Shah Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Shah Wealth Advisors, LLCInvestment ActivityShah Wealth Advisors, LLC has $503.16 million in total holdings as of September 30, 2026.Shah Wealth Advisors, LLC owns shares of 72 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 25.24% of the portfolio was purchased this quarter.About 10.78% of the portfolio was sold this quarter.This quarter, Shah Wealth Advisors, LLC has purchased 79 new stocks and bought additional shares in 31 stocks.Shah Wealth Advisors, LLC sold shares of 9 stocks and completely divested from 38 stocks this quarter.Largest Holdings iShares U.S. Equity Factor Rotation Active ETF $59,697,195Vanguard Information Technology ETF $36,759,979Vanguard Mid-Cap Value ETF $30,279,860iShares Gold Trust $30,168,856iShares International Equity Factor ETF $30,095,459 Largest New Holdings this Quarter 78464A870 - SPDR S&P Biotech ETF $13,477,829 Holding92206C706 - Vanguard Intermediate-Term Treasury ETF $11,264,430 Holding84615Q103 - SPACE EXPLORATION TECHN CORP CLASS A COM STK $3,322,692 Holding595112103 - Micron Technology $1,043,808 Holding24703L202 - Dell Technologies $908,060 Holding Largest Purchases this Quarter GQG US EQUITY ETF 1,013,330 shares (about $26.77M)Vanguard Total Bond Market ETF 289,765 shares (about $20.33M)SPDR S&P Biotech ETF 85,476 shares (about $13.48M)Vanguard Intermediate-Term Treasury ETF 198,807 shares (about $11.26M)Aurora Innovation 867,092 shares (about $4.80M) Largest Sales this Quarter iShares U.S. Equity Factor Rotation Active ETF 131,701 shares (about $9.12M)Berkshire Hathaway 3,098 shares (about $1.54M)EXXONMOBIL HOLDINGS CORP COM SHS 9,140 shares (about $1.49M)Philip Morris International 3,281 shares (about $626.08K)Tesla 804 shares (about $285.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofShah Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDYNFiShares U.S. Equity Factor Rotation Active ETF$59,697,195$9,121,610 ▼-13.3%861,92911.9%ETFVGTVanguard Information Technology ETF$36,759,979$1,897,240 ▲5.4%292,5127.3%ETFVOEVanguard Mid-Cap Value ETF$30,279,860$3,494,522 ▲13.0%154,8606.0%ETFIAUiShares Gold Trust$30,168,856$2,417,741 ▲8.7%386,2856.0%ETFINTFiShares International Equity Factor ETF$30,095,459$2,931,270 ▲10.8%725,0176.0%ETFBNDVanguard Total Bond Market ETF$29,793,906$20,327,021 ▲214.7%424,7175.9%ETFBINCiShares Flexible Income Active ETF$29,540,069$3,704,063 ▲14.3%581,6125.9%ETFGQG US EQUITY ETF$27,057,851$26,772,172 ▲9,371.4%1,024,1435.4%ETFNVDANVIDIA$24,991,375$2,204,322 ▲9.7%109,4295.0%TechnologyISHARES A.I. INNOVATION AND TECH ACTIVE ETF$19,756,094$1,296,828 ▲7.0%418,6503.