Shah Wealth Advisors, LLC 13F Holdings Analysis

Stock	Portfolio %	Prev Q %	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Shares Change	Action
BBLACKROCK ETF TRUSTDYNF	15.6%	—	$67.6M	993,630	$0	+993,630	New Buy
VVANGUARD WORLD FDVGT	7.65%	—	$33.2M	277,415	$0	+277,415	New Buy
VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE	6.25%	—	$27.1M	136,988	$0	+136,988	New Buy
IISHARES GOLD TRIAU	6.19%	—	$26.8M	355,328	$0	+355,328	New Buy
IISHARES INTERNATIONAL EQUITY FACTOR ETFINTF	6.19%	—	$26.8M	654,401	$0	+654,401	New Buy
BBLACKROCK ETF TRUST IIBINC	6.14%	—	$26.6M	508,683	$0	+508,683	New Buy
BBLACKROCK ETF TRUSTBAI	4.76%	—	$20.6M	391,169	$0	+391,169	New Buy
NVIDIA CORPORATIONNVDA	4.61%	—	$20.0M	99,777	$0	+99,777	New Buy
IISHARES INCIEMG	4.28%	—	$18.6M	223,937	$0	+223,937	New Buy
IISHARES TRMTUM	3.86%	—	$16.7M	48,732	$0	+48,732	New Buy
VVANECK JPMEMLC	3.84%	—	$16.6M	650,752	$0	+650,752	New Buy
IISHARES MSCI INDIA ETFINDA	3.09%	—	$13.4M	271,062	$0	+271,062	New Buy
TESLA INCTSLA	2.94%	—	$12.7M	30,288	$0	+30,288	New Buy
VVANGUARD TOTALBND	2.29%	—	$9.9M	134,952	$0	+134,952	New Buy
HHDFC BANK LTDHDB	2.09%	—	$9.1M	351,228	$0	+351,228	New Buy
AURORA INNOVATION INC CLASS AAUR	1.86%	—	$8.0M	1.2M	$0	+1.2M	New Buy
SSTATE STREET SPDR S&P METALS & MINING ETFXME	1.8%	—	$7.8M	72,892	$0	+72,892	New Buy
VVANGUARD BD INDEX FDSBSV	1.68%	—	$7.3M	93,651	$0	+93,651	New Buy
APPLE INCAAPL	1.32%	—	$5.7M	19,764	$0	+19,764	New Buy
BLOOM ENERGY CORPBE	1.12%	—	$4.8M	15,992	$0	+15,992	New Buy
BERKSHIRE HATHAWAY INC DELBRK.B	1.01%	—	$4.4M	8,758	$0	+8,758	New Buy
JJPMORGAN ULTRA-SHORT INCOME ETFJPST	0.9%	—	$3.9M	77,195	$0	+77,195	New Buy
CRISPR THERAPEUTICSCRSP	0.87%	—	$3.8M	69,060	$0	+69,060	New Buy
RROCKET LAB CORP COMRKLB	0.73%	—	$3.2M	31,002	$0	+31,002	New Buy
AMAZON COM INCAMZN	0.49%	—	$2.1M	8,930	$0	+8,930	New Buy
META PLATFORMS INCMETA	0.47%	—	$2.0M	3,611	$0	+3,611	New Buy
EXXON MOBIL CORPXOM	0.34%	—	$1.5M	10,729	$0	+10,729	New Buy
IISHARES TRSGOV	0.33%	—	$1.4M	14,281	$0	+14,281	New Buy
MICROSOFT CORPMSFT	0.32%	—	$1.4M	3,692	$0	+3,692	New Buy
UBER TECHNOLOGIES INCUBER	0.31%	—	$1.3M	18,360	$0	+18,360	New Buy
VVANGUARD INTL EQUITY INDEX FVT	0.3%	—	$1.3M	8,190	$0	+8,190	New Buy
GE AEROSPACEGE	0.3%	—	$1.3M	3,429	$0	+3,429	New Buy
PHILIP MORRIS INTL INCPM	0.29%	—	$1.3M	7,000	$0	+7,000	New Buy
ALTRIA GROUP INCMO	0.28%	—	$1.2M	16,800	$0	+16,800	New Buy
SSERVICETITAN INC SHS CL ATTAN	0.27%	—	$1.2M	16,776	$0	+16,776	New Buy
VERIZON COMMUNICATIONS INCVZ	0.26%	—	$1.1M	26,555	$0	+26,555	New Buy
AAT&T INCT	0.25%	—	$1.1M	52,091	$0	+52,091	New Buy
GE VERNOVA INCGEV	0.23%	—	$995,106	847	$0	+847	New Buy
IISHARES SHORT DURATION BOND ACTIVE ETFNEAR	0.21%	—	$916,513	18,091	$0	+18,091	New Buy
ALLSTATE CORPALL	0.2%	—	$887,754	3,731	$0	+3,731	New Buy
GGENERAL DYNAMICS CORPVTI	0.2%	—	$857,515	2,317	$0	+2,317	New Buy
CCIGNA GROUPLIBD	0.19%	—	$819,255	2,972	$0	+2,972	New Buy
PROGRESSIVE CORPPGR	0.18%	—	$795,376	3,641	$0	+3,641	New Buy
IINVESCO QQQ TRVOO	0.17%	—	$745,237	1,012	$0	+1,012	New Buy
AMERICAN WTR WKS CO INC NEWAWK	0.16%	—	$714,592	5,431	$0	+5,431	New Buy
COCA COLA COKO	0.16%	—	$714,119	8,787	$0	+8,787	New Buy
NOVARTIS AGNVS	0.16%	—	$681,105	4,346	$0	+4,346	New Buy
ORACLE CORPORCL	0.16%	—	$679,113	4,634	$0	+4,634	New Buy
CHEVRON CORPORATIONCVX	0.15%	—	$660,580	3,985	$0	+3,985	New Buy
AMERICAN ELEC PWR CO INCAEP	0.15%	—	$638,833	4,669	$0	+4,669	New Buy

Shah Wealth Advisors, LLC

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