Chokshi & Queen Wealth Advisors, Inc 13F Holdings · Q2 2026
Chokshi & Queen Wealth Advisors, Inc reported 60 securities worth $215.93M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (24.67%), QQQ (22.19%), AAPL (12.74%). Among its top 25 positions this quarter: 16 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $53.3M | 24.67% | 71,121 | Added |
| 2 | QQQ | INVESCO QQQ TR | $47.9M | 22.19% | 65,065 | Added |
| 3 | AAPL | APPLE INC | $27.5M | 12.74% | 95,107 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $11.6M | 5.39% | 58,150 | Trimmed |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $10.7M | 4.98% | 11,485 | Added |
| 6 | VHT | VANGUARD WORLD FD | $6.5M | 2.99% | 21,584 | Added |
| 7 | AMZN | AMAZON COM INC | $4.4M | 2.03% | 18,354 | Added |
| 8 | V | VISA INC | $4.2M | 1.97% | 12,374 | Trimmed |
| 9 | NOBL | PROSHARES TR | $3.8M | 1.75% | 67,332 | Added |
| 10 | META | META PLATFORMS INC | $3.7M | 1.70% | 6,502 | Trimmed |
| 11 | IWV | ISHARES TR | $3.4M | 1.57% | 7,967 | Trimmed |
| 12 | IWR | ISHARES TR | $2.9M | 1.34% | 26,257 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $2.2M | 1.02% | 5,892 | Added |
| 14 | GOOGL | ALPHABET INC | $2.1M | 0.98% | 5,927 | Added |
| 15 | GOOG | ALPHABET INC | $2.1M | 0.97% | 5,950 | Added |
| 16 | TSLA | TESLA INC | $1.9M | 0.87% | 4,471 | Added |
| 17 | AVGO | BROADCOM INC | $1.7M | 0.79% | 4,498 | Trimmed |
| 18 | VRT | VERTIV HOLDINGS CO | $1.5M | 0.69% | 4,450 | Added |
| 19 | DIA | STATE STR SPDR DOW JONES IND | $1.4M | 0.66% | 2,709 | Trimmed |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $1.4M | 0.65% | 1,867 | Hold |
| 21 | LLY | ELI LILLY & CO | $1.3M | 0.58% | 1,045 | Added |
| 22 | VGT | VANGUARD WORLD FD | $1.2M | 0.58% | 10,428 | Added |
| 23 | MSTR | STRATEGY INC | $1.2M | 0.56% | 13,850 | Trimmed |
| 24 | BMNR | BITMINE IMMERSION TECHS INC | $1.1M | 0.51% | 82,300 | Added |
| 25 | PLTR | PALANTIR TECHNOLOGIES INC | $976,995 | 0.45% | 8,374 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR