Shah Wealth Advisors
CHINO HILLS, CAfiles as Shah Wealth Advisors, LLC
$433m in 79 US stocks at the end of 30 June 2026. The top 10 are 65.5% of the money.
Value
$433m
Stocks
79
Top 10 share
65.5%
Turnover
n/a
What changed this quarter
This is the first quarter we have for this fund, so we can't show changes yet.
Holdings
- Blackrock ETF TrustDYNF
- Share
- 15.6%
- Value
- $68m
- Shares
- 993,630
- Vanguard World FDVGT
- Share
- 7.7%
- Value
- $33m
- Shares
- 277,415
- Vanguard Index FDSVOE
- Share
- 6.2%
- Value
- $27m
- Shares
- 136,988
- Ishares Gold TRIAU
- Share
- 6.2%
- Value
- $27m
- Shares
- 355,328
- Ishares TRINTF
- Share
- 6.2%
- Value
- $27m
- Shares
- 654,401
- Blackrock ETF Trust IIBINC
- Share
- 6.1%
- Value
- $27m
- Shares
- 508,683
- Blackrock ETF TrustBAI
- Share
- 4.8%
- Value
- $21m
- Shares
- 391,169
- NvidiaNVDA
- Share
- 4.6%
- Value
- $20m
- Shares
- 99,777
- IsharesIEMG
- Share
- 4.3%
- Value
- $19m
- Shares
- 223,937
- Ishares TRMTUM
- Share
- 3.9%
- Value
- $17m
- Shares
- 48,732
- Vaneck ETF TrustEMLC
- Share
- 3.8%
- Value
- $17m
- Shares
- 650,752
- Ishares TRINDA
- Share
- 3.1%
- Value
- $13m
- Shares
- 271,062
- TeslaTSLA
- Share
- 2.9%
- Value
- $13m
- Shares
- 30,288
- Vanguard BD Index FDSBND
- Share
- 2.3%
- Value
- $10m
- Shares
- 134,952
- HDFC BankHDB
- Share
- 2.1%
- Value
- $9m
- Shares
- 351,228
- Aurora InnovationAUR
- Share
- 1.9%
- Value
- $8m
- Shares
- 1,178,653
- Spdr Series TrustXME
- Share
- 1.8%
- Value
- $8m
- Shares
- 72,892
- Vanguard BD Index FDSBSV
- Share
- 1.7%
- Value
- $7m
- Shares
- 93,651
- AppleAAPL
- Share
- 1.3%
- Value
- $6m
- Shares
- 19,764
- Bloom EnergyBE
- Share
- 1.1%
- Value
- $5m
- Shares
- 15,992
- Berkshire HathawayBRK-B
- Share
- 1.0%
- Value
- $4m
- Shares
- 8,758
- J P Morgan Exchange Traded FJPST
- Share
- 0.9%
- Value
- $4m
- Shares
- 77,195
- CRISPR Therapeutics AGCRSP
- Share
- 0.9%
- Value
- $4m
- Shares
- 69,060
- Rocket LabRKLB
- Share
- 0.7%
- Value
- $3m
- Shares
- 31,002
- Amazon.comAMZN
- Share
- 0.5%
- Value
- $2m
- Shares
- 8,930
- Meta PlatformsMETA
- Share
- 0.5%
- Value
- $2m
- Shares
- 3,611
- ExxonMobil HoldingsXOM
- Share
- 0.3%
- Value
- $1m
- Shares
- 10,729
- Ishares TRSGOV
- Share
- 0.3%
- Value
- $1m
- Shares
- 14,281
- MicrosoftMSFT
- Share
- 0.3%
- Value
- $1m
- Shares
- 3,692
- Uber TechnologiesUBER
- Share
- 0.3%
- Value
- $1m
- Shares
- 18,360
- Vanguard Intl Equity Index FVT
- Share
- 0.3%
- Value
- $1m
- Shares
- 8,190
- General ElectricGE
- Share
- 0.3%
- Value
