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Livermore
Livermore
ZHEN

ShankerValleau Wealth Advisors, Inc.

SEC CIK
0001903273
Latest filing
Jul 9, 2026

The latest 13F from ShankerValleau Wealth Advisors, Inc. covers Q2 2026 (filed Jul 9, 2026): 40 long positions worth $379.6M. The top 10 holdings make up 86.8% of the portfolio, and the largest is Dimensional U.S. Core Equity 2 ETF at 25.7%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1
Est. +$208.1K
Added
8
Est. +$4.07M
Reduced
13
Est. −$6.05M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    25.7%$97.5M
  2. Dimensional World Ex U.S. Core Equity 2 ETF25434V880
    12.4%$47.0M
  3. ORCLOracle Corp
    12.2%$46.4MHistory
  4. Dimensional ETF Trust25434V724
    7.9%$29.9M
  5. Vanguard Scottsdale FDS92206C409
    6.3%$24.1M

Share of portfolio

Top 5 holdings and the other 35 positions, by share of portfolio value

  1. Dimensional U.S. Core Equity 2 ETF25.7%
  2. Dimensional World Ex U.S. Core Equity 2 ETF12.4%
  3. ORCL12.2%
  4. Dimensional ETF Trust7.9%
  5. Vanguard Scottsdale FDS6.3%
  6. Other 35 positions35.5%

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Scottsdale FDS92206C409
    +$1.29MAdded
  2. Vanguard Total International Bond ETF92203J407
    +$912.4KAdded
  3. Vanguard Malvern FDS922020748
    +$830.8KAdded
  4. American Centy ETF Tr025072356
    +$498.4KAdded
  5. Vanguard Malvern FDS922020805
    +$345.4KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. American Centy ETF Tr025072356
    +0.16 pp4.6% → 4.8%
  2. KOCoca Cola Co
    +0.05 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    −$2.87MReduced
  2. Dimensional ETF Trust25434V724
    −$1.74MReduced
  3. Dimensional U.S. Targeted Value ETF25434V609
    −$420.6KReduced
  4. ORCLOracle Corp
    −$294.7KReducedHistory
  5. American Centy ETF Tr025072158
    −$186.2KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. ORCLOracle Corp
    −0.99 pp13.2% → 12.2%History
  2. Dimensional Ultrashort Fixed Income ETF25434V591
    −0.06 pp0.1% → 0.1%
  3. METAMeta Platforms, Inc.
    −0.02 pp0.1% → 0.1%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$379.6M
+$24.7M (+7.0%) vs. prior quarter
Positions
40
+1 vs. prior quarter
Top 10 concentration
86.8%
Top 10 as share of value
Turnover
1.2%
Q2 2026, one quarter
Average holding period
17.3 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $389.6M (Q3 2025)

Q4 2021: $174.0MQ1 2022: $166.8MQ2 2022: $153.7MQ3 2022: $147.7MQ4 2022: $161.4MQ1 2023: $172.2MQ2 2023: $181.9MQ3 2023: $177.9MQ4 2023: $196.3MQ1 2024: $217.3MQ2 2024: $233.6MQ3 2024: $293.6MQ4 2024: $311.4MQ1 2025: $307.9MQ2 2025: $350.5MQ3 2025: $389.6MQ4 2025: $369.0MQ1 2026: $354.8MQ2 2026: $379.6M
Q4 2021Q2 2026
13F filings of ShankerValleau Wealth Advisors, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 9, 202640$379.6MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFORCLvs. Q1 2026SEC
Q1 2026Apr 15, 202639$354.8MDimensional U.S. Core Equity 2 ETFORCLDimensional World Ex U.S. Core Equity 2 ETFvs. Q4 2025SEC
Q4 2025Jan 6, 202641$369.0MDimensional U.S. Core Equity 2 ETFORCLDimensional World Ex U.S. Core Equity 2 ETFvs. Q3 2025SEC
Q3 2025Oct 9, 202542$389.6MORCLDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFvs. Q2 2025SEC
Q2 2025Jul 8, 202540$350.5MDimensional U.S. Core Equity 2 ETFORCLDimensional World Ex U.S. Core Equity 2 ETFvs. Q1 2025SEC
Q1 2025Apr 16, 202541$307.9MDimensional U.S. Core Equity 2 ETFORCLDimensional World Ex U.S. Core Equity 2 ETFvs. Q4 2024SEC
Q4 2024Jan 6, 202535$311.4MDimensional U.S. Core Equity 2 ETFORCLDimensional World Ex U.S. Core Equity 2 ETFvs. Q3 2024SEC
Q3 2024Oct 8, 202432$293.6MDimensional U.S. Core Equity 2 ETFORCLDimensional World Ex U.S. Core Equity 2 ETFvs. Q2 2024SEC
Q2 2024Jul 2, 202426$233.6MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFORCLvs. Q1 2024SEC
Q1 2024Apr 17, 202424$217.3MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFVanguard Scottsdale FDSvs. Q4 2023SEC
Q4 2023Jan 11, 202423$196.3MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFVanguard Scottsdale FDSvs. Q3 2023SEC
Q3 2023Oct 12, 202322$177.9MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFVanguard Scottsdale FDSvs. Q2 2023SEC
Q2 2023Jul 12, 202325$181.9MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFVanguard Scottsdale FDSvs. Q1 2023SEC
Q1 2023Apr 17, 202321$172.2MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFVanguard Scottsdale FDSvs. Q4 2022SEC
Q4 2022Jan 13, 202321$161.4MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFVanguard Scottsdale FDSvs. Q3 2022SEC
Q3 2022Oct 5, 202215$147.7MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFVanguard Scottsdale FDSvs. Q2 2022SEC
Q2 2022Jul 8, 202216$153.7MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFVanguard Scottsdale FDSvs. Q1 2022SEC
Q1 2022Apr 28, 202218$166.8MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFVanguard Scottsdale FDSvs. Q4 2021SEC
Q4 2021Jan 27, 202217$174.0MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFVanguard Scottsdale FDS–SEC