Shah Wealth Advisors, LLC

CIK

2149018

Location

CHINO HILLS, CA

Portfolio Value

Small $433,297,608

Diversification

Diversified

Filing Date

Jun 30, 2026

Global Rank

#4,204 / 8,795 · as of Jun 2026

Top Industry

Semiconductors 19.2%

Period ended 3 months ago

Filed Aug 7, 2026 · 2mo

Clone Performance

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Portfolio Concentration

70 tracked positions · as of Jun 30, 2026

Top Position

20.4%

of portfolio value

Top 5

58.5%

of portfolio value

Top 10

80.0%

of portfolio value

HHI

986

Diversified

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.1%	$329,579,208	16
Technology	7.0%	$30,250,678	6
Consumer Cyclical	5.4%	$23,613,816	5
Financial Services	3.9%	$16,837,857	9
Industrials	2.4%	$10,268,757	4
Healthcare	1.6%	$6,747,045	7
Communication Services	1.1%	$4,830,238	5
Consumer Defensive	0.9%	$4,091,588	5
Utilities	0.9%	$3,985,352	8
Energy	0.7%	$3,093,069	5

Portfolio Positions

Compact Export CSV View 13F filing

70 tracked positions · $433,297,608 total · filing declares 79 positions · $433,297,898 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 70 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BAI	iShares A.I. Innovation and Tech Active ETF	First	1,384,799	—	$88,199,205	—	20.36%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	First	1,212,413	—	$76,887,416	—	17.74%
EDV	Vanguard World Funds Extended Duration ETF	First	277,415	—	$33,156,640	—	7.65%
VB	Vanguard Morningstar Small-Cap ETF	First	139,612	—	$28,137,060	—	6.49%
BCLO	iShares BBB-B CLO Active ETF	First	515,063	—	$26,946,881	—	6.22%
IAU	Ishares Gold Trust	First	355,328	—	$26,830,817	—	6.19%
NVDA	Nvidia Corp Technology	First	99,777	—	$19,964,379	—	4.61%
BIV	Vanguard Intermediate-Term Bond ETF	First	228,603	—	$17,203,175	—	3.97%
AFK	VanEck Africa Index ETF	First	650,752	—	$16,633,221	—	3.84%
TSLA	Tesla, Inc. Consumer Cyclical	First	30,288	—	$12,739,132	—	2.94%
HDB	Hdfc Bank Ltd Financial Services	First	351,228	—	$9,072,219	—	2.09%
AUR	Aurora Innovation, Inc. Consumer Cyclical	First	1,178,653	—	$8,038,413	—	1.86%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	First	72,892	—	$7,794,341	—	1.80%
AAPL	Apple Inc. Technology	First	19,764	—	$5,718,911	—	1.32%
BE	Bloom Energy Corp Industrials	First	15,992	—	$4,840,778	—	1.12%
BRK-B	Berkshire Hathaway Inc Financial Services	First	8,758	—	$4,382,415	—	1.01%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	First	77,195	—	$3,903,751	—	0.90%
CRSP	CRISPR Therapeutics AG Healthcare	First	69,060	—	$3,766,532	—	0.87%
RKLB	Rocket Lab Corp Industrials	First	31,002	—	$3,151,353	—	0.73%
AMZN	Amazon Com Inc Consumer Cyclical	First	8,930	—	$2,128,376	—	0.49%
META	Meta Platforms, Inc. Communication Services	First	3,611	—	$2,034,040	—	0.47%
XOM	ExxonMobil Holdings Corp Energy	First	10,729	—	$1,466,868	—	0.34%
MSFT	Microsoft Corp Technology	First	3,692	—	$1,377,189	—	0.32%
UBER	Uber Technologies, Inc Technology	First	18,360	—	$1,324,857	—	0.31%
VEU	Vanguard FTSE All-World Ex-US ETF	First	8,190	—	$1,285,420	—	0.30%
GE	General Electric Co Industrials	First	3,429	—	$1,281,520	—	0.30%
PM	Philip Morris International Inc. Consumer Defensive	First	7,000	—	$1,266,370	—	0.29%
MO	Altria Group, Inc. Consumer Defensive	First	16,800	—	$1,208,760	—	0.28%
TTAN	ServiceTitan, Inc. Technology	First	16,776	—	$1,186,230	—	0.27%
VZ	Verizon Communications Inc Communication Services	First	26,555	—	$1,124,338	—	0.26%
T	At&T Inc. Communication Services	First	52,091	—	$1,078,283	—	0.25%
GEV	GE Vernova Inc. Industrials	First	847	—	$995,106	—	0.23%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	First	18,091	—	$916,490	—	0.21%
ALL	Allstate Corp Financial Services	First	3,731	—	$887,754	—	0.20%
CI	Cigna Group Healthcare	First	2,972	—	$819,320	—	0.19%
PGR	Progressive Corp/Oh/ Financial Services	First	3,641	—	$795,376	—	0.18%
QQQ	Invesco Qqq Trust, Series 1	First	1,012	—	$745,236	—	0.17%
AWK	American Water Works Company, Inc. Utilities	First	5,431	—	$714,610	—	0.16%
KO	Coca Cola Co Consumer Defensive	First	8,787	—	$714,119	—	0.16%
NVS	Novartis AG Healthcare	First	4,346	—	$681,105	—	0.16%
ORCL	Oracle Corp Technology	First	4,634	—	$679,112	—	0.16%
CVX	Chevron Corp Energy	First	3,985	—	$660,553	—	0.15%
AEP	American Electric Power Co Inc Utilities	First	4,669	—	$638,765	—	0.15%
EXC	Exelon Corp Utilities	First	11,899	—	$554,731	—	0.13%
PEP	Pepsico Inc Consumer Defensive	First	4,096	—	$554,598	—	0.13%
ABBV	AbbVie Inc. Healthcare	First	2,094	—	$526,934	—	0.12%
CVS	CVS HEALTH Corp Healthcare	First	4,967	—	$513,836	—	0.12%
CNP	Centerpoint Energy Inc Utilities	First	10,676	—	$470,171	—	0.11%
XEL	Xcel Energy Inc Utilities	First	5,804	—	$466,061	—	0.11%
CINF	Cincinnati Financial Corp Financial Services	First	2,473	—	$457,851	—	0.11%

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.