Shah Wealth Advisors, LLC reported 55 positions worth $130.55M for the quarter ended Jun 30, 2026. Its largest holding is Ishares Gold Trust at 20.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IAU Ishares Gold Trust | Others | 355.3K | $26.83M | 20.55% | – | – | – | 0.05% |
| 2 | NVDA Nvidia Corp | Technology | 99.8K | $19.96M | 15.29% | – | – | – | 0% |
| 3 | TSLA Tesla, Inc. | Consumer Discretionary | 30.3K | $12.74M | 9.76% | – | – | – | 0% |
| 4 | HDB Hdfc Bank Ltd | Financial Services | 351.2K | $9.07M | 6.95% | – | – | – | 0.01% |
| 5 | AUR Aurora Innovation, Inc. | Technology | 1.18M | $8.04M | 6.16% | – | – | – | 0.06% |
| 6 | AAPL Apple Inc. | Technology | 19.8K | $5.72M | 4.38% | – | – | – | 0% |
| 7 | BE Bloom Energy Corp | Industrials | 16.0K | $4.84M | 3.71% | – | – | – | 0.01% |
| 8 | BRK-B Berkshire Hathaway Inc | Financial Services | 8,758 | $4.38M | 3.36% | – | – | – | 0% |
| 9 | CRSP CRISPR Therapeutics AG | Healthcare | 69.1K | $3.77M | 2.89% | – | – | – | 0.07% |
| 10 | RKLB Rocket Lab Corp | Industrials | 31.0K | $3.15M | 2.41% | – | – | – | 0% |
| 11 | AMZN Amazon Com Inc | Consumer Discretionary | 8,930 | $2.13M | 1.63% | – | – | – | 0% |
| 12 | META Meta Platforms, Inc. | Technology | 3,611 | $2.03M | 1.56% | – | – | – | 0% |
| 13 | XOM ExxonMobil Holdings Corp | Energy | 10.7K | $1.47M | 1.12% | – | – | – | 0% |
| 14 | MSFT Microsoft Corp | Technology | 3,692 | $1.38M | 1.05% | – | – | – | 0% |
| 15 | UBER Uber Technologies, Inc | Technology | 18.4K | $1.32M | 1.01% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Shah Wealth Advisors.
As of its Q2 2026 13F filing, Shah Wealth Advisors, LLC’s five largest positions were Ishares Gold Trust (IAU) at 20.6%, Nvidia Corp (NVDA) at 15.3%, Tesla, Inc. (TSLA) at 9.8%, Hdfc Bank Ltd (HDB) at 6.9%, Aurora Innovation, Inc. (AUR) at 6.2% of the reported portfolio.
Shah Wealth Advisors, LLC reported a 13F portfolio worth $130.55M across 55 positions for Q2 2026.
From the Form 13F-HR reports Shah Wealth Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.