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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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