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| Wahed Invest LLC
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| CRD # | 242793 |
| SEC # | 801-106499 |
| CIK # | 0001763146 |
| AUM | 1,286.5 M (2026-06-15) |
| Employees | 9 (11% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 855-976-4747 |
| Address | 27 East 28th Street, 8th Floor New York, NY 10016 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001763146 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 95.7 | ||
| Microsoft Corp | 69.6 | ||
| Alphabet Inc | 42.5 | ||
| Broadcom Inc | 36.0 | ||
| Alphabet Inc | 34.5 | ||
| Facebook Inc | 32.0 | ||
| Tesla Motors Inc | 27.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 21.1 | ||
| Lilly Eli & Co | 18.6 | ||
| Johnson & Johnson | 14.8 | ||
| Micron Technology Inc | 10.0 | ||
| Chevron Corp | 9.6 | ||
| Procter & Gamble Co | 8.7 | ||
| Advanced Micro Devices Inc | 8.2 | ||
| Cisco Systems Inc | 7.7 | ||
| Merck & Co Inc | 7.6 | ||
| Coca Cola Co | 7.5 | ||
| Astrazeneca PLC | 6.8 | ||
| Applied Materials Inc /DE | 6.7 | ||
| Lam Research Corp | 6.7 | ||
| GE Vernova Inc | 6.0 | ||
| Linde PLC | 5.9 | ||
| International Business Machines Corp | 5.7 | ||
| AT&T Inc | 5.1 | ||
| KLA Tencor Corp | 4.9 | ||
| Intel Corp | 4.9 | ||
| Thermo Fisher Scientific Inc | 4.7 | ||
| Texas Instruments Inc | 4.5 | ||
| Abbott Laboratories | 4.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30,377 | 213.5 |
| (b) Individuals (high net worth individuals) | 300 | 33.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 1,038.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 30,683 | 1,286.5 |
| By Discretionary | ||
| Discretionary | 30,680 | 248.3 |
| Non-Discretionary | 3 | 1,038.2 |
| Total | 30,683 | 1,286.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,286.5 | |
| Total | 30,683 | 1,286.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001763146] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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