2026 Q2 Portfolio Activity
In 2026 Q2, Shah Wealth Advisors, LLC maintained a portfolio of 79 distinct positions.
Position History
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Shah Wealth Advisors, LLC
AUM $433M
Total Positions
79
Quarter
2026 Q2
Top Holding
DYNF (15.6%)
Top 10 Concentration
65.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 79
Shah Wealth Advisors, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DYNF
ISHARES U.S. EQ...
|
ETF | 15.60% | — |
#1
Prev: #—
|
9.5 |
—
|
993,630 | — |
NEW
|
993,630 | $67,576,752 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VGT
VANGUARD INFORM...
|
ETF | 7.65% | — |
#2
Prev: #—
|
8.1 |
—
|
277,415 | — |
NEW
|
277,415 | $33,156,597 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VOE
VANGUARD MORNIN...
|
ETF | 6.25% | — |
#3
Prev: #—
|
7.0 |
—
|
136,988 | — |
NEW
|
136,988 | $27,068,740 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IAU
ISHARES GOLD TR...
|
ETF | 6.19% | — |
#4
Prev: #—
|
6.5 |
—
|
355,328 | — |
NEW
|
355,328 | $26,830,817 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
INTF
ISHARES INTERNA...
|
ETF | 6.19% | — |
#5
Prev: #—
|
6.5 |
—
|
654,401 | — |
NEW
|
654,401 | $26,804,247 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BINC
ISHARES FLEXIBL...
|
ETF | 6.14% | — |
#6
Prev: #—
|
6.0 |
—
|
508,683 | — |
NEW
|
508,683 | $26,624,477 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BAI
ISHARES A.I. IN...
|
ETF | 4.76% | — |
#7
Prev: #—
|
5.4 |
—
|
391,169 | — |
NEW
|
391,169 | $20,622,430 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.61% | — |
#8
Prev: #—
|
5.3 |
—
|
99,777 | — |
NEW
|
99,777 | $19,964,380 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
IEMG
ISHARES CORE MS...
|
ETF | 4.28% | — |
#9
Prev: #—
|
5.2 |
—
|
223,937 | — |
NEW
|
223,937 | $18,550,955 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MTUM
ISHARES MSCI US...
|
ETF | 3.86% | — |
#10
Prev: #—
|
5.0 |
—
|
48,732 | — |
NEW
|
48,732 | $16,706,720 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
EMLC
VANECK J. P. MO...
|
ETF | 3.84% | — |
#11
Prev: #—
|
5.0 |
—
|
650,752 | — |
NEW
|
650,752 | $16,633,215 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
INDA
ISHARES MSCI IN...
|
ETF | 3.09% | — |
#12
Prev: #—
|
4.7 |
—
|
271,062 | — |
NEW
|
271,062 | $13,387,752 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TSLA
TESLA INC COM
|
Consumer Cyclical | 2.94% | — |
#13
Prev: #—
|
4.7 |
—
|
30,288 | — |
NEW
|
30,288 | $12,739,133 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BND
VANGUARD TOTAL ...
|
ETF | 2.29% | — |
#14
Prev: #—
|
4.4 |
—
|
134,952 | — |
NEW
|
134,952 | $9,906,859 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
HDB
HDFC BANK LTD S...
|
Financial Services | 2.09% | — |
#15
Prev: #—
|
4.3 |
—
|
351,228 | — |
NEW
|
351,228 | $9,072,219 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AUR
AURORA INNOVATI...
|
Technology | 1.86% | — |
#16
Prev: #—
|
4.2 |
—
|
1,178,653 | — |
NEW
|
1,178,653 | $8,038,413 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
XME
STATE STREET SP...
|
ETF | 1.80% | — |
#17
Prev: #—
|
4.2 |
—
|
72,892 | — |
NEW
|
72,892 | $7,794,316 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BSV
VANGUARD SHORT-...
|
ETF | 1.68% | — |
#18
Prev: #—
|
4.2 |
—
|
93,651 | — |
NEW
|
93,651 | $7,296,337 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AAPL
APPLE INC COM
|
Technology | 1.32% | — |
#19
Prev: #—
|
4.0 |
—
|
19,764 | — |
NEW
|
19,764 | $5,718,911 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BE
BLOOM ENERGY CO...
|
Industrials | 1.12% | — |
#20
Prev: #—
|
3.9 |
—
|
15,992 | — |
NEW
|
15,992 | $4,840,638 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.01% | — |
#21
Prev: #—
|
3.9 |
—
|
8,758 | — |
NEW
|
8,758 | $4,382,416 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
JPST
JPMORGAN ULTRA-...
|
ETF | 0.90% | — |
#22
Prev: #—
|
3.9 |
—
|
77,195 | — |
NEW
|
77,195 | $3,903,734 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CRSP
CRISPR THERAPEU...
|
Healthcare | 0.87% | — |
#23
Prev: #—
|
3.8 |
—
|
69,060 | — |
NEW
|
69,060 | $3,766,532 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
RKLB
ROCKET LAB CORP...
