ShankerValleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors, Inc. reported 40 holdings worth US$380M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
ShankerValleau Wealth Advisors, Inc. reported 40 holdings worth US$380M as of Jun 30, 2026. Largest: Oracle Corporation, Progressive Corporation (the) and Apple Inc. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 40
- Value as reported
- US$380M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Oracle Corporation | 316K | US$46.4M | 12.2% |
| Progressive Corporation (the) | 14,250 | US$3.11M | 0.82% |
| Apple Inc | 10,592 | US$3.06M | 0.81% |
| Alphabet Inc (google) Class C | 3,430 | US$1.23M | 0.32% |
| Pepsico, Inc. | 8,329 | US$1.13M | 0.30% |
| Northern Trust Corporation | 4,816 | US$837K | 0.22% |
| Microsoft Corp. | 1,739 | US$649K | 0.17% |
| Amazon.com, Inc. | 2,598 | US$619K | 0.16% |
| Exxon Mobil Corporation | 3,742 | US$512K | 0.13% |
| Eli Lilly And Company | 344 | US$413K | 0.11% |
| Nvidia Corporation | 1,910 | US$382K | 0.10% |
| Starbucks Corporation | 3,679 | US$376K | 0.10% |
| Meta Platforms, Inc. | 567 | US$319K | 0.08% |
| Johnson & Johnson | 1,219 | US$310K | 0.08% |
| Merck & Company, Inc. | 2,407 | US$309K | 0.08% |
| International Business Machines Corporation | 1,035 | US$291K | 0.08% |
| Jp Morgan Chase & Co. | 831 | US$272K | 0.07% |
| Procter & Gamble Company (the) | 1,812 | US$266K | 0.07% |
| Wec Energy Group, Inc. | 1,993 | US$233K | 0.06% |
| Coca-cola Company (the) | 2,561 | US$208K | 0.05% |