# Shah Wealth Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2149018. Source: https://holderbook.com/funds/2149018-shah-wealth-advisors-llc/

- Reported value: $433.3M
- Positions: 79
- Weight of the ten largest: 65.5%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $67.6M | 993,630 | 15.6% | 1 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $33.2M | 277,415 | 7.7% | 1 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $27.1M | 136,988 | 6.2% | 1 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $26.8M | 355,328 | 6.2% | 1 |
| ISHARES TR | [INTF](https://holderbook.com/stocks/INTF/) | $26.8M | 654,401 | 6.2% | 1 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $26.6M | 508,683 | 6.1% | 1 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $20.6M | 391,169 | 4.8% | 1 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $20.0M | 99,777 | 4.6% | 1 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $18.6M | 223,937 | 4.3% | 1 |
| ISHARES TR | [MTUM](https://holderbook.com/stocks/MTUM/) | $16.7M | 48,732 | 3.9% | 1 |
| VANECK ETF TRUST | [EMLC](https://holderbook.com/stocks/EMLC/) | $16.6M | 650,752 | 3.8% | 1 |
| ISHARES TR | [INDA](https://holderbook.com/stocks/INDA/) | $13.4M | 271,062 | 3.1% | 1 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $12.7M | 30,288 | 2.9% | 1 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $9.9M | 134,952 | 2.3% | 1 |
| HDFC BANK LTD | [HDB](https://holderbook.com/stocks/HDB/) | $9.1M | 351,228 | 2.1% | 1 |
| AURORA INNOVATION INC | [AUR](https://holderbook.com/stocks/AUR/) | $8.0M | 1,178,653 | 1.9% | 1 |
| SPDR SERIES TRUST | [XME](https://holderbook.com/stocks/XME/) | $7.8M | 72,892 | 1.8% | 1 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $7.3M | 93,651 | 1.7% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $5.7M | 19,764 | 1.3% | 1 |
| BLOOM ENERGY CORP | [BE](https://holderbook.com/stocks/BE/) | $4.8M | 15,992 | 1.1% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $4.4M | 8,758 | 1.0% | 1 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $3.9M | 77,195 | 0.9% | 1 |
| CRISPR THERAPEUTICS AG | [CRSP](https://holderbook.com/stocks/CRSP/) | $3.8M | 69,060 | 0.9% | 1 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $3.2M | 31,002 | 0.7% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.1M | 8,930 | 0.5% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $2.0M | 3,611 | 0.5% | 1 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $1.5M | 10,729 | 0.3% | 1 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $1.4M | 14,281 | 0.3% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.4M | 3,692 | 0.3% | 1 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $1.3M | 18,360 | 0.3% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $1.3M | 8,190 | 0.3% | 1 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.3M | 3,429 | 0.3% | 1 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $1.3M | 7,000 | 0.3% | 1 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $1.2M | 16,800 | 0.3% | 1 |
| SERVICETITAN INC | [TTAN](https://holderbook.com/stocks/TTAN/) | $1.2M | 16,776 | 0.3% | 1 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $1.1M | 26,555 | 0.3% | 1 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $1.1M | 52,091 | 0.2% | 1 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $995.1K | 847 | 0.2% | 1 |
| ISHARES U S ETF TR | [NEAR](https://holderbook.com/stocks/NEAR/) | $916.5K | 18,091 | 0.2% | 1 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $887.8K | 3,731 | 0.2% | 1 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $857.5K | 2,317 | 0.2% | 1 |
| THE CIGNA GROUP | [CI](https://holderbook.com/stocks/CI/) | $819.3K | 2,972 | 0.2% | 1 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $795.4K | 3,641 | 0.2% | 1 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $745.2K | 1,012 | 0.2% | 1 |
| AMERICAN WTR WKS CO INC NEW | [AWK](https://holderbook.com/stocks/AWK/) | $714.6K | 5,431 | 0.2% | 1 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $714.1K | 8,787 | 0.2% | 1 |
| NOVARTIS AG | [NVS](https://holderbook.com/stocks/NVS/) | $681.1K | 4,346 | 0.2% | 1 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $679.1K | 4,634 | 0.2% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $660.6K | 3,985 | 0.2% | 1 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $638.8K | 4,669 | 0.1% | 1 |
| EXELON CORP | [EXC](https://holderbook.com/stocks/EXC/) | $554.7K | 11,899 | 0.1% | 1 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $554.6K | 4,096 | 0.1% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $526.9K | 2,094 | 0.1% | 1 |
| CVS HEALTH CORP | [CVS](https://holderbook.com/stocks/CVS/) | $513.8K | 4,967 | 0.1% | 1 |
| CENTERPOINT ENERGY INC | [CNP](https://holderbook.com/stocks/CNP/) | $470.2K | 10,676 | 0.1% | 1 |
| XCEL ENERGY INC | [XEL](https://holderbook.com/stocks/XEL/) | $466.1K | 5,804 | 0.1% | 1 |
| CINCINNATI FINL CORP | [CINF](https://holderbook.com/stocks/CINF/) | $457.9K | 2,473 | 0.1% | 1 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $426.3K | 3,367 | 0.1% | 1 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $397.6K | 1,471 | 0.1% | 1 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $387.7K | 4,417 | 0.1% | 1 |
| DEVON ENERGY CORP NEW | [DVN](https://holderbook.com/stocks/DVN/) | $384.8K | 9,313 | 0.1% | 1 |
| RENAISSANCERE HLDGS LTD | [RNR](https://holderbook.com/stocks/RNR/) | $362.9K | 1,145 | 0.1% | 1 |
| SELECT SECTOR SPDR TR | [XLU](https://holderbook.com/stocks/XLU/) | $353.8K | 7,803 | 0.1% | 1 |
| HERSHEY CO | [HSY](https://holderbook.com/stocks/HSY/) | $347.7K | 1,982 | 0.1% | 1 |
| ICICI BANK LIMITED | [IBN](https://holderbook.com/stocks/IBN/) | $330.4K | 11,381 | 0.1% | 1 |
| ATMOS ENERGY CORP | [ATO](https://holderbook.com/stocks/ATO/) | $327.2K | 1,899 | 0.1% | 1 |
| BLACKROCK ETF TRUST II | [CALI](https://holderbook.com/stocks/CALI/) | $322.4K | 6,380 | 0.1% | 1 |
| REDDIT INC | [RDDT](https://holderbook.com/stocks/RDDT/) | $319.0K | 1,838 | 0.1% | 1 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $311.1K | 6,151 | 0.1% | 1 |
| QUANTUMSCAPE CORP | [QS](https://holderbook.com/stocks/QS/) | $310.3K | 41,041 | 0.1% | 1 |
| TRAVELERS COMPANIES INC | [TRV](https://holderbook.com/stocks/TRV/) | $308.0K | 933 | 0.1% | 1 |
| DIAMONDBACK ENERGY INC | [FANG](https://holderbook.com/stocks/FANG/) | $291.4K | 1,658 | 0.1% | 1 |
| BP PLC | [BP](https://holderbook.com/stocks/BP/) | $289.4K | 7,832 | 0.1% | 1 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $274.7K | 777 | 0.1% | 1 |
| ADVISORS INNER CIRCLE FD III | [GQGU](https://holderbook.com/stocks/GQGU/) | $274.7K | 10,813 | 0.1% | 1 |
| STATE STR CORP | [STT](https://holderbook.com/stocks/STT/) | $241.0K | 1,421 | 0.1% | 1 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $233.0K | 586 | 0.1% | 1 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $210.8K | 307 | 0.0% | 1 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $206.3K | 273 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $433.3M | 79 |