ShankerValleau Wealth Advisors, Inc. - Portfolio Stock Holdings
ShankerValleau Wealth Advisors, Inc. disclosed 40 stock positions in a recent SEC 13F filing. $379,571,047 of stock holdings were filed, with the largest holdings including DFAC, DFAX, and ORCL. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $645,254,680 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
40Est. Stock Holding Value:
$379,571,047Top Stock Holdings By Sector
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Portfolio Stock Holdings - ShankerValleau Wealth Advisors, Inc.
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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