ShankerValleau Wealth Advisors, Inc.
Net seller this quarter
$380M
25
-$317K
27.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DFAX | $47M | 12.38% | Not reported | -0.1% | Q4 2021 |
 ORCL | $46.4M | 12.22% | 0.01% | -0.6% | Q4 2021 |
 PGR | $3.11M | 0.82% | 0.00% | Not reported | Q4 2022 |
 AAPL | $3.06M | 0.81% | 0.00% | -3.3% | Q4 2021 |
 PEP | $1.13M | 0.30% | 0.00% | Not reported | Q4 2021 |
 NTRS | $837K | 0.22% | 0.00% | Not reported | Q2 2024 |
 GOOGL | $729K | 0.19% | 0.00% | -1.4% | Q4 2024 |
 MSFT | $649K | 0.17% | 0.00% | Not reported | Q2 2023 |
 AMZN | $619K | 0.16% | 0.00% | -1.4% | Q4 2024 |
 XOM | $512K | 0.13% | 0.00% | Not reported | Q1 2022 |
| GOOG | $497K | 0.13% | Not reported | -4.9% | Q4 2024 |
 SPY | $438K | 0.12% | Not reported | Not reported | Q4 2021 |
 LLY | $413K | 0.11% | 0.00% | Not reported | Q4 2024 |
 NVDA | $382K | 0.10% | 0.00% | Not reported | Q2 2024 |
 SBUX | $376K | 0.10% | 0.00% | Not reported | Q4 2021 |
| DIA | $360K | 0.09% | Not reported | Not reported | Q2 2023 |
 META | $319K | 0.08% | Not reported | -8.1% | Q4 2024 |
 JNJ | $310K | 0.08% | 0.00% | Not reported | Q4 2021 |
 MRK | $309K | 0.08% | 0.00% | Not reported | Q2 2023 |
 IBM | $291K | 0.08% | 0.00% | Not reported | Q3 2024 |
 JPM | $272K | 0.07% | 0.00% | Not reported | Q1 2025 |
 PG | $266K | 0.07% | 0.00% | Not reported | Q4 2021 |
 TT | $257K | 0.07% | 0.00% | Not reported | Q3 2024 |
 WEC | $233K | 0.06% | 0.00% | Not reported | Q1 2025 |
 KO | $208K | 0.05% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| ORCL | $46.8M | 13.20% | 0.01% | -2.2% | Q4 2021 |
| DFAX | $43.4M | 12.22% | Not reported | -3.1% | Q4 2021 |
| PGR | $2.82M | 0.80% | 0.00% | Not reported | Q4 2022 |
| AAPL | $2.78M | 0.78% | 0.00% | Not reported | Q4 2021 |
| PEP | $1.29M | 0.36% | 0.00% | Not reported | Q4 2021 |
| NTRS | $672K | 0.19% | 0.00% | Not reported | Q2 2024 |
| MSFT | $644K | 0.18% | 0.00% | Not reported | Q2 2023 |
| XOM | $635K | 0.18% | 0.00% | Not reported | Q1 2022 |
| GOOGL | $595K | 0.17% | 0.00% | -0.9% | Q4 2024 |
| AMZN | $549K | 0.15% | 0.00% | Not reported | Q4 2024 |
| GOOG | $424K | 0.12% | Not reported | Not reported | Q4 2024 |
| SPY | $382K | 0.11% | Not reported | Not reported | Q4 2021 |
| META | $353K | 0.10% | Not reported | Not reported | Q4 2024 |
| NVDA | $333K | 0.09% | 0.00% | Not reported | Q2 2024 |
| SBUX | $330K | 0.09% | 0.00% | Not reported | Q4 2021 |
| DIA | $320K | 0.09% | Not reported | Not reported | Q2 2023 |
| LLY | $316K | 0.09% | 0.00% | Not reported | Q4 2024 |
| JNJ | $298K | 0.08% | 0.00% | Not reported | Q4 2021 |
| MRK | $290K | 0.08% | 0.00% | Not reported | Q2 2023 |
| PG | $262K | 0.07% | 0.00% | Not reported | Q4 2021 |
| IBM | $251K | 0.07% | 0.00% | Not reported | Q3 2024 |
| JPM | $244K | 0.07% | 0.00% | Not reported | Q1 2025 |
| WEC | $231K | 0.07% | 0.00% | Not reported | Q1 2025 |
| TT | $218K | 0.06% | 0.00% | Not reported | Q3 2024 |
