Q2 2026 13F · SEC CIK 2149018

Shah Wealth Advisors, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $433.3M
Reported positions: 79
Holdings vs S&P 500, 3 yrs: —
Assets under management: $606.2M

Shah Wealth Advisors, LLC is a wealth manager that reported 79 positions worth $433.3M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Blackrock ETF Trust (DYNF, 15.6%), Vanguard World Fd (VGT, 7.7%), Vanguard Index Fds (VOE, 6.2%).

Shah Wealth Advisors, LLC holdings largest 50 of 79 positions.

Weights are shares of the filer's total reported 13F value, compared with the prior quarter. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Shah Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Prior quarter	Shares	Share change	Reported value
DYNFBlackrock ETF Trust	15.6%	—	993,630	—	$67.6M
VGTVanguard World Fd	7.7%	—	277,415	—	$33.2M
VOEVanguard Index Fds	6.2%	—	136,988	—	$27.1M
IAUIshares Gold Tr	6.2%	—	355,328	—	$26.8M
INTFIshares Tr	6.2%	—	654,401	—	$26.8M
BINCBlackrock ETF Trust II	6.1%	—	508,683	—	$26.6M
BAIBlackrock ETF Trust	4.8%	—	391,169	—	$20.6M
NVDANvidia Corporation	4.6%	—	99,777	—	$20.0M
IEMGIshares Inc	4.3%	—	223,937	—	$18.6M
MTUMIshares Tr	3.9%	—	48,732	—	$16.7M
EMLCVaneck ETF Trust	3.8%	—	650,752	—	$16.6M
INDAIshares Tr	3.1%	—	271,062	—	$13.4M
TSLATesla Inc	2.9%	—	30,288	—	$12.7M
BNDVanguard Bd Index Fds	2.3%	—	134,952	—	$9.9M
HDBHdfc Bank Ltd	2.1%	—	351,228	—	$9.1M
AURAurora Innovation Cl A	1.9%	—	1,178,653	—	$8.0M
XMESpdr Series Trust	1.8%	—	72,892	—	$7.8M
BSVVanguard Bd Index Fds	1.7%	—	93,651	—	$7.3M
AAPLApple Inc	1.3%	—	19,764	—	$5.7M
BEBloom Energy Corp	1.1%	—	15,992	—	$4.8M
BRK-BBerkshire Hathaway Inc Del	1.0%	—	8,758	—	$4.4M
JPSTJ P Morgan Exchange Traded F	0.9%	—	77,195	—	$3.9M
CRSPCrispr Therapeutics AG	0.9%	—	69,060	—	$3.8M
RKLBRocket Lab Corp	0.7%	—	31,002	—	$3.2M
AMZNAmazon Com Inc	0.5%	—	8,930	—	$2.1M
METAMeta Platforms Inc	0.5%	—	3,611	—	$2.0M
XOMExxonmobil Holdings Corp	0.3%	—	10,729	—	$1.5M
SGOVIshares Tr	0.3%	—	14,281	—	$1.4M
MSFTMicrosoft Corp	0.3%	—	3,692	—	$1.4M
UBERUber Technologies Inc	0.3%	—	18,360	—	$1.3M
VTVanguard Intl Equity Index F	0.3%	—	8,190	—	$1.3M
GEGe Aerospace	0.3%	—	3,429	—	$1.3M
PMPhilip Morris Intl Inc	0.3%	—	7,000	—	$1.3M
MOAltria Group Inc	0.3%	—	16,800	—	$1.2M
TTANServicetitan Inc	0.3%	—	16,776	—	$1.2M
VZVerizon Communications Inc	0.3%	—	26,555	—	$1.1M
TAt&t Inc	0.2%	—	52,091	—	$1.1M
GEVGe Vernova Inc	0.2%	—	847	—	$995K
NEARIshares U S ETF Tr	0.2%	—	18,091	—	$917K
ALLAllstate Corp	0.2%	—	3,731	—	$888K
VTIVanguard Index Fds	0.2%	—	2,317	—	$858K
CIThe Cigna Group	0.2%	—	2,972	—	$819K
PGRProgressive Corp	0.2%	—	3,641	—	$795K
QQQInvesco Qqq Tr	0.2%	—	1,012	—	$745K
AWKAmerican Wtr Wks Co Inc New Com	0.2%	—	5,431	—	$715K
KOCoca Cola Co	0.2%	—	8,787	—	$714K
NVSNovartis AG	0.2%	—	4,346	—	$681K
ORCLOracle Corp	0.2%	—	4,634	—	$679K
CVXChevron Corporation	0.2%	—	3,985	—	$661K
AEPAmerican Elec Pwr Co Inc	0.1%	—	4,669	—	$639K

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$433.3M	79

Questions about Shah Wealth Advisors, LLC's portfolio

What stocks does Shah Wealth Advisors, LLC own?

Shah Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 79 positions worth $433.3M. The largest are Blackrock ETF Trust (DYNF) at 15.6%, Vanguard World Fd (VGT) at 7.7%, Vanguard Index Fds (VOE) at 6.2%, Ishares Gold Tr (IAU) at 6.2% and Ishares Tr (INTF) at 6.2%.

When is Shah Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Shah Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Shah Wealth Advisors, LLC manage?

Shah Wealth Advisors, LLC reported $606.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $433.3M.