Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Shah Wealth Advisors, LLC (CIK 2149018) reported $433.3M across 79 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DYNF ($67.6M, 15.60%), VGT ($33.2M, 7.65%), VOE ($27.1M, 6.25%), INTF ($26.8M, 6.19%), IAU ($26.8M, 6.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $67.6M | 15.60% | 993,630 | New |
| 2 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $33.2M | 7.65% | 277,415 | New |
| 3 | VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | $27.1M | 6.25% | 136,988 | New |
| 4 | INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | $26.8M | 6.19% | 654,401 | New |
| 5 | IAU | ISHARES GOLD TRUST | $26.8M | 6.19% | 355,328 | New |
| 6 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $26.6M | 6.14% | 508,683 | New |
| 7 | BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $20.6M | 4.76% | 391,169 | New |
| 8 | NVDA | NVIDIA CORPORATION COM | $20.0M | 4.61% | 99,777 | New |
| 9 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $18.6M | 4.28% | 223,937 | New |
| 10 | MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $16.7M | 3.86% | 48,732 | New |
| 11 | EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $16.6M | 3.84% | 650,752 | New |
| 12 | INDA | ISHARES MSCI INDIA ETF | $13.4M | 3.09% | 271,062 | New |
| 13 | TSLA | TESLA INC COM | $12.7M | 2.94% | 30,288 | New |
| 14 | BND | VANGUARD TOTAL BOND MARKET ETF | $9.9M | 2.29% | 134,952 | New |
| 15 | HDB | HDFC BANK LTD SPONSORED ADS | $9.1M | 2.09% | 351,228 | New |
| 16 | AUR | AURORA INNOVATION INC CLASS A COM | $8.0M | 1.86% | 1.2M | New |
| 17 | XME | STATE STREET SPDR S&P METALS & MINING ETF | $7.8M | 1.80% | 72,892 | New |
| 18 | BSV | VANGUARD SHORT-TERM BOND ETF | $7.3M | 1.68% | 93,651 | New |
| 19 | AAPL | APPLE INC COM | $5.7M | 1.32% | 19,764 | New |
| 20 | BE | BLOOM ENERGY CORP COM CL A | $4.8M | 1.12% | 15,992 | New |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.4M | 1.01% | 8,758 | New |
| 22 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $3.9M | 0.90% | 77,195 | New |
| 23 | CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $3.8M | 0.87% | 69,060 | New |
| 24 | RKLB | ROCKET LAB CORP COM | $3.2M | 0.73% | 31,002 | New |
| 25 | AMZN | AMAZON COM INC COM | $2.1M | 0.49% | 8,930 | New |
Source: SEC Form 13F filings · as of 2026-06-30