ShankerValleau Wealth Advisors, Inc.

CIK 0001903273 · Q1 2026

13F Equity AUM

$354.8M

-3.8% QoQ

Positions

-2 QoQ

AUM Rank

#5,339

Top 43%

Skill Alpha (FF)

-1.6%/yr^ns

No Clear Edge

Rank #4,632 · Top 56%

vs S&P -4.3%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 64.5%Top 10: 86.9%Top 20: 98.1%

DFAC24.8%

ORCL13.2%

DFAX12.2%

DFUV7.9%

VCSH6.4%

DFIV5.4%

AVRE4.6%

BNDX4.6%

VCRB4.0%

DFAT3.8%

Others (29)13.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services84.0%

Technology14.3%

Other1.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 39Median: 0.18%Avg: 2.56%

0–0.5%

22(2.6%)

0.5–1%

3(2.4%)

1–3%

4(8.1%)

3–5%

4(17.0%)

5%+

6(69.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 38Unique: 1vs 20 funds

0.5%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

JPMORGAN CHASE & CO

0.8%

BANK OF AMERICA CORP /DE/

0.8%

MORGAN STANLEY

0.7%

FMR LLC

1.1%

BlackRock, Inc.

0.7%

VANGUARD CAPITAL MANAGEMENT LLC

0.7%

STATE STREET CORP

0.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.7%

GEODE CAPITAL MANAGEMENT, LLC

0.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New0Increased8Decreased10Exited2

Increased

DFAC24.8%

+36K(+2%)

BNDX4.6%

+11K(+3%)

AVLC2.0%

+8K(+10%)

VCSH6.4%

+6K(+2%)

VTIP2.6%

+4K(+2%)

VCRB4.0%

+3K(+1%)

DFAT3.8%

+2K(+1%)

DUSB0.1%

+70(+1%)

Decreased

DFAX12.2%

-40,639(-3%)

DFIV5.4%

-14,657(-4%)

AVRE4.6%

-10,415(-3%)

ORCL13.2%

-7,300(-2%)

DFUV7.9%

-5,188(-1%)

DFEM0.8%

-3,516(-4%)

AVDE2.1%

-2,297(-2%)

DISV1.4%

-1,282(-1%)

GOOGL0.2%

-18(-1%)

VTV0.1%

-17(-1%)

Exited

-576

AMCCD

-15,769

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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