ShankerValleau Wealth Advisors, Inc.

Q2 2025 13F-HR Holdings

Location
Skokie, IL
Holdings as of
6/30/2025
Date filed
7/8/2025
Form type
13F-HR
Num holdings
40
Total value ($000)
$350,531
Net value change ($000)
—
New positions
40
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 10/9/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 82,459 —
ORCL 71,683 —
DFAX 38,903 —
DFUV 24,850 —
VCSH 20,067 —
DFIV 16,586 —
AVRE 14,916 —
BNDX 14,326 —
VCRB 12,151 —
DFAT 11,886 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type