Shah Wealth Advisors, LLC has disclosed a total portfolio value of $503,156,741 in its latest SEC filing. This substantial figure reflects the firm’s investment strategies and market positioning as of September 30, 2026. The filing is significant as it provides insights into the firm’s asset allocation and investment choices, which could influence trends within the investment advisory sector.

The firm, based in Chino Hills, California, operates under the Central Index Key (CIK) 0002149018 and has been active in filing various reports with the SEC. The latest filing, a 13F-HR, was submitted on November 6, 2026, and covers the period ending September 30, 2026. The firm’s fiscal year ends on December 31.

Background

Shah Wealth Advisors, LLC is categorized as an investment advisory firm. The firm has been actively managing investments and providing advisory services to its clients. Its recent filings indicate a focus on exchange-traded funds (ETFs) and a diverse range of stock holdings, which may reflect current market trends and investor preferences.

What the Filing Says

The filing details that Shah Wealth Advisors holds 72 different positions in its portfolio. The total value of these holdings is noteworthy, indicating a strategic approach to investment management. The firm’s portfolio includes various ETFs and individual stocks, showcasing a blend of asset classes. The filing does not specify individual performance metrics or changes in holdings.

Impact

This filing may impact a range of stakeholders, including clients of Shah Wealth Advisors, competitors in the investment advisory space, and market analysts. The reported portfolio value and the types of assets held can provide insights into the firm’s investment philosophy and market outlook. Other investment advisory firms may look to this filing as a benchmark for their own strategies and asset allocations.

What's Next

The filing does not say what happens next. However, it is expected that Shah Wealth Advisors will continue to monitor market conditions and adjust its investment strategies accordingly in future filings.