Shah Wealth Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Shah Wealth Advisors, LLC reported 79 stock positions worth $433.3 million. Its top holding was Ishrs US E F R A ETF-Usd (DYNF) at 15.6% of the portfolio, followed by Vanguard Info Tech ETF (VGT, 7.7%) and Vngrd Mrngstr MD-Cap Val ETF (VOE, 6.2%).
- Most Recent 13F
- Q2 2026
- Location
- CHINO HILLS, CA
- CIK
- 0002149018
- Portfolio Value
- $433.3M (Q2 2026)
- SEC Filing
- 0001765380-26-000310 ↗ filed Aug 7, 2026
Holdings 79 stocks · $433.3M
| DYNF Ishrs US E F R A ETF-Usd Inc. | 15.60% | 993,630 | $67.6M | — |
| VGT Vanguard Info Tech ETF | 7.65% | 277,415 | $33.2M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 6.25% | 136,988 | $27.1M | — |
| IAU iShares Gold Trust | 6.19% | 355,328 | $26.8M | — |
| INTF iShares International Equity | 6.19% | 654,401 | $26.8M | — |
| BINC iShares Flex I A ETF-Usd Inc. | 6.14% | 508,683 | $26.6M | — |
| BAI Ishrs AI in and Tech Act ETF | 4.76% | 391,169 | $20.6M | — |
| NVDA Nvidia Corp. | 4.61% | 99,777 | $20.0M | — |
| IEMG iShares Core MSCI Emerging | 4.28% | 223,937 | $18.6M | — |
| MTUM iShares MSCI USA Momentum Fa | 3.86% | 48,732 | $16.7M | — |
| EMLC Vaneck JPM Em Local Curr BND | 3.84% | 650,752 | $16.6M | — |
| INDA iShares MSCI India ETF | 3.09% | 271,062 | $13.4M | — |
| TSLA Tesla Inc. | 2.94% | 30,288 | $12.7M | — |
| BND Vanguard Total Bond Market | 2.29% | 134,952 | $9.9M | — |
| HDB HDFC Bank Ltd.-ADR | 2.09% | 351,228 | $9.1M | — |
| AUR Aurora Innovation Inc. | 1.86% | 1,178,653 | $8.0M | — |
| XME SS SPDR S&P Metals Mining | 1.80% | 72,892 | $7.8M | — |
| BSV Vanguard Short-Term Bond ETF | 1.68% | 93,651 | $7.3M | — |
| AAPL Apple Inc. | 1.32% | 19,764 | $5.7M | — |
| BE Bloom Energy Corp. Class A | 1.12% | 15,992 | $4.8M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.01% | 8,758 | $4.4M | — |
| JPST JPMorgan Ultra-Short Income | 0.90% | 77,195 | $3.9M | — |
| CRSP Crispr Therapeutics AG | 0.87% | 69,060 | $3.8M | — |
| RKLB Rocket Lab Corp. | 0.73% | 31,002 | $3.2M | — |
| AMZN Amazon.com Inc. | 0.49% | 8,930 | $2.1M | — |
| META Meta Platforms Inc. Class A | 0.47% | 3,611 | $2.0M | — |
| XOM Exxonmobil Holdings Corp. | 0.34% | 10,729 | $1.5M | — |
| SGOV iShares 0-3 Month Treasury B | 0.33% | 14,281 | $1.4M | — |
| MSFT Microsoft Corp. | 0.32% | 3,692 | $1.4M | — |
| UBER Uber Technologies Inc. | 0.31% | 18,360 | $1.3M | — |
| VT Vanguard Tot World STK ETF | 0.30% | 8,190 | $1.3M | — |
| GE General Electric filed as GE AEROSPACE | 0.30% | 3,429 | $1.3M | — |
| PM Philip Morris International | 0.29% | 7,000 | $1.3M | — |
| MO Altria Group Inc. | 0.28% | 16,800 | $1.2M | — |
| TTAN Servicetitan Inc. Class A | 0.27% | 16,776 | $1.2M | — |
