13F-HR filed by Shah Wealth Advisors, LLC
Shah Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-07, with 79 holding rows worth $433,297,898.
- Accession
- 0001765380-26-000310
- Filer
- CIK 2149018
- Filed
- 2026-08-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 79 entries on the cover page, a total value of $433,297,898 stated on the cover page (in dollars after the unit check, H1), rows summing to $433,297,898 with VALUE read as dollars as filed, 13F file number 028-27090. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 993,630 | $67,576,752 | dollars as filed | |
| VGT | 92204A702 | SHS | 277,415 | $33,156,597 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 136,988 | $27,068,740 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 355,328 | $26,830,817 | dollars as filed | |
| iShares International Equity Factor ETF | 46434V274 | SHS | 654,401 | $26,804,247 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 508,683 | $26,624,477 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C780 | ISHA I IN TE ETF | 391,169 | $20,622,430 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 99,777 | $19,964,380 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 223,937 | $18,550,955 | dollars as filed | |
| iShares MSCI USA Momentum Factor ETF | 46432F396 | SHS | 48,732 | $16,706,720 | dollars as filed | |
| VANECK ETF TRUST | 92189H300 | JP MRGAN EM LOC | 650,752 | $16,633,215 | dollars as filed | |
| ISHARES TR | 46429B598 | MSCI INDIA ETF | 271,062 | $13,387,752 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 30,288 | $12,739,133 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 134,952 | $9,906,859 | dollars as filed | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 351,228 | $9,072,219 | dollars as filed | |
| AURORA INNOVATION INC CLASS A COM | 051774107 | Stock | 1,178,653 | $8,038,413 | dollars as filed | |
| SPDR S&P Metals & Mining ETF | 78464A755 | SHS | 72,892 | $7,794,316 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 93,651 | $7,296,337 | dollars as filed | |
| Apple Inc | 037833100 | COM | 19,764 | $5,718,911 | dollars as filed | |
| BLOOM ENERGY CORP | 093712107 | COM | 15,992 | $4,840,638 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 8,758 | $4,382,416 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 77,195 | $3,903,734 | dollars as filed | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 69,060 | $3,766,532 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 31,002 | $3,151,353 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 8,930 | $2,128,376 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,611 | $2,034,280 | dollars as filed | |
| EXXON MOBIL CORP | 30233Q108 | COM | 10,729 | $1,466,912 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 14,281 | $1,437,685 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,692 | $1,377,190 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 18,360 | $1,324,858 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 8,190 | $1,285,448 | dollars as filed | |
| General Electric Company | 369604301 | COM | 3,429 | $1,281,520 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 7,000 | $1,266,370 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 16,800 | $1,208,760 | dollars as filed | |
| SERVICETITAN INC SHS CL A | 81764X103 | Stock | 16,776 | $1,186,231 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 26,555 | $1,124,339 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 52,091 | $1,078,284 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 847 | $995,106 | dollars as filed | |
| ISHARES U S ETF TR | 46431W507 | SHOR DURA BD ETF | 18,091 | $916,513 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 3,731 | $887,754 | dollars as filed | |
| VTI | 922908769 | COM | 2,317 | $857,515 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 2,972 | $819,255 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 3,641 | $795,376 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,012 | $745,237 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 5,431 | $714,592 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 8,787 | $714,119 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 4,346 | $681,105 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 4,634 | $679,113 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,985 | $660,580 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 4,669 | $638,833 | dollars as filed | |
| EXELON CORP COM | 30161N101 | Stock | 11,899 | $554,744 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 4,096 | $554,598 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,094 | $526,934 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 4,967 | $513,836 | dollars as filed | |
| CENTERPOINT ENERGY INC | 15189T107 | COM | 10,676 | $470,171 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 5,804 | $466,061 | dollars as filed | |
| CINCINNATI FINL CORP COM | 172062101 | Stock | 2,473 | $457,851 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 3,367 | $426,254 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,471 | $397,626 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 4,417 | $387,668 | dollars as filed | |
| DEVON ENERGY CORP NEW COM | 25179M103 | Stock | 9,313 | $384,830 | dollars as filed | |
| RENAISSANCERE HLDGS LTD COM | G7496G103 | Stock | 1,145 | $362,851 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 7,803 | $353,790 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 1,982 | $347,742 | dollars as filed | |
| ICICI BANK LIMITED ADR | 45104G104 | ADR | 11,381 | $330,390 | dollars as filed | |
| ATMOS ENERGY CORP COM | 049560105 | Stock | 1,899 | $327,172 | dollars as filed | |
| ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF | 092528884 | ETF | 6,380 | $322,416 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 1,838 | $319,040 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 6,151 | $311,110 | dollars as filed | |
| QUANTUMSCAPE CORP COM CL A | 74767V109 | Stock | 41,041 | $310,271 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 933 | $308,002 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 1,658 | $291,443 | dollars as filed | |
| BP PLC SPONSORED ADR | 055622104 | ADR | 7,832 | $289,377 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 777 | $274,690 | dollars as filed | |
| ADVISORS INNER CIRCLE FD III | 00775Y256 | GQG US EQUIT ETF | 10,813 | $274,651 | dollars as filed | |
| STATE STR CORP COM | 857477103 | Stock | 1,421 | $241,002 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 586 | $233,040 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 307 | $210,765 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 273 | $206,279 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001765380-26-000310 | this filing | 2026-08-07 | acceptance time not in the bulk data set |