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Shah Wealth Advisors, LLC

13F filer · CIK 0002149018
Reported Aug 7, 2026
13F portfolio value$433MU.S. long equity reported on 13F
Positions58Not reported new · Not reported closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight23.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 7, 202658 positions
IAUIshares Gold Trust$26.8M6.19%0.04%NewQ2 2026
NVDANvidia Corp$20M4.61%0.00%NewQ2 2026
TSLATesla, Inc.$12.7M2.94%0.00%NewQ2 2026
HDBHDFC Bank Ltd$9.07M2.09%0.00%NewQ2 2026
AURAurora Innovation, Inc.$8.04M1.86%0.06%NewQ2 2026
BSVNBank7 Corp.$7.3M1.68%0.98%NewQ2 2026
AAPLApple Inc.$5.72M1.32%0.00%NewQ2 2026
BEBloom Energy Corp$4.84M1.12%0.01%NewQ2 2026
BRK.BBerkshire Hathaway Inc$4.38M1.01%Not reportedNewQ2 2026
CRSPCRISPR Therapeutics AG$3.77M0.87%0.07%NewQ2 2026
RKLBRocket Lab Corp$3.15M0.73%0.01%NewQ2 2026
AMZNAmazon Com Inc$2.13M0.49%0.00%NewQ2 2026
METAMeta Platforms, Inc.$2.03M0.47%Not reportedNewQ2 2026
XOMExxonMobil Holdings Corp$1.47M0.34%0.00%NewQ2 2026
MSFTMicrosoft Corp$1.38M0.32%0.00%NewQ2 2026
UBERUber Technologies, Inc$1.32M0.31%0.00%NewQ2 2026
GEGeneral Electric Co$1.28M0.30%0.00%NewQ2 2026
PMPhilip Morris International Inc.$1.27M0.29%0.00%NewQ2 2026
MOAltria Group, Inc.$1.21M0.28%0.00%NewQ2 2026
TTANServiceTitan, Inc.$1.19M0.27%0.05%NewQ2 2026
VZVerizon Communications Inc$1.12M0.26%0.00%NewQ2 2026
TAt&T Inc.$1.08M0.25%0.00%NewQ2 2026
GEVGE Vernova Inc.$995K0.23%0.00%NewQ2 2026
ALLAllstate Corp$888K0.20%0.00%NewQ2 2026
CICigna Group$819K0.19%0.00%NewQ2 2026
PGRProgressive Corp$795K0.18%0.00%NewQ2 2026
QQQInvesco QQQ Trust, Series 1$745K0.17%Not reportedNewQ2 2026
AWKAmerican Water Works Company, Inc.$715K0.16%0.00%NewQ2 2026
KOCoca Cola Co$714K0.16%0.00%NewQ2 2026
NVSNovartis AG$681K0.16%0.00%NewQ2 2026
ORCLOracle Corp$679K0.16%0.00%NewQ2 2026
CVXChevron Corp$661K0.15%0.00%NewQ2 2026
AEPAmerican Electric Power Co Inc$639K0.15%0.00%NewQ2 2026
EXCExelon Corp$555K0.13%0.00%NewQ2 2026
PEPPepsico Inc$555K0.13%0.00%NewQ2 2026
ABBVAbbVie Inc.$527K0.12%0.00%NewQ2 2026
CVSCVS HEALTH Corp$514K0.12%0.00%NewQ2 2026
CNPCenterpoint Energy Inc$470K0.11%0.00%NewQ2 2026
XELXcel Energy Inc$466K0.11%0.00%NewQ2 2026
CINFCincinnati Financial Corp$458K0.11%0.00%NewQ2 2026
DUKDuke Energy CORP$426K0.10%0.00%NewQ2 2026
MCDMcdonalds Corp$398K0.09%0.00%NewQ2 2026
NEENextera Energy Inc$388K0.09%0.00%NewQ2 2026
DVNDevon Energy Corp$385K0.09%0.00%NewQ2 2026
RNRRenaissancere Holdings Ltd$363K0.08%0.00%NewQ2 2026
HSYHershey Co$348K0.08%0.00%NewQ2 2026
IBNIcici Bank Ltd$330K0.08%Not reportedNewQ2 2026
ATOAtmos Energy Corp$327K0.08%0.00%NewQ2 2026
CALIChina Auto Logistics Inc$322K0.07%Not reportedNewQ2 2026
RDDTReddit, Inc.$319K0.07%Not reportedNewQ2 2026
Premium opens every quarter this fund has filed

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