Chokshi & Queen Wealth Advisors, Inc — 13F holdings

Chokshi & Queen Wealth Advisors, Inc reported 60 holdings worth $216M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. IVV ISHARES TR — $53.3M (24.7%)
  2. QQQ Invesco Qqq Tr — $47.9M (22.2%)
  3. AAPL APPLE INC — $27.5M (12.7%)
  4. NVDA NVIDIA CORPORATION — $11.6M (5.4%)
  5. COST COSTCO WHSL CORP NEW — $10.7M (5.0%)
  6. VHT VANGUARD WORLD FD — $6.45M (3.0%)
  7. AMZN AMAZON COM INC — $4.37M (2.0%)
  8. V VISA INC — $4.25M (2.0%)
  9. NOBL PROSHARES TR — $3.78M (1.8%)
  10. META META PLATFORMS INC — $3.66M (1.7%)