Institutional Fund
Shankervalleau Wealth Advisors, Inc.
Skokie, ILCIK 19032735 filings on record
Portfolio Value
$354.82M
Q1 2026
Holdings
39
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-3.8%
from $368.98M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust24.8%
- Oracle Corp13.2%
- Dimensional ETF Trust12.2%
- Dimensional ETF Trust7.9%
- Vanguard Scottsdale Fds6.4%
- Dimensional ETF Trust5.4%
- Other30.1%
Portfolio Holdings
39 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.26M | $87.90M | 24.8% | +36.3K | Added |
| 2 | Oracle Corp | 318.4K | $46.85M | 13.2% | −7.3K | Reduced |
| 3 | Dimensional ETF Trust | 1.28M | $43.36M | 12.2% | −40.6K | Reduced |
| 4 | Dimensional ETF Trust | 575.7K | $27.90M | 7.9% | −5.2K | Reduced |
| 5 | Vanguard Scottsdale Fds | 288.2K | $22.84M | 6.4% | +5.9K | Added |
| 6 | Dimensional ETF Trust | 364.4K | $19.24M | 5.4% | −14.7K | Reduced |
| 7 | American Centy ETF Tr | 373.6K | $16.45M | 4.6% | −10.4K | Reduced |
| 8 | Vanguard Charlotte Fds | 337.6K | $16.22M | 4.6% | +10.5K | Added |
| 9 | Vanguard Malvern Fds | 182.0K | $14.09M | 4.0% | +2.6K | Added |
| 10 | Dimensional ETF Trust | 215.3K | $13.45M | 3.8% | +2.5K | Added |
29 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio