ShankerValleau Wealth Advisors, Inc.

Registered adviser

CIK

1903273

Location

SKOKIE, IL

Portfolio Value

Small $374,430,201

Diversification

Highly concentrated

Filing Date

Global Rank

#4,527 / 8,815 ▼ 201 · as of Jun 2026

Top Industry

Software - Infrastructure 71.8%

Period ended 24 days ago

Filed Oct 16, 2026 · 8d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 117527

Roster of Oct 1, 2026

Regulatory AUM

$645,254,680

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$645,254,680	Individuals and high net worth (98%)
Apr 2025 to Mar 2026	$549,903,956	Individuals and high net worth (99%)
Aug 2024 to Mar 2025	$495,663,683	Individuals and high net worth (99%)
Apr 2024 to Jul 2024	$447,887,565	Individuals and high net worth (99%)
Oct 2023 to Mar 2024	$410,501,856	Individuals and high net worth (98%)
May 2023 to Sep 2023	$385,982,736	Individuals and high net worth (98%)

5 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 98.1% of the book (60%+)

Turnover

Low turnover

4.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.3 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 95.7%; sector active share 71.4% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

49 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

58.0%

+0.7 pts

Top 5

90.3%

−1.0 pts

Top 10

97.3%

−0.8 pts

HHI

3,660

Highly concentrated+44

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	85.1%	$318,633,563	21
Technology	11.9%	$44,547,990	6
Financial Services	0.8%	$3,140,851	3
Healthcare	0.6%	$2,126,650	5
Communication Services	0.4%	$1,579,913	3
Consumer Defensive	0.4%	$1,539,147	3
Consumer Cyclical	0.3%	$961,674	2
Industrials	0.2%	$654,670	3
Energy	0.1%	$530,890	1
Basic Materials	0.1%	$513,999	1
Utilities	0.1%	$200,854	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
DUSB	Dimensional Ultrashort Fixed Income ETF	+58,760	64,733	$3,268,369
BNDX	Vanguard Total International Bond ETF	+15,774	372,232	$17,446,513
AVRE	Avantis Real Estate ETF	+12,808	396,972	$17,605,708
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+10,108	314,610	$24,303,622
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+7,575	196,242	$9,659,031
VCRB	VANGUARD CORE BOND ETF	+6,722	199,514	$14,688,220
DISV	Dimensional International Small Cap Value ETF	+815	133,004	$5,757,743
MSFT	Microsoft Corp	+500	2,239	$1,148,383
JNJ	Johnson & Johnson	+200	1,419	$375,666
IBM	International Business Machines Corp	+80	1,115	$245,221
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+24	77,069	$3,061,180
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	−34,234	2,163,045	$96,147,350
ORCL	Oracle Corp	−33,013	283,412	$38,912,467
DFUV	Dimensional U.S. Marketwide Value ETF	−17,863	526,180	$28,939,900
DFIV	Dimensional International Value ETF	−14,568	349,961	$19,548,821
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	−10,279	1,264,810	$46,823,266
DFAT	Dimensional U.S. Targeted Value ETF	−4,132	205,195	$13,633,155
AVLC	Avantis U.S. Large Cap Equity ETF	−2,030	86,643	$7,821,263
PGR	Progressive Corp	−1,424	12,826	$2,658,958
AVDE	Avantis International Equity ETF	−928	89,386	$8,054,572
XOM	ExxonMobil Holdings Corp	−480	3,262	$530,890
SBUX	Starbucks Corp	−227	3,452	$324,349
AAPL	Apple Inc.	−87	10,505	$3,498,375
AMZN	Amazon Com Inc	−40	2,558	$637,325
GOOG	Alphabet Inc.	−36	1,370	$466,813
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
ABBV	AbbVie Inc.	2,088	$546,199
SHW	Sherwin Williams Co	1,590	$513,999
ABT	Abbott Laboratories	4,624	$456,989
IWF	iShares Russell 1000 Growth ETF	2,884	$361,249
AMAT	Applied Materials Inc	601	$307,339
VIG	Vanguard Specialized Funds	1,104	$257,574
NSC	Norfolk Southern Corp	687	$212,283
IWD	iShares Russell 1000 Value ETF	842	$208,757
V	Visa Inc.	576	$206,974
UNP	Union Pacific Corp	757	$206,002
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
NTRS	Northern Trust Corp	4,816	$837,213
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 tracked positions · $374,430,201 total · filing declares 49 positions · $374,430,160 · as of Sep 30, 2026

