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John D. Valleau Jr

Shankervalleau Wealth Advisors, Inc.

Assets Managed
$379.571M
Holdings
40
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
6.98%(2Q avg: 1.57%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Shankervalleau Wealth Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 40 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 379.571M in assets, with a quarterly growth rate of 6.98% and a 2-quarter average growth rate of 1.57%. The portfolio is managed by John D. Valleau Jr, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -2.85%
25.68%
$97.471M
2.197M shares@ $44.36 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -0.11%
12.38%
$46.974M
1.275M shares@ $36.84 avg price
ORCL
Oracle Corp
Recent Activity
Decreased -0.63%
12.22%
$46.372M
316,425 shares@ $146.56 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -5.49%
7.89%
$29.928M
544,043 shares@ $55.01 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 5.68%
6.34%
$24.065M
304,502 shares@ $79.03 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 0.03%
5.19%
$19.692M
364,529 shares@ $54.03 avg price
AVRE
Avantis Real Estate Etf
Recent Activity
Increased 2.82%
4.8%
$18.202M
384,164 shares@ $47.38 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 5.58%
4.55%
$17.263M
356,458 shares@ $48.43 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 5.91%
3.93%
$14.89M
192,792 shares@ $77.24 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -2.79%
3.86%
$14.632M
209,327 shares@ $69.9 avg price

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