ShankerValleau Wealth Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Skokie, IL
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
39
Total value ($000)
$354,825
Net value change ($000)
-14,150 (-3.8%)
New positions
0
Sold out positions
2
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
DFUV 835 3.1%
DFAT 774 6.1%
AVLC 570 8.8%
BNDX 419 2.7%
VCSH 339 1.5%
DFIV 318 1.7%
VTIP 292 3.3%
DFAX 253 0.6%
XOM 185 41.1%
DISV 137 2.8%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -16,644 -26.2%
PGR -420 -12.9%
AVRE -270 -1.6%
DFAC -214 -0.2%
V -202 -100.0%
AAPL -198 -6.6%
MSFT -197 -23.4%
AMCR -132 -100.0%
AMZN -59 -9.7%
GOOGL -58 -8.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type