Shah Wealth Advisors, LLC
All 13F Filings
- Location
- Chino Hills, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 503,157
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/6/2026 | 72 | 503,157 | 13F-HR | Shah Wealth Advisors, LLC |
| Q2 2026 | 8/7/2026 | 79 | 433,298 | 13F-HR | Shah Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 102.1 K | 20.3% | 0 | 1.609 K | -1.609 K |
| ETFs | 401.1 K | 79.7% | 71.47 K | 0 | 71.47 K |
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Fund Snapshot
Q3 2026
Latest filed
11/6/2026
Total value ($000)
503,157
Holdings
72
QoQ value change ($000)
69,859
(16.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.