Shah Wealth Advisors, LLC
- SEC CIK
- 0002149018
- Latest filing
- Aug 7, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 7, 2026. Long positions only.
- Positions
- 79
- No filing for Q1 2026
- Portfolio value
- $433.3M
- No filing for Q1 2026
Shah Wealth Advisors, LLC did not file a 13F for Q1 2026, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 993,630 | $67.6M | 15.6% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 277,415 | $33.2M | 7.7% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 136,988 | $27.1M | 6.2% | – | – | – |
| IAUiShares Gold Trust | ETF | 355,328 | $26.8M | 6.2% | – | – | History |
| iShares Tr46434V274 | INTL EQTY FACTOR | 654,401 | $26.8M | 6.2% | – | – | – |
| iShares Flexible Income Active ETF092528603 | ETF | 508,683 | $26.6M | 6.1% | – | – | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 391,169 | $20.6M | 4.8% | – | – | – |
| NVDANVIDIA Corp | Stock | 99,777 | $20.0M | 4.6% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 223,937 | $18.6M | 4.3% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 48,732 | $16.7M | 3.9% | – | – | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 650,752 | $16.6M | 3.8% | – | – | – |
| iShares MSCI India ETF46429B598 | ETF | 271,062 | $13.4M | 3.1% | – | – | – |
| TSLATesla, Inc. | Stock | 30,288 | $12.7M | 2.9% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 134,952 | $9.91M | 2.3% | – | – | – |
| HDBHDFC Bank Ltd | SPONSORED ADS | 351,228 | $9.07M | 2.1% | – | – | History |
| AURAurora Innovation, Inc. | CLASS A COM | 1,178,653 | $8.04M | 1.9% | – | – | History |
| SPDR Series Trust78464A755 | ST STR SP METAL | 72,892 | $7.79M | 1.8% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 93,651 | $7.30M | 1.7% | – | – | – |
| AAPLApple Inc. | Stock | 19,764 | $5.72M | 1.3% | – | – | History |
| BEBloom Energy Corp | COM CL A | 15,992 | $4.84M | 1.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 8,758 | $4.38M | 1.0% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 77,195 | $3.90M | 0.9% | – | – | – |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 69,060 | $3.77M | 0.9% | – | – | History |
| RKLBRocket Lab Corp | COM | 31,002 | $3.15M | 0.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 8,930 | $2.13M | 0.5% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 3,611 | $2.03M | 0.5% | – | – | History |
| XOMExxonMobil Holdings Corp | Stock | 10,729 | $1.47M | 0.3% | – | – | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 14,281 | $1.44M | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,692 | $1.38M | 0.3% | – | – | History |
| UBERUber Technologies, Inc | Stock | 18,360 | $1.32M | 0.3% | – | – | History |
| Vanguard Total World Stock ETF922042742 | ETF | 8,190 | $1.29M | 0.3% | – | – | – |
| GEGeneral Electric Co | Stock | 3,429 | $1.28M | 0.3% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 7,000 | $1.27M | 0.3% | – | – | History |
| MOAltria Group, Inc. | Stock | 16,800 | $1.21M | 0.3% | – | – | History |
| TTANServiceTitan, Inc. | SHS CL A | 16,776 | $1.19M | 0.3% | – | – | History |
| VZVerizon Communications Inc | Stock | 26,555 | $1.12M | 0.3% | – | – | History |
| TAT&T Inc. | Stock | 52,091 | $1.08M | 0.2% | – | – | History |
| GEVGE Vernova Inc. | Stock | 847 | $995.1K | 0.2% | – | – | History |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 18,091 | $916.5K | 0.2% | – | – | – |
| ALLAllstate Corp | Stock | 3,731 | $887.8K | 0.2% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,317 | $857.5K | 0.2% | – | – | – |
| CICigna Group | Stock | 2,972 | $819.3K | 0.2% | – | – | History |
| PGRProgressive Corp | Stock | 3,641 | $795.4K | 0.2% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,012 | $745.2K | 0.2% | – | – | – |
| AWKAmerican Water Works Company, Inc. | Stock | 5,431 | $714.6K | 0.2% | – | – | History |
| KOCoca Cola Co | Stock | 8,787 | $714.1K | 0.2% | – | – | History |
| NVSNovartis AG | ADR | 4,346 | $681.1K | 0.2% | – | – | History |
| ORCLOracle Corp | Stock | 4,634 | $679.1K | 0.2% | – | – | History |
| CVXChevron Corp | Stock | 3,985 | $660.6K | 0.2% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 4,669 | $638.8K | 0.1% | – | – | History |
| EXCExelon Corp | Stock | 11,899 | $554.7K | 0.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 4,096 | $554.6K | 0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 2,094 | $526.9K | 0.1% | – | – | History |
| CVSCVS Health Corp | Stock | 4,967 | $513.8K | 0.1% | – | – | History |
| CNPCenterpoint Energy Inc | COM | 10,676 | $470.2K | 0.1% | – | – | History |
| XELXcel Energy Inc | Stock | 5,804 | $466.1K | 0.1% | – | – | History |
| CINFCincinnati Financial Corp | COM | 2,473 | $457.9K | 0.1% | – | – | History |
| DUKDuke Energy CORP | Stock | 3,367 | $426.3K | 0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,471 | $397.6K | 0.1% | – | – | History |
| NEENextera Energy Inc | Stock | 4,417 | $387.7K | 0.1% | – | – | History |
| DVNDevon Energy Corp | Stock | 9,313 | $384.8K | 0.1% | – | – | History |
| RNRRenaissancere Holdings Ltd | COM | 1,145 | $362.9K | 0.1% | – | – | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 7,803 | $353.8K | 0.1% | – | – | – |
| HSYHershey Co | COM | 1,982 | $347.7K | 0.1% | – | – | History |
| IBNIcici Bank Ltd | ADR | 11,381 | $330.4K | 0.1% | – | – | History |
| ATOAtmos Energy Corp | COM | 1,899 | $327.2K | 0.1% | – | – | History |
| BlackRock ETF Trust II092528884 | SHORT TERM CALIF | 6,380 | $322.4K | 0.1% | – | – | – |
| RDDTReddit, Inc. | Stock | 1,838 | $319.0K | 0.1% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 6,151 | $311.1K | 0.1% | – | – | – |
| QSQuantumScape Corp | COM CL A | 41,041 | $310.3K | 0.1% | – | – | History |
| TRVTravelers Companies, Inc. | Stock | 933 | $308.0K | 0.1% | – | – | History |
| FANGDiamondback Energy, Inc. | Stock | 1,658 | $291.4K | 0.1% | – | – | History |
| BPBP PLC | ADR | 7,832 | $289.4K | 0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 777 | $274.7K | 0.1% | – | – | History |
| Advisors Inner Circle FD III00775Y256 | GQG US EQUIT ETF | 10,813 | $274.7K | 0.1% | – | – | – |
| STTState Street Corp | COM | 1,421 | $241.0K | 0.1% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 586 | $233.0K | 0.1% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 307 | $210.8K | <0.1% | – | – | – |
| MCKMcKesson Corp | Stock | 273 | $206.3K | <0.1% | – | – | History |