ShankerValleau Wealth Advisors, Inc.

CIK

1903273

Location

SKOKIE, IL

Portfolio Value

Micro $61,457,693

Diversification

Highly concentrated

Filing Date

Global Rank

#6,698 / 8,517 ▼ 127

Top Industry

Software - Infrastructure 77.5%

3Y Alpha vs SPY

-13.6%

Period ended 47 days ago

Filed Jul 9, 2026 · 38d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+21.8%

SPY

+76.6%

Annualised alpha

-14.1%

Max drawdown

−48.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

75.5%

+14.9 pts

Top 5

88.7%

−1.8 pts

Top 10

93.5%

−1.6 pts

HHI

5,757

Highly concentrated+1,610

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	82.6%	$50,758,888	5
Financial Services	6.9%	$4,222,136	3
Consumer Defensive	2.6%	$1,601,589	3
Communication Services	1.7%	$1,048,419	2
Healthcare	1.7%	$1,031,491	3
Consumer Cyclical	1.6%	$995,164	2
Unclassified	1.3%	$798,802	2
Energy	0.8%	$511,606	1
Industrials	0.4%	$256,876	1
Utilities	0.4%	$232,722	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	−2,011	316,425	$46,372,083
GOOGL	Alphabet Inc.	−1,506	2,040	$729,034
AAPL	Apple Inc.	−366	10,592	$3,064,901
META	Meta Platforms, Inc.	−50	567	$319,385
AMZN	Amazon Com Inc	−38	2,598	$619,207
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
KO	Coca Cola Co	2,561	$208,132
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
BNDX	Vanguard Total International Bond ETF	337,619	$16,222,592
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $61,457,693 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ORCL	Oracle Corp Technology	Reduced	316,425	-2,011	$46,372,083	−1.0%	75.45%
PGR	Progressive Corp/Oh/ Financial Services	Held	14,250	0	$3,112,912	+10.2%	5.07%
AAPL	Apple Inc. Technology	Reduced	10,592	-366	$3,064,901	+10.2%	4.99%
PEP	Pepsico Inc Consumer Defensive	Held	8,329	0	$1,127,746	−12.8%	1.83%
NTRS	Northern Trust Corp Financial Services	Held	4,816	0	$837,213	+24.6%	1.36%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,040	-1,506	$729,034	−28.4%	1.19%
MSFT	Microsoft Corp Technology	Held	1,739	0	$648,681	+0.8%	1.06%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,598	-38	$619,207	+12.8%	1.01%
XOM	ExxonMobil Holdings Corp Energy	Held	3,742	0	$511,606	−19.4%	0.83%
SPY	Spdr S&P 500 ETF Trust	Held	587	0	$438,353	+14.8%	0.71%
LLY	ELI LILLY & Co Healthcare	Held	344	0	$412,603	+30.4%	0.67%
NVDA	Nvidia Corp Technology	Held	1,910	0	$382,171	+14.7%	0.62%
SBUX	Starbucks Corp Consumer Cyclical	Held	3,679	0	$375,957	+14.1%	0.61%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	690	0	$360,449	+12.8%	0.59%
META	Meta Platforms, Inc. Communication Services	Reduced	567	-50	$319,385	−9.5%	0.52%
JNJ	Johnson & Johnson Healthcare	Held	1,219	0	$309,589	+3.9%	0.50%
MRK	Merck & Co., Inc. Healthcare	Held	2,407	0	$309,299	+6.8%	0.50%
IBM	International Business Machines Corp Technology	Held	1,035	0	$291,052	+16.0%	0.47%
JPM	Jpmorgan Chase & Co Financial Services	Held	831	0	$272,011	+11.3%	0.44%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,812	0	$265,711	+1.5%	0.43%
TT	Trane Technologies plc Industrials	Held	523	0	$256,876	+17.9%	0.42%
WEC	Wec Energy Group, Inc. Utilities	Held	1,993	0	$232,722	+0.9%	0.38%
KO	Coca Cola Co Consumer Defensive	NEW	2,561	NEW	$208,132	NEW	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.