Shah Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Shah Wealth Advisors, LLCInvestment ActivityShah Wealth Advisors, LLC has $433.30 million in total holdings as of June 30, 2026.Shah Wealth Advisors, LLC owns shares of 79 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Largest Holdings iShares U.S. Equity Factor Rotation Active ETF $67,576,752Vanguard Information Technology ETF $33,156,597Vanguard Mid-Cap Value ETF $27,068,740iShares Gold Trust $26,830,817iShares International Equity Factor ETF $26,804,247 Sector AllocationMap of 500 Largest Holdings ofShah Wealth Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDYNFiShares U.S. Equity Factor Rotation Active ETF$67,576,752993,63015.6%ETFVGTVanguard Information Technology ETF$33,156,597277,4157.7%ETFVOEVanguard Mid-Cap Value ETF$27,068,740136,9886.2%ETFIAUiShares Gold Trust$26,830,817355,3286.2%ETFINTFiShares International Equity Factor ETF$26,804,247654,4016.2%ETFBINCiShares Flexible Income Active ETF$26,624,477508,6836.1%ETFISHARES A.I. INNOVATION AND TECH ACTIVE ETF$20,622,430391,1694.8%ETFNVDANVIDIA$19,964,38099,7774.6%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$18,550,955223,9374.3%ETFMTUMiShares MSCI USA Momentum Factor ETF$16,706,72048,7323.9%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$16,633,215650,7523.8%ETFINDAiShares MSCI India ETF$13,387,752271,0623.1%ETFTSLATesla$12,739,13330,2882.9%Consumer DiscretionaryBNDVanguard Total Bond Market ETF$9,906,859134,9522.3%ETFHDBHDFC Bank$9,072,219351,2282.1%FinanceAURAurora Innovation$8,038,4131,178,6531.9%TechnologyXMESPDR S&P Metals & Mining ETF$7,794,31672,8921.8%ETFBSVVanguard Short-Term Bond ETF$7,296,33793,6511.7%ETFAAPLApple$5,718,91119,7641.3%TechnologyBEBloom Energy$4,840,63815,9921.1%IndustrialsBRK.BBerkshire Hathaway$4,382,4168,7581.0%FinanceJPSTJPMorgan Ultra-Short Income ETF$3,903,73477,1950.9%ETFCRSPCRISPR Therapeutics$3,766,53269,0600.9%HealthcareROCKET LAB CORP COM$3,151,35331,0020.7%StockAMZNAmazon.com$2,128,3768,9300.5%Consumer DiscretionaryMETAMeta Platforms$2,034,2803,6110.5%Communication ServicesEXXONMOBIL HOLDINGS CORP COM SHS$1,466,91210,7290.3%StockSGOViShares 0-3 Month Treasury Bond ETF$1,437,68514,2810.3%ETFMSFTMicrosoft$1,377,1903,6920.3%TechnologyUBERUber Technologies$1,324,85818,3600.3%IndustrialsVTVanguard Total World Stock ETF$1,285,4488,1900.3%ETFGEGE Aerospace$1,281,5203,4290.3%IndustrialsPMPhilip Morris International$1,266,3707,0000.3%Consumer StaplesMOAltria Group$1,208,76016,8000.3%Consumer StaplesSERVICETITAN INC SHS CL A$1,186,23116,7760.3%StockVZVerizon Communications$1,124,33926,5550.3%Communication ServicesTAT&T$1,078,28452,0910.2%Communication ServicesGE VERNOVA INC COM$995,1068470.2%StockNEARiShares Short Duration Bond Active ETF$916,51318,0910.2%ETFALLAllstate$887,7543,7310.2%FinanceVTIVanguard Total Stock Market ETF$857,5152,3170.2%ETFCICigna Group$819,2552,9720.2%HealthcarePGRProgressive$795,3763,6410.2%FinanceQQQInvesco QQQ$745,2371,0120.2%ETFAWKAmerican Water Works$714,5925,4310.2%UtilitiesKOCocaCola$714,1198,7870.2%Consumer StaplesNVSNovartis$681,1054,3460.2%HealthcareORCLOracle$679,1134,6340.2%TechnologyCVXChevron$660,5803,9850.2%EnergyAEPAmerican Electric Power$638,8334,6690.1%UtilitiesEXCExelon$554,74411,8990.1%UtilitiesPEPPepsiCo$554,5984,0960.1%Consumer StaplesABBVAbbVie$526,9342,0940.1%HealthcareCVSCVS Health$513,8364,9670.1%HealthcareCNPCenterPoint Energy$470,17110,6760.1%UtilitiesXELXcel Energy$466,0615,8040.1%UtilitiesCINFCincinnati Financial$457,8512,4730.1%FinanceDUKDuke Energy$426,2543,3670.1%UtilitiesMCDMcDonald's$397,6261,4710.1%Consumer DiscretionaryNEENextEra Energy$387,6684,4170.1%UtilitiesDVNDevon Energy$384,8309,3130.1%EnergyRNRRenaissanceRe$362,8511,1450.1%FinanceXLUUtilities Select Sector SPDR Fund$353,7907,8030.1%ETFHSYHershey$347,7421,9820.1%Consumer StaplesIBNICICI Bank$330,39011,3810.1%FinanceATOAtmos Energy$327,1721,8990.1%UtilitiesISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF$322,4166,3800.1%ETFREDDIT INC CL A$319,0401,8380.1%StockVTEBVanguard Tax-Exempt Bond ETF$311,1106,1510.1%ETFQSQuantumScape$310,27141,0410.1%Consumer DiscretionaryTRVTravelers Companies$308,0029330.1%FinanceFANGDiamondback Energy$291,4431,6580.1%EnergyBPBP$289,3777,8320.1%EnergyGOOGAlphabet$274,6907770.1%Communication ServicesGQG US EQUITY ETF$274,65110,8130.1%ETFSTTState Street$241,0021,4210.1%FinanceISRGIntuitive Surgical$233,0405860.1%HealthcareVOOVanguard S&P 500 ETF$210,7653070.0%ETFMCKMcKesson$206,2792730.0%HealthcareShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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