| Q4 2025 | |||||
| ORCL | $63.5M | 17.21% | 0.01% | -0.4% | Q4 2021 |
| DFAX | $43.1M | 11.68% | Not reported | -0.7% | Q4 2021 |
| PGR | $3.25M | 0.88% | 0.00% | Not reported | Q4 2022 |
| AAPL | $2.98M | 0.81% | 0.00% | +1.4% | Q4 2021 |
| PEP | $1.2M | 0.32% | 0.00% | Not reported | Q4 2021 |
| MSFT | $841K | 0.23% | 0.00% | -1.0% | Q2 2023 |
| NTRS | $658K | 0.18% | 0.00% | Not reported | Q2 2024 |
| GOOGL | $653K | 0.18% | 0.00% | +2.0% | Q4 2024 |
| AMZN | $608K | 0.16% | 0.00% | -0.6% | Q4 2024 |
| GOOG | $464K | 0.13% | Not reported | +2.8% | Q4 2024 |
| XOM | $450K | 0.12% | 0.00% | Not reported | Q1 2022 |
| META | $407K | 0.11% | Not reported | Not reported | Q4 2024 |
| SPY | $400K | 0.11% | Not reported | Not reported | Q4 2021 |
| LLY | $370K | 0.10% | 0.00% | -0.6% | Q4 2024 |
| NVDA | $356K | 0.10% | 0.00% | Not reported | Q2 2024 |
| DIA | $332K | 0.09% | Not reported | Not reported | Q2 2023 |
| SBUX | $310K | 0.08% | 0.00% | Not reported | Q4 2021 |
| IBM | $307K | 0.08% | 0.00% | Not reported | Q3 2024 |
| JPM | $268K | 0.07% | 0.00% | Not reported | Q1 2025 |
| PG | $260K | 0.07% | 0.00% | -1.6% | Q4 2021 |
| MRK | $253K | 0.07% | 0.00% | Not reported | Q2 2023 |
| JNJ | $252K | 0.07% | 0.00% | Not reported | Q4 2021 |
| WEC | $210K | 0.06% | 0.00% | Not reported | Q1 2025 |
| TT | $204K | 0.06% | 0.00% | Not reported | Q3 2024 |
 V | $202K | 0.05% | 0.00% | Not reported | Q1 2025 |
 AMCR | $132K | 0.04% | 0.00% | Not reported | Q4 2021 |
| Q3 2025 | |||||
| ORCL | $91.9M | 23.60% | 0.01% | -0.3% | Q4 2021 |
| DFAX | $41.6M | 10.68% | Not reported | +0.2% | Q4 2021 |
| PGR | $3.52M | 0.90% | 0.00% | -5.0% | Q4 2022 |
| AAPL | $2.75M | 0.71% | 0.00% | Not reported | Q4 2021 |
| PEP | $1.17M | 0.30% | 0.00% | Not reported | Q4 2021 |
| MSFT | $910K | 0.23% | 0.00% | Not reported | Q2 2023 |
| NTRS | $648K | 0.17% | 0.00% | Not reported | Q2 2024 |
| AMZN | $582K | 0.15% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $497K | 0.13% | 0.00% | Not reported | Q4 2024 |
| META | $453K | 0.12% | Not reported | Not reported | Q4 2024 |
| XOM | $422K | 0.11% | 0.00% | Not reported | Q1 2022 |
| SPY | $391K | 0.10% | Not reported | -1.0% | Q4 2021 |
| NVDA | $356K | 0.09% | 0.00% | Not reported | Q2 2024 |
| GOOG | $350K | 0.09% | Not reported | Not reported | Q4 2024 |
| DIA | $320K | 0.08% | Not reported | Not reported | Q2 2023 |
| SBUX | $311K | 0.08% | 0.00% | Not reported | Q4 2021 |
| IBM | $292K | 0.07% | 0.00% | Not reported | Q3 2024 |
| PG | $283K | 0.07% | 0.00% | Not reported | Q4 2021 |
| LLY | $264K | 0.07% | 0.00% | +12.0% | Q4 2024 |
| JPM | $262K | 0.07% | 0.00% | Not reported | Q1 2025 |
| WEC | $228K | 0.06% | 0.00% | Not reported | Q1 2025 |
| JNJ | $226K | 0.06% | 0.00% | Not reported | Q4 2021 |
| TT | $221K | 0.06% | 0.00% | -0.4% | Q3 2024 |
| MRK | $202K | 0.05% | 0.00% | Not reported | Q2 2023 |
| AMCR | $129K | 0.03% | 0.00% | Not reported | Q4 2021 |