Shah Wealth Advisors, LLC current holdings: USA Stocks
Shah Wealth Advisors, LLC reported $0.12 billion in share positions in stocks (listed in the US), 51 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are IAU, NVDA, TSLA.
- IAU: Country of operation United States; Class ETF; Shares 355,328; Value $26,830,817.
- NVDA: Country of operation United States; Class Stock; Shares 99,777; Value $19,964,380.
- TSLA: Country of operation United States; Class Stock; Shares 30,288; Value $12,739,133.
- AUR: Country of operation United States; Class Stock; Shares 1,178,653; Value $8,038,413.
Form 13F-HR as filed (SEC CIK 2149018): quarter ended 2026-06-30, filed 2026-08-07. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
IAU
ISHARES GOLD TRUST | United States | ETF | 355,328 | $26,830,817 | 20.55% | 2026-06-30 | 2026-08-07 | +3.99% |
|---|
NVDA
NVIDIA CORPORATION COM | United States | Stock | 99,777 | $19,964,380 | 15.29% | 2026-06-30 | 2026-08-07 | +13.55% |
|---|
TSLA
TESLA INC COM | United States | Stock | 30,288 | $12,739,133 | 9.76% | 2026-06-30 | 2026-08-07 | -16.11% |
|---|
AUR
AURORA INNOVATION INC CLASS A COM | United States | Stock | 1,178,653 | $8,038,413 | 6.16% | 2026-06-30 | 2026-08-07 | -20.97% |
|---|
AAPL
APPLE INC COM | United States | Stock | 19,764 | $5,718,911 | 4.38% | 2026-06-30 | 2026-08-07 | |
|---|
BE
BLOOM ENERGY CORP COM CL A | United States | Stock | 15,992 | $4,840,638 | 3.71% | 2026-06-30 | 2026-08-07 | -3.78% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL CL B NEW | | Stock | 8,758 | $4,382,416 | 3.36% | 2026-06-30 | 2026-08-07 | |
|---|
CRSP
CRISPR THERAPEUTICS AG NAMEN AKT | | Stock | 69,060 | $3,766,532 | 2.89% | 2026-06-30 | 2026-08-07 | +2.68% |
|---|
RKLB
ROCKET LAB CORP COM | United States | Stock | 31,002 | $3,151,353 | 2.41% | 2026-06-30 | 2026-08-07 | -31.43% |
|---|
AMZN
AMAZON COM INC COM | United States | Stock | 8,930 | $2,128,376 | 1.63% | 2026-06-30 | 2026-08-07 | +3.50% |
|---|
META
META PLATFORMS INC CL A | United States | Stock | 3,611 | $2,034,280 | 1.56% | 2026-06-30 | 2026-08-07 | +31.16% |
|---|
XOM
EXXONMOBIL HOLDINGS CORP COM SHS | United States | Stock | 10,729 | $1,466,912 | 1.12% | 2026-06-30 | 2026-08-07 | +18.01% |
|---|
MSFT
MICROSOFT CORP COM | United States | Stock | 3,692 | $1,377,190 | 1.05% | 2026-06-30 | 2026-08-07 | +36.44% |
|---|
UBER
UBER TECHNOLOGIES INC COM | United States | Stock | 18,360 | $1,324,858 | 1.01% | 2026-06-30 | 2026-08-07 | -3.88% |
|---|
GE
GE AEROSPACE COM NEW | United States | Stock | 3,429 | $1,281,520 | 0.98% | 2026-06-30 | 2026-08-07 | -14.94% |
|---|
PM
PHILIP MORRIS INTL INC COM | United States | Stock | 7,000 | $1,266,370 | 0.97% | 2026-06-30 | 2026-08-07 | +7.18% |
|---|
MO
ALTRIA GROUP INC COM | United States | Stock | 16,800 | $1,208,760 | 0.93% | 2026-06-30 | 2026-08-07 | -4.49% |
|---|
TTAN
SERVICETITAN INC SHS CL A | United States | Stock | 16,776 | $1,186,231 | 0.91% | 2026-06-30 | 2026-08-07 | -10.17% |
|---|
VZ
VERIZON COMMUNICATIONS INC COM | United States | Stock | 26,555 | $1,124,339 | 0.86% | 2026-06-30 | 2026-08-07 | +8.60% |
|---|
T
AT&T INC COM | United States | Stock | 52,091 | $1,078,284 | 0.83% | 2026-06-30 | 2026-08-07 | +18.26% |
|---|
GEV
GE VERNOVA INC COM | United States | Stock | 847 | $995,106 | 0.76% | 2026-06-30 | 2026-08-07 | -18.08% |
|---|
ALL
ALLSTATE CORP COM | United States | Stock | 3,731 | $887,754 | 0.68% | 2026-06-30 | 2026-08-07 | -5.26% |
|---|
CI
