account_balance
Investment manager · 13F filer · SEC CIK 2149018
Shah Wealth Advisors, LLC
Reported value$503Mas of Sep 30, 2026
Positions72 31 new, 38 sold out
Top 10 weight63.2%DYNF alone is 12%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DYNFiShares U.S. Equity Factor Rotation Active ETF
11.9%Trimmed −13%
VGTVanguard Information Technology ETF
7.3%Added +5%
VOEVanguard Morningstar Mid-Cap Value ETF
6.0%Added +13%
IAUiShares Gold Trust
6.0%Added +9%
INTFiShares International Equity Factor ETF
6.0%Added +11%
BNDVanguard Total Bond Market ETF
5.9%Added +215%
BINCiShares Flexible Income Active ETF
5.9%Added +14%
GQGUGQG US Equity ETF
5.4%Added +9371%
NVDANVIDIA Corp
5.0%Added +10%
BAIiShares A.I. Innovation and Tech Active ETF
3.9%Added +7%
IEMGiShares Core MSCI Emerging Markets ETF
3.8%+4%
EMLCVaneck J. P. Morgan Em Local Currency Bond ETF
3.4%
DYNFiShares U.S. Equity Factor Rotation Active ETF
11.9%Trimmed −13%
VGTVanguard Information Technology ETF
7.3%+5%
VOEVanguard Morningstar Mid-Cap Value ETF
6.0%+13%
IAUiShares Gold Trust
6.0%+9%
INTFiShares International Equity Factor ETF
6.0%+11%
BNDVanguard Total Bond Market ETF
5.9%
BINCiShares Flexible Income Active ETF
5.9%
GQGUGQG US Equity ETF
5.4%
NVDANVIDIA Corp
5.0%
BAI3.9%
IEMG3.8%
EMLC3.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DYNF iShares U.S. Equity Factor Rotation Active ETF 11.9% Trimmed −13%
VGT Vanguard Information Technology ETF 7.3% Added +5%
VOE Vanguard Morningstar Mid-Cap Value ETF 6.0% Added +13%
IAU iShares Gold Trust 6.0% Added +9%INTF iShares International Equity Factor ETF 6.0% Added +11%
BND Vanguard Total Bond Market ETF 5.9% Added +215%
BINC iShares Flexible Income Active ETF 5.9% Added +14%
GQGU GQG US Equity ETF 5.4% Added +9371%
NVDA NVIDIA Corp 5.0% Added +10%BAI iShares A.I. Innovation and Tech Active ETF 3.9% Added +7%
IEMG iShares Core MSCI Emerging Markets ETF 3.8% Added +4%
EMLC Vaneck J. P. Morgan Em Local Currency Bond ETF 3.4% Added +6%
What changed
Biggest moves since Jun 30, 2026
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