Shah Wealth Advisors
Shah Wealth Advisors reported 79 stocks worth $433M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are DYNF (15.6%), VGT (7.7%) and VOE (6.3%).
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DYNF Blackrock ETF Trust | $67.6M | 15.6% | 994K | – | 1 of 1 | |
| 2 |  VGT Vanguard World FD | $33.2M | 7.7% | 277K | – | 1 of 1 | |
| 3 |  VOE Vanguard Index Fds | $27.1M | 6.3% | 137K | – | 1 of 1 | |
| 4 |  IAU Ishares Gold TR | $26.8M | 6.2% | 355K | – | 1 of 1 | |
| 5 |  INTF Ishares TR | $26.8M | 6.2% | 654K | – | 1 of 1 | |
| 6 |  BINC Blackrock ETF Trust II | $26.6M | 6.1% | 509K | – | 1 of 1 | |
| 7 |  BAI Blackrock ETF Trust | $20.6M | 4.8% | 391K | – | 1 of 1 | |
| 8 |  NVDA Nvidia Corporation | $20M | 4.6% | 100K | – | 1 of 1 | |
| 9 |  IEMG Ishares Inc | $18.6M | 4.3% | 224K | – | 1 of 1 | |
| 10 |  MTUM Ishares Msci USA Momntum | $16.7M | 3.9% | 49K | – | 1 of 1 |
Positions at Jun 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Shah Wealth Advisors 13F FAQ
What does Shah Wealth Advisors own?
Shah Wealth Advisors reported 79 stocks worth $433M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are DYNF (15.6%), VGT (7.7%) and VOE (6.3%). The table above lists every position in the filing (the top 10 without an account).
What did Shah Wealth Advisors buy and sell in Q2 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will Shah Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Shah Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $433M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.