| VZ Verizon Communications Inc. | 0.26% | 26,555 | $1.1M | — |
| T AT&T Inc. | 0.25% | 52,091 | $1.1M | — |
| GEV GE Vernova Inc. | 0.23% | 847 | $995K | — |
| NEAR iShares SH Dba ETF Usd Inc. | 0.21% | 18,091 | $917K | — |
| ALL Allstate Corp. | 0.20% | 3,731 | $888K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 2,317 | $858K | — |
| CI The Cigna Group | 0.19% | 2,972 | $819K | — |
| PGR Progressive Corp. | 0.18% | 3,641 | $795K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 1,012 | $745K | — |
| AWK American Water Works Co. Inc. | 0.16% | 5,431 | $715K | — |
| KO The Coca-Cola Co. | 0.16% | 8,787 | $714K | — |
| NVS Novartis AG-Sponsored ADR | 0.16% | 4,346 | $681K | — |
| ORCL Oracle Corp. | 0.16% | 4,634 | $679K | — |
| CVX Chevron Corp. | 0.15% | 3,985 | $661K | — |
| AEP American Electric Power | 0.15% | 4,669 | $639K | — |
| EXC Exelon Corp. | 0.13% | 11,899 | $555K | — |
| PEP Pepsico Inc. | 0.13% | 4,096 | $555K | — |
| ABBV Abbvie Inc. | 0.12% | 2,094 | $527K | — |
| CVS CVS Health Corp. | 0.12% | 4,967 | $514K | — |
| CNP Centerpoint Energy Inc. | 0.11% | 10,676 | $470K | — |
| XEL Xcel Energy Inc. | 0.11% | 5,804 | $466K | — |
| CINF Cincinnati Financial Corp. | 0.11% | 2,473 | $458K | — |
| DUK Duke Energy Corp. | 0.10% | 3,367 | $426K | — |
| MCD McDonald's Corp. | 0.09% | 1,471 | $398K | — |
| NEE Nextera Energy Inc. | 0.09% | 4,417 | $388K | — |
| DVN Devon Energy Corp. | 0.09% | 9,313 | $385K | — |
| RNR Renaissancere Holdings Ltd. | 0.08% | 1,145 | $363K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.08% | 7,803 | $354K | — |
| HSY The Hershey Co. | 0.08% | 1,982 | $348K | — |
| IBN Icici Bank Ltd.-Spon ADR | 0.08% | 11,381 | $330K | — |
| ATO Atmos Energy Corp. | 0.08% | 1,899 | $327K | — |
| CALI Ishrs SH-TRM Ca Muni Act ETF | 0.07% | 6,380 | $322K | — |
| RDDT Reddit Inc. Class A | 0.07% | 1,838 | $319K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.07% | 6,151 | $311K | — |
| QS Quantumscape Corp. | 0.07% | 41,041 | $310K | — |
| TRV The Travelers Cos Inc. | 0.07% | 933 | $308K | — |
| FANG Diamondback Energy Inc. | 0.07% | 1,658 | $291K | — |
| BP BP PLC-Spons ADR | 0.07% | 7,832 | $289K | — |
| GOOG Alphabet Inc. Class C | 0.06% | 777 | $275K | — |
| GQGU GQG US Equity ETF | 0.06% | 10,813 | $275K | — |
| STT State Street Corp. | 0.06% | 1,421 | $241K | — |
| ISRG Intuitive Surgical Inc. | 0.05% | 586 | $233K | — |
| VOO Vanguard S&P 500 ETF | 0.05% | 307 | $211K | — |
| MCK McKesson Corp. | 0.05% | 273 | $206K | — |
Portfolio Sells Q2 2026
No earlier filing to compare with.
Portfolio Buys Q2 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 79 | $433.3M | DYNF, VGT, VOE, IAU, INTF |