|
Industrials | 0.73% | — |
#24
Prev: #—
|
3.8 |
—
|
31,002 | — |
NEW
|
31,002 | $3,151,353 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AMZN
AMAZON COM INC ...
|
Consumer Cyclical | 0.49% | — |
#25
Prev: #—
|
3.7 |
—
|
8,930 | — |
NEW
|
8,930 | $2,128,376 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.47% | — |
#26
Prev: #—
|
3.7 |
—
|
3,611 | — |
NEW
|
3,611 | $2,034,280 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
XOM
EXXONMOBIL HOLD...
|
Energy | 0.34% | — |
#27
Prev: #—
|
3.6 |
—
|
10,729 | — |
NEW
|
10,729 | $1,466,912 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
SGOV
ISHARES 0-3 MON...
|
ETF | 0.33% | — |
#28
Prev: #—
|
3.6 |
—
|
14,281 | — |
NEW
|
14,281 | $1,437,685 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MSFT
MICROSOFT CORP ...
|
Technology | 0.32% | — |
#29
Prev: #—
|
3.6 |
—
|
3,692 | — |
NEW
|
3,692 | $1,377,190 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.31% | — |
#30
Prev: #—
|
3.6 |
—
|
18,360 | — |
NEW
|
18,360 | $1,324,858 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VT
VANGUARD TOTAL ...
|
ETF | 0.30% | — |
#31
Prev: #—
|
3.6 |
—
|
8,190 | — |
NEW
|
8,190 | $1,285,448 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GE
GE AEROSPACE CO...
|
Industrials | 0.30% | — |
#32
Prev: #—
|
3.6 |
—
|
3,429 | — |
NEW
|
3,429 | $1,281,520 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.29% | — |
#33
Prev: #—
|
3.6 |
—
|
7,000 | — |
NEW
|
7,000 | $1,266,370 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.28% | — |
#34
Prev: #—
|
3.6 |
—
|
16,800 | — |
NEW
|
16,800 | $1,208,760 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
TTAN
SERVICETITAN IN...
|
Technology | 0.27% | — |
#35
Prev: #—
|
3.6 |
—
|
16,776 | — |
NEW
|
16,776 | $1,186,231 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.26% | — |
#36
Prev: #—
|
3.6 |
—
|
26,555 | — |
NEW
|
26,555 | $1,124,339 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
T
AT&T INC COM
|
Communication Services | 0.25% | — |
#37
Prev: #—
|
3.6 |
—
|
52,091 | — |
NEW
|
52,091 | $1,078,284 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
GEV
GE VERNOVA INC ...
|
Industrials | 0.23% | — |
#38
Prev: #—
|
3.6 |
—
|
847 | — |
NEW
|
847 | $995,106 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NEAR
ISHARES SHORT D...
|
ETF | 0.21% | — |
#39
Prev: #—
|
3.6 |
—
|
18,091 | — |
NEW
|
18,091 | $916,513 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ALL
ALLSTATE CORP C...
|
Financial Services | 0.20% | — |
#40
Prev: #—
|
3.6 |
—
|
3,731 | — |
NEW
|
3,731 | $887,754 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
VTI
VANGUARD MORNIN...
|
ETF | 0.20% | — |
#41
Prev: #—
|
3.6 |
—
|
2,317 | — |
NEW
|
2,317 | $857,515 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CI
THE CIGNA GROUP...
|
Healthcare | 0.19% | — |
#42
Prev: #—
|
3.6 |
—
|
2,972 | — |
NEW
|
2,972 | $819,255 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 0.18% | — |
#43
Prev: #—
|
3.6 |
—
|
3,641 | — |
NEW
|
3,641 | $795,376 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
QQQ
INVESCO QQQ TRU...
|
ETF | 0.17% | — |
#44
Prev: #—
|
3.6 |
—
|
1,012 | — |
NEW
|
1,012 | $745,237 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AWK
AMERICAN WTR WK...
|
Utilities | 0.16% | — |
#45
Prev: #—
|
3.6 |
—
|
5,431 | — |
NEW
|
5,431 | $714,592 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
KO
COCA COLA CO CO...
|
Consumer Defensive | 0.16% | — |
#46
Prev: #—
|
3.6 |
—
|
8,787 | — |
NEW
|
8,787 | $714,119 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
NVS
NOVARTIS AG SPO...
|
Healthcare | 0.16% | — |
#47
Prev: #—
|
3.6 |
—
|
4,346 | — |
NEW
|
4,346 | $681,105 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
ORCL
ORACLE CORP COM
|
Technology | 0.16% | — |
#48
Prev: #—
|
3.6 |
—
|
4,634 | — |
NEW
|
4,634 | $679,113 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.15% | — |
#49
Prev: #—
|
3.6 |
—
|
3,985 | — |
NEW
|
3,985 | $660,580 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 | |||
|
AEP
AMERICAN ELEC P...
|
Utilities | 0.15% | — |
#50
Prev: #—
|
3.6 |
—
|
4,669 | — |
NEW
|
4,669 | $638,833 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-07 |
Showing 1-50 of 79 holdings