- $1m
- Shares
- 3,429
- Philip Morris InternationalPM
- Share
- 0.3%
- Value
- $1m
- Shares
- 7,000
- Altria GroupMO
- Share
- 0.3%
- Value
- $1m
- Shares
- 16,800
- ServiceTitanTTAN
- Share
- 0.3%
- Value
- $1m
- Shares
- 16,776
- Verizon CommunicationsVZ
- Share
- 0.3%
- Value
- $1m
- Shares
- 26,555
- AT&TT
- Share
- 0.2%
- Value
- $1m
- Shares
- 52,091
- GE VernovaGEV
- Share
- 0.2%
- Value
- $995,106
- Shares
- 847
- Ishares U S ETF TRNEAR
- Share
- 0.2%
- Value
- $916,513
- Shares
- 18,091
- AllstateALL
- Share
- 0.2%
- Value
- $887,754
- Shares
- 3,731
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $857,515
- Shares
- 2,317
- Cigna GroupCI
- Share
- 0.2%
- Value
- $819,255
- Shares
- 2,972
- ProgressivePGR
- Share
- 0.2%
- Value
- $795,376
- Shares
- 3,641
- Invesco QQQ TRQQQ
- Share
- 0.2%
- Value
- $745,237
- Shares
- 1,012
- American Water Works CompanyAWK
- Share
- 0.2%
- Value
- $714,592
- Shares
- 5,431
- Coca-ColaKO
- Share
- 0.2%
- Value
- $714,119
- Shares
- 8,787
- Novartis AGNVS
- Share
- 0.2%
- Value
- $681,105
- Shares
- 4,346
- OracleORCL
- Share
- 0.2%
- Value
- $679,113
- Shares
- 4,634
- ChevronCVX
- Share
- 0.2%
- Value
- $660,580
- Shares
- 3,985
- American Electric PowerAEP
- Share
- 0.1%
- Value
- $638,833
- Shares
- 4,669
- ExelonEXC
- Share
- 0.1%
- Value
- $554,744
- Shares
- 11,899
- PepsiCoPEP
- Share
- 0.1%
- Value
- $554,598
- Shares
- 4,096
- AbbVieABBV
- Share
- 0.1%
- Value
- $526,934
- Shares
- 2,094
- CVS HealthCVS
- Share
- 0.1%
- Value
- $513,836
- Shares
- 4,967
- Centerpoint EnergyCNP
- Share
- 0.1%
- Value
- $470,171
- Shares
- 10,676
- Xcel EnergyXEL
- Share
- 0.1%
- Value
- $466,061
- Shares
- 5,804
- Cincinnati FinancialCINF
- Share
- 0.1%
- Value
- $457,851
- Shares
- 2,473
- Duke EnergyDUK
- Share
- <0.1%
- Value
- $426,254
- Shares
- 3,367
- McDonald'sMCD
- Share
- <0.1%
- Value
- $397,626
- Shares
- 1,471
- NextEra EnergyNEE
- Share
- <0.1%
- Value
- $387,668
- Shares
- 4,417
- Devon EnergyDVN
- Share
- <0.1%
- Value
- $384,830
- Shares
- 9,313
- Renaissancere HoldingsRNR
- Share
- <0.1%
- Value
- $362,851
- Shares
- 1,145
- Select Sector Spdr TRXLU
- Share
- <0.1%
- Value
- $353,790
- Shares
- 7,803
- HersheyHSY
- Share
- <0.1%
- Value
- $347,742
- Shares
- 1,982
- Icici BankIBN
- Share
- <0.1%
- Value
- $330,390
- Shares
- 11,381
- Atmos EnergyATO
- Share
- <0.1%
- Value
- $327,172
- Shares
- 1,899
- Blackrock ETF Trust IICALI
- Share
- <0.1%
- Value
- $322,416
- Shares
- 6,380
- RedditRDDT
- Share
- <0.1%
- Value
