Shah Wealth Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Chino Hills, CA
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
72
Total value ($000)
$503,157
Net value change ($000)
+69,859 (16.1%)
New positions
31
Sold out positions
38
Turnover %
16.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
GQGU 26,783 9739.3%
BND 19,887 200.7%
XBI 13,478 NEW
VGIT 11,264 NEW
NVDA 5,027 25.2%
CALI 4,244 1318.0%
VGT 3,603 10.9%
IAU 3,338 12.4%
SPACE EXPLORATION TECHN CORP CLASS A COM STK 3,323 NEW
AUR 3,295 41.0%
Top Reduces (Value $000, Stocks/ETFs)
HDB -9,072 -100.0%
DYNF -7,880 -11.7%
BSV -7,296 -100.0%
JPST -3,904 -100.0%
TSLA -2,278 -17.9%
BRK-B -1,564 -35.7%
SGOV -1,438 -100.0%
MO -1,209 -100.0%
XOM -1,208 -82.3%
VZ -1,124 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type