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 Core S&p 500 ETF (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 Core S&p 500 ETF	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 Com	5.4%	5.5%	58,150	-2.3%	$11.6M
COSTCostco Whsl Corp New	5.0%	6.0%	11,485	+2.2%	$10.7M
VHTVanguard Health Care ETF	3.0%	3.0%	21,584	+3.2%	$6.5M
AMZNAmazon Com Inc Com	2.0%	2.0%	18,354	+3.7%	$4.4M
VVisa Inc Com Cl A	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 Class A	1.7%	2.3%	6,502	-15.2%	$3.7M
IWVIshares Russell 3000 Index	1.6%	1.6%	7,967	-0.2%	$3.4M
IWRIshares Russell Midcap ETF	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 Com	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
DIAState Street Spdr Dow Jones Industrial A	0.7%	0.7%	2,709	-2.8%	$1.4M
SPYSpdr S&p 500 ETF Tr	0.6%	0.6%	1,867	+0.0%	$1.4M
LLYLilly Eli & Co	0.6%	0.4%	1,045	+36.6%	$1.3M
VGTVanguard Info Tech	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 Inclass Class A	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 Total	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 Ex Tech Spacex Class A	0.3%	—	3,850	—	$658K
FLEXFlex Ltd	0.3%	0.1%	4,000	+0.0%	$648K
VVVanguard Inx Lrg	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 US Quality Dividend Gr ETF To	0.2%	0.2%	4,723	-3.6%	$452K
NFLTEtfis Ser Tr I	0.2%	0.2%	18,362	+0.0%	$421K
VIGVanguard Dividend Appreciation ETF	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 Trust	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 Com	0.2%	0.2%	3,425	-4.5%	$340K
TMFCMotley Fool 100 Index ETF	0.1%	—	3,788	—	$288K
BINCIshares Flexible Income Active ETF	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 and rebuilt each quarter on the day the filing became public. 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 Core S&p 500 ETF (IVV) at 24.7%, Invesco Qqq Tr (QQQ) at 22.2%, Apple Inc (AAPL) at 12.7%, Nvidia Corporation Com (NVDA) at 5.4% and Costco Whsl Corp New (COST) at 5.0%.

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

In Q2 2026, Chokshi & Queen Wealth Advisors, Inc added Vanguard Info Tech (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.