ShankerValleau Wealth Advisors, Inc.
RIA/Wealth
ShankerValleau Wealth Advisors, Inc. is a RIA/Wealth based in Skokie, IL led by John David Valleau, reporting $549.9M in AUM as of Q3 2025 with 73% ETF concentration, 88% concentrated in top 10 holdings, and 24% allocation to ORCL.
PresidentJohn David Valleau
- Portfolio Value
- $389.6M
- Positions
- 42
- Top Holding
- ORCL at 23.6%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ShankerValleau Wealth Advisors, Inc.'s portfolio (88.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $91.9M | 23.60% | -$273.1K Sold | 0.01% 326.9K shares | |
ETF ETF | $87.2M | 22.39% | -$1.5M Sold | — 2.3M shares | |
ETF ETF | $41.6M | 10.68% | +$60.6K Bought | — 1.3M shares | |
ETF ETF | $26.3M | 6.75% | +$44.4K Bought | — 588.8K shares | |
ETF ETF | $21.3M | 5.48% | +$1.2M Bought | — 267.0K shares | |
ETF ETF | $17.9M | 4.59% | +$24.7K Bought | — 387.8K shares | |
ETF ETF | $15.9M | 4.09% | +$911.7K Bought | — 358.3K shares | |
ETF ETF | $15.3M | 3.92% | +$975.0K Bought | — 309.1K shares | |
ETF ETF | $13.1M | 3.36% | +$825.5K Bought | — 167.1K shares | |
ETF ETF | $12.4M | 3.19% | -$402.1K Sold | — 213.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ShankerValleau Wealth Advisors, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+11.97% | |
+6.81% | |
+6.72% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-30.64% | |
-5.0% | |
-3.14% |
Analytics
Portfolio insights and performance metrics for ShankerValleau Wealth Advisors, Inc.
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