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$18,924,225$749,512 ▲4.1%233,1723.8%ETFEMLCVanEck J.P. Morgan EM Local Currency Bond ETF$17,148,412$990,245 ▲6.1%690,6333.4%ETFMTUMiShares MSCI USA Momentum Factor ETF$16,518,562$1,053,890 ▲6.8%52,0533.3%ETFXBISPDR S&P Biotech ETF$13,477,829$13,477,829 ▲New Holding85,4762.7%ETFINDAiShares MSCI India ETF$13,256,825$603,665 ▲4.8%283,9942.6%ETFAURAurora Innovation$11,333,428$4,803,690 ▲73.6%2,045,7452.3%TechnologyVGITVanguard Intermediate-Term Treasury ETF$11,264,430$11,264,430 ▲New Holding198,8072.2%ETFTSLATesla$10,461,151$285,265 ▼-2.7%29,4842.1%Consumer DiscretionaryXMESPDR S&P Metals & Mining ETF$8,051,082$502,371 ▲6.7%77,7431.6%ETFAAPLApple$7,685,818$1,103,968 ▲16.8%23,0791.5%TechnologyCRSPCRISPR Therapeutics$6,158,651$2,338,260 ▲61.2%111,3281.2%HealthcareISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF$4,565,742$4,247,954 ▲1,336.7%91,6630.9%ETFBEBloom Energy$4,159,003$270,324 ▼-6.1%15,0160.8%IndustrialsAMZNAmazon.com$3,363,774$1,138,865 ▲51.2%13,5010.7%Consumer DiscretionarySPACE EXPLORATION TECHN CORP CLASS A COM STK$3,322,692$3,322,692 ▲New Holding22,0250.7%StockMSFTMicrosoft$3,091,212$1,197,607 ▲63.2%6,0270.6%TechnologyMETAMeta Platforms$3,014,305$395,913 ▲15.1%4,1570.6%Communication ServicesBRK.BBerkshire Hathaway$2,818,321$1,542,608 ▼-35.4%5,6600.6%FinanceROCKET LAB CORP COM$2,218,402$58,183 ▲2.7%31,8370.4%StockGOOGAlphabet$1,665,656$1,400,882 ▲529.1%4,8880.3%Communication ServicesGEGE Aerospace$1,484,146$413,200 ▲38.6%4,7520.3%IndustrialsVTVanguard Total World Stock ETF$1,300,536$7,735 ▲0.6%8,2390.3%ETFSERVICETITAN INC SHS CL A$1,103,6930.0%16,7760.2%StockMUMicron Technology$1,043,808$1,043,808 ▲New Holding9800.2%TechnologyUBERUber Technologies$1,007,645$250,199 ▼-19.9%14,7080.2%IndustrialsORCLOracle$954,057$317,836 ▲50.0%6,9490.2%TechnologyDELLDell Technologies$908,060$908,060 ▲New Holding1,6880.2%TechnologyEATON VANCE SHORT DURATION MUNICIPAL INCOME ETF$901,431$901,431 ▲New Holding18,3370.2%ETFLAM RESEARCH CORP COM NEW$893,547$893,547 ▲New Holding2,7200.2%StockVTIVanguard Total Stock Market ETF$829,300$37,798 ▼-4.4%2,2160.2%ETFGE VERNOVA INC COM$818,747$13,313 ▲1.7%8610.2%StockPMPhilip Morris International$709,660$626,081 ▼-46.9%3,7190.1%Consumer StaplesAVGOBroadcom$689,524$689,524 ▲New Holding1,9630.1%TechnologyINTCIntel$638,662$638,662 ▲New Holding5,3120.1%TechnologyLLYEli Lilly and Company$579,697$579,697 ▲New Holding5010.1%HealthcareQQQInvesco QQQ$567,713$181,342 ▼-24.2%7670.1%ETFPALANTIR TECHNOLOGIES INC CL A$511,021$511,021 ▲New Holding2,7320.1%StockSTTState Street$506,311$258,219 ▲104.1%2,9000.1%FinanceAMDAdvanced Micro Devices$496,749$496,749 ▲New Holding8120.1%TechnologyPANWPalo Alto Networks$450,550$450,550 ▲New Holding1,1340.1%TechnologyUNHUnitedHealth Group$410,845$410,845 ▲New Holding1,1190.1%HealthcareIVViShares Core S&P 500 ETF$389,052$389,052 ▲New Holding5080.1%ETFIBKRInteractive Brokers