Chokshi & Queen Wealth Advisors, Inc

Est. AUM

$187.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$45.0M	68895	24.05%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$36.0M	62366	19.23%	SOLE
3	APPLE INC	COM	$23.6M	93156	12.63%	SOLE
4	COSTCO WHOLESALE CORPORATION	COM	$11.2M	11236	5.98%	SOLE
5	NVIDIA CORPORATION	COM	$10.4M	59512	5.55%	SOLE
6	VANGUARD WORLD FD	HEALTH CAR ETF	$5.7M	20915	3.04%	SOLE
7	META PLATFORMS INC	CL A	$4.4M	7664	2.34%	SOLE
8	VISA INC	COM CL A	$3.8M	12603	2.04%	SOLE
9	AMAZON COM INC	COM	$3.7M	17704	1.97%	SOLE
10	PROSHARES TR	S&P 500 DV ARIST	$3.3M	31381	1.78%	SOLE
11	ISHARES TR	RUSSELL 3000 ETF	$3.0M	7986	1.58%	SOLE
12	BROADCOM INC	COM	$2.7M	8883	1.47%	SOLE
13	ISHARES TR	RUS MID CAP ETF	$2.6M	26479	1.38%	SOLE
14	STRATEGY INC	CL A NEW	$2.2M	17825	1.19%	SOLE
15	MICROSOFT CORP	COM	$2.0M	5492	1.09%	SOLE
16	ALPHABET INC	CAP STK CL A	$1.5M	5277	0.81%	SOLE
17	ALPHABET INC	CAP STK CL C	$1.5M	5284	0.81%	SOLE
18	TESLA INC	COM	$1.5M	3961	0.79%	SOLE
19	STATE STR SPDR DOW JONES IND	UT SER 1	$1.3M	2788	0.69%	SOLE
20	ROBINHOOD MKTS INC	COM CL A	$1.3M	18372	0.68%	SOLE
21	NETFLIX INC.	COM	$1.2M	12960	0.67%	SOLE
22	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.2M	1867	0.65%	SOLE
23	COINBASE GLOBAL INC	COM CL A	$1.1M	6115	0.57%	SOLE
24	VANGUARD WORLD FD	INF TECH ETF	$909K	1303	0.49%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$894K	1866	0.48%	SOLE
26	BITMINE IMMERSION TECNOLOGIE	COM NEW	$884K	44700	0.47%	SOLE
27	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$850K	15723	0.45%	SOLE
28	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$817K	11488	0.44%	SOLE
29	PALANTIR TECHNOLOGIES INC	CL A	$721K	4928	0.39%	SOLE
30	ELI LILLY & CO	COM	$704K	765	0.38%	SOLE
31	VANGUARD INDEX FDS	MID CAP ETF	$704K	2452	0.38%	SOLE
32	VANGUARD INDEX FDS	LARGE CAP ETF	$538K	1800	0.29%	SOLE
33	ARISTA NETWORKS INC	COM SHS	$525K	4274	0.28%	SOLE
34	FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$483K	19502	0.26%	SOLE
35	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$477K	15555	0.25%	SOLE
36	MERCADOLIBRE INC	COM	$458K	265	0.24%	SOLE
37	WISDOMTREE TR	US QTLY DIV GRT	$430K	4900	0.23%	SOLE
38	WISDOMTREE TR	EMG MKTS SMCAP	$427K	7099	0.23%	SOLE
39	ETFIS SER TR I	VIRTUS NEWFLEET	$418K	18362	0.22%	SOLE
40	ISHARES GOLD TR	ISHARES NEW	$417K	4729	0.22%	SOLE
41	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$376K	1748	0.20%	SOLE
42	SERVICENOW INC	COM	$375K	3585	0.20%	SOLE
43	ISHARES TR	0-5 YR TIPS ETF	$365K	3527	0.20%	SOLE
44	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$344K	6751	0.18%	SOLE
45	ISHARES TR	S&P SML 600 GWT	$314K	2168	0.17%	SOLE
46	VERTIV HOLDINGS CO	COM CL A	$313K	1250	0.17%	SOLE
47	SALESFORCE INC	COM	$280K	1500	0.15%	SOLE
48	JPMORGAN CHASE & CO	COM	$280K	953	0.15%	SOLE
49	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$265K	5100	0.14%	SOLE
50	FLEXTRONICS INTL LTD	ORD	$262K	4000	0.14%	SOLE

1–50 of 64

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.