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John D Valleau Jr

Shankervalleau Wealth Advisors, Inc.

Assets Managed
$354.825M
Holdings
39
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
-3.83%(2Q avg: -4.56%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Shankervalleau Wealth Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Shankervalleau Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 354.825M in assets, with a quarterly growth rate of -3.83% and a 2-quarter average growth rate of -4.56%. The portfolio is managed by John D Valleau Jr, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 1.64%
24.78%
$87.897M
2.262M shares@ $38.87 avg price
ORCL
Oracle Corp
Recent Activity
Decreased -2.24%
13.21%
$46.845M
318,436 shares@ $147.12 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -3.08%
12.23%
$43.363M
1.277M shares@ $33.98 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.89%
7.87%
$27.897M
575,666 shares@ $48.46 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 2.1%
6.44%
$22.842M
288,155 shares@ $79.27 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -3.86%
5.43%
$19.235M
364,439 shares@ $52.78 avg price
AVRE
Avantis Real Estate Etf
Recent Activity
Decreased -2.71%
4.64%
$16.448M
373,644 shares@ $44.03 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 3.23%
4.58%
$16.223M
337,619 shares@ $48.05 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 1.43%
3.97%
$14.086M
182,035 shares@ $77.38 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 1.17%
3.8%
$13.448M
215,344 shares@ $62.46 avg price

1-10 of 39