Shah Wealth Advisors, LLC ETF holdings
Chino Hills, CA
Reported $329.6M in 25 ETFs in its Form 13F for June 30, 2026.
ETF value
$329.6M
ETFs held
25
Change from prior quarter
—
With price moves
ETFs as a share of its 13F
76.1%
of $433.3M
Top 10 of 25 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $67.6M | 993,630 | New position |
| VGT | Vanguard Information Technology ETF | $33.2M | 277,415 | New position |
| VOE | Vanguard Morningstar Mid-Cap Value ETF | $27.1M | 136,988 | New position |
| IAU | iShares Gold Trust | $26.8M | 355,328 | New position |
| INTF | iShares International Equity Factor ETF | $26.8M | 654,401 | New position |
| BINC | iShares Flexible Income Active ETF | $26.6M | 508,683 | New position |
| BAI | iShares A.I. Innovation and Tech Active ETF | $20.6M | 391,169 | New position |
| IEMG | iShares Core MSCI Emerging Markets ETF | $18.6M | 223,937 | New position |
| MTUM | iShares MSCI USA Momentum Factor ETF | $16.7M | 48,732 | New position |
| EMLC | VanEck J.P. Morgan EM Local Currency Bond ETF | $16.6M | 650,752 | New position |
15 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002149018. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Shah Wealth Advisors, LLC own?
Shah Wealth Advisors, LLC reported 25 ETF positions worth $329.6M in its Form 13F for June 30, 2026. The largest was DYNF, at $67.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.