Shah Wealth Advisors, LLC holds a focused book of 79 stocks worth $433.3M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). Their largest long position is Ishrs US E F R A ETF-Usd Inc at 16% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
30% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Shah Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 78 / 79 | $437.4B |
| LPL Financial LLC | 78 / 79 | $64.0B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 78 / 79 | $10.3B |
| JPMORGAN CHASE & CO | 77 / 79 | $446.5B |
| UBS Group AG | 77 / 79 | $108.2B |
| RAYMOND JAMES FINANCIAL INC | 77 / 79 | $79.8B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 79 | $66.1B |
| Creative Planning | 77 / 79 | $35.3B |
Ranked by how many of Shah Wealth Advisors, LLC's top 79 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares U.S. Equity Factor Rotation Active ETF ETF | $67.6M | 993.6K | 15.6% | ▲New New position | |
| 2 | Vanguard Information Technology ETF ETF | $33.2M | 277.4K | 7.7% | ▲New New position | |
| 3 | Vanguard Morningstar Mid-Cap Value ETF ETF | $27.1M | 137.0K | 6.2% | ▲New New position | |
| 4 | Ishares Gold Trust ETF | $26.8M | 355.3K | 6.2% | ▲New New position | |
| 5 | Ishares International Equity Factor ETF ETF | $26.8M | 654.4K | 6.2% | ▲New New position | |
| 6 | Ishares Flexible Income Active ETF ETF | $26.6M | 508.7K | 6.1% | ▲New New position | |
| 7 | Ishares A.I. Innovation And Tech Active ETF ETF | $20.6M | 391.2K | 4.8% | ▲New New position | |
| 8 | Nvidia Corporation Com Stock | $20.0M | 99.8K | 4.6% | ▲New New position | |
| 9 | Ishares Core Msci Emerging Markets ETF ETF | $18.6M | 223.9K | 4.3% | ▲New New position | |
| 10 | Ishares Msci USA Momentum Factor ETF ETF | $16.7M | 48.7K | 3.9% | ▲New New position | |
| 11 | Vaneck J. P. Morgan Em Local Currency Bond ETF ETF | $16.6M | 650.8K | 3.8% | ▲New New position | |
| 12 | Ishares Msci India ETF ETF | $13.4M | 271.1K | 3.1% | ▲New New position | |
| 13 | Tesla Inc Com Stock | $12.7M | 30.3K | 2.9% | ▲New New position | |
| 14 | Vanguard Total Bond Market ETF ETF | $9.9M | 135.0K | 2.3% | ▲New New position | |
| 15 | HDFC Bank Ltd Sponsored Ads ADR | $9.1M | 351.2K | 2.1% | ▲New New position | |
| 16 | Aurora Innovation Inc Class A Com Stock | $8.0M | 1.18M | 1.9% | ▲New New position | |
| 17 | State Street SPDR S&P Metals & Mining ETF ETF | $7.8M | 72.9K | 1.8% | ▲New New position | |
| 18 | Vanguard Short-Term Bond ETF ETF | $7.3M | 93.7K | 1.7% | ▲New New position | |
| 19 | Apple Inc Com Stock | $5.7M | 19.8K | 1.3% | ▲New New position | |
| 20 | Bloom Energy Corp Com CL A Stock | $4.8M | 16.0K | 1.1% | ▲New New position | |
| 21 | Berkshire Hathaway Inc Del CL B New Stock | $4.4M | 8.8K | 1.0% | ▲New New position | |
| 22 | JPMorgan Ultra-Short Income ETF ETF | $3.9M | 77.2K | 0.9% | ▲New New position | |
| 23 | Crispr Therapeutics AG Namen Akt Stock | $3.8M | 69.1K | 0.9% | ▲New New position | |
| 24 | Rocket Lab Corp Com Stock | $3.2M | 31.0K | 0.7% | ▲New New position | |
| 25 | Amazon Com Inc Com Stock | $2.1M | 8.9K | 0.5% | ▲New New position | |
| 26 | Meta Platforms Inc CL A Stock | $2.0M | 3.6K | 0.5% | ▲New New position | |
| 27 | ExxonMobil Holdings Corp Com SHS Stock | $1.5M | 10.7K | 0.3% | ▲New New position | |
| 28 | Ishares 0-3 Month Treasury Bond ETF ETF | $1.4M | 14.3K | 0.3% | ▲New New position | |
| 29 | Microsoft Corp Com Stock | $1.4M | 3.7K | 0.3% | ▲New New position | |
| 30 | Uber Technologies Inc Com Stock | $1.3M | 18.4K | 0.3% | ▲New New position | |
| 31 | Vanguard Total World Stock ETF ETF | $1.3M | 8.2K | 0.3% | ▲New New position | |
| 32 | Ge Aerospace Com New Stock | $1.3M | 3.4K | 0.3% | ▲New New position | |
| 33 | Philip Morris Intl Inc Com Stock | $1.3M | 7.0K | 0.3% | ▲New New position | |
| 34 | Altria Group Inc Com Stock | $1.2M | 16.8K | 0.3% | ▲New New position | |
| 35 | Servicetitan Inc SHS CL A Stock | $1.2M | 16.8K | 0.3% | ▲New New position | |
| 36 | Verizon Communications Inc Com Stock | $1.1M | 26.6K | 0.3% | ▲New New position | |
| 37 | AT&T Inc Com Stock | $1.1M | 52.1K | 0.2% | ▲New New position | |
| 38 | Ge Vernova Inc Com Stock | $995K | 847 | 0.2% | ▲New New position | |
| 39 | Ishares Short Duration Bond Active ETF ETF | $917K | 18.1K | 0.2% | ▲New New position | |
| 40 | Allstate Corp Com Stock | $888K | 3.7K | 0.2% | ▲New New position | |
| 41 | Vanguard Morningstar Total Stock Market ETF ETF | $858K | 2.3K | 0.2% | ▲New New position | |
| 42 | The Cigna Group Com Stock | $819K | 3.0K | 0.2% | ▲New New position | |
| 43 | Progressive Corp Com Stock | $795K | 3.6K | 0.2% | ▲New New position | |
| 44 | Invesco QQQ Trust Series I ETF | $745K | 1.0K | 0.2% | ▲New New position | |
| 45 | American WTR WKS Co Inc New Com Stock | $715K | 5.4K | 0.2% | ▲New New position | |
| 46 | Coca Cola Co Com Stock | $714K | 8.8K | 0.2% | ▲New New position | |
| 47 | Novartis AG Sponsored ADR ADR | $681K | 4.3K | 0.2% | ▲New New position | |
| 48 | Oracle Corp Com Stock | $679K | 4.6K | 0.2% | ▲New New position | |
| 49 | Chevron Corporation Com Stock | $661K | 4.0K | 0.2% | ▲New New position | |
| 50 | American Elec PWR Co Inc Com Stock | $639K | 4.7K | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2149018/holdings"
Use Arkolith to show Shah Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 79 | $433.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.