StockDriftsStockDriftsTop 50 Shah Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 15.6% | 993.6K | $67.6M | new | $62.22(+12.54%) | 2026-06-30 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 7.65% | 277.4K | $33.2M | new | $101.55(+18.63%) | 2026-06-30 | |
| VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | 6.25% | 137.0K | $27.1M | new | $189.53(+10.11%) | 2026-06-30 | |
| IAU | ISHARES GOLD TRUST | 6.19% | 355.3K | $26.8M | new | $80.22(+3.14%) | 2026-06-30 | |
| INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | 6.19% | 654.4K | $26.8M | new | $39.40(+9.38%) | 2026-06-30 | |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 6.14% | 508.7K | $26.6M | new | $52.05(-0.10%) | 2026-06-30 | |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 4.76% | 391.2K | $20.6M | new | $41.95(+5.95%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 4.61% | 99.8K | $20.0M | new | $182.63(+20.71%) | 2026-06-30 | |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 4.28% | 223.9K | $18.6M | new | $75.08(+6.85%) | 2026-06-30 | |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 3.86% | 48.7K | $16.7M | new | $286.80(+7.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Shah Wealth Advisors, LLC reports $433.30M in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are DYNF (15.6%), VGT (7.7%) and VOE (6.3%). The top 20 holdings account for 87.56% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Shah Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2149018). View Shah Wealth Advisors, LLC’s 13F filings on SEC