- $319,040
- Shares
- 1,838
- Vanguard MUN BD FDSVTEB
- Share
- <0.1%
- Value
- $311,110
- Shares
- 6,151
- QuantumScapeQS
- Share
- <0.1%
- Value
- $310,271
- Shares
- 41,041
- Travelers CompaniesTRV
- Share
- <0.1%
- Value
- $308,002
- Shares
- 933
- Diamondback EnergyFANG
- Share
- <0.1%
- Value
- $291,443
- Shares
- 1,658
- BPBP
- Share
- <0.1%
- Value
- $289,377
- Shares
- 7,832
- AlphabetGOOG
- Share
- <0.1%
- Value
- $274,690
- Shares
- 777
- Advisors Inner Circle FD IIIGQGU
- Share
- <0.1%
- Value
- $274,651
- Shares
- 10,813
- State StreetSTT
- Share
- <0.1%
- Value
- $241,002
- Shares
- 1,421
- Intuitive SurgicalISRG
- Share
- <0.1%
- Value
- $233,040
- Shares
- 586
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $210,765
- Shares
- 307
- MckessonMCK
- Share
- <0.1%
- Value
- $206,279
- Shares
- 273
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Blackrock ETF TrustDYNF | 15.6% | $68m | 993,630 | |
| Vanguard World FDVGT | 7.7% | $33m | 277,415 | |
| Vanguard Index FDSVOE | 6.2% | $27m | 136,988 | |
| Ishares Gold TRIAU | 6.2% | $27m | 355,328 | |
| Ishares TRINTF | 6.2% | $27m | 654,401 | |
| Blackrock ETF Trust IIBINC | 6.1% | $27m | 508,683 | |
| Blackrock ETF TrustBAI | 4.8% | $21m | 391,169 | |
| NvidiaNVDA | 4.6% | $20m | 99,777 | |
| IsharesIEMG | 4.3% | $19m | 223,937 | |
| Ishares TRMTUM | 3.9% | $17m | 48,732 | |
| Vaneck ETF TrustEMLC | 3.8% | $17m | 650,752 | |
| Ishares TRINDA | 3.1% | $13m | 271,062 | |
| TeslaTSLA | 2.9% | $13m | 30,288 | |
| Vanguard BD Index FDSBND | 2.3% | $10m | 134,952 | |
| HDFC BankHDB | 2.1% | $9m | 351,228 | |
| Aurora InnovationAUR | 1.9% | $8m | 1,178,653 | |
| Spdr Series TrustXME | 1.8% | $8m | 72,892 | |
| Vanguard BD Index FDSBSV | 1.7% | $7m | 93,651 | |
| AppleAAPL | 1.3% | $6m | 19,764 | |
| Bloom EnergyBE | 1.1% | $5m | 15,992 | |
| Berkshire HathawayBRK-B | 1.0% | $4m | 8,758 | |
| J P Morgan Exchange Traded FJPST | 0.9% | $4m | 77,195 | |
| CRISPR Therapeutics AGCRSP | 0.9% | $4m | 69,060 | |
| Rocket LabRKLB | 0.7% | $3m | 31,002 | |
| Amazon.comAMZN | 0.5% | $2m | 8,930 | |
| Meta PlatformsMETA | 0.5% | $2m | 3,611 | |
| ExxonMobil HoldingsXOM | 0.3% | $1m | 10,729 | |
| Ishares TRSGOV | 0.3% | $1m | 14,281 | |
| MicrosoftMSFT | 0.3% | $1m | 3,692 | |
| Uber TechnologiesUBER | 0.3% | $1m | 18,360 | |
| Vanguard Intl Equity Index FVT | 0.3% | $1m | 8,190 | |
| General ElectricGE | 0.3% | $1m | 3,429 | |
| Philip Morris InternationalPM | 0.3% | $1m | 7,000 | |
| Altria GroupMO | 0.3% | $1m | 16,800 | |
