§ 13F · FUND PROFILE
Chokshi & Queen Wealth Advisors, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $174.6T (13F)Positions · 54Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 68K | $46.5T | 24.3% | +2% |
| 2 | QQQ | INVESCO QQQ TR | 62K | $37.8T | 19.8% | +1% |
| 3 | AAPL | APPLE INC | 91K | $24.9T | 13.0% | ±0% |
| 4 | NVDA | NVIDIA CORPORATION | 60K | $11.3T | 5.9% | +17% |
| 5 | COST | COSTCO WHSL CORP NEW | 11K | $9.4T | 4.9% | −5% |
| 6 | VHT | VANGUARD WORLD FD | 21K | $6.1T | 3.2% | −2% |
| 7 | META | META PLATFORMS INC | 8K | $5.4T | 2.8% | +44% |
| 8 | V | VISA INC | 12K | $4.3T | 2.3% | ±0% |
| 9 | AMZN | AMAZON COM INC | 17K | $3.9T | 2.0% | −42% |
| 10 | NOBL | PROSHARES TR | 32K | $3.3T | 1.7% | −4% |
§ 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 $174551.7 trillion in assets. The fund runs a portfolio of 54 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed