Chokshi & Queen Wealth Advisors, Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Chokshi & Queen Wealth Advisors, Inc disclosed 60 stock positions valued at approximately $215.93M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, INVESCO QQQ TR, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 60
- Portfolio Value
- $215.93M
Holdings by Sector
Chokshi & Queen Wealth Advisors, Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 24.67% | 71,121 | +2,226 | +3.23% | $53,262,143 |
| INVESCO QQQ TR | QQQ | Other | 22.19% | 65,065 | +2,699 | +4.33% | $47,914,216 |
| APPLE INC | AAPL | Technology | 12.74% | 95,107 | +1,951 | +2.09% | $27,520,419 |
| NVIDIA CORPORATION | NVDA | Technology | 5.39% | 58,150 | -1,362 | -2.29% | $11,635,422 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 4.98% | 11,485 | +249 | +2.22% | $10,744,110 |
| VANGUARD WORLD FD | VHT | Other | 2.99% | 21,584 | +669 | +3.20% | $6,453,897 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.03% | 18,354 | +650 | +3.67% | $4,374,492 |
| VISA INC | V | Financial Services | 1.97% | 12,374 | -229 | -1.82% | $4,245,396 |
| PROSHARES TR | NOBL | Other | 1.75% | 67,332 | +35,951 | +114.56% | $3,781,365 |
| META PLATFORMS INC | META | Communication Services | 1.70% | 6,502 | -1,162 | -15.16% | $3,662,512 |
| ISHARES TR | IWV | Other | 1.57% | 7,967 | -19 | -0.24% | $3,397,129 |
| ISHARES TR | IWR | Other | 1.34% | 26,257 | -222 | -0.84% | $2,896,672 |
| MICROSOFT CORP | MSFT | Technology | 1.02% | 5,892 | +400 | +7.28% | $2,197,834 |
| ALPHABET INC | GOOGL | Communication Services | 0.98% | 5,927 | +650 | +12.32% | $2,118,132 |
| ALPHABET INC | GOOG | Communication Services | 0.97% | 5,950 | +666 | +12.60% | $2,102,425 |
| TESLA INC | TSLA | Consumer Cyclical | 0.87% | 4,471 | +510 | +12.88% | $1,880,503 |
| BROADCOM INC | AVGO | Technology | 0.79% | 4,498 | -4,385 | -49.36% | $1,699,120 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.69% | 4,450 | +3,200 | +256.00% | $1,489,949 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.66% | 2,709 | -79 | -2.83% | $1,415,155 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.65% | 1,867 | - | - | $1,394,220 |
| ELI LILLY & CO | LLY | Healthcare | 0.58% | 1,045 | +280 | +36.60% | $1,253,404 |
| VANGUARD WORLD FD | VGT | Other | 0.58% | 10,428 | +9,125 | +700.31% | $1,246,355 |
| STRATEGY INC | MSTR | Technology | 0.56% | 13,850 | -3,975 | -22.30% | $1,203,981 |
| BITMINE IMMERSION TECHS INC | BMNR | Other | 0.51% | 82,300 | +37,600 | +84.12% | $1,095,413 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.45% | 8,374 | +3,446 | +69.93% | $976,995 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.45% | 2,028 | +2,028 | +100.00% | $968,512 |
| SANDISK CORP | SNDK | Other | 0.45% | 425 | +425 | +100.00% | $966,545 |
| NETFLIX INC. | NFLX | Communication Services | 0.40% | 12,150 | -810 | -6.25% | $867,510 |
| VANGUARD INDEX FDS | VO | Other | 0.37% | 9,808 | +7,356 | +300.00% | $790,231 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.35% | 1,515 | -351 | -18.81% | $758,091 |
Showing 30 of 60 holdings in the latest reporting period.