Vault-13

Shah Wealth Advisors, LLC

CHINO HILLS, CA · CIK 2149018 · 13F filing filed 2026-08-07

SEC-registered investment adviser since 2026 · limited liability company

$433.3m reported value
79positions
65.5%in top 10
—no comparable previous quarter

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 BLACKROCK ETF TRUST ISHARES US EQUIT DYNF DYNF 993,630 $67.6m15.60% 15.60% First filing
2 VANGUARD WORLD FD INF TECH ETF VGT VGT 277,415 $33.2m7.65% 7.65% First filing
3 VANGUARD INDEX FDS MCAP VL IDXVIP VOE VOE 136,988 $27.1m6.25% 6.25% First filing
4 ISHARES GOLD TR ISHARES NEW IAU IAU 355,328 $26.8m6.19% 6.19% First filing
5 ISHARES TR INTL EQTY FACTOR INTF INTF 654,401 $26.8m6.19% 6.19% First filing
6 BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC BINC 508,683 $26.6m6.14% 6.14% First filing
7 BLACKROCK ETF TRUST ISHA I IN TE ETF BAI BAI 391,169 $20.6m4.76% 4.76% First filing
8 NVIDIA CORPORATION COM NVDA NVDA 99,777 $20.0m4.61% 4.61% First filing
9 ISHARES INC CORE MSCI EMKT IEMG IEMG 223,937 $18.6m4.28% 4.28% First filing
10 ISHARES TR MSCI USA MMENTM MTUM MTUM 48,732 $16.7m3.86% 3.86% First filing
11 VANECK ETF TRUST JP MRGAN EM LOC EMLC EMLC 650,752 $16.6m3.84% 3.84% First filing
12 ISHARES TR MSCI INDIA ETF INDA INDA 271,062 $13.4m3.09% 3.09% First filing
13 TESLA INC COM TSLA TSLA 30,288 $12.7m2.94% 2.94% First filing
14 VANGUARD BD INDEX FDS TOTAL BND MRKT BND BND 134,952 $9.9m2.29% 2.29% First filing
15 HDFC BANK LTD SPONSORED ADS HDB HDB 351,228 $9.1m2.09% 2.09% First filing
16 AURORA INNOVATION INC CLASS A COM AUR AUR 1,178,653 $8.0m1.86% 1.86% First filing
17 SPDR SERIES TRUST S&P METALS MNG XME XME 72,892 $7.8m1.80% 1.80% First filing
18 VANGUARD BD INDEX FDS SHORT TRM BOND BSV BSV 93,651 $7.3m1.68% 1.68% First filing
19 APPLE INC COM AAPL AAPL 19,764 $5.7m1.32% 1.32% First filing
20 BLOOM ENERGY CORP COM CL A BE BE 15,992 $4.8m1.12% 1.12% First filing
21 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 8,758 $4.4m1.01% 1.01% First filing
22 J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST JPST 77,195 $3.9m0.90% 0.90% First filing
23 CRISPR THERAPEUTICS AG NAMEN AKT CRSP CRSP 69,060 $3.8m0.87% 0.87% First filing
24 ROCKET LAB CORP COM RKLB RKLB 31,002 $3.2m0.73% 0.73% First filing
25 AMAZON COM INC COM AMZN AMZN 8,930 $2.1m0.49% 0.49% First filing
26 META PLATFORMS INC CL A META META 3,611 $2.0m0.47% 0.47% First filing
27 EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM XOM 10,729 $1.5m0.34% 0.34% First filing
28 ISHARES TR 0-3 MNTH TREASRY SGOV SGOV 14,281 $1.4m0.33% 0.33% First filing
29 MICROSOFT CORP COM MSFT MSFT 3,692 $1.4m0.32% 0.32% First filing
30 UBER TECHNOLOGIES INC COM UBER UBER 18,360 $1.3m0.31% 0.31% First filing
31 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT VT 8,190 $1.3m0.30% 0.30% First filing
32 GE AEROSPACE COM NEW GE GE 3,429 $1.3m0.30% 0.30% First filing
33 PHILIP MORRIS INTL INC COM PM PM 7,000 $1.3m0.29% 0.29% First filing
34 ALTRIA GROUP INC COM MO MO 16,800 $1.2m0.28% 0.28% First filing
35 SERVICETITAN INC SHS CL A TTAN TTAN 16,776 $1.2m0.27% 0.27% First filing
36 VERIZON COMMUNICATIONS INC COM VZ VZ 26,555 $1.1m0.26% 0.26% First filing
