ShankerValleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors, Inc. reported a Form 13F information table total of $354.82 million in 39 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1903273): holdings report, quarter ended 2026-03-31, filed 2026-04-15; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Windsor Capital Management, LLC | United States | $0.355B | 123 |
| LIBRA WEALTH LLC | United States | $0.355B | 66 |
| Supplemental Annuity Collective Trust of NJ | United States | $0.355B | 297 |
| Headland Capital, LLC | United States | $0.355B | 61 |
| EQ LLC | United States | $0.355B | 74 |
| Tactive Advisors, LLC | United States | $0.355B | 268 |
| Clean Yield Group | United States | $0.355B | 386 |
| WHITE PINE CAPITAL LLC | United States | $0.355B | 228 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | United States | $0.355B | 156 |
| OAK FAMILY ADVISORS, LLC | United States | $0.355B | 123 |