Wahed Invest LLC

RIA/Wealth

Wahed Invest LLC is a RIA/Wealth based in New York, NY led by Nawvid Ahmed, reporting $842.6M in AUM as of Q3 2025 with 46% Technology concentration, 56% concentrated in top 10 holdings, and 46% technology allocation.

CCONawvid Ahmed

Portfolio Value: $731.5M
Positions: 212
Top Holding: MSFT at 14.27%
Last Reported: Q3 2025

Address27 East 28th Street, 8th Floor, New York, NY, 10016, United States

Top Holdings

Largest long holdings in Wahed Invest LLC's portfolio (56.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$104.4M	14.27%	-$16.6K Sold	0.00% 201.6K shares	Q2 2022 Held for 3y 5m
2 Apple AAPL	Consumer Electronics Technology	$101.2M	13.83%	-$872.4K Sold	0.00% 397.3K shares	Q4 2021 Held for 3y 11m
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$43.7M	5.97%	+$81.5K Bought	0.00% 59.5K shares	Q2 2022 Held for 3y 5m
4 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$38.5M	5.26%	+$88.7K Bought	0.00% 158.4K shares	Q1 2023 Held for 2y 8m
5 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$33.9M	4.63%	-$135.6K Sold	0.00% 76.2K shares	Q4 2021 Held for 3y 11m
6 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$31.4M	4.29%	+$50.7K Bought	0.00% 128.9K shares	Q1 2023 Held for 2y 8m
7 Taiwan Semiconductor Manufacturing Company TSM	Semiconductors Technology	$24.3M	3.32%	+$2.7M Bought	— 86.9K shares	Q4 2022 Held for 2y 11m
8 Exxon Mobil XOM	Oil & Gas Integrated Energy	$13.4M	1.83%	+$85.2K Bought	0.00% 118.6K shares	Q4 2021 Held for 3y 11m
9 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$12.1M	1.65%	-$24.7K Sold	0.00% 65.3K shares	Q4 2021 Held for 3y 11m
10 Procter & Gamble PG	Household & Personal Products Consumer Defensive	$9.9M	1.35%	+$62.7K Bought	0.00% 64.3K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Wahed Invest LLC's latest filing

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Market Value

$731.5M

Prior: $656.3M

Q/Q Change

+11.46%

+$75.2M

Net Flows % of MV

-0.473%

Turnover Ratio

2.22%

New Purchases

5 stocks

$3.9M

Added To

165 stocks

+$8.1M

Sold Out Of

27 stocks

$13.4M

Reduced Holdings

38 stocks

-$2.1M

Increased Positions

Position	Shares Δ	Change
1 CBRE Group CBRE	New	0 → 7.8K +$1.2M
2 Microchip Technology MCHP	New	0 → 14.9K +$953.9K
3 Cameco CCJ	New	0 → 8.4K +$702.6K
4 Smurfit Kappa Group SW	New	0 → 13.5K +$574.7K
5 Sun Communities SUI	New	0 → 3.4K +$442.5K

Decreased Positions

Position	Shares Δ	Change
1 Synopsys SNPS	Sold	4.2K → 0 −$2.2M
2 Axon Enterprise, Inc. AXON	Sold	2.0K → 0 −$1.7M
3 Becton, Dickinson and Company BDX	Sold	7.8K → 0 −$1.3M
4 Hess HES	Sold	7.7K → 0 −$1.1M
5 Ansys ANSS	Sold	2.4K → 0 −$837.0K