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, NVDA, COST, and represent 69.96% of Chokshi & Queen Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: NOBL, QQQ, IVV, VGT, VRT, TSM, SNDK, MU, GLW, SPCX.
- Started 5 new stock positions in GLW, SNDK, MU, TSM, SPCX.
- Reduced shares in these 10 stocks: AVGO, HOOD, COIN, VWO, DFAS, META, ANET, MELI, , MSTR.
- Sold out of its positions in COIN, DFAS, FBYD, Honeywell International, MELI, HOOD, CRM, VWO, DGS.
- Chokshi & Queen Wealth Advisors was a net buyer of stock by $6.8M.
- Chokshi & Queen Wealth Advisors has $216M in assets under management (AUM), dropping by 15.38%.
- Central Index Key (CIK): 0002057199
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Portfolio Holdings for Chokshi & Queen Wealth Advisors
Chokshi & Queen Wealth Advisors holds 60 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 24.7 | $53M | +3% | 71k | 748.89 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 22.2 | $48M | +4% | 65k | 736.41 |
|
| Apple (AAPL) | 12.7 | $28M | +2% | 95k | 289.36 |
|
| NVIDIA Corporation (NVDA) | 5.4 | $12M | -2% | 58k | 200.09 |
|
| Costco Wholesale Corporation (COST) | 5.0 | $11M | +2% | 12k | 935.49 |
|
| Vanguard World Health Car Etf (VHT) | 3.0 | $6.5M | +3% | 22k | 299.01 |
|
| Amazon (AMZN) | 2.0 | $4.4M | +3% | 18k | 238.34 |
|
| Visa Com Cl A (V) | 2.0 | $4.2M | 12k | 343.09 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.8 | $3.8M | +114% | 67k | 56.16 |
|
| Meta Platforms Cl A (META) | 1.7 | $3.7M | -15% | 6.5k | 563.29 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.6 | $3.4M | 8.0k | 426.40 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.3 | $2.9M | 26k | 110.32 |
|
|
| Microsoft Corporation (MSFT) | 1.0 | $2.2M | +7% | 5.9k | 373.02 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.1M | +12% | 5.9k | 357.37 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $2.1M | +12% | 6.0k | 353.35 |
|
| Tesla Motors (TSLA) | 0.9 | $1.9M | +12% | 4.5k | 420.60 |
|
| Broadcom (AVGO) | 0.8 | $1.7M | -49% | 4.5k | 377.75 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.7 | $1.5M | +256% | 4.5k | 334.82 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.7 | $1.4M | -2% | 2.7k | 522.39 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $1.4M | 1.9k | 746.77 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.3M | +36% | 1.0k | 1199.43 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.6 | $1.2M | +700% | 10k | 119.52 |
|
| Strategy Cl A New (MSTR) | 0.6 | $1.2M | -22% | 14k | 86.93 |
|
| Bitmine Immersion Techs Com New (BMNR) | 0.5 | $1.1M | +84% | 82k | 13.31 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $977k | +69% | 8.4k | 116.67 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $969k | NEW | 2.0k | 477.57 |
|
| Sandisk Corp (SNDK) | 0.4 | $967k | NEW | 425.00 | 2274.22 |
|
| Netflix (NFLX) | 0.4 | $868k | -6% | 12k | 71.40 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $790k | +300% | 9.8k | 80.57 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $758k | -18% | 1.5k | 500.39 |
|
| Micron Technology (MU) | 0.3 | $750k | NEW | 650.00 | 1154.29 |
|
| Corning Incorporated (GLW) | 0.3 | $664k | NEW | 2.6k | 255.43 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.3 | $658k | NEW | 3.9k | 170.86 |
|
| Flex Ord (FLEX) | 0.3 | $648k | 4.0k | 162.07 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $619k | 1.8k | 343.91 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $512k | +3% | 16k | 31.71 |
|
| Marathon Digital Holdings In (MARA) | 0.2 | $506k | +233% | 36k | 13.89 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $463k | +48% | 1.4k | 327.39 |
|
| First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON) | 0.2 | $460k | -5% | 19k | 24.88 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $452k | -3% | 4.7k | 95.62 |
|
| Etfis Ser Tr I Virtus Newfleet (NFLT) | 0.2 | $421k | 18k | 22.95 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $414k | 1.7k | 236.62 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $382k | 2.1k | 178.60 |
|
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.2 | $374k | +64% | 8.1k | 46.05 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $360k | 3.5k | 102.16 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $357k | 4.7k | 75.51 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $344k | 6.8k | 51.00 |
|
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| Servicenow (NOW) | 0.2 | $340k | -4% | 3.4k | 99.28 |
|
| RBB Motley Fol Etf (TMFC) | 0.1 | $289k | -2% | 3.8k | 76.16 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 0.1 | $267k | 5.1k | 52.34 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $253k | 3.0k | 83.75 |
|
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.1 | $248k | -3% | 2.8k | 90.10 |
|
| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.1 | $247k | -8% | 1.4k | 176.65 |
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| Verisign (VRSN) | 0.1 | $242k | +3% | 963.00 | 251.56 |
|
| Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) | 0.1 | $242k | 4.8k | 50.31 |
|
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $230k | -8% | 2.2k | 103.96 |
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| Arista Networks Com Shs (ANET) | 0.1 | $227k | -68% | 1.3k | 169.88 |
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| McDonald's Corporation (MCD) | 0.1 | $226k | 835.00 | 270.31 |
|
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| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $214k | -13% | 2.2k | 96.46 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $212k | -2% | 2.2k | 98.20 |
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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 Q2 filed Aug. 14, 2026
- 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