Shanker Valleau Wealth Advisors, Inc. Portfolio Holdings

Shanker Valleau Wealth Advisors, Inc.

  • $370 Million
  • Q3 2025

Shanker Valleau Wealth Advisors, Inc. has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $370 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Oracle Corp with a value of $91.9M, Dimensional ETF Tr U S Core Eq with a value of $87.2M, Dimensional ETF Tr with a value of $41.6M, Dimensional ETF Tr Us Marketwi with a value of $26.3M, and Vanguard Sht Term Corp Bd ETF with a value of $21.3M.

Examining the 13F form we can see an increase of $37.9M in the current position value, from $332M to 370M.

Below you can find more details about Shanker Valleau Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $370 Million
ETFs: $206 Million
Technology: $96.2 Million
Financial Services: $4.43 Million
Consumer Defensive: $1.45 Million
Communication Services: $1.3 Million
Consumer Cyclical: $1.02 Million
Healthcare: $691,000
Energy: $421,000
Other: $448,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$742B
$91.9 Million 24.88% of portfolio
326,903
Q3 2025 Reduced 0.3%
$4.22T
$2.75 Million 0.74% of portfolio
10,810
Q1 2025 Reduced 2.7%
$211B
$1.17 Million 0.32% of portfolio
8,329
Q2 2025 Reduced 2.34%
$3.86T
$910,000 0.25% of portfolio
1,757
Q4 2024 Reduced 31.15%
$2.26T
$582,000 0.16% of portfolio
2,652
Q4 2024 New
$1.5T
$497,000 0.13% of portfolio
2,046
Q4 2024 New
$1.65T
$453,000 0.12% of portfolio
617
Q4 2024 New
$470B
$421,000 0.11% of portfolio
3,742
Q2 2024 Added 27.19%
$451B
$356,000 0.1% of portfolio
1,910
Q2 2024 New
$1.53T
$350,000 0.09% of portfolio
1,438
Q4 2024 New
$253B
$292,000 0.08% of portfolio
1,035
Q3 2024 New
$359B
$282,000 0.08% of portfolio
1,841
Q4 2024 Added 25.58%
$871B
$262,000 0.07% of portfolio
831
Q1 2025 New
$760B
$263,000 0.07% of portfolio
346
Q3 2025 Added 11.97%
$502B
$226,000 0.06% of portfolio
1,219
Q3 2025 New
$222B
$202,000 0.05% of portfolio
2,407
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $370 Million
  • Prior Value $332 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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