Shah Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Chino Hills, CA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
79
Total value ($000)
$433,298
Net value change ($000)
—
New positions
79
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DYNF 67,577 —
VGT 33,157 —
VOE 27,069 —
IAU 26,831 —
INTF 26,804 —
BINC 26,624 —
BAI 20,622 —
NVDA 19,964 —
IEMG 18,551 —
MTUM 16,707 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type