| ServiceTitanTTAN | 0.3% | $1m | 16,776 | |
| Verizon CommunicationsVZ | 0.3% | $1m | 26,555 | |
| AT&TT | 0.2% | $1m | 52,091 | |
| GE VernovaGEV | 0.2% | $995,106 | 847 | |
| Ishares U S ETF TRNEAR | 0.2% | $916,513 | 18,091 | |
| AllstateALL | 0.2% | $887,754 | 3,731 | |
| Vanguard Index FDSVTI | 0.2% | $857,515 | 2,317 | |
| Cigna GroupCI | 0.2% | $819,255 | 2,972 | |
| ProgressivePGR | 0.2% | $795,376 | 3,641 | |
| Invesco QQQ TRQQQ | 0.2% | $745,237 | 1,012 | |
| American Water Works CompanyAWK | 0.2% | $714,592 | 5,431 | |
| Coca-ColaKO | 0.2% | $714,119 | 8,787 | |
| Novartis AGNVS | 0.2% | $681,105 | 4,346 | |
| OracleORCL | 0.2% | $679,113 | 4,634 | |
| ChevronCVX | 0.2% | $660,580 | 3,985 | |
| American Electric PowerAEP | 0.1% | $638,833 | 4,669 | |
| ExelonEXC | 0.1% | $554,744 | 11,899 | |
| PepsiCoPEP | 0.1% | $554,598 | 4,096 | |
| AbbVieABBV | 0.1% | $526,934 | 2,094 | |
| CVS HealthCVS | 0.1% | $513,836 | 4,967 | |
| Centerpoint EnergyCNP | 0.1% | $470,171 | 10,676 | |
| Xcel EnergyXEL | 0.1% | $466,061 | 5,804 | |
| Cincinnati FinancialCINF | 0.1% | $457,851 | 2,473 | |
| Duke EnergyDUK | <0.1% | $426,254 | 3,367 | |
| McDonald'sMCD | <0.1% | $397,626 | 1,471 | |
| NextEra EnergyNEE | <0.1% | $387,668 | 4,417 | |
| Devon EnergyDVN | <0.1% | $384,830 | 9,313 | |
| Renaissancere HoldingsRNR | <0.1% | $362,851 | 1,145 | |
| Select Sector Spdr TRXLU | <0.1% | $353,790 | 7,803 | |
| HersheyHSY | <0.1% | $347,742 | 1,982 | |
| Icici BankIBN | <0.1% | $330,390 | 11,381 | |
| Atmos EnergyATO | <0.1% | $327,172 | 1,899 | |
| Blackrock ETF Trust IICALI | <0.1% | $322,416 | 6,380 | |
| RedditRDDT | <0.1% | $319,040 | 1,838 | |
| Vanguard MUN BD FDSVTEB | <0.1% | $311,110 | 6,151 | |
| QuantumScapeQS | <0.1% | $310,271 | 41,041 | |
| Travelers CompaniesTRV | <0.1% | $308,002 | 933 | |
| Diamondback EnergyFANG | <0.1% | $291,443 | 1,658 | |
| BPBP | <0.1% | $289,377 | 7,832 | |
| AlphabetGOOG | <0.1% | $274,690 | 777 | |
| Advisors Inner Circle FD IIIGQGU | <0.1% | $274,651 | 10,813 | |
| State StreetSTT | <0.1% | $241,002 | 1,421 | |
| Intuitive SurgicalISRG | <0.1% | $233,040 | 586 | |
| Vanguard Index FDSVOO | <0.1% | $210,765 | 307 | |
| MckessonMCK | <0.1% | $206,279 | 273 |
Over time and by industry
Value over time
Jun '26
Where the money is
Technology8.6%
Financial services3.9%
Retail & consumer3.5%
Industrials2.7%
Health care1.6%
Media & telecom1.1%
Everyday goods0.9%
Utilities0.9%
Energy0.7%
Other76.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.