Shah Wealth Advisors, LLC
Shah Wealth Advisors, LLC reported 79 holdings worth US$433M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Shah Wealth Advisors, LLC reported 79 holdings worth US$433M as of Jun 30, 2026. Largest: Nvidia Corporation, Tesla, Inc. and Hdfc Bank Limited. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 79
- Value as reported
- US$433M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 99,777 | US$20M | 4.6% |
| Tesla, Inc. | 30,288 | US$12.7M | 2.9% |
| Hdfc Bank Limited | 351K | US$9.07M | 2.1% |
| Aurora Innovation, Inc. | 1.18M | US$8.04M | 1.9% |
| Apple Inc | 19,764 | US$5.72M | 1.3% |
| Bloom Energy Corporation | 15,992 | US$4.84M | 1.1% |
| Berkshire Hathaway Inc. | 8,758 | US$4.38M | 1.0% |
| Rocket Lab Corporation | 31,002 | US$3.15M | 0.73% |
| Amazon.com, Inc. | 8,930 | US$2.13M | 0.49% |
| Meta Platforms, Inc. | 3,611 | US$2.03M | 0.47% |
| Microsoft Corp. | 3,692 | US$1.38M | 0.32% |
| Uber Technologies, Inc. | 18,360 | US$1.32M | 0.31% |
| Ge Aerospace | 3,429 | US$1.28M | 0.30% |
| Philip Morris International Inc | 7,000 | US$1.27M | 0.29% |
| Altria Group, Inc. | 16,800 | US$1.21M | 0.28% |
| Servicetitan, Inc. | 16,776 | US$1.19M | 0.27% |
| Verizon Communications Inc. | 26,555 | US$1.12M | 0.26% |
| At&t Inc. | 52,091 | US$1.08M | 0.25% |
| Ge Vernova Inc. | 847 | US$995K | 0.23% |
| Allstate Corporation (the) | 3,731 | US$888K | 0.20% |
| The Cigna Group | 2,972 | US$819K | 0.19% |
| Progressive Corporation (the) | 3,641 | US$795K | 0.18% |
| American Water Works Company, Inc. | 5,431 | US$715K | 0.16% |
| Coca-cola Company (the) | 8,787 | US$714K | 0.16% |
| Novartis Ag | 4,346 | US$681K | 0.16% |
| Oracle Corporation | 4,634 | US$679K | 0.16% |
| Chevron Corporation | 3,985 | US$661K | 0.15% |
| American Electric Power Company, Inc. | 4,669 | US$639K | 0.15% |
| Exelon Corporation | 11,899 | US$555K | 0.13% |
| Pepsico, Inc. | 4,096 | US$555K | 0.13% |
| Abbvie Inc. | 2,094 | US$527K | 0.12% |
| Cvs Health Corporation | 4,967 | US$514K | 0.12% |
| Centerpoint Energy, Inc (holding Co) | 10,676 | US$470K | 0.11% |
| Xcel Energy Inc. | 5,804 | US$466K | 0.11% |
| Cincinnati Financial Corporation | 2,473 | US$458K | 0.11% |
| Duke Energy Corporation (holding Company) | 3,367 | US$426K | 0.10% |
| Mcdonald's Corporation | 1,471 | US$398K | 0.09% |
| Nextera Energy, Inc. | 4,417 | US$388K | 0.09% |
| Devon Energy Corporation | 9,313 | US$385K | 0.09% |
| Renaissancere Holdings Ltd. | 1,145 | US$363K | 0.08% |
| The Hershey Company | 1,982 | US$348K | 0.08% |
| Icici Bank Limited | 11,381 | US$330K | 0.08% |
| Atmos Energy Corporation | 1,899 | US$327K | 0.08% |
| Reddit, Inc. | 1,838 | US$319K | 0.07% |
| Quantumscape Corporation | 41,041 | US$310K | 0.07% |
| The Travelers Companies, Inc. | 933 | US$308K | 0.07% |
| Diamondback Energy, Inc. | 1,658 | US$291K | 0.07% |
| Bp Plc | 7,832 | US$289K | 0.07% |
| Alphabet Inc (google) Class C | 768 | US$275K | 0.06% |
| State Street Corporation | 1,421 | US$241K | 0.06% |
| Intuitive Surgical, Inc. | 586 | US$233K | 0.05% |
| Mckesson Corporation | 273 | US$206K | 0.05% |
Source
View original at SEC
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