Shah Wealth Advisors, LLC
CIK 2149018 · Holdings on Jun 30, 2026 · First reported Aug 7, 2026
Top ten holdings
Q2 2026- DYNF15.60%
- VGT7.65%
- VOE6.25%
- IAU6.19%
- INTF6.19%
- BINC6.14%
- BAI4.76%
- NVDA4.61%
- IEMG4.28%
- MTUM3.86%
Share classes counted separately65.53%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DYNFISHRS US E F R A ETF-USD INCETF View history and evidence | $67.58M | 15.60% | 993.63K shares | Prior unavailable — | — | ↗▾ |
| 02 | VGTVANGUARD INFO TECH ETFETF View history and evidence | $33.16M | 7.65% | 277.42K shares | Prior unavailable — | — | ↗▾ |
| 03 | VOEVNGRD MRNGSTR MD-CAP VAL ETFETF View history and evidence | $27.07M | 6.25% | 136.99K shares | Prior unavailable — | — | ↗▾ |
| 04 | IAUISHARES GOLD TRUSTETF View history and evidence | $26.83M | 6.19% | 355.33K shares | Prior unavailable — | — | ↗▾ |
| 05 | INTFISHARES INTERNATIONAL EQUITYETF View history and evidence | $26.80M | 6.19% | 654.40K shares | Prior unavailable — | — | ↗▾ |
| 06 | BINCISHARES FLEX I A ETF-USD INCETF View history and evidence | $26.62M | 6.14% | 508.68K shares | Prior unavailable — | — | ↗▾ |
| 07 | BAIISHRS AI IN AND TECH ACT ETFETF View history and evidence | $20.62M | 4.76% | 391.17K shares | Prior unavailable — | — | ↗▾ |
| 08 | NVDANVIDIA CORPStock View history and evidence | $19.96M | 4.61% | 99.78K shares | Prior unavailable — | — | ↗▾ |
| 09 | IEMGISHARES CORE MSCI EMERGINGETF View history and evidence | $18.55M | 4.28% | 223.94K shares | Prior unavailable — | — | ↗▾ |
| 10 | MTUMISHARES MSCI USA MOMENTUM FAETF View history and evidence | $16.71M | 3.86% | 48.73K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2149018 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 433297898
}Research all 79 reported holdings.
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