§ 13F · FUND PROFILE
Chokshi & Queen Wealth Advisors, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $189M (13F)Positions · 61Turnover · — · Q1Filed · May 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 69K | $45M | 24.0% | +2% |
| 2 | QQQ | INVESCO QQQ TR | 62K | $36M | 19.2% | +1% |
| 3 | AAPL | APPLE INC | 93K | $24M | 12.6% | +2% |
| 4 | COST | COSTCO WHOLESALE CORPORATION | 11K | $11M | 6.0% | +3% |
| 5 | NVDA | NVIDIA CORPORATION | 60K | $10M | 5.5% | −1% |
| 6 | VHT | VANGUARD WORLD FD | 21K | $6M | 3.0% | −2% |
| 7 | META | META PLATFORMS INC | 8K | $4M | 2.3% | −6% |
| 8 | V | VISA INC | 13K | $4M | 2.0% | +2% |
| 9 | AMZN | AMAZON COM INC | 18K | $4M | 2.0% | +5% |
| 10 | NOBL | PROSHARES TR | 31K | $3M | 1.8% | −2% |
§ 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 $189 million in assets. The fund runs a portfolio of 61 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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