Shah Wealth Advisors, LLC
CIK 2149018
13F filing for Q2 2026・No. 4,281
- Holdings
- US$433.3M
- Quarter change
- No filing last quarter
- Entries
- 79
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
79 stocks worth US$433.3M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFETF | — | 993,630 | US$67.58M | 15.60% |
| VANGUARD INFORMATION TECHNOLOGY ETFETF | — | 277,415 | US$33.16M | 7.65% |
| VANGUARD MORNINGSTAR MID-CAP VALUE ETFETF | — | 136,988 | US$27.07M | 6.25% |
| ISHARES GOLD TRUSTETF | — | 355,328 | US$26.83M | 6.19% |
| ISHARES INTERNATIONAL EQUITY FACTOR ETFETF | — | 654,401 | US$26.8M | 6.19% |
| ISHARES FLEXIBLE INCOME ACTIVE ETFETF | — | 508,683 | US$26.62M | 6.14% |
| ISHARES A.I. INNOVATION AND TECH ACTIVE ETFETF | — | 391,169 | US$20.62M | 4.76% |
| NVDANvidiaStock | — | 99,777 | US$19.96M | 4.61% |
| IEMGISHARES CORE MSCI EMERGING MARKETS ETFETF | — | 223,937 | US$18.55M | 4.28% |
| ISHARES MSCI USA MOMENTUM FACTOR ETFETF | — | 48,732 | US$16.71M | 3.86% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.