Long-term investor
Shankervalleau Wealth Advisors, Inc. @shankervalleauwealthadvi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001903273).
Record
- Tracked since 2025-06-30 (449 days), 14 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.1% · 1 year n/a · all -29.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 25.7% · long · since 2025-06-30
- 25434V880 · 12.4% · long · since 2025-06-30
- ORCL · 12.2% · long · since 2025-06-30
- 25434V724 · 7.9% · long · since 2025-06-30
- 92206C409 · 6.3% · long · since 2025-06-30
- 25434V807 · 5.2% · long · since 2025-06-30
- 025072356 · 4.8% · long · since 2025-06-30
- 92203J407 · 4.5% · long · since 2025-06-30
- 922020748 · 3.9% · long · since 2025-06-30
- 25434V609 · 3.9% · long · since 2025-06-30
- 922020805 · 2.5% · long · since 2025-06-30
- 025072703 · 2.1% · long · since 2025-06-30