ShankerValleau Wealth Advisors, Inc.
All 13F Filings
- Location
- Skokie, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 379,571
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 40 | 379,571 | 13F-HR | ShankerValleau Wealth Advisors, Inc. |
| Q1 2026 | 4/15/2026 | 39 | 354,825 | 13F-HR | ShankerValleau Wealth Advisors, Inc. |
| Q4 2025 | 1/6/2026 | 41 | 368,975 | 13F-HR | ShankerValleau Wealth Advisors, Inc. |
| Q3 2025 | 10/9/2025 | 42 | 389,584 | 13F-HR | ShankerValleau Wealth Advisors, Inc. |
| Q2 2025 | 7/8/2025 | 40 | 350,531 | 13F-HR | ShankerValleau Wealth Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 61.16 K | 16.1% | 768 | 0 | 768 |
| ETFs | 318.4 K | 83.9% | 23.98 K | 0 | 23.98 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
379,571
Holdings
40
QoQ value change ($000)
24,746
(7.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.