Shanker Valleau Wealth Advisors, Inc. has filed its 13F form on January 06, 2026 for Q4 2025 where it was disclosed a total value porftolio of $351 Million distributed in 41 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $86M, Oracle Corp with a value of $71.6M, Dimensional ETF Tr with a value of $42.2M, Dimensional ETF Tr Us Marketwi with a value of $26.2M, and Vanguard Sht Term Corp Bd ETF with a value of $22.5M.
Examining the 13F form we can see an decrease of $18.8M in the current position value, from $370M to 351M.
Below you can find more details about Shanker Valleau Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
