ShankerValleau Wealth Advisors, Inc. historic quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, ShankerValleau Wealth Advisors, Inc. opened 12 positions, added to 80, reduced 56 and sold out of 7.
- Q2 2026: Stock DFAC; Country of operation —; Class US COR EQU 2 ETF; Shares before 0.
- Q2 2026: Stock DUSB; Country of operation —; Class ULTR FIX INC ETF; Shares before 0.
- Q3 2025: Stock ITOT; Country of operation —; Class CORE S&P TTL STK; Shares before 0.
- Q3 2025: Stock IXUS; Country of operation —; Class CORE MSCI TOTAL; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1903273), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-06); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-09); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-08); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-02); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-17). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
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 |