Shankervalleau Wealth Advisors, Inc. - Q42025 Holdings

Shankervalleau Wealth Advisors, Inc. holds 41 stocks with a total portfolio value of $ 368.98M as of Q42025. In Q42025, Shankervalleau Wealth Advisors, Inc. added 1 new position, increased stakes in 10 stocks, reduced 13 holdings, and fully exited 2 positions. The largest holding is Dimensional Etf Trust (DFAC), representing 23.88% of the total portfolio.