Shanker Valleau Wealth Advisors, Inc. has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $332 Million distributed in 40 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $82.5M, Oracle Corp with a value of $71.7M, Dimensional ETF Tr with a value of $38.9M, Dimensional ETF Tr Us Marketwi with a value of $24.9M, and Vanguard Sht Term Corp Bd ETF with a value of $20.1M.
Examining the 13F form we can see an increase of $37.4M in the current position value, from $294M to 332M.
Below you can find more details about Shanker Valleau Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