All sectors Basic Materials 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
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	2,163,045	-34,234	$96,147,350	−1.4%	25.68%
DFAX	Dimensional World ex. U.S. Core Equity 2 ETF	Reduced	1,264,810	-10,279	$46,823,266	−0.3%	12.51%
ORCL	Oracle Corp Technology	Reduced	283,412	-33,013	$38,912,467	−16.1%	10.39%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	526,180	-17,863	$28,939,900	−3.3%	7.73%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	314,610	+10,108	$24,303,622	+1.0%	6.49%
DFIV	Dimensional International Value ETF	Reduced	349,961	-14,568	$19,548,821	−0.7%	5.22%
AVRE	Avantis Real Estate ETF	Added	396,972	+12,808	$17,605,708	−3.3%	4.70%
BNDX	Vanguard Total International Bond ETF	Added	372,232	+15,774	$17,446,513	+1.1%	4.66%
VCRB	VANGUARD CORE BOND ETF	Added	199,514	+6,722	$14,688,220	−1.4%	3.92%
DFAT	Dimensional U.S. Targeted Value ETF	Reduced	205,195	-4,132	$13,633,155	−6.8%	3.64%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	196,242	+7,575	$9,659,031	+1.9%	2.58%
AVDE	Avantis International Equity ETF	Reduced	89,386	-928	$8,054,572	−0.0%	2.15%
AVLC	Avantis U.S. Large Cap Equity ETF	Reduced	86,643	-2,030	$7,821,263	−2.0%	2.09%
DISV	Dimensional International Small Cap Value ETF	Added	133,004	+815	$5,757,743	+8.5%	1.54%
AAPL	Apple Inc. Technology	Reduced	10,505	-87	$3,498,375	+14.1%	0.93%
DUSB	Dimensional Ultrashort Fixed Income ETF	Added	64,733	+58,760	$3,268,369	+977.6%	0.87%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	77,069	+24	$3,061,180	−2.2%	0.82%
PGR	Progressive Corp Financial Services	Reduced	12,826	-1,424	$2,658,958	−14.6%	0.71%
MSFT	Microsoft Corp Technology	Added	2,239	+500	$1,148,383	+77.0%	0.31%
PEP	Pepsico Inc Consumer Defensive	Held	8,329	0	$1,055,450	−6.4%	0.28%
GOOGL	Alphabet Inc. Communication Services	Held	2,040	0	$701,923	−3.7%	0.19%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,558	-40	$637,325	+2.9%	0.17%
ABBV	AbbVie Inc. Healthcare	NEW	2,088	NEW	$546,199	NEW	0.15%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,262	-480	$530,890	+3.8%	0.14%
SHW	Sherwin Williams Co Basic Materials	NEW	1,590	NEW	$513,999	NEW	0.14%
GOOG	Alphabet Inc. Communication Services	Reduced	1,370	-36	$466,813	−6.0%	0.12%
ABT	Abbott Laboratories Healthcare	NEW	4,624	NEW	$456,989	NEW	0.12%
SPY	Spdr S&P 500 ETF Trust	Held	587	0	$447,663	+2.1%	0.12%
NVDA	Nvidia Corp Technology	Held	1,910	0	$436,205	+14.1%	0.12%
META	Meta Platforms, Inc. Communication Services	Held	567	0	$411,177	+28.7%	0.11%
LLY	ELI LILLY & Co Healthcare	Held	344	0	$398,035	−3.5%	0.11%
JNJ	Johnson & Johnson Healthcare	Added	1,419	+200	$375,666	+21.3%	0.10%
IWF	iShares Russell 1000 Growth ETF	NEW	2,884	NEW	$361,249	NEW	0.10%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	690	0	$350,899	−2.6%	0.09%
MRK	Merck & Co., Inc. Healthcare	Held	2,407	0	$349,761	+13.1%	0.09%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	3,452	-227	$324,349	−13.7%	0.09%
AMAT	Applied Materials Inc Technology	NEW	601	NEW	$307,339	NEW	0.08%
JPM	Jpmorgan Chase & Co Financial Services	Held	831	0	$274,919	+1.1%	0.07%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,812	0	$263,247	−0.9%	0.07%
VIG	Vanguard Specialized Funds	NEW	1,104	NEW	$257,574	NEW	0.07%
VTV	VANGUARD VALUE INDEX FUND	Held	1,151	0	$248,708	−0.8%	0.07%
IBM	International Business Machines Corp Technology	Added	1,115	+80	$245,221	−15.7%	0.07%
TT	Trane Technologies plc Industrials	Held	523	0	$236,385	−8.0%	0.06%
KO	Coca Cola Co Consumer Defensive	Held	2,561	0	$220,450	+5.9%	0.06%
NSC	Norfolk Southern Corp Industrials	NEW	687	NEW	$212,283	NEW	0.06%
IWD	iShares Russell 1000 Value ETF	NEW	842	NEW	$208,757	NEW	0.06%
V	Visa Inc. Financial Services	NEW	576	NEW	$206,974	NEW	0.06%
UNP	Union Pacific Corp Industrials	NEW	757	NEW	$206,002	NEW	0.06%
WEC	Wec Energy Group, Inc. Utilities	Held	1,993	0	$200,854	−13.7%	0.05%

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.