Shah Wealth Advisors, LLC
Sector Allocation
- Other67.9%$294.2M
- Technology12.3%$53.4M
- Financials10.1%$43.7M
- Consumer Discretionary3.5%$15.3M
- Industrials1.6%$6.7M
- Healthcare1.5%$6.5M
- Consumer Staples1.0%$4.3M
- Utilities0.8%$3.7M
- Energy0.8%$3.4M
- Communication Services0.5%$2.2M
Largest positions — Q2 2026
- ISHARES$67.6M
- VANGUARD$33.2M
- VANGUARD$27.1M
IAU
$26.8M- ISHARES$26.8M
- ISHARES$26.6M
- ISHARES$20.6M
NVDA
$20.0M- ISHARES$18.6M
- ISHARES$16.7M
- VANECK$16.6M
- ISHARES$13.4M
TSLA
$12.7M- VANGUARD$9.9M
HDB
$9.1MAUR
$8.0M- STATE$7.8M
META
$7.3MAAPL
$5.7MBE
$4.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/shah-wealth-advisors-llc-2149018
Shah Wealth Advisors, LLC 13F holdings — Q2 2026
$433.3M portfolio · 79 holdings · Q2 2026 13F · top 10 are 66% of the stock portfolio
- 1
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF
$67.6M
15.6% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INFORMATION TECHNOLOGY ETF - ETF
$33.2M
7.7% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD MORNINGSTAR MID-CAP VALUE ETF - ETF
$27.1M
6.3% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— $26.8M
6.2% of stocks
—This quarter-7.7%Since filed1+ qtrsHeld- 5
ISHARES INTERNATIONAL EQUITY FACTOR ETF - ETF
$26.8M
6.2% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES FLEXIBLE INCOME ACTIVE ETF - ETF
$26.6M
6.1% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF - ETF
$20.6M
4.8% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— $20.0M
4.6% of stocks
—This quarter-3.5%Since filed1+ qtrsHeld- 9
ISHARES CORE MSCI EMERGING MARKETS ETF - ETF
$18.6M
4.3% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES MSCI USA MOMENTUM FACTOR ETF - ETF
$16.7M
3.9% of stocks
—This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF - ETF | $67.6M | 15.6% | — | — | — | — | — | |
| 2 | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | $33.2M | 7.7% | — | — | — | — | — | |
| 3 | VANGUARD MORNINGSTAR MID-CAP VALUE ETF - ETF | $27.1M | 6.3% | — | — | — | — | — | |
| 4 | $26.8M | 6.2% | — | -7.7% | 1+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES INTERNATIONAL EQUITY FACTOR ETF - ETF | $26.8M | 6.2% | — | — | — | — | — | |
| 6 | ISHARES FLEXIBLE INCOME ACTIVE ETF - ETF | $26.6M | 6.1% | — | — | — | — | — | |
| 7 | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF - ETF | $20.6M | 4.8% | — | — | — | — | — | |
| 8 | $20.0M | 4.6% | — | -3.5% | 1+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $18.6M | 4.3% | — | — | — | — | — | |
| 10 | ISHARES MSCI USA MOMENTUM FACTOR ETF - ETF | $16.7M | 3.9% | — | — | — | — | — |
All holdings — Shah Wealth Advisors, LLC (Q2 2026)
79 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF - ETFnote | — | $16.6M | 3.8% | 651K | — | — | — | 13F |
| 12 | — | ISHARES MSCI INDIA ETF - ETFetf/fund | — | $13.4M | 3.1% | 271K | — | — | — | 13F |
| 13 | Tesla, Inc. | Consumer Discretionary | $12.7M | 2.9% | 30K | — | 1+ qtrs | 51.5 | 13F | |
| 14 | — | VANGUARD TOTAL BOND MARKET ETF - ETFnote | — | $9.9M | 2.3% | 135K | — | — | — | 13F |
| 15 | HDFC BANK LTDadr | Financials | $9.1M | 2.1% | 351K | — | 1+ qtrs | — | 13F | |
| 16 | Aurora Innovation, Inc. | Technology | $8.0M | 1.9% | 1.18M | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | STATE STREET SPDR S&P METALS & MINING ETF - ETFetf/fund | — | $7.8M | 1.8% | 73K | — | — | — | 13F |
| 18 | Meta Platforms, Inc.note | Technology | $7.3M | 1.7% | 94K | — | 1+ qtrs | 78.0 | 13F | |
| 19 | Apple Inc. | Technology | $5.7M | 1.3% | 20K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Bloom Energy Corp | Technology | $4.8M | 1.1% | 16K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | BERKSHIRE HATHAWAY INC | Financials | $4.4M | 1.0% | 8,758 | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | JPMORGAN ULTRA-SHORT INCOME ETF - ETFetf/fund | — | $3.9M | 0.9% | 77K | — | — | — | 13F |
| 23 | CRISPR Therapeutics AG | Healthcare | $3.8M | 0.9% | 69K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Rocket Lab Corp | Industrials | $3.2M | 0.7% | 31K | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | AMAZON COM INC | Consumer Discretionary | $2.1M | 0.5% | 8,930 | — | 1+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $META | Meta Platforms, Inc. | Technology | $2.0M | 0.5% | 3,611 | — | |||
| 27 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.5M | 0.3% | 11K | — | |||
| 28 | — | ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | — | $1.4M | 0.3% | 14K | — | |||
| 29 | $MSFT | MICROSOFT CORP | Technology | $1.4M | 0.3% | 3,692 | — | |||
| 30 | $UBER | Uber Technologies, Inc | Technology | $1.3M | 0.3% | 18K | — | |||
