Shankervalleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors, Inc. is an SEC-registered investment adviser headquartered in Skokie, Illinois. The firm was founded in 2004 and provides personalized wealth management and financial planning services for individuals, families, and institutional clients. As a fiduciary, ShankerValleau Wealth Advisors is committed to acting in the best interests of its clients, tailoring investment solutions to meet long-term financial goals. The firm employs a team of experienced advisors and support staff, serving clients primarily in the Chicago metropolitan area.
Investment Strategy
ShankerValleau Wealth Advisors, Inc. primarily utilizes a diversified, long-term investment approach tailored to each client's objectives, risk tolerance, and time horizon. The firm allocates assets across a broad mix of asset classes, including equities, fixed income, and alternative investments, aiming to achieve sustainable growth and capital preservation. Portfolio construction is grounded in comprehensive financial planning, tax efficiency, and ongoing risk management. As a fiduciary, the firm emphasizes transparency and regularly reviews client portfolios to ensure alignment with evolving financial needs and market conditions.
Top Holdings
Equity Positions (42)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O ORCL | ORACLE CORP | 23.60% | $91.9M | 326,903 | $138.16 | $281.24 | +$20.3M |
D DFAC | DIMENSIONAL ETF TRUST | 22.39% | $87.2M | 2,261,087 | $29.26 | $38.57 | +$4.8M |
D DFAX | DIMENSIONAL ETF TRUST | 10.68% | $41.6M | 1,326,522 | $25.56 | $31.38 | +$2.7M |
D DFUV | DIMENSIONAL ETF TRUST | 6.75% | $26.3M | 588,752 | $36.83 | $44.69 | +$1.5M |
V VCSH | VANGUARD SCOTTSDALE FDS | 5.48% | $21.3M | 266,976 | $80.32 | $79.93 | +$1.3M |