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Chokshi & Queen Wealth Advisors

Latest statistics and disclosures from Chokshi & Queen Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, QQQ, AAPL, COST, NVDA, and represent 67.44% of Chokshi & Queen Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV, BMNR, UCON, QQQ, MSTR, DGRW, AAPL, NFLT, IAU, VIG.
Started 19 new stock positions in BINC, STIP, VIG, JMST, DGRW, USMV, MOAT, SPHQ, MARA, HON. VEU, VYMI, UCON, IAU, NFLT, TMFC, PPA, EVSM, JPIE.
Reduced shares in these 10 stocks: VRT, META, SOFI, AVGO, NVDA, VHT, NOBL, DIA, ANET, NOW.
Sold out of its position in SOFI.
Chokshi & Queen Wealth Advisors was a net buyer of stock by $5.8M.
Chokshi & Queen Wealth Advisors has $187M in assets under management (AUM), dropping by -2.22%.
Central Index Key (CIK): 0002057199

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Portfolio Holdings for Chokshi & Queen Wealth Advisors

Chokshi & Queen Wealth Advisors holds 64 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	24.0	$45M		69k	653.21	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	19.2	$36M		62k	577.18	View chart
Apple (AAPL)	12.6	$24M		93k	253.79	View chart
Costco Wholesale Corporation (COST)	6.0	$11M	+3%	11k	996.44	View chart
NVIDIA Corporation (NVDA)	5.5	$10M		60k	174.40	View chart
Vanguard World Health Car Etf (VHT)	3.0	$5.7M		21k	272.33	View chart
Meta Platforms Cl A (META)	2.3	$4.4M	-6%	7.7k	572.13	View chart
Visa Com Cl A (V)	2.0	$3.8M	+2%	13k	302.24	View chart
Amazon (AMZN)	2.0	$3.7M	+4%	18k	208.27	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.8	$3.3M		31k	106.01	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.6	$3.0M		8.0k	370.68	View chart
Broadcom (AVGO)	1.5	$2.7M	-6%	8.9k	309.51	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.4	$2.6M		27k	97.23	View chart
Strategy Cl A New (MSTR)	1.2	$2.2M	+24%	18k	124.80	View chart
Microsoft Corporation (MSFT)	1.1	$2.0M	+2%	5.5k	370.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$1.5M		5.3k	287.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$1.5M	+17%	5.3k	286.86	View chart
Tesla Motors (TSLA)	0.8	$1.5M		4.0k	371.75	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.7	$1.3M	-3%	2.8k	463.19	View chart
Robinhood Mkts Com Cl A (HOOD)	0.7	$1.3M	+21%	18k	69.30	View chart
Netflix (NFLX)	0.7	$1.2M	+5%	13k	96.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$1.2M	+6%	1.9k	650.34	View chart
Coinbase Global Com Cl A (COIN)	0.6	$1.1M	+10%	6.1k	174.61	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$909k		1.3k	697.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$894k	+19%	1.9k	479.20	View chart
Bitmine Immersion Tecnologie Com New (BMNR)	0.5	$884k	+231%	45k	19.78	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$850k		16k	54.05	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$817k		12k	71.13	View chart
Palantir Technologies Cl A (PLTR)	0.4	$721k	+4%	4.9k	146.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$704k		2.5k	287.18	View chart
Eli Lilly & Co. (LLY)	0.4	$704k	+19%	765.00	919.77	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$538k	+39%	1.8k	298.85	View chart
Arista Networks Com Shs (ANET)	0.3	$525k	-8%	4.3k	122.78	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.3	$483k	NEW	20k	24.77	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$477k		16k	30.68	View chart
MercadoLibre (MELI)	0.2	$458k		265.00	1729.02	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$430k	NEW	4.9k	87.84	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.2	$427k		7.1k	60.10	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.2	$418k	NEW	18k	22.75	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$417k	NEW	4.7k	88.16	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$376k	NEW	1.7k	215.06	View chart
Servicenow (NOW)	0.2	$375k	-8%	3.6k	104.55	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$365k	NEW	3.5k	103.43	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$344k	NEW	6.8k	50.98	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$314k	-7%	2.2k	144.71	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$313k	-90%	1.3k	250.58	View chart
JPMorgan Chase & Co. (JPM)	0.1	$280k		953.00	294.26	View chart
salesforce (CRM)	0.1	$280k		1.5k	186.67	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$265k	NEW	5.1k	51.93	View chart
Flextronics Intl Ord (FLEX)	0.1	$262k		4.0k	65.46	View chart
McDonald's Corporation (MCD)	0.1	$260k		835.00	310.79	View chart
RBB Motley Fol Etf (TMFC)	0.1	$257k	NEW	3.9k	65.97	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$253k	NEW	1.5k	165.70	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.1	$240k	NEW	4.8k	50.19	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$238k	NEW	2.6k	92.74	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$234k	NEW	2.4k	96.70	View chart
Verisign (VRSN)	0.1	$231k		930.00	248.36	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$229k	NEW	3.1k	75.10	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$228k	NEW	5.0k	46.07	View chart
Honeywell International (HON)	0.1	$226k	NEW	1.0k	226.03	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$214k	NEW	2.8k	75.19	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$208k	NEW	2.2k	94.24	View chart
Falcons Beyond Global Com Cl A (FBYD)	0.1	$153k		11k	14.10	View chart
Marathon Digital Holdings In (MARA)	0.0	$89k	NEW	11k	8.16	View chart

Past Filings by Chokshi & Queen Wealth Advisors

SEC 13F filings are viewable for Chokshi & Queen Wealth Advisors going back to 2024

Chokshi & Queen Wealth Advisors 2026 Q1 filed May 18, 2026
Chokshi & Queen Wealth Advisors 2025 Q4 filed Feb. 17, 2026
Chokshi & Queen Wealth Advisors 2025 Q3 filed Oct. 23, 2025
Chokshi & Queen Wealth Advisors 2025 Q2 filed July 30, 2025
Chokshi & Queen Wealth Advisors 2025 Q1 filed May 20, 2025
Chokshi & Queen Wealth Advisors 2024 Q4 filed Feb. 25, 2025

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