13F Filings History of ShankerValleau Wealth Advisors, Inc.

Latest 13F report
Q4 2025 - 06 Jan 2026
Value $
$368,975,083
Signature - Title
John D Valleau Jr - Owner/Chief Compliance Officer
Location
Skokie, IL
Summary
This page shows a list of all the recent 13F filings made by ShankerValleau Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ShankerValleau Wealth Advisors, Inc. reported 41 stock holdings with total value $368,975,083 as of Q4 2025. Top holdings included DFAC, ORCL, DFAX, DFUV, and VCSH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 41 $368,975,083 +$5,027,657 -$4,544,754 +$482,903 DFAC, ORCL, DFAX, DFUV, VCSH 13F-HR 06 Jan 2026, 14:56
Q3 2025 42 $389,584,070 +$6,633,764 -$3,220,988 +$3,412,776 ORCL, DFAC, DFAX, DFUV, VCSH 13F-HR 09 Oct 2025, 10:24
Q2 2025 40 $350,530,530 +$8,683,807 -$8,387,672 +$296,135 DFAC, ORCL, DFAX, DFUV, VCSH 13F-HR 08 Jul 2025, 10:49
Q1 2025 41 $307,916,076 +$13,014,749 -$9,307,929 +$3,706,820 DFAC, ORCL, DFAX, DFUV, VCSH 13F-HR 16 Apr 2025, 16:08
Q4 2024 35 $311,405,441 +$44,436,881 -$18,300,556 +$26,136,325 DFAC, ORCL, DFAX, DFUV, VCSH 13F-HR 06 Jan 2025, 16:49
Q3 2024 32 $293,587,810 +$44,556,220 -$4,261,942 +$40,294,278 DFAC, ORCL, DFAX, DFUV, VCSH 13F-HR 08 Oct 2024, 15:51
Q2 2024 26 $233,603,065 +$16,701,600 -$1,313,387 +$15,388,213 DFAC, DFAX, ORCL, VCSH, BNDX 13F-HR 02 Jul 2024, 13:15
Q1 2024 24 $217,309,518 +$9,530,721 -$1,678,414 +$7,852,307 DFAC, DFAX, VCSH, ORCL, BNDX 13F-HR 17 Apr 2024, 12:51
Q4 2023 23 $196,307,495 +$4,120,051 -$482,560 +$3,637,491 DFAC, DFAX, VCSH, ORCL, BNDX 13F-HR 11 Jan 2024, 10:12
Q3 2023 22 $177,939,346 +$3,266,810 -$786,196 +$2,480,614 DFAC, DFAX, VCSH, ORCL, BNDX 13F-HR 12 Oct 2023, 17:14
Q2 2023 25 $181,887,855 +$3,879,914 -$2,376,921 +$1,502,993 DFAC, DFAX, VCSH, ORCL, BNDX 13F-HR 12 Jul 2023, 13:43
Q1 2023 21 $172,156,221 +$4,115,751 -$1,218,637 +$2,897,114 DFAC, DFAX, VCSH, ORCL, BNDX 13F-HR 17 Apr 2023, 12:07
Q4 2022 21 $161,359,542 +$4,890,781 -$7,136,828 -$2,246,047 DFAC, DFAX, VCSH, ORCL, BNDX 13F-HR 12 Jan 2023, 19:26
Q3 2022 15 $147,746,000 +$7,034,901 -$2,978,010 +$4,056,891 DFAC, DFAX, VCSH, BNDX, DFUV 13F-HR 05 Oct 2022, 11:24
Q2 2022 16 $153,710,000 +$10,363,154 -$2,322,049 +$8,041,105 DFAC, DFAX, VCSH, BNDX, ORCL 13F-HR 08 Jul 2022, 14:38
Q1 2022 18 $166,843,000 +$1,344,031 -$1,219,483 +$124,548 DFAC, DFAX, VCSH, ORCL, BNDX 13F-HR 28 Apr 2022, 10:00
Q4 2021 17 $174,034,000 $0 $0 $0 DFAC, DFAX, VCSH, ORCL, BNDX 13F-HR 27 Jan 2022, 17:05