trust	-1.6 M
PGR	progressive corp	-0.4 M
AAPL	apple inc	-0.2 M
MSFT	microsoft corp	-0.2 M

ShankerValleau Wealth Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ShankerValleau Wealth Advisors, Inc.

ShankerValleau Wealth Advisors, Inc. has 39 stocks in it's portfolio. About 86.9% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for ShankerValleau Wealth Advisors, Inc. last quarter.

Last Reported on: 15 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.78	10,958	2,781,030	unchanged	0.00

AEMB	american centy etf tr	4.64	373,644	16,447,800	reduced	-2.71

AEMB	american centy etf tr	2.15	89,788	7,617,610	reduced	-2.49

AEMB	american centy etf tr	1.98	90,743	7,037,120	added	10.32

AMCR	amcor plc	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	0.16	2,636	549,000	unchanged	0.00

BNDW	vanguard scottsdale fds	6.44	288,155	22,842,000	added	2.1

BNDX	vanguard charlotte fds	4.57	337,619	16,222,600	added	3.22

DFAC	dimensional etf trust	24.77	2,261,880	87,896,700	added	1.63

DFAC	dimensional etf trust	12.22	1,276,500	43,362,800	reduced	-3.09

DFAC	dimensional etf trust	7.86	575,666	27,896,800	reduced	-0.89

DFAC	dimensional etf trust	5.42	364,439	19,235,100	reduced	-3.87

DFAC	dimensional etf trust	3.79	215,344	13,448,200	added	1.17

DFAC	dimensional etf trust	1.43	128,830	5,081,060	reduced	-0.99

DFAC	dimensional etf trust	0.78	80,151	2,769,220	reduced	-4.2

DFAC	dimensional etf trust	0.14	9,580	485,802	added	0.74

DIA	state str spdr dow jones ind	0.09	690	319,601	unchanged	0.00

GOOG	alphabet inc	0.17	2,068	594,674	reduced	-0.86

GOOG	alphabet inc	0.12	1,478	423,979	unchanged	0.00

IBM	international business machs	0.07	1,035	250,874	unchanged	0.00