SW
Shah Wealth Advisors, LLC 13F Filing (Q2 2026) — Top Positions & Stock Picks
Shah Wealth Advisors, LLCCIK: 0002149018
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$433.3M
Reporting period: 2026-06-30 · Number of holdings: 79
Shah Wealth Advisors, LLC disclosed 79 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $433.3M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 23.7
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 56
- Diversification
- 100
- Sizing Uniformity
- 80.69
Shah Wealth Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.059 — mathematically equivalent to about 17 equally-sized positions, well below its 79 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.93), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 23% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 15.60% | — | — | — |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 7.65% | — | — | — |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 6.25% | — | — | — |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 6.19% | — | — | — |
| 5 | INTF | Ishares International Equity | ETF-Other | 6.19% | — | — | — |
| 6 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 6.14% | — | — | — |
| 7 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 4.76% | — | — | — |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 4.61% | — | — | — |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.28% | — | — | — |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.86% | — | — | — |
| 11 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-Other | 3.84% | — | — | — |
| 12 | INDA | Ishares Msci India ETF | ETF-Other | 3.09% | — | — | — |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.94% | — | — | — |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 2.29% | — | — | — |
| 15 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 2.09% | — | — | — |
| 16 | AUR | Aurora Innovation Inc | Stock-Consumer Disc | 1.86% | — | — | — |
| 17 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 1.80% | — | — | — |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.68% | — | — | — |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.32% | — | — | — |
| 20 | BE | Bloom Energy Corp- A | Stock-Industrials | 1.12% | — | — | — |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.01% | — | — | — |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.90% | — | — | — |
| 23 | CRSP | CRISPR Therapeutics AG | Stock-Healthcare | 0.87% | — | — | — |
| 24 | RKLB | Rocket Lab CORP | Stock-Industrials | 0.73% | — | — | — |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | — | — | — |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | — | — | — |
| 27 | ✓ | Stock-Other | 0.34% | — | — | — | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.33% | — | — | — |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | — | — | — |
| 30 | UBER | Uber Technologies Inc | Stock-Industrials | 0.31% | — | — | — |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.30% | — | — | — |
| 32 | GE | General Electric | Stock-Industrials | 0.30% | — | — | — |
| 33 | PM | Philip Morris International | Stock-Consumer Staples | 0.29% | — | — | — |
| 34 | MO | Altria Group Inc | Stock-Consumer Staples | 0.28% | — | — | — |
| 35 | TTAN | Servicetitan Inc-a | Stock-Tech | 0.27% | — | — | — |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.26% | — | — | — |
| 37 | T | At&t Inc | Stock-Comm Services | 0.25% | — | — | — |
| 38 | GEV | GE Vernova Inc | Stock-Industrials | 0.23% | — | — | — |
| 39 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.21% | — | — | — |
| 40 | ALL | Allstate CORP | Stock-Financials | 0.20% | — | — | — |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | — | — | — |
| 42 | CI | THE Cigna Group | Stock-Healthcare | 0.19% | — | — | — |
| 43 | PGR | Progressive CORP | Stock-Financials | 0.18% | — | — | — |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.17% | — | — | — |
| 45 | AWK | American Water Works Co Inc | Stock-Utilities | 0.16% | — | — | — |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.16% | — | — | — |
| 47 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.16% | — | — | — |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.16% | — | — | — |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.15% | — | — | — |
| 50 | AEP | American Electric Power | Stock-Utilities | 0.15% | — | — | — |
1–50 of 79
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Shah Wealth Advisors, LLC and what type of investor is it?
Shah Wealth Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $433.3M, spread across 79 disclosed positions.
What are Shah Wealth Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Shah Wealth Advisors, LLC's top holdings by market value are:
1. Ishrs US E F R A Etf-usd Inc (DYNF) — $67.6M (15.6%)
2. Vanguard Info Tech ETF (VGT) — $33.2M (7.7%)
3. Vanguard Mid-cap Value ETF (VOE) — $27.1M (6.3%)
4. Ishares Gold Trust (IAU) — $26.8M (6.2%)
5. Ishares International Equity (INTF) — $26.8M (6.2%)
What changes did Shah Wealth Advisors, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Shah Wealth Advisors, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Shah Wealth Advisors, LLC focus on?
Shah Wealth Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 29.6%
• Consumer Discretionary: 24.1%
• Financials: 12.7%
• Industrials: 11.8%
• Health Care: 6.9%
• Communication Services: 4.9%
Investment Profile
Shah Wealth Advisors, LLC's portfolio is broadly diversified and long-term-holding.
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