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Shah Wealth Advisors

Latest statistics and disclosures from Shah Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002149018

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Positions held by Shah Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Shah Wealth Advisors

Shah Wealth Advisors holds 72 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	11.9	$60M	862k	69.26	View chart
Vanguard Information Technology Etf Etf (VGT)	7.3	$37M	293k	125.67	View chart
Vanguard Morningstar Mid-cap Value Etf Etf (VOE)	6.0	$30M	155k	195.53	View chart
Ishares Gold Trust Etf (IAU)	6.0	$30M	386k	78.10	View chart
Ishares International Equity Factor Etf Etf (INTF)	6.0	$30M	725k	41.51	View chart
Vanguard Total Bond Market Etf Etf (BND)	5.9	$30M	425k	70.15	View chart
Ishares Flexible Income Active Etf Etf (BINC)	5.9	$30M	582k	50.79	View chart
Gqg Us Equity Etf Etf (GQGU)	5.4	$27M	1.0M	26.42	View chart
Nvidia Corporation Stock (NVDA)	5.0	$25M	109k	228.38	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	3.9	$20M	419k	47.19	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	3.8	$19M	233k	81.16	View chart
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC)	3.4	$17M	691k	24.83	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	3.3	$17M	52k	317.34	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	2.7	$14M	86k	157.68	View chart
Ishares Msci India Etf Etf (INDA)	2.6	$13M	284k	46.68	View chart
Aurora Innovation Inc Class A Stock (AUR)	2.3	$11M	2.0M	5.54	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	2.2	$11M	199k	56.66	View chart
Tesla Stock (TSLA)	2.1	$11M	30k	354.81	View chart
State Street Spdr S&p Metals & Mining Etf Etf (XME)	1.6	$8.1M	78k	103.56	View chart
Apple Stock (AAPL)	1.5	$7.7M	23k	333.02	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	1.2	$6.2M	111k	55.32	View chart
Ishares Short-term California Muni Active Etf Etf (CALI)	0.9	$4.6M	92k	49.81	View chart
Bloom Energy Corp Com Cl A Stock (BE)	0.8	$4.2M	15k	276.97	View chart
Amazon Stock (AMZN)	0.7	$3.4M	14k	249.15	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.7	$3.3M	22k	150.86	View chart
Microsoft Corp Stock (MSFT)	0.6	$3.1M	6.0k	512.89	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$3.0M	4.2k	725.12	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$2.8M	5.7k	497.94	View chart
Rocket Lab Corp Stock (RKLB)	0.4	$2.2M	32k	69.68	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$1.7M	4.9k	340.76	View chart
Ge Aerospace Stock (GE)	0.3	$1.5M	4.8k	312.32	View chart
Vanguard Total World Stock Etf Etf (VT)	0.3	$1.3M	8.2k	157.85	View chart
Servicetitan Inc Shs Cl A Stock (TTAN)	0.2	$1.1M	17k	65.79	View chart
Micron Technology Stock (MU)	0.2	$1.0M	980.00	1065.11	View chart
Uber Technologies Stock (UBER)	0.2	$1.0M	15k	68.51	View chart
Oracle Corp Stock (ORCL)	0.2	$954k	6.9k	137.29	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.2	$908k	1.7k	537.95	View chart
Eaton Vance Short Duration Municipal Income Etf Etf (EVSM)	0.2	$901k	18k	49.16	View chart
Lam Research Corp Stock (LRCX)	0.2	$894k	2.7k	328.51	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.2	$829k	2.2k	374.23	View chart
Ge Vernova Stock (GEV)	0.2	$819k	861.00	950.93	View chart
Philip Morris Intl Stock (PM)	0.1	$710k	3.7k	190.82	View chart
Broadcom Stock (AVGO)	0.1	$690k	2.0k	351.26	View chart
Intel Corp Stock (INTC)	0.1	$639k	5.3k	120.23	View chart
Eli Lilly & Co Stock (LLY)	0.1	$580k	501.00	1157.08	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$568k	767.00	740.17	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$511k	2.7k	187.05	View chart
State Str Corp Stock (STT)	0.1	$506k	2.9k	174.59	View chart
Advanced Micro Devices Stock (AMD)	0.1	$497k	812.00	611.76	View chart
Palo Alto Networks Stock (PANW)	0.1	$451k	1.1k	397.31	View chart
Unitedhealth Group Stock (UNH)	0.1	$411k	1.1k	367.15	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$389k	508.00	765.85	View chart
Interactive Brokers Group Inc Com Cl A Stock (IBKR)	0.1	$384k	4.5k	85.42	View chart
Union Pac Corp Stock (UNP)	0.1	$380k	1.4k	272.13	View chart
Steel Dynamics Stock (STLD)	0.1	$304k	1.4k	221.61	View chart
Nebius Group N.v. Shs Class A Stock (NBIS)	0.1	$303k	1.3k	235.88	View chart
Amphenol Corp Cl A Stock (APH)	0.1	$293k	3.5k	84.30	View chart
Rtx Corporation Stock (RTX)	0.1	$288k	1.5k	185.65	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$287k	5.1k	56.22	View chart
Reddit Inc Cl A Stock (RDDT)	0.1	$278k	2.0k	142.44	View chart
Quantumscape Corp Com Cl A Stock (QS)	0.1	$264k	57k	4.64	View chart
Exxonmobil Holdings Corp Stock (XOM)	0.1	$259k	1.6k	162.74	View chart
Corning Stock (GLW)	0.1	$257k	1.7k	153.73	View chart
Keysight Technologies Stock (KEYS)	0.0	$248k	680.00	364.04	View chart
Wabtec Stock (WAB)	0.0	$245k	853.00	287.29	View chart
Snowflake Stock (SNOW)	0.0	$238k	702.00	339.56	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$236k	130.00	1811.67	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$221k	316.00	700.12	View chart
Howmet Aerospace Stock (HWM)	0.0	$219k	969.00	226.18	View chart
Datadog Inc Cl A Stock (DDOG)	0.0	$214k	780.00	273.85	View chart
Goldman Sachs Group Stock (GS)	0.0	$205k	228.00	900.36	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$200k	6.2k	32.53	View chart

Past Filings by Shah Wealth Advisors

SEC 13F filings are viewable for Shah Wealth Advisors going back to 2026

Shah Wealth Advisors 2026 Q3 filed Nov. 6, 2026

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