§ 13F · FUND PROFILE
Shah Wealth Advisors, LLC.
AUM · $433M (13F)Positions · 79Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$433M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 994K | $68M | 15.6% | NEW |
| 2 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 277K | $33M | 7.7% | NEW |
| 3 | VOE | VANGUARD MORNINGSTAR MID-CAP VALUE ETF | 137K | $27M | 6.2% | NEW |
| 4 | IAU | ISHARES GOLD TRUST | 355K | $27M | 6.2% | NEW |
| 5 | INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | 654K | $27M | 6.2% | NEW |
| 6 | BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | 509K | $27M | 6.1% | NEW |
| 7 | BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 391K | $21M | 4.8% | NEW |
| 8 | NVDA | NVIDIA CORPORATION COM | 100K | $20M | 4.6% | NEW |
| 9 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 224K | $19M | 4.3% | NEW |
| 10 | MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 49K | $17M | 3.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHAH SIGNAL
AC read
Shah Wealth Advisors, LLC is a institutional fund managing $433 million in assets. The fund runs a portfolio of 79 positions.
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