§ 13F · FUND PROFILE
Chokshi & Queen Wealth Advisors, Inc.
AUM · $216M (13F)Positions · 60Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 71K | $53M | 24.7% | +3% |
| 2 | QQQ | INVESCO QQQ TR | 65K | $48M | 22.2% | +4% |
| 3 | AAPL | APPLE INC | 95K | $28M | 12.7% | +2% |
| 4 | NVDA | NVIDIA CORPORATION | 58K | $12M | 5.4% | −2% |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 11K | $11M | 5.0% | +2% |
| 6 | VHT | VANGUARD WORLD FD | 22K | $6M | 3.0% | +3% |
| 7 | AMZN | AMAZON COM INC | 18K | $4M | 2.0% | +4% |
| 8 | V | VISA INC | 12K | $4M | 2.0% | −2% |
| 9 | NOBL | PROSHARES TR | 67K | $4M | 1.8% | +115% |
| 10 | META | META PLATFORMS INC | 7K | $4M | 1.7% | −15% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHOKSHI SIGNAL
AC read
Chokshi & Queen Wealth Advisors, Inc is a Other fund managing $216 million in assets. The fund runs a portfolio of 60 positions.
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