Chokshi & Queen Wealth Advisors, Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$187.2M
Q ending 2026-03-31
Prior quarter
$191.4M
Q ending 2025-12-31
Change
-2.2% QoQ · +14.1% YoY
Positions
64
reported holdings
Largest positions
All 64 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $45.0M | 69K |
| Invesco Qqq Tr | QQQ | Shares | $36.0M | 62K |
| Apple Inc | AAPL | Shares | $23.6M | 93K |
| Costco Wholesale Corporation | COST | Shares | $11.2M | 11K |
| Nvidia Corporation | NVDA | Shares | $10.4M | 60K |
| Vanguard World Fd | VHT | Shares | $5.7M | 21K |
| Meta Platforms Inc | META | Shares | $4.4M | 8K |
| Visa Inc | V | Shares | $3.8M | 13K |
| Amazon Com Inc | AMZN | Shares | $3.7M | 18K |
| Proshares Tr | NOBL | Shares | $3.3M | 31K |
| Ishares Tr | IWV | Shares | $3.0M | 8K |
| Broadcom Inc | AVGO | Shares | $2.7M | 9K |
| Ishares Tr | IWR | Shares | $2.6M | 26K |
| Strategy Inc | MSTR | Shares | $2.2M | 18K |
| Microsoft Corp | MSFT | Shares | $2.0M | 5K |
| Alphabet Inc | GOOGL | Shares | $1.5M | 5K |
| Alphabet Inc | GOOG | Shares | $1.5M | 5K |
| Tesla Inc | TSLA | Shares | $1.5M | 4K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $1.3M | 3K |
| Robinhood Mkts Inc | HOOD | Shares | $1.3M | 18K |
| Netflix Inc. | NFLX | Shares | $1.2M | 13K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.2M | 2K |
| Coinbase Global Inc | COIN | Shares | $1.1M | 6K |
| Vanguard World Fd | VGT | Shares | $909K | 1K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $894K | 2K |
| Bitmine Immersion Tecnologie | BMNR | Shares | $884K | 45K |
| Vanguard Intl Equity Index F | VWO | Shares | $850K | 16K |
| Dimensional Etf Trust | DFAS | Shares | $817K | 11K |
| Palantir Technologies Inc | PLTR | Shares | $721K | 5K |
| Vanguard Index Fds | VO | Shares | $704K | 2K |
| Eli Lilly & Co | LLY | Shares | $704K | 765 |
| Vanguard Index Fds | VV | Shares | $538K | 2K |
| Arista Networks Inc | ANET | Shares | $525K | 4K |
| First Tr Exchng Traded Fd Vi | UCON | Shares | $483K | 20K |
| Schwab Strategic Tr | SCHD | Shares | $477K | 16K |
| Mercadolibre Inc | MELI | Shares | $458K | 265 |
| Wisdomtree Tr | DGRW | Shares | $430K | 5K |
| Wisdomtree Tr | DGS | Shares | $427K | 7K |
| Etfis Ser Tr I | NFLT | Shares | $418K | 18K |
| Ishares Gold Tr | IAU | Shares | $417K | 5K |
| Vanguard Specialized Funds | VIG | Shares | $376K | 2K |
| Servicenow Inc | NOW | Shares | $375K | 4K |
| Ishares Tr | STIP | Shares | $365K | 4K |
| J P Morgan Exchange Traded F | JMST | Shares | $344K | 7K |
| Ishares Tr | IJT | Shares | $314K | 2K |
| Vertiv Holdings Co | VRT | Shares | $313K | 1K |
| Jpmorgan Chase & Co | JPM | Shares | $280K | 953 |
| Salesforce Inc | CRM | Shares | $280K | 2K |
| Blackrock Etf Trust Ii | BINC | Shares | $265K | 5K |
| Flextronics Intl Ltd | Shares | $262K | 4K | |
| Mcdonalds Corp | MCD | Shares | $260K | 835 |
| Rbb Fd Inc | TMFC | Shares | $257K | 4K |
| Invesco Exchange Traded Fd T | PPA | Shares | $253K | 2K |
| Morgan Stanley Etf Trust | EVSM | Shares | $240K | 5K |
| Ishares Tr | USMV | Shares | $238K | 3K |
| Vaneck Etf Trust | MOAT | Shares | $234K | 2K |
| Verisign Inc | VRSN | Shares | $231K | 930 |
| Vanguard Intl Equity Index F | VEU | Shares | $229K | 3K |
| J P Morgan Exchange Traded F | JPIE | Shares | $228K | 5K |
| Honeywell Intl Inc | HONGBP | Shares | $226K | 1K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $214K | 3K |
| Vanguard Whitehall Fds | VYMI | Shares | $208K | 2K |
| Falcons Beyond Global Inc | FBYD | Shares | $152K | 11K |
| Mara Holdings Inc | MARA | Shares | $89K | 11K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.