ShankerValleau Wealth Advisors, Inc.
Filing Date
Global Rank
#6,225
/ 8,232
▼ 128
Top Industry
Software - Infrastructure
79.2%
3Y Alpha vs SPY
-5.8%
Period ended 2 months ago
Filed Apr 15, 2026 · 2mo
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+52.0%
SPY
+76.3%
Annualised alpha
-5.8%
Max drawdown
−51.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
77.2%
−3.9 pts
Top 5
89.7%
−2.0 pts
Top 10
94.3%
−0.9 pts
HHI
6,018
Highly concentrated−605
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 83.8% | $50,853,851 |
| Financial Services | 6.2% | $3,741,535 |
| Consumer Defensive | 2.6% | $1,555,135 |
| Communication Services | 1.6% | $947,678 |
| Healthcare | 1.5% | $903,910 |
| Consumer Cyclical | 1.4% | $878,600 |
| Unclassified | 1.2% | $701,350 |
| Energy | 1.0% | $634,867 |
| Utilities | 0.4% | $230,729 |
| Industrials | 0.4% | $217,955 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| V | Visa Inc. | 576 | $202,008 | |
| No positions match the current search. | ||||
1 positions ·
$230,729 total
· Utilities only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WEC |
Wec Energy Group, Inc.
Utilities
|
Held | 1,993 | $230,729 | 100.00% |