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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
Page 2 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 3,742.0 $635K 0.18% $169.66 -9.3%
22 GOOGL ALPHABET INC Communication Services 2,068.0 $595K 0.17% -18.0 -0.9% $287.56 +34.6%
23 AMZN AMAZON COM INC Consumer Cyclical 2,636.0 $549K 0.15% $208.27 +28.1%
24 DUSB DIMENSIONAL ETF TRUST 9,580.0 $486K 0.14% +70.0 +0.7% $50.71 +0.1%
25 GOOG ALPHABET INC Communication Services 1,478.0 $424K 0.12% $286.86 +33.7%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 587.0 $382K 0.11% $650.34 +15.4%
27 META META PLATFORMS INC Communication Services 617.0 $353K 0.10% $572.13 +6.6%
28 NVDA NVIDIA CORPORATION Technology 1,910.0 $333K 0.09% $174.40 +23.7%
29 SBUX STARBUCKS CORP Consumer Cyclical 3,679.0 $330K 0.09% $89.59 +14.4%
30 DIA STATE STR SPDR DOW JONES IND Financial Services 690.0 $320K 0.09% $463.19 +9.4%
31 LLY ELI LILLY & CO Healthcare 344.0 $316K 0.09% $919.77 +15.8%
32 JNJ JOHNSON & JOHNSON Healthcare 1,219.0 $298K 0.08% $244.44 -6.0%
33 MRK MERCK & CO INC Healthcare 2,407.0 $290K 0.08% $120.29 +0.6%
34 PG PROCTER & GAMBLE CO Consumer Defensive 1,812.0 $262K 0.07% $144.44 -0.4%
35 IBM INTERNATIONAL BUSINESS MACHS Technology 1,035.0 $251K 0.07% $242.39 +2.9%
36 JPM JPMORGAN CHASE & CO Financial Services 831.0 $244K 0.07% $294.16 +4.8%
37 WEC WEC ENERGY GROUP INC Utilities 1,993.0 $231K 0.07% $115.77 -2.2%
38 VTV VANGUARD INDEX FDS 1,151.0 $226K 0.06% -17.0 -1.5% $196.20 +8.2%
39 TT TRANE TECHNOLOGIES PLC Industrials 523.0 $218K 0.06% $416.74 +10.8%
Page 2 of 2  ·  39 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%