Chokshi & Queen Wealth Advisors, Inc Portfolio Stock Holdings
Chokshi & Queen Wealth Advisors, Inc disclosed 64 stock positions valued at approximately $187.2 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, INVESCO QQQ TR, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 18, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 64
- Portfolio Value
- $187.2M
Holdings by Sector
Chokshi & Queen Wealth Advisors, Inc Portfolio Holdings in Q1 2026
61 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 24.05% | 68,895 | +1,063 | +1.57% | $45,002,933 |
| INVESCO QQQ TR | QQQ | Other | 19.23% | 62,366 | +777 | +1.26% | $35,996,681 |
| APPLE INC | AAPL | Technology | 12.63% | 93,156 | +1,661 | +1.82% | $23,642,250 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 5.98% | 11,236 | +346 | +3.18% | $11,195,947 |
| NVIDIA CORPORATION | NVDA | Technology | 5.55% | 59,512 | -901 | -1.49% | $10,378,940 |
| VANGUARD WORLD FD | VHT | Other | 3.04% | 20,915 | -403 | -1.89% | $5,695,813 |
| META PLATFORMS INC | META | Communication Services | 2.34% | 7,664 | -521 | -6.37% | $4,384,804 |
| VISA INC | V | Financial Services | 2.04% | 12,603 | +275 | +2.23% | $3,809,131 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.97% | 17,704 | +817 | +4.84% | $3,687,213 |
| PROSHARES TR | NOBL | Other | 1.78% | 31,381 | -507 | -1.59% | $3,326,700 |
| ISHARES TR | IWV | Other | 1.58% | 7,986 | +20 | +0.25% | $2,960,250 |
| BROADCOM INC | AVGO | Technology | 1.47% | 8,883 | -605 | -6.38% | $2,749,377 |
| ISHARES TR | IWR | Other | 1.38% | 26,479 | +108 | +0.41% | $2,574,554 |
| STRATEGY INC | MSTR | Technology | 1.19% | 17,825 | +3,475 | +24.22% | $2,224,560 |
| MICROSOFT CORP | MSFT | Technology | 1.09% | 5,492 | +125 | +2.33% | $2,032,974 |
| ALPHABET INC | GOOGL | Communication Services | 0.81% | 5,277 | +13 | +0.25% | $1,517,454 |
| ALPHABET INC | GOOG | Communication Services | 0.81% | 5,284 | +781 | +17.34% | $1,515,773 |
| TESLA INC | TSLA | Consumer Cyclical | 0.79% | 3,961 | +23 | +0.58% | $1,472,502 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.69% | 2,788 | -112 | -3.86% | $1,291,374 |
| ROBINHOOD MKTS INC | HOOD | Financial Services | 0.68% | 18,372 | +3,232 | +21.35% | $1,273,180 |
| NETFLIX INC. | NFLX | Communication Services | 0.67% | 12,960 | +710 | +5.80% | $1,246,104 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.65% | 1,867 | +115 | +6.56% | $1,214,185 |
| COINBASE GLOBAL INC | COIN | Financial Services | 0.57% | 6,115 | +575 | +10.38% | $1,067,740 |
| VANGUARD WORLD FD | VGT | Other | 0.49% | 1,303 | - | - | $909,129 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.48% | 1,866 | +300 | +19.16% | $894,187 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.45% | 15,723 | - | - | $849,828 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.44% | 11,488 | - | - | $817,141 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.39% | 4,928 | +207 | +4.38% | $720,868 |
| VANGUARD INDEX FDS | VO | Other | 0.38% | 2,452 | - | - | $704,165 |
| ELI LILLY & CO | LLY | Healthcare | 0.38% | 765 | +127 | +19.91% | $703,624 |
| VANGUARD INDEX FDS | VV | Other | 0.29% | 1,800 | +507 | +39.21% | $537,930 |
| ARISTA NETWORKS INC | ANET | Other | 0.28% | 4,274 | -400 | -8.56% | $524,762 |
| FIRST TR EXCHNG TRADED FD VI | UCON | Other | 0.26% | 19,502 | +19,502 | +100.00% | $483,065 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.25% | 15,555 | - | - | $477,227 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.24% | 265 | - | - | $458,190 |
| WISDOMTREE TR | DGRW | Other | 0.23% | 4,900 | +4,900 | +100.00% | $430,416 |
| WISDOMTREE TR | DGS | Other | 0.23% | 7,099 | - | - | $426,650 |
| ETFIS SER TR I | NFLT | Other | 0.22% | 18,362 | +18,362 | +100.00% | $417,736 |
| ISHARES GOLD TR | IAU | Other | 0.22% | 4,729 | +4,729 | +100.00% | $416,908 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.20% | 1,748 | +1,748 | +100.00% | $375,925 |
| SERVICENOW INC | NOW | Technology | 0.20% | 3,585 | -350 | -8.89% | $374,812 |
| ISHARES TR | STIP | Other | 0.19% | 3,527 | +3,527 | +100.00% | $364,798 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.18% | 6,751 | +6,751 | +100.00% | $344,166 |
| ISHARES TR | IJT | Other | 0.17% | 2,168 | -187 | -7.94% | $313,731 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.17% | 1,250 | -12,050 | -90.60% | $313,225 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.15% | 953 | +16 | +1.71% | $280,434 |
| SALESFORCE INC | CRM | Technology | 0.15% | 1,500 | - | - | $280,005 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.14% | 5,100 | +5,100 | +100.00% | $264,843 |
| FLEXTRONICS INTL LTD | FLEX | Other | 0.14% | 4,000 | - | - | $261,840 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.14% | 835 | - | - | $259,510 |
| RBB FD INC | TMFC | Other | 0.14% | 3,900 | +3,900 | +100.00% | $257,283 |
| INVESCO EXCHANGE TRADED FD T | PPA | Other | 0.14% | 1,527 | +1,527 | +100.00% | $253,024 |
| ISHARES TR | USMV | Other | 0.13% | 2,564 | +2,564 | +100.00% | $237,785 |
| VANECK ETF TRUST | MOAT | Other | 0.13% | 2,422 | +2,422 | +100.00% | $234,207 |
| VERISIGN INC | VRSN | Technology | 0.12% | 930 | - | - | $230,975 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.12% | 3,055 | +3,055 | +100.00% | $229,431 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.12% | 4,954 | +4,954 | +100.00% | $228,231 |
| HONEYWELL INTL INC | HON | Industrials | 0.12% | 1,000 | +1,000 | +100.00% | $226,030 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 0.11% | 2,841 | +2,841 | +100.00% | $213,615 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.11% | 2,211 | +2,211 | +100.00% | $208,365 |
| MARA HOLDINGS INC | MARA | Financial Services | 0.05% | 10,930 | +10,930 | +100.00% | $89,189 |