Shah Wealth Advisors, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Aug 2026 to Oct 2026 | $606,152,179 | Individuals and high net worth (98%) |
| Apr 2026 to Jul 2026 | $0 | — |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 82.7%; sector active share 66.7% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
79 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 76.1% | $329,579,208 |
| Technology | 7.0% | $30,250,678 |
| Consumer Cyclical | 5.4% | $23,613,816 |
| Financial Services | 3.9% | $16,837,857 |
| Industrials | 2.4% | $10,268,757 |
| Healthcare | 1.6% | $6,747,045 |
| Communication Services | 1.1% | $4,830,238 |
| Consumer Defensive | 0.9% | $4,091,588 |
| Utilities | 0.9% | $3,985,352 |
| Energy | 0.7% | $3,093,069 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DYNF |
iShares U.S. Equity Factor Rotation Active ETF
|
First | 993,630 | $67,576,776 | 15.60% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
First | 277,415 | $33,156,640 | 7.65% | |
| VOE |
VANGUARD MID-CAP VALUE INDEX FUND
|
First | 136,988 | $27,068,828 | 6.25% | |
| IAU |
Ishares Gold Trust
|
First | 355,328 | $26,830,817 | 6.19% | |
| INTF |
iShares International Equity Factor ETF
|
First | 654,401 | $26,804,264 | 6.19% | |
| BINC |
|
First | 508,683 | $26,624,468 | 6.14% | |
| BAI |
BlackRock ETF Trust
|
First | 391,169 | $20,622,429 | 4.76% | |
| NVDA |
Nvidia Corp
Technology
|
First | 99,777 | $19,964,379 | 4.61% | |
| IEMG |
iShares Trust
|
First | 223,937 | $18,550,941 | 4.28% | |
| MTUM |
iShares MSCI USA Momentum Factor ETF
|
First | 48,732 | $16,706,791 | 3.86% | |
| EMLC |
VanEck J.P. Morgan EM Local Currency Bond ETF
|
First | 650,752 | $16,633,221 | 3.84% | |
| INDA |
iShares MSCI India ETF
|
First | 271,062 | $13,387,752 | 3.09% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 30,288 | $12,739,132 | 2.94% | |
| BND |
VANGUARD TOTAL BOND MARKET INDEX FUND
|
First | 134,952 | $9,906,826 | 2.29% | |
| 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% | |
| XME |
State Street(R) SPDR(R) S&P(R) Metals & Mining ETF
|
First | 72,892 | $7,794,341 | 1.80% | |
| BSV |
VANGUARD SHORT-TERM BOND INDEX FUND
|
First | 93,651 | $7,296,349 | 1.68% | |
| 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% | |
| JPST |
JPMorgan Ultra-Short Income 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% | |
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
First | 14,281 | $1,437,668 | 0.33% | |
| 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% | |
| VT |
VANGUARD TOTAL WORLD STOCK INDEX FUND
|
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% | |
| NEAR |
iShares Short Duration Bond Active ETF
|
First | 18,091 | $916,490 | 0.21% | |
| ALL |
Allstate Corp
Financial Services
|
First | 3,731 | $887,754 | 0.20% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
First | 2,317 | $857,382 | 0.20% | |
| CI |
Cigna Group
Healthcare
|
First | 2,972 | $819,320 | 0.19% | |
| PGR |
Progressive Corp
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% |
Showing the top 50 of 79 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.