Shah Wealth Advisors, LLC: 13F holdings
CIK 21490182026Q2
| Positions | 79 |
|---|---|
| Reported value | $433.3m |
| Filed | 2026-08-07 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 993,630 | $67.6m | 15.6% |
| VGT VANGUARD INFORMATION TECHNOLOGY ETF | 277,415 | $33.2m | 7.7% |
| VOE VANGUARD MORNINGSTAR MID-CAP VALUE ETF | 136,988 | $27.1m | 6.2% |
| IAU ISHARES GOLD TRUST | 355,328 | $26.8m | 6.2% |
| INTF ISHARES INTERNATIONAL EQUITY FACTOR ETF | 654,401 | $26.8m | 6.2% |
| BINC ISHARES FLEXIBLE INCOME ACTIVE ETF | 508,683 | $26.6m | 6.1% |
| BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | 391,169 | $20.6m | 4.8% |
| NVDA NVIDIA CORPORATION COM | 99,777 | $20.0m | 4.6% |
| IEMG ISHARES CORE MSCI EMERGING MARKETS ETF | 223,937 | $18.6m | 4.3% |
| MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF | 48,732 | $16.7m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2149018")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.