Wahed Invest LLC — 13F Holdings & Portfolio

CIK 1763146 · latest 13F-HR filed 2026-08-11

Wahed Invest LLC manages $958.1M in 13F-reported U.S. long-equity assets across 227 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (11.37%), AAPL (10.39%), MSFT (6.88%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 8, added to 92, and trimmed 79.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
27 EAST 28TH STREET
8TH FLOOR
NEW YORK, NY 10016
Phone
(855) 976-4747
Filing Manager
Wahed Invest LLC
NEW YORK, NY
Signatory
Eric Myers
Compliance Consultant
Loading holdings…
AUM

$958.1M

Long-equity book

Holdings

227

Distinct positions

Period

2026-06-30

Filed 2026-08-11

Q/Q Activity

+10 / −8 / ↑92 / ↓79

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Micron Technology Inc$20.9M +208.7%
  • Advanced Micro Devices Inc$14.3M +173.6%
  • Intel Corp$9.7M +199.4%
  • Alphabet Inc$7.1M +16.7%
  • Applied Materials Inc$6.9M +102.8%
Show all 92 →

Top Trims

  • Microsoft Corp-$3.7M -5.3%
  • Taiwan Semiconductor Manufacturing Co Ltd-$3.4M -16.2%
  • Meta Platforms Inc-$2.5M -7.8%
  • Chevron Corp-$2.3M -24.0%
  • AT&T Inc-$1.7M -34.0%
Show all 79 →

New Positions

  • NVIDIA Corp$108.9M
  • Seagate Technology Holdings PLC$5.0M
  • Axon Enterprise Inc$1.0M
  • Texas Pacific Land Corp$645.1K
  • Workday Inc$598.6K
Show all 10 →

Exited Positions

  • Exxon Mobil Corp$17.9M
  • International Business Machines Corp$5.7M
  • Thermo Fisher Scientific Inc$4.7M
  • AppLovin Corp$2.5M
  • DuPont de Nemours Inc$489.8K
Show all 8 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA Corp NVDA 67066G104 $108.9M 11.37% 544,388 SH
2 Apple Inc AAPL 037833100 $99.6M 10.39% 344,086 SH
3 Microsoft Corp MSFT 594918104 $66.0M 6.88% 176,812 SH
4 Alphabet Inc GOOGL 02079K305 $49.6M 5.17% 138,672 SH
5 Broadcom Inc AVGO 11135F101 $41.8M 4.37% 110,715 SH
6 Alphabet Inc GOOG 02079K107 $40.0M 4.17% 113,157 SH
7 Micron Technology Inc MU 595112103 $31.0M 3.23% 26,826 SH
8 Meta Platforms Inc META 30303M102 $29.5M 3.08% 52,313 SH
9 Tesla Inc TSLA 88160R101 $29.2M 3.05% 69,522 SH
10 Eli Lilly & Co LLY 532457108 $22.7M 2.37% 18,964 SH
11 Advanced Micro Devices Inc AMD 007903107 $22.5M 2.35% 38,710 SH
12 Taiwan Semiconductor Manufacturing Co Ltd TSM 874039100 $17.7M 1.84% 37,013 SH
13 Intel Corp INTC 458140100 $14.6M 1.52% 104,364 SH
14 Johnson & Johnson JNJ 478160104 $14.6M 1.52% 57,345 SH
15 Applied Materials Inc AMAT 038222105 $13.6M 1.42% 18,866 SH
16 Lam Research Corp LRCX 512807306 $12.9M 1.35% 29,743 SH
17 Cisco Systems Inc CSCO 17275R102 $11.0M 1.15% 94,027 SH
18 KLA CORP KLAC 482480100 $9.3M 0.97% 30,724 SH
19 AstraZeneca PLC AZN 046353108 $8.3M 0.86% 44,270 SH
20 Procter & Gamble Co/The PG 742718109 $8.1M 0.85% 55,497 SH
21 Sandisk Corp SNDK 80004C200 $7.9M 0.82% 3,462 SH
22 Merck & Co Inc MRK 58933Y105 $7.6M 0.79% 58,877 SH
23 Coca-Cola Co/The KO 191216100 $7.5M 0.78% 92,498 SH
24 GE Vernova Inc GEV 36828A101 $7.4M 0.77% 6,294 SH
25 Chevron Corp CVX 166764100 $7.3M 0.76% 44,154 SH
26 Palo Alto Networks Inc PANW 697435105 $6.5M 0.68% 19,191 SH
27 Texas Instruments Inc TXN 882508104 $6.5M 0.67% 21,641 SH
28 MARVELL TECHNOLOGY INC MRVL 573874104 $6.2M 0.65% 20,759 SH
29 Linde PLC LIN G54950103 $5.7M 0.59% 10,974 SH
30 Seagate Technology Holdings PLC STX G7997R103 $5.0M 0.52% 5,196 SH
31 Western Digital Corp WDC 958102105 $4.7M 0.49% 7,424 SH
32 Corning Inc GLW 219350105 $4.7M 0.49% 18,252 SH
33 QUALCOMM Inc QCOM 747525103 $4.6M 0.48% 25,108 SH
34 Analog Devices Inc ADI 032654105 $4.6M 0.48% 11,617 SH
35 TJX Cos Inc/The TJX 872540109 $4.0M 0.42% 26,329 SH
36 Welltower Inc WELL 95040Q104 $3.8M 0.40% 16,826 SH
37 Abbott Laboratories ABT 002824100 $3.7M 0.39% 41,239 SH
38 Gilead Sciences Inc GILD 375558103 $3.7M 0.39% 29,566 SH
39 Uber Technologies Inc UBER 90353T100 $3.4M 0.35% 46,624 SH
40 AT&T Inc T 00206R102 $3.3M 0.35% 161,227 SH
41 Intuitive Surgical Inc ISRG 46120E602 $3.3M 0.35% 8,389 SH
42 Pfizer Inc PFE 717081103 $3.3M 0.34% 135,511 SH
43 Dell Technologies Inc DELL 24703L202 $3.1M 0.32% 7,161 SH
44 ConocoPhillips COP 20825C104 $3.0M 0.31% 29,023 SH
45 Vertex Pharmaceuticals Inc VRTX 92532F100 $3.0M 0.31% 6,050 SH
46 Salesforce Inc CRM 79466L302 $3.0M 0.31% 18,916 SH
47 Danaher Corp DHR 235851102 $2.9M 0.30% 15,039 SH
48 Vertiv Holdings Co VRT 92537N108 $2.8M 0.29% 8,305 SH
49 Suncor Energy Inc SU 867224107 $2.7M 0.28% 49,848 SH
50 Stryker Corp SYK 863667101 $2.6M 0.27% 8,229 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $958.1M 227 0001763146-26-000003
2026-03-31 2026-05-13 $770.3M 225 0001763146-26-000002
2025-12-31 2026-02-18 $759.0M 213 0001763146-26-000001
2025-09-30 2025-11-14 $731.5M 212 0001763146-25-000006