Group$383,963$383,963 ▲New Holding4,4950.1%FinanceUNPUnion Pacific$379,621$379,621 ▲New Holding1,3950.1%IndustrialsSTLDSteel Dynamics$303,827$303,827 ▲New Holding1,3710.1%MaterialsYNDXYandex$303,342$303,342 ▲New Holding1,2860.1%TechnologyAPHAmphenol$293,195$293,195 ▲New Holding3,4780.1%TechnologyRTXRTX$287,572$287,572 ▲New Holding1,5490.1%IndustrialsJEPIJPMorgan Equity Premium Income ETF$286,722$286,722 ▲New Holding5,1000.1%ETFREDDIT INC CL A$278,185$16,381 ▲6.3%1,9530.1%StockQSQuantumScape$264,401$73,767 ▲38.7%56,9220.1%Consumer DiscretionaryEXXONMOBIL HOLDINGS CORP COM SHS$258,586$1,487,398 ▼-85.2%1,5890.1%StockGLWCorning$256,576$256,576 ▲New Holding1,6690.1%TechnologyKEYSKeysight Technologies$247,547$247,547 ▲New Holding6800.0%TechnologyWABWabtec$245,061$245,061 ▲New Holding8530.0%IndustrialsSNOWSnowflake$238,371$238,371 ▲New Holding7020.0%TechnologyASMLASML$235,517$235,517 ▲New Holding1300.0%TechnologyVOOVanguard S&P 500 ETF$221,238$6,301 ▲2.9%3160.0%ETFHWMHowmet Aerospace$219,168$219,168 ▲New Holding9690.0%IndustrialsDDOGDatadog$213,603$213,603 ▲New Holding7800.0%TechnologyGSThe Goldman Sachs Group$205,282$205,282 ▲New Holding2280.0%FinanceSCHDSchwab US Dividend Equity ETF$200,046$200,046 ▲New Holding6,1500.0%ETFHDBHDFC Bank$0$9,072,219 ▼-100.0%00.0%FinanceBSVVanguard Short-Term Bond ETF$0$7,296,337 ▼-100.0%00.0%ETFJPSTJPMorgan Ultra-Short Income ETF$0$3,903,734 ▼-100.0%00.0%ETFISHARES 0-3 MONTH TREASURY BOND ETF$0$1,437,685 ▼-100.0%00.0%ETFMOAltria Group$0$1,208,760 ▼-100.0%00.0%Consumer StaplesVZVerizon Communications$0$1,124,339 ▼-100.0%00.0%Communication ServicesTAT&T$0$1,078,284 ▼-100.0%00.0%Communication ServicesNEARiShares Short Duration Bond Active ETF$0$916,513 ▼-100.0%00.0%ETFALLAllstate$0$887,754 ▼-100.0%00.0%FinanceCICigna Group$0$819,255 ▼-100.0%00.0%HealthcarePGRProgressive$0$795,376 ▼-100.0%00.0%FinanceAWKAmerican Water Works$0$714,592 ▼-100.0%00.0%UtilitiesKOCoca-Cola$0$714,119 ▼-100.0%00.0%Consumer StaplesNVSNovartis$0$681,105 ▼-100.0%00.0%HealthcareCVXChevron$0$660,580 ▼-100.0%00.0%EnergyAEPAmerican Electric Power$0$638,833 ▼-100.0%00.0%UtilitiesEXCExelon$0$554,744 ▼-100.0%00.0%UtilitiesPEPPepsiCo$0$554,598 ▼-100.0%00.0%Consumer StaplesABBVAbbVie$0$526,934 ▼-100.0%00.0%HealthcareCVSCVS Health$0$513,836 ▼-100.0%00.0%HealthcareCNPCenterPoint Energy$0$470,171 ▼-100.0%00.0%UtilitiesXELXcel Energy$0$466,061 ▼-100.0%00.0%UtilitiesCINFCincinnati Financial$0$457,851 ▼-100.0%00.0%FinanceDUKDuke Energy$0$426,254 ▼-100.0%00.0%UtilitiesMCDMcDonald's$0$397,626 ▼-100.0%00.0%Consumer DiscretionaryNEENextEra Energy$0$387,668 ▼-100.0%00.0%UtilitiesDVNDevon Energy$0$384,830 ▼-100.0%00.0%EnergyRNRRenaissanceRe$0$362,851 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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