ShankerValleau Wealth Advisors, Inc.
All 13F Filings
- Location
- Skokie, IL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 354,825
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/15/2026 | 39 | 354,825 | 13F-HR | ShankerValleau Wealth Advisors, Inc. |
| Q4 2025 | 1/6/2026 | 41 | 368,975 | 13F-HR | ShankerValleau Wealth Advisors, Inc. |
| Q3 2025 | 10/9/2025 | 42 | 389,584 | 13F-HR | ShankerValleau Wealth Advisors, Inc. |
| Q2 2025 | 7/8/2025 | 40 | 350,531 | 13F-HR | ShankerValleau Wealth Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 60.39 K | 17.0% | 0 | 254.3 K | -254.3 K |
| ETFs | 294.4 K | 83.0% | 240.1 K | 0 | 240.1 K |
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Fund Snapshot
Q1 2026
Latest filed
4/15/2026
Total value ($000)
354,825
Holdings
39
QoQ value change ($000)
-14,150
(-3.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.