Shah Wealth Advisors, LLC

Name: Shah Wealth Advisors, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002149018 · CHINO HILLS, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗

Shah Wealth Advisors, LLC reported 79 positions worth $433.3M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: DYNF (15.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$433.3M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

65.5%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 79 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	DYNF	ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF	SH	$67.6M	15.60%	993,630	—	—
▸ 2	VGT	VANGUARD INFORMATION TECHNOLOGY ETF	SH	$33.2M	7.65%	277,415	—	—
▸ 3	VOE	VANGUARD MORNINGSTAR MID-CAP VALUE ETF	SH	$27.1M	6.25%	136,988	—	—
▸ 4	IAU	ISHARES GOLD TRUST	SH	$26.8M	6.19%	355,328	—	—
▸ 5	INTF	ISHARES INTERNATIONAL EQUITY FACTOR ETF	SH	$26.8M	6.19%	654,401	—	—
▸ 6	BINC	ISHARES FLEXIBLE INCOME ACTIVE ETF	SH	$26.6M	6.14%	508,683	—	—
▸ 7	BAI	ISHARES A.I. INNOVATION AND TECH ACTIVE ETF	SH	$20.6M	4.76%	391,169	—	—
▸ 8	NVDA	NVIDIA CORPORATION COM	SH	$20.0M	4.61%	99,777	—	—
▸ 9	IEMG	ISHARES CORE MSCI EMERGING MARKETS ETF	SH	$18.6M	4.28%	223,937	—	—
▸ 10	MTUM	ISHARES MSCI USA MOMENTUM FACTOR ETF	SH	$16.7M	3.86%	48,732	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Shah Wealth Advisors, LLC hold as of Q2 2026?

Shah Wealth Advisors, LLC reported 79 positions worth $433.3M in its Q2 2026 13F filing. Largest positions: DYNF (15.6%), VGT (7.7%), VOE (6.2%), IAU (6.2%) and INTF (6.2%).

What did Shah Wealth Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Shah Wealth Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.