Q2 2026 13F · SEC CIK 2057199

Chokshi & Queen Wealth Advisors, Inc

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $215.9M
Reported positions: 60
Holdings vs S&P 500, 3 yrs: —
Assets under management: $263.3M

Chokshi & Queen Wealth Advisors, Inc is a wealth manager that reported 60 positions worth $215.9M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Ishares Tr (IVV, 24.7%), Invesco Qqq Tr (QQQ, 22.2%), Apple Inc (AAPL, 12.7%).

Chokshi & Queen Wealth Advisors, Inc holdings largest 50 of 60 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Chokshi & Queen Wealth Advisors, Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	24.7%	24.0%	71,121	+3.2%	$53.3M
QQQInvesco Qqq Tr	22.2%	19.2%	65,065	+4.3%	$47.9M
AAPLApple Inc	12.7%	12.6%	95,107	+2.1%	$27.5M
NVDANvidia Corporation	5.4%	5.5%	58,150	-2.3%	$11.6M
COSTCostco Wholesale Corporation	5.0%	6.0%	11,485	+2.2%	$10.7M
VHTVanguard World Fd	3.0%	3.0%	21,584	+3.2%	$6.5M
AMZNAmazon Com Inc	2.0%	2.0%	18,354	+3.7%	$4.4M
VVisa Inc	2.0%	2.0%	12,374	-1.8%	$4.2M
NOBLProshares Tr	1.8%	1.8%	67,332	+114.6%	$3.8M
METAMeta Platforms Inc	1.7%	2.3%	6,502	-15.2%	$3.7M
IWVIshares Tr	1.6%	1.6%	7,967	-0.2%	$3.4M
IWRIshares Tr	1.3%	1.4%	26,257	-0.8%	$2.9M
MSFTMicrosoft Corp	1.0%	1.1%	5,892	+7.3%	$2.2M
GOOGLAlphabet Inc	1.0%	0.8%	5,927	+12.3%	$2.1M
GOOGAlphabet Inc	1.0%	0.8%	5,950	+12.6%	$2.1M
TSLATesla Inc	0.9%	0.8%	4,471	+12.9%	$1.9M
AVGOBroadcom Inc	0.8%	1.5%	4,498	-49.4%	$1.7M
VRTVertiv Holdings Co	0.7%	0.2%	4,450	+256.0%	$1.5M
DIASpdr Dow Jones Indl Average	0.7%	0.7%	2,709	-2.8%	$1.4M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.6%	1,867	+0.0%	$1.4M
LLYEli Lilly & Co	0.6%	0.4%	1,045	+36.6%	$1.3M
VGTVanguard World Fd	0.6%	0.5%	10,428	+700.3%	$1.2M
MSTRStrategy Inc	0.6%	1.2%	13,850	-22.3%	$1.2M
BMNRBitmine Immersion Techs Inc	0.5%	0.5%	82,300	+84.1%	$1.1M
PLTRPalantir Technologies Inc	0.5%	0.4%	8,374	+69.9%	$977K
TSMTaiwan Semiconductor Manufac	0.4%	—	2,028	—	$969K
SNDKSandisk Corp	0.4%	—	425	—	$967K
NFLXNetflix Inc.	0.4%	0.7%	12,150	-6.3%	$868K
VOVanguard Index Fds	0.4%	0.4%	9,808	+300.0%	$790K
BRK-BBerkshire Hathaway Inc Del	0.4%	0.5%	1,515	-18.8%	$758K
MUMicron Technology Inc	0.3%	—	650	—	$750K
GLWCorning Inc	0.3%	—	2,600	—	$664K
SPCXSpace Exploration Techn Corp	0.3%	—	3,850	—	$658K
FLEXFlex Ltd Ord	0.3%	0.1%	4,000	+0.0%	$648K
VVVanguard Index Fds	0.3%	0.3%	1,800	+0.0%	$619K
SCHDSchwab Strategic Tr	0.2%	0.3%	16,155	+3.9%	$512K
MARAMara Holdings Inc	0.2%	—	36,400	—	$506K
JPMJpmorgan Chase & Co	0.2%	0.1%	1,414	+48.4%	$463K
UCONFirst Tr Exchng Traded Fd Vi	0.2%	0.3%	18,494	-5.2%	$460K
DGRWWisdomtree Tr	0.2%	0.2%	4,723	-3.6%	$452K
NFLTEtfis Ser Tr I	0.2%	0.2%	18,362	+0.0%	$421K
VIGVanguard Specialized Funds	0.2%	0.2%	1,748	+0.0%	$414K
IJTIshares Tr	0.2%	0.2%	2,136	-1.5%	$381K
JPIEJpmorgan Income ETF	0.2%	—	8,129	—	$374K
STIPIshares Tr	0.2%	0.2%	3,527	+0.0%	$360K
IAUIshares Gold Tr	0.2%	0.2%	4,729	+0.0%	$357K
JMSTJ P Morgan Exchange Traded F	0.2%	0.2%	6,751	+0.0%	$344K
NOWServicenow Inc	0.2%	0.2%	3,425	-4.5%	$340K
TMFCRbb Fd Inc	0.1%	—	3,788	—	$288K
BINCBlackrock ETF Trust II	0.1%	0.1%	5,100	+0.0%	$267K

What Chokshi & Queen Wealth Advisors, Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$215.9M	60
Q1 2026	$187.2M	64
Q4 2025	$191.4M	46
Q3 2025	$188.9M	61
Q2 2025	$174.6M	54
Q1 2025	$151.0M	51
Q4 2024	$161.1M	48

Questions about Chokshi & Queen Wealth Advisors, Inc's portfolio

What stocks does Chokshi & Queen Wealth Advisors, Inc own?

Chokshi & Queen Wealth Advisors, Inc's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 60 positions worth $215.9M. The largest are Ishares Tr (IVV) at 24.7%, Invesco Qqq Tr (QQQ) at 22.2%, Apple Inc (AAPL) at 12.7%, Nvidia Corporation (NVDA) at 5.4% and Costco Wholesale Corporation (COST) at 5.0%.

What did Chokshi & Queen Wealth Advisors, Inc buy last quarter?

In Q2 2026, Chokshi & Queen Wealth Advisors, Inc added Vanguard World Fd (VGT) (+700.3% shares), Vanguard Index Fds (VO) (+300.0% shares) and Vertiv Holdings Co (VRT) (+256.0% shares), compared with its Q1 2026 filing.

What did Chokshi & Queen Wealth Advisors, Inc sell last quarter?

In Q2 2026, Chokshi & Queen Wealth Advisors, Inc cut from its top 50 Robinhood Mkts Inc (HOOD), cut from its top 50 Coinbase Global Inc (COIN), cut from its top 50 Vanguard Intl Equity Index F (VWO), cut from its top 50 Dimensional ETF Trust (DFAS), cut from its top 50 Arista Networks Inc (ANET), Broadcom Inc (AVGO) (-49.4% shares), Strategy Inc (MSTR) (-22.3% shares) and Berkshire Hathaway Inc Del (BRK-B) (-18.8% shares), compared with its Q1 2026 filing.

When is Chokshi & Queen Wealth Advisors, Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Chokshi & Queen Wealth Advisors, Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Chokshi & Queen Wealth Advisors, Inc manage?

Chokshi & Queen Wealth Advisors, Inc reported $263.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $215.9M.