Chokshi & Queen Wealth Advisors, Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Chokshi & Queen Wealth Advisors, Inc held in its portfolio 46 assets valued at $191,402,856 (i.e. $191.40M).
The most valuable assets in the portfolio included: ISHARES TR ($46.46M), INVESCO QQQ TR ($37.84M), and APPLE INC ($24.87M).
The chart below shows the top 10 valuable assets, and the table below shows the top 46 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Chokshi & Queen Wealth Advisors, Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 67832 | 46461249 | CORE S&P500 ETF |
| INVESCO QQQ TR | 61589 | 37834939 | UNIT SER 1 |
| APPLE INC | 91495 | 24873991 | COM |
| NVIDIA CORPORATION | 60413 | 11267075 | COM |
| COSTCO WHSL CORP NEW | 10890 | 9391643 | COM |
| VANGUARD WORLD FD | 21318 | 6136613 | HEALTH CAR ETF |
| META PLATFORMS INC | 8185 | 5402837 | CL A |
| VISA INC | 12328 | 4323553 | COM CL A |
| AMAZON COM INC | 16887 | 3897857 | COM |
| PROSHARES TR | 31888 | 3318584 | S&P 500 DV ARIST |
| BROADCOM INC | 9488 | 3283797 | COM |
| ISHARES TR | 7966 | 3081647 | RUSSELL 3000 ETF |
| MICROSOFT CORP | 5367 | 2595589 | COM |
| ISHARES TR | 26371 | 2538736 | RUS MID CAP ETF |
| STRATEGY INC | 14350 | 2180483 | CL A NEW |
| VERTIV HOLDINGS CO | 13300 | 2154733 | COM CL A |
| TESLA INC | 3938 | 1770997 | COM |
| ROBINHOOD MKTS INC | 15140 | 1712334 | COM CL A |
| ALPHABET INC | 5264 | 1647632 | CAP STK CL A |
| ALPHABET INC | 4503 | 1413251 | CAP STK CL C |
| SPDR DOW JONES INDL AVERAGE | 2900 | 1393653 | UT SER 1 |
| COINBASE GLOBAL INC | 5540 | 1252816 | COM CL A |
| SPDR S&P 500 ETF TR | 1752 | 1194724 | TR UNIT |
| NETFLIX INC | 12250 | 1148560 | COM |
| VANGUARD WORLD FD | 1303 | 982175 | INF TECH ETF |
| VANGUARD INTL EQUITY INDEX F | 15723 | 845268 | FTSE EMR MKT ETF |
| PALANTIR TECHNOLOGIES INC | 4721 | 839158 | CL A |
| DIMENSIONAL ETF TRUST | 11488 | 800369 | US SMALL CAP ETF |
| BERKSHIRE HATHAWAY INC DEL | 1566 | 787150 | CL B NEW |
| VANGUARD INDEX FDS | 2452 | 711619 | MID CAP ETF |
| ELI LILLY & CO | 638 | 685646 | COM |
| ARISTA NETWORKS INC | 4674 | 612434 | COM SHS |
| SERVICENOW INC | 3935 | 602803 | COM |
| MERCADOLIBRE INC | 265 | 533779 | COM |
| SCHWAB STRATEGIC TR | 15555 | 426674 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 1293 | 407036 | LARGE CAP ETF |
| WISDOMTREE TR | 7099 | 406347 | EMG MKTS SMCAP |
| SALESFORCE INC | 1500 | 397365 | COM |
| BITMINE IMMERSION TECNOLOGIE | 13500 | 366525 | COM NEW |
| ISHARES TR | 2355 | 332432 | S&P SML 600 GWT |
| JPMORGAN CHASE & CO. | 937 | 302054 | COM |
| MCDONALDS CORP | 835 | 255201 | COM |
| FLEX LTD | 4000 | 241680 | ORD |
| VERISIGN INC | 930 | 225944 | COM |
| SOFI TECHNOLOGIES INC | 7700 | 201586 | COM |
| FALCONS BEYOND GLOBAL INC | 10814 | 162318 | COM CL A |
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