Shah Wealth Advisors, LLC
80 holdingsFiling period: 2026-06-30Current AUM: $435.1Mestimated 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 | $69.3M | 15.93% | -- | 2026-06-30 |
| 2 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 277.4K | $33.2M | $33.6M | 7.72% | -- | 2026-06-30 |
| 3 | VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | 137.0K | $27.1M | $28.1M | 6.47% | -- | 2026-06-30 |
| 4 | IAU | ISHARES GOLD TRUST | 355.3K | $26.8M | $29.0M | 6.67% | -- | 2026-06-30 |
| 5 | INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | 654.4K | $26.8M | $27.9M | 6.42% | -- | 2026-06-30 |
| 6 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 508.7K | $26.6M | $26.1M | 6.00% | -- | 2026-06-30 |
| 7 | BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 391.2K | $20.6M | $17.4M | 4.00% | -- | 2026-06-30 |
| 8 | NVDA | NVIDIA CORPORATION COM | 99.8K | $20.0M | $21.8M | 5.01% | -- | 2026-06-30 |
| 9 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 223.9K | $18.6M | $18.5M | 4.25% | -- | 2026-06-30 |
| 10 | MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 48.7K | $16.7M | $15.0M | 3.44% | -- | 2026-06-30 |
| 11 | EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | 650.8K | $16.6M | $16.6M | 3.80% | -- | 2026-06-30 |
| 12 | INDA | ISHARES MSCI INDIA ETF | 271.1K | $13.4M | $13.2M | 3.03% | -- | 2026-06-30 |
| 13 | TSLA | TESLA INC COM | 30.3K | $12.7M | $11.1M | 2.54% | -- | 2026-06-30 |
| 14 | BND | VANGUARD TOTAL BOND MARKET ETF | 135.0K | $9.9M | $9.6M | 2.21% | -- | 2026-06-30 |
| 15 | HDB | HDFC BANK LTD SPONSORED ADS | 351.2K | $9.1M | $8.2M | 1.88% | -- | 2026-06-30 |
| 16 | AUR | AURORA INNOVATION INC CLASS A COM | 1.18M | $8.0M | $7.6M | 1.74% | -- | 2026-06-30 |
| 17 | XME | STATE STREET SPDR S&P METALS & MINING ETF | 72.9K | $7.8M | $8.3M | 1.90% | -- | 2026-06-30 |
| 18 | BSV | VANGUARD SHORT-TERM BOND ETF | 93.7K | $7.3M | $7.2M | 1.65% | -- | 2026-06-30 |
| 19 | AAPL | APPLE INC COM | 19.8K | $5.7M | $6.6M | 1.51% | -- | 2026-06-30 |
| 20 | BE | BLOOM ENERGY CORP COM CL A | 16.0K | $4.8M | $4.4M | 1.01% | -- | 2026-06-30 |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 8.8K | $4.4M | $4.4M | 1.01% | -- | 2026-06-30 |
| 22 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 77.2K | $3.9M | $3.9M | 0.89% | -- | 2026-06-30 |
| 23 | — | CRISPR THERAPEUTICS AG NAMEN AKT | 69.1K | $3.8M | $3.8M | 0.87% | -- | 2026-06-30 |
| 24 | RKLB | ROCKET LAB CORP COM | 31.0K | $3.2M | $2.0M | 0.45% | -- | 2026-06-30 |
| 25 | AMZN | AMAZON COM INC COM | 8.9K | $2.1M | $2.3M | 0.53% | -- | 2026-06-30 |
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