THE CIGNA GROUP COM | United States | Stock | 2,972 | $819,255 | 0.63% | 2026-06-30 | 2026-08-07 | -0.15% |
|---|
PGR
PROGRESSIVE CORP COM | United States | Stock | 3,641 | $795,376 | 0.61% | 2026-06-30 | 2026-08-07 | -3.63% |
|---|
AWK
AMERICAN WTR WKS CO INC NEW COM | United States | Stock | 5,431 | $714,592 | 0.55% | 2026-06-30 | 2026-08-07 | -1.35% |
|---|
KO
COCA COLA CO COM | United States | Stock | 8,787 | $714,119 | 0.55% | 2026-06-30 | 2026-08-07 | +6.85% |
|---|
ORCL
ORACLE CORP COM | United States | Stock | 4,634 | $679,113 | 0.52% | 2026-06-30 | 2026-08-07 | -5.98% |
|---|
CVX
CHEVRON CORPORATION COM | United States | Stock | 3,985 | $660,580 | 0.51% | 2026-06-30 | 2026-08-07 | +23.30% |
|---|
AEP
AMERICAN ELEC PWR CO INC COM | United States | Stock | 4,669 | $638,833 | 0.49% | 2026-06-30 | 2026-08-07 | -12.80% |
|---|
EXC
EXELON CORP COM | United States | Stock | 11,899 | $554,744 | 0.42% | 2026-06-30 | 2026-08-07 | -12.81% |
|---|
PEP
PEPSICO INC COM | United States | Stock | 4,096 | $554,598 | 0.42% | 2026-06-30 | 2026-08-07 | -4.96% |
|---|
ABBV
ABBVIE INC COM | United States | Stock | 2,094 | $526,934 | 0.40% | 2026-06-30 | 2026-08-07 | +4.63% |
|---|
CVS
CVS HEALTH CORP COM | United States | Stock | 4,967 | $513,836 | 0.39% | 2026-06-30 | 2026-08-07 | -15.80% |
|---|
CNP
CENTERPOINT ENERGY INC COM | United States | Stock | 10,676 | $470,171 | 0.36% | 2026-06-30 | 2026-08-07 | -16.12% |
|---|
XEL
XCEL ENERGY INC COM | United States | Stock | 5,804 | $466,061 | 0.36% | 2026-06-30 | 2026-08-07 | -11.97% |
|---|
CINF
CINCINNATI FINL CORP COM | United States | Stock | 2,473 | $457,851 | 0.35% | 2026-06-30 | 2026-08-07 | -12.97% |
|---|
DUK
DUKE ENERGY CORP NEW COM NEW | United States | Stock | 3,367 | $426,254 | 0.33% | 2026-06-30 | 2026-08-07 | -9.77% |
|---|
MCD
MCDONALDS CORP COM | United States | Stock | 1,471 | $397,626 | 0.30% | 2026-06-30 | 2026-08-07 | -13.44% |
|---|
NEE
NEXTERA ENERGY INC COM | United States | Stock | 4,417 | $387,668 | 0.30% | 2026-06-30 | 2026-08-07 | -13.54% |
|---|
DVN
DEVON ENERGY CORP NEW COM | United States | Stock | 9,313 | $384,830 | 0.29% | 2026-06-30 | 2026-08-07 | +12.78% |
|---|
RNR
RENAISSANCERE HLDGS LTD COM | | Stock | 1,145 | $362,851 | 0.28% | 2026-06-30 | 2026-08-07 | +2.41% |
|---|
HSY
HERSHEY CO COM | United States | Stock | 1,982 | $347,742 | 0.27% | 2026-06-30 | 2026-08-07 | -8.00% |
|---|
ATO
ATMOS ENERGY CORP COM | United States | Stock | 1,899 | $327,172 | 0.25% | 2026-06-30 | 2026-08-07 | -8.52% |
|---|
RDDT
REDDIT INC CL A | United States | Stock | 1,838 | $319,040 | 0.24% | 2026-06-30 | 2026-08-07 | -16.26% |
|---|
QS
QUANTUMSCAPE CORP COM CL A | United States | Stock | 41,041 | $310,271 | 0.24% | 2026-06-30 | 2026-08-07 | -39.29% |
|---|
TRV
TRAVELERS COMPANIES INC COM | United States | Stock | 933 | $308,002 | 0.24% | 2026-06-30 | 2026-08-07 | +10.02% |
|---|
FANG
DIAMONDBACK ENERGY INC COM | United States | Stock | 1,658 | $291,443 | 0.22% | 2026-06-30 | 2026-08-07 | +4.65% |
|---|
GOOG
ALPHABET INC CAP STK CL C | United States | Stock | 777 | $274,690 | 0.21% | 2026-06-30 | 2026-08-07 | -4.53% |
|---|
STT
STATE STR CORP COM | United States | Stock | 1,421 | $241,002 | 0.18% | 2026-06-30 | 2026-08-07 | +4.82% |
|---|
ISRG
INTUITIVE SURGICAL INC COM NEW | United States | Stock | 586 | $233,040 | 0.18% | 2026-06-30 | 2026-08-07 | +3.65% |
|---|
MCK
MCKESSON CORP COM | United States | Stock | 273 | $206,279 | 0.16% | 2026-06-30 | 2026-08-07 | +14.45% |
|---|
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