Portfolio (Quarterly) Guide ↗

ShankerValleau Wealth Advisors, Inc.

· CIK 0001903273

13F Portfolio $355M AUM 39 positions Filed Apr 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 Added 10 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	V	VISA INC	Financial Services	576	$202K	0.06%	SOLD
2	—	AMCOR PLC	—	15,769	$132K	0.04%	SOLD

Sector Allocation

Technology 83.2%

Financial Services 7.3%

Consumer Defensive 2.5%

Communication Services 2.2%

Healthcare 1.5%

Consumer Cyclical 1.4%

Energy 1.0%

Utilities 0.4%

Industrials 0.4%