Shah Wealth Advisors, LLC

DOSSIER · 13F-HR · Q2 2026

Shah Wealth Advisors, LLC

$433M in tracked AUM across 79 positions as of Q2 2026.

SW

CIK 0002149018 · last filed Jun 30, 2026

Total AUM

$433M

as of Q2 2026

Holdings

79

—

positions

Whale Score

60

60

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Shah Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

$68M994K15.6%02

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

$33M277K7.7%03

VOE

VANGUARD MORNINGSTAR MID-CAP VALUE ETF

$27M137K6.2%04

IAU

ISHARES GOLD TRUST

$27M355K6.2%05

INTF

ISHARES INTERNATIONAL EQUITY FACTOR ETF

$27M654K6.2%06

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

$27M509K6.1%07

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

$21M391K4.8%08

NVDA

NVIDIA CORPORATION COM

$20M100K4.6%09

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

$19M224K4.3%10

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF