Chokshi & Queen Wealth Advisors, Inc
Chokshi & Queen Wealth Advisors, Inc reported 60 positions worth $215.9M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IVV (24.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $53.3M | 24.67% | 71,121 | — | — | |
| ▸ 2 | QQQ | SH | $47.9M | 22.19% | 65,065 | — | — | |
| ▸ 3 | AAPL | SH | $27.5M | 12.74% | 95,107 | — | — | |
| ▸ 4 | NVDA | SH | $11.6M | 5.39% | 58,150 | — | — | |
| ▸ 5 | COST | SH | $10.7M | 4.98% | 11,485 | — | — | |
| ▸ 6 | VHT | SH | $6.5M | 2.99% | 21,584 | — | — | |
| ▸ 7 | AMZN | SH | $4.4M | 2.03% | 18,354 | — | — | |
| ▸ 8 | V | SH | $4.2M | 1.97% | 12,374 | — | — | |
| ▸ 9 | NOBL | SH | $3.8M | 1.75% | 67,332 | — | — | |
| ▸ 10 | META | SH | $3.7M | 1.70% | 6,502 | — | — |
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Frequently Asked Questions
What stocks does Chokshi & Queen Wealth Advisors, Inc hold as of Q2 2026?
Chokshi & Queen Wealth Advisors, Inc reported 60 positions worth $215.9M in its Q2 2026 13F filing. Largest positions: IVV (24.7%), QQQ (22.2%), AAPL (12.7%), NVDA (5.4%) and COST (5.0%).
What did Chokshi & Queen Wealth Advisors, Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Chokshi & Queen Wealth Advisors, Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.