| 31 | $DOV | DOVER Corp | Industrials | $1.3M | 0.3% | 8,190 | — | |||
| 32 | $GE | GENERAL ELECTRIC CO | Industrials | $1.3M | 0.3% | 3,429 | — | |||
| 33 | $PM | Philip Morris International Inc. | Consumer Staples | $1.3M | 0.3% | 7,000 | — | |||
| 34 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.2M | 0.3% | 17K | — | |||
| 35 | $TTAN | ServiceTitan, Inc. | Technology | $1.2M | 0.3% | 17K | — | |||
| 36 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.1M | 0.3% | 27K | — | |||
| 37 | $T | AT&T INC. | Communication Services | $1.1M | 0.3% | 52K | — | |||
| 38 | $GEV | GE Vernova Inc. | Industrials | $995K | 0.2% | 847 | — | |||
| 39 | — | ISHARES SHORT DURATION BOND ACTIVE ETF - ETF | — | $917K | 0.2% | 18K | — | |||
| 40 | $ALL | ALLSTATE CORP | Financials | $888K | 0.2% | 3,731 | — | |||
| 41 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF | — | $858K | 0.2% | 2,317 | — | |||
| 42 | $CI | Cigna Group | Healthcare | $819K | 0.2% | 2,972 | — | |||
| 43 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $795K | 0.2% | 3,641 | — | |||
| 44 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $745K | 0.2% | 1,012 | — | |||
| 45 | $AWK | American Water Works Company, Inc. | Utilities | $715K | 0.2% | 5,431 | — | |||
| 46 | $KO | COCA COLA CO | Consumer Staples | $714K | 0.2% | 8,787 | — | |||
| 47 | $NVS | NOVARTIS AG | Healthcare | $681K | 0.2% | 4,346 | — | |||
| 48 | $ORCL | ORACLE CORP | Technology | $679K | 0.2% | 4,634 | — | |||
| 49 | $CVX | CHEVRON CORP | Energy | $661K | 0.1% | 3,985 | — | |||
| 50 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $639K | 0.1% | 4,669 | — | |||
| 51 | $EXC | EXELON CORP | Utilities | $555K | 0.1% | 12K | — | |||
| 52 | $PEP | PEPSICO INC | Consumer Staples | $555K | 0.1% | 4,096 | — | |||
| 53 | $ABBV | AbbVie Inc. | Healthcare | $527K | 0.1% | 2,094 | — | |||
| 54 | $CVS | CVS HEALTH Corp | Healthcare | $514K | 0.1% | 4,967 | — | |||
| 55 | $CNP | CENTERPOINT ENERGY INC | Utilities | $470K | 0.1% | 11K | — | |||
| 56 | $XEL | XCEL ENERGY INC | Utilities | $466K | 0.1% | 5,804 | — | |||
| 57 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $458K | 0.1% | 2,473 | — | |||
| 58 | $DUK | Duke Energy CORP | Utilities | $426K | 0.1% | 3,367 | — | |||
| 59 | $MCD | MCDONALDS CORP | Consumer Discretionary | $398K | 0.1% | 1,471 | — | |||
| 60 | $NEE | NEXTERA ENERGY INC | Utilities | $388K | 0.1% | 4,417 | — | |||
| 61 | $DVN | DEVON ENERGY CORP/DE | Energy | $385K | 0.1% | 9,313 | — | |||
| 62 | $RNR | RENAISSANCERE HOLDINGS LTD | Financials | $363K | 0.1% | 1,145 | — | |||
| 63 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF - ETF | — | $354K | 0.1% | 7,803 | — | |||
| 64 | $HSY | HERSHEY CO | Consumer Staples | $348K | 0.1% | 1,982 | — | |||
| 65 | $IBN | ICICI BANK LTD | Financials | $330K | 0.1% | 11K | — | |||
| 66 | $ATO | ATMOS ENERGY CORP | Energy | $327K | 0.1% | 1,899 | — | |||
| 67 | — | ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF - ETF | — | $322K | 0.1% | 6,380 | — | |||
| 68 | $RDDT | Reddit, Inc. | Technology | $319K | 0.1% | 1,838 | — | |||
| 69 | — | VANGUARD TAX-EXEMPT BOND ETF - ETF | — | $311K | 0.1% | 6,151 | — | |||
| 70 | $QS | QuantumScape Corp | Technology | $310K | 0.1% | 41K | — | |||
| 71 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $308K | 0.1% | 933 | — | |||
| 72 | $FANG | Diamondback Energy, Inc. | Energy | $291K | 0.1% | 1,658 | — | |||
| 73 | $BP | BP PLC | Energy | $289K | 0.1% | 7,832 | — | |||
| 74 | $GOOG | Alphabet Inc. | Technology | $275K | 0.1% | 777 | — | |||
| 75 | — | GQG US EQUITY ETF - ETF | — | $275K | 0.1% | 11K | — | |||
| 76 | $STT | STATE STREET CORP | Financials | $241K | 0.1% | 1,421 | — | |||
| 77 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $233K | 0.1% | 586 | — | |||
| 78 | — | VANGUARD S&P 500 ETF - ETF | — | $211K | 0.1% | 307 | — | |||
| 79 | $MCK | MCKESSON CORP | Consumer Staples | $206K | 0.1% | 273 | — |
Is it too late to follow Shah Wealth Advisors?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Shah Wealth Advisors's top 20 holdings: 64/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-3.0%
Value-weighted move of the 10 largest stock positions
Turnover
—
Last quarter
Top 10 weight
66%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Shah Wealth Advisors, LLC disclosed 79 positions worth $433.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 79 new positions and exited 0. The portfolio is most concentrated in Other (67.9% of disclosed assets). All figures are sourced directly from Shah Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2149018.
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