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Shankervalleau Wealth Advisors - Q3 2026 13F Filings

SH

Shankervalleau Wealth Advisors, Inc.

CIK: 0001903273
Address: Illinois Skokie 5215 Old Orchard Road Suite 850
$374.43 M
Portfolio Value
49
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 10/16/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. DUSB Dimensional Ultrashort Fixed Income Etf
+$2.97 M
2. VCSH Vanguard Short-Term Corporate Bond Etf
+$780,841.76
3. BNDX Vanguard Total International Bond Etf
+$739,326.37
4. AVRE Avantis Real Estate Etf
+$568,034.79
5. ABBV Abbvie
+$546,200

Top Sells

Q3 2026
1. ORCL Oracle Corporation
−$4.53 M
2. DFAC Dimensional Us Core Equity 2 Etf
−$1.52 M
3. DFUV Dimensional Us Marketwide Value Etf
−$982,465
4. NTRS Northern Trust Corporation
−$837,213
5. DFIV Dimensional International Value Etf
−$813,768.46

Asset Allocation

Stocks/ETFs
-1.35%
$374.43 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Shankervalleau Wealth Advisors Q3 2026 Filing Summary

Shankervalleau Wealth Advisors, Inc. filed its 13F report for Q3 2026 on October 16, 2026. The portfolio totaled 374.43 M reflecting a -1.35% change from the prior quarter, spanning 49 assets. The top 10 holdings comprised 84.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 10 new positions and 1 complete exits.

Report Type

Status

Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Shankervalleau Wealth Advisors’s Q3 2026 Filing

Shankervalleau Wealth Advisors submitted their Form 13F-HR for the Q3 2026 period on 10/16/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Shankervalleau Wealth Advisors reported a managed portfolio value of 374.43 M, consisting of 49 individual positions.

This page displays the raw filing documents. To see which stocks Shankervalleau Wealth Advisors bought or sold during Q3 2026, please visit Shankervalleau Wealth Advisors's Portfolio Analysis page.