ShankerValleau Wealth Advisors, Inc. Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for ShankerValleau Wealth Advisors, Inc. with $389.6M in long positions as of Q3 2025, 73% allocated to ETF, and 88% concentrated in top 10 positions.
- Portfolio Value
- $389.6M
- Top 10 Concentration
- 88%
- Top Sector
- ETF (73%)
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
No industry data available
Market Cap Distribution
No market cap data available
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
No geographic data available
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 13.3 quarters
- Avg. Top 20
- 11.2 quarters
- Avg. All Positions
- 8.5 quarters
- Median Holding Period
- 9 quarters
- Longest Held
PepsiCo, Inc.PEP - 15 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.20%
- Avg. Position Weight
- 2.38%
- Largest Position
Oracle CorpORCL - 23.60%- Largest Ownership Stake
- Oracle CorpORCL - 0.01%
- Avg. Ownership Stake
- 0.01%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q4 2021)
- Avg. New Position
- 2.50%
- Avg. Ownership Stake
- 0.008%
- Largest Position
Dimensional U.S. Core Equity 2 ETFDFAC - 39.75% (Q4 2021)- Largest Ownership Stake
- Oracle CorpORCL - 0.01% (Q3 2024)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 1.3%
- Value Traded
- $4.93M
- Positions Added
- 2
- Positions Exited
- 2
Historical (Since Q4 2021)
- Avg. Turnover Ratio
- 6.2%
- Avg. Positions Added
- 3
- Avg. Positions Exited
- 1
- Highest Turnover
- 50.0%Q4 2021
- Lowest Turnover
- 0.8%Q1 2022