37 AT&T INC COM T T 52,091 $1.1m0.25% 0.25% First filing
38 GE VERNOVA INC COM GEV GEV 847 $995.1k0.23% 0.23% First filing
39 ISHARES U S ETF TR SHORT DURATION B NEAR NEAR 18,091 $916.5k0.21% 0.21% First filing
40 ALLSTATE CORP COM ALL ALL 3,731 $887.8k0.20% 0.20% First filing
41 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 2,317 $857.5k0.20% 0.20% First filing
42 THE CIGNA GROUP COM CI CI 2,972 $819.3k0.19% 0.19% First filing
43 PROGRESSIVE CORP COM PGR PGR 3,641 $795.4k0.18% 0.18% First filing
44 INVESCO QQQ TR UNIT SER 1 QQQ QQQ 1,012 $745.2k0.17% 0.17% First filing
45 AMERICAN WTR WKS CO INC NEW COM AWK AWK 5,431 $714.6k0.16% 0.16% First filing
46 COCA COLA CO COM KO KO 8,787 $714.1k0.16% 0.16% First filing
47 NOVARTIS AG SPONSORED ADR NVS NVS 4,346 $681.1k0.16% 0.16% First filing
48 ORACLE CORP COM ORCL ORCL 4,634 $679.1k0.16% 0.16% First filing
49 CHEVRON CORP NEW COM CVX CVX 3,985 $660.6k0.15% 0.15% First filing
50 AMERICAN ELEC PWR CO INC COM AEP AEP 4,669 $638.8k0.15% 0.15% First filing
51 EXELON CORP COM EXC EXC 11,899 $554.7k0.13% 0.13% First filing
52 PEPSICO INC COM PEP PEP 4,096 $554.6k0.13% 0.13% First filing
53 ABBVIE INC COM ABBV ABBV 2,094 $526.9k0.12% 0.12% First filing
54 CVS HEALTH CORP COM CVS CVS 4,967 $513.8k0.12% 0.12% First filing
55 CENTERPOINT ENERGY INC COM CNP CNP 10,676 $470.2k0.11% 0.11% First filing
56 XCEL ENERGY INC COM XEL XEL 5,804 $466.1k0.11% 0.11% First filing
57 CINCINNATI FINL CORP COM CINF CINF 2,473 $457.9k0.11% 0.11% First filing
58 DUKE ENERGY CORP NEW COM NEW DUK DUK 3,367 $426.3k0.10% 0.10% First filing
59 MCDONALDS CORP COM MCD MCD 1,471 $397.6k0.09% 0.09% First filing
60 NEXTERA ENERGY INC COM NEE NEE 4,417 $387.7k0.09% 0.09% First filing
61 DEVON ENERGY CORP NEW COM DVN DVN 9,313 $384.8k0.09% 0.09% First filing
62 RENAISSANCERE HLDGS LTD COM RNR RNR 1,145 $362.9k0.08% 0.08% First filing
63 SELECT SECTOR SPDR TR SBI INT-UTILS XLU XLU 7,803 $353.8k0.08% 0.08% First filing
64 HERSHEY CO COM HSY HSY 1,982 $347.7k0.08% 0.08% First filing
65 ICICI BANK LIMITED ADR IBN IBN 11,381 $330.4k0.08% 0.08% First filing
66 ATMOS ENERGY CORP COM ATO ATO 1,899 $327.2k0.08% 0.08% First filing
67 BLACKROCK ETF TRUST II ISHARES SHORT-TE CALI CALI 6,380 $322.4k0.07% 0.07% First filing
68 REDDIT INC CL A RDDT RDDT 1,838 $319.0k0.07% 0.07% First filing
69 VANGUARD MUN BD FDS TAX EXEMPT BD VTEB VTEB 6,151 $311.1k0.07% 0.07% First filing
70 QUANTUMSCAPE CORP COM CL A QS QS 41,041 $310.3k0.07% 0.07% First filing
71 TRAVELERS COMPANIES INC COM TRV TRV 933 $308.0k0.07% 0.07% First filing
72 DIAMONDBACK ENERGY INC COM FANG FANG 1,658 $291.4k0.07% 0.07% First filing
73 BP PLC SPONSORED ADR BP BP 7,832 $289.4k0.07% 0.07% First filing
74 ALPHABET INC CAP STK CL C GOOG GOOG 777 $274.7k0.06% 0.06% First filing
75 ADVISORS INNER CIRCLE FD III GQG US EQUITY ET GQGU GQGU 10,813 $274.7k0.06% 0.06% First filing
76 STATE STR CORP COM STT STT 1,421 $241.0k0.06% 0.06% First filing
77 INTUITIVE SURGICAL INC COM NEW ISRG ISRG 586 $233.0k0.05% 0.05% First filing
78 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 307 $210.8k0.05% 0.05% First filing
79 MCKESSON CORP COM MCK MCK 273 $206.3k0.05% 0.05% First filing