Shah Wealth Advisors, LLC
80 holdingsFiling period: 2026-06-30Current AUM: $425.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DYNF | iShares U.S. Equity Factor Rotation Active ETF | 993.6K | $67.6M | $68.6M | 16.12% | -- | 2026-06-30 |
| 2 | VGT | Vanguard Information Technology ETF | 277.4K | $33.2M | $33.3M | 7.83% | -- | 2026-06-30 |
| 3 | VOE | Vanguard Morningstar Mid-Cap Value ETF | 137.0K | $27.1M | $28.3M | 6.66% | -- | 2026-06-30 |
| 4 | IAU | iShares Gold Trust | 355.3K | $26.8M | $27.5M | 6.46% | -- | 2026-06-30 |
| 5 | INTF | iShares International Equity Factor ETF | 654.4K | $26.8M | $27.2M | 6.38% | -- | 2026-06-30 |
| 6 | BINC | iShares Flexible Income Active ETF | 508.7K | $26.6M | $25.8M | 6.05% | -- | 2026-06-30 |
| 7 | BAI | iShares A.I. Innovation and Tech Active ETF | 391.2K | $20.6M | $16.5M | 3.87% | -- | 2026-06-30 |
| 8 | NVDA | NVIDIA Corporation.com | 99.8K | $20.0M | $21.6M | 5.07% | -- | 2026-06-30 |
| 9 | IEMG | iShares Core Msci Emerging Markets ETF | 223.9K | $18.6M | $17.3M | 4.07% | -- | 2026-06-30 |
| 10 | MTUM | iShares Msci USA Momentum Factor ETF | 48.7K | $16.7M | $14.4M | 3.39% | -- | 2026-06-30 |
| 11 | EMLC | VanEck J. P. Morgan EM Local Currency Bond ETF | 650.8K | $16.6M | $16.2M | 3.82% | -- | 2026-06-30 |
| 12 | INDA | iShares Msci India ETF | 271.1K | $13.4M | $13.0M | 3.04% | -- | 2026-06-30 |
| 13 | TSLA | Tesla Inc.com | 30.3K | $12.7M | $11.3M | 2.66% | -- | 2026-06-30 |
| 14 | BND | Vanguard Total Bond Market ETF | 135.0K | $9.9M | $9.5M | 2.24% | -- | 2026-06-30 |
| 15 | HDB | Hdfc Bank Ltd Sponsored Ads | 351.2K | $9.1M | $8.1M | 1.90% | -- | 2026-06-30 |
| 16 | AUR | Aurora Innovation Inc Class A.com | 1.18M | $8.0M | $5.9M | 1.39% | -- | 2026-06-30 |
| 17 | XME | State Street Spdr S&P Metals & Mining ETF | 72.9K | $7.8M | $7.3M | 1.72% | -- | 2026-06-30 |
| 18 | BSV | Vanguard Short-Term Bond ETF | 93.7K | $7.3M | $7.2M | 1.68% | -- | 2026-06-30 |
| 19 | AAPL | Apple Inc.com | 19.8K | $5.7M | $6.7M | 1.58% | -- | 2026-06-30 |
| 20 | BE | Bloom Energy Corp.com CL A | 16.0K | $4.8M | $3.6M | 0.84% | -- | 2026-06-30 |
| 21 | BRK-B | Berkshire Hathaway Inc Del CL B New | 8.8K | $4.4M | $4.4M | 1.03% | -- | 2026-06-30 |
| 22 | JPST | JPMorgan Ultra-Short Income ETF | 77.2K | $3.9M | $3.9M | 0.91% | -- | 2026-06-30 |
| 23 | — | Crispr Therapeutics AG Namen Akt | 69.1K | $3.8M | $3.8M | 0.88% | -- | 2026-06-30 |
| 24 | RKLB | Rocket Lab Corp.com | 31.0K | $3.2M | $1.6M | 0.37% | -- | 2026-06-30 |
| 25 | AMZN | Amazon.com Inc.com | 8.9K | $2.1M | $2.3M | 0.55% | -- | 2026-06-30 |
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