DOSSIER · 13F-HR · Q2 2026

Chokshi & Queen Wealth Advisors, Inc

$216M in tracked AUM across 60 positions as of Q2 2026.

C&
CIK 0002057199 · last filed Jun 30, 2026
Total AUM
$216M
as of Q2 2026
Holdings
60
positions
Whale Score
68
68
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Chokshi & Queen Wealth Advisors, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$53M71K24.7%
02
QQQ
INVESCO QQQ TR
$48M65K22.2%
03
AAPL
APPLE INC
$28M95K12.7%
04
NVDA
NVIDIA CORPORATION
$12M58K5.4%
05
COST
COSTCO WHOLESALE CORPORATION
$11M11K5.0%
06
VHT
VANGUARD WORLD FD
$6M22K3.0%
07
AMZN
AMAZON COM INC
$4M18K2.0%
08
V
VISA INC
$4M12K2.0%
09
NOBL
PROSHARES TR
$4M67K1.8%
10
META
META PLATFORMS INC
$4M7K1.7%

Filing history

2026Q2Jun 30
$216M 15.4%
60 positionsView →
2026Q1Mar 31
$187M 2.2%
64 positionsView →
2025Q4Dec 31
$191M 214.0%
46 positionsView →
2025Q3Sep 30
$61M 65.1%
37 positionsView →
2025Q2Jun 30
$175M 6.5%
54 positionsLocked
2025Q1Mar 31
$164M 1.7%
53 positionsLocked
2024Q4Dec 31
$161M
48 positionsLocked