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Portfolio (Quarterly) Guide ↗

ShankerValleau Wealth Advisors, Inc.

· CIK 0001903273
13F Portfolio $380M AUM 40 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 New 7 Added 12 Reduced
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSFT MICROSOFT CORP Technology 1,739.0 $649K 0.17% $373.02 +35.4%
22 AMZN AMAZON COM INC Consumer Cyclical 2,598.0 $619K 0.16% -38.0 -1.4% $238.34 +7.5%
23 XOM EXXON MOBIL CORP Energy 3,742.0 $512K 0.14% $136.72 +14.4%
24 GOOG ALPHABET INC 1,406.0 $497K 0.13% -72.0 -4.9% $353.33
25 SPY STATE STR SPDR S&P 500 ETF T Financial Services 587.0 $438K 0.12% $746.77 +3.3%
26 LLY ELI LILLY & CO Healthcare 344.0 $413K 0.11% $1199.43 -2.0%
27 NVDA NVIDIA CORPORATION Technology 1,910.0 $382K 0.10% $200.09 +13.9%
28 SBUX STARBUCKS CORP Consumer Cyclical 3,679.0 $376K 0.10% $102.19 +5.0%
29 DIA STATE STR SPDR DOW JONES IND Financial Services 690.0 $360K 0.10% $522.39 +2.5%
30 META META PLATFORMS INC Communication Services 567.0 $319K 0.08% -50.0 -8.1% $563.29 +1.4%
31 JNJ JOHNSON & JOHNSON Healthcare 1,219.0 $310K 0.08% $253.97 +4.6%
32 MRK MERCK & CO INC Healthcare 2,407.0 $309K 0.08% $128.50 +16.4%
33 DUSB DIMENSIONAL ETF TRUST 5,973.0 $303K 0.08% -4K -37.6% $50.78 -0.0%
34 IBM INTERNATIONAL BUSINESS MACHS Technology 1,035.0 $291K 0.08% $281.21 -15.1%
35 JPM JPMORGAN CHASE & CO Financial Services 831.0 $272K 0.07% $327.33 +8.2%
36 PG PROCTER & GAMBLE CO Consumer Defensive 1,812.0 $266K 0.07% $146.64 -2.4%
37 TT TRANE TECHNOLOGIES PLC Industrials 523.0 $257K 0.07% $491.16 -7.5%
38 VTV VANGUARD INDEX FDS 1,151.0 $251K 0.07% $217.93 +3.5%
39 WEC WEC ENERGY GROUP INC Utilities 1,993.0 $233K 0.06% $116.77 -9.0%
40 KO COCA COLA CO Consumer Defensive 2,561.0 $208K 0.06% NEW $81.27 +9.6%
Page 2 of 2  ·  40 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 82.6%
Financial Services 8.2%
Consumer Defensive 2.6%
Communication Services 1.7%
Healthcare 1.7%
Consumer Cyclical 1.6%
Energy 0.8%
Utilities 0.4%
Industrials 0.4%