Shah Wealth Advisors, LLC
Clone Performance
Aug 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
57 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 31.7% | $48,198,482 |
| Technology | 19.9% | $30,250,678 |
| Consumer Cyclical | 15.5% | $23,613,816 |
| Financial Services | 11.1% | $16,837,857 |
| Industrials | 6.8% | $10,268,757 |
| Healthcare | 4.4% | $6,747,045 |
| Communication Services | 3.2% | $4,830,238 |
| Consumer Defensive | 2.7% | $4,091,588 |
| Utilities | 2.6% | $3,985,352 |
| Energy | 2.0% | $3,093,069 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
First | 355,328 | $26,830,817 | 17.66% | |
| BAI |
iShares A.I. Innovation and Tech Active ETF
|
First | 391,169 | $20,622,429 | 13.57% | |
| NVDA |
Nvidia Corp
Technology
|
First | 99,777 | $19,964,379 | 13.14% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 30,288 | $12,739,132 | 8.39% | |
| HDB |
Hdfc Bank Ltd
Financial Services
|
First | 351,228 | $9,072,219 | 5.97% | |
| AUR |
Aurora Innovation, Inc.
Consumer Cyclical
|
First | 1,178,653 | $8,038,413 | 5.29% | |
| AAPL |
Apple Inc.
Technology
|
First | 19,764 | $5,718,911 | 3.76% | |
| BE |
Bloom Energy Corp
Industrials
|
First | 15,992 | $4,840,778 | 3.19% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 8,758 | $4,382,415 | 2.88% | |
| CRSP |
CRISPR Therapeutics AG
Healthcare
|
First | 69,060 | $3,766,532 | 2.48% | |
| RKLB |
Rocket Lab Corp
Industrials
|
First | 31,002 | $3,151,353 | 2.07% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 8,930 | $2,128,376 | 1.40% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 3,611 | $2,034,040 | 1.34% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 10,729 | $1,466,868 | 0.97% | |
| MSFT |
Microsoft Corp
Technology
|
First | 3,692 | $1,377,189 | 0.91% | |
| UBER |
Uber Technologies, Inc
Technology
|
First | 18,360 | $1,324,857 | 0.87% | |
| GE |
General Electric Co
Industrials
|
First | 3,429 | $1,281,520 | 0.84% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 7,000 | $1,266,370 | 0.83% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
First | 16,800 | $1,208,760 | 0.80% | |
| TTAN |
ServiceTitan, Inc.
Technology
|
First | 16,776 | $1,186,230 | 0.78% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 26,555 | $1,124,338 | 0.74% | |
| T |
At&T Inc.
Communication Services
|
First | 52,091 | $1,078,283 | 0.71% | |
| GEV |
GE Vernova Inc.
Industrials
|
First | 847 | $995,106 | 0.66% | |
| ALL |
Allstate Corp
Financial Services
|
First | 3,731 | $887,754 | 0.58% | |
| CI |
Cigna Group
Healthcare
|
First | 2,972 | $819,320 | 0.54% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
First | 3,641 | $795,376 | 0.52% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 1,012 | $745,236 | 0.49% | |
| AWK |
American Water Works Company, Inc.
Utilities
|
First | 5,431 | $714,610 | 0.47% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 8,787 | $714,119 | 0.47% | |
| NVS |
Novartis AG
Healthcare
|
First | 4,346 | $681,105 | 0.45% | |
| ORCL |
Oracle Corp
Technology
|
First | 4,634 | $679,112 | 0.45% | |
| CVX |
Chevron Corp
Energy
|
First | 3,985 | $660,553 | 0.43% | |
| AEP |
American Electric Power Co Inc
Utilities
|
First | 4,669 | $638,765 | 0.42% | |
| EXC |
Exelon Corp
Utilities
|
First | 11,899 | $554,731 | 0.37% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 4,096 | $554,598 | 0.37% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 2,094 | $526,934 | 0.35% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
First | 4,967 | $513,836 | 0.34% | |
| CNP |
Centerpoint Energy Inc
Utilities
|
First | 10,676 | $470,171 | 0.31% | |
| XEL |
Xcel Energy Inc
Utilities
|
First | 5,804 | $466,061 | 0.31% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
First | 2,473 | $457,851 | 0.30% | |
| DUK |
Duke Energy CORP
Utilities
|
First | 3,367 | $426,194 | 0.28% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 1,471 | $397,626 | 0.26% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 4,417 | $387,680 | 0.26% | |
| DVN |
Devon Energy Corp/De
Energy
|
First | 9,313 | $384,813 | 0.25% | |
| RNR |
Renaissancere Holdings Ltd
Financial Services
|
First | 1,145 | $362,850 | 0.24% | |
| HSY |
Hershey Co
Consumer Defensive
|
First | 1,982 | $347,741 | 0.23% | |
| IBN |
Icici Bank Ltd
Financial Services
|
First | 11,381 | $330,390 | 0.22% | |
| ATO |
Atmos Energy Corp
Utilities
|
First | 1,899 | $327,140 | 0.22% | |
| RDDT |
Reddit, Inc.
Communication Services
|
First | 1,838 | $319,040 | 0.21% | |
| QS |
QuantumScape Corp
Consumer Cyclical
|
First | 41,041 | $310,269 | 0.20% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.