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Chokshi & Queen Wealth Advisors, Inc

Sector-focusedMomentum followerLong-term holder

Total reported value

$187.2M

Reporting period: 2026-03-31 · Number of holdings: 64

Chokshi & Queen Wealth Advisors, Inc disclosed 64 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $187.2M and a quarterly turnover rate of 11.3%.

Personality snowflake

Concentration
48.64
Portfolio Stability
11.25
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
73.75

Recent moves

  • Add COST

    +3.2%　$1.8M

  • Trim VRT

    -90.6%　-$1.8M

  • Trim QQQ

    +1.3%　-$1.8M

  • Trim META

    -6.4%　-$1.0M

  • Trim AAPL

    +1.8%　-$1.2M

  • Trim NVDA

    -1.5%　-$888.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth24.05%-0.22%+1.57%
2QQQInvesco Qqq Trust Series 1ETF-Tech19.23%-0.54%+1.26%
3AAPLApple INCStock-Tech12.63%-0.37%+1.82%
4COSTCostco Wholesale CORPStock-Consumer Staples5.98%+1.07%+3.18%
5NVDANvidia CORPStock-Tech5.55%-0.34%-1.49%
6VHTVanguard Health Care ETFETF-Other3.04%-0.17%-1.89%
7METAMeta Platforms Inc-class AStock-Comm Services2.34%-0.48%-6.37%
8VVisa Inc-class A SharesStock-Financials2.04%-0.22%+2.23%
9AMZNAmazon.com INCStock-Consumer Disc1.97%-0.07%+4.84%
10NOBLProshares S&p 500 Dividend AETF-Large Cap & Growth1.78%—-1.59%
11IWVIshares Russell 3000 ETFETF-Other1.58%-0.03%+0.25%
12AVGOBroadcom INCStock-Tech1.47%-0.25%-6.38%
13IWRIshares Russell Mid-cap ETFETF-Other1.38%—+0.41%
14MSTRStrategy INCStock-Tech1.19%—+24.22%
15MSFTMicrosoft CORPStock-Tech1.09%-0.27%+2.33%
16GOOGLAlphabet Inc-cl AStock-Comm Services0.81%-0.05%+0.25%
17GOOGAlphabet Inc-cl CStock-Comm Services0.81%+0.07%+17.34%
18TSLATesla INCStock-Consumer Disc0.79%-0.14%+0.58%
19DIASs Spdr Dow Jones Indus AvgETF-Large Cap & Growth0.69%-0.04%-3.86%
20HOODRobinhood Markets INC - AStock-Financials0.68%-0.21%+21.35%
21NFLXNetflix INCStock-Comm Services0.67%+0.07%+5.80%
22SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.65%—+6.56%
23COINCoinbase Global INC -class AStock-Financials0.57%-0.08%+10.38%
24VGTVanguard Info Tech ETFETF-Tech0.49%-0.02%—
25BRK-BBerkshire Hathaway Inc-cl BStock-Other0.48%+0.07%+19.16%
26BMNRBitmine Immersion TechnologiStock-Financials0.47%+0.28%+231.11%
27VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.45%——
28DFASDimensional US Small Cap ETFETF-Small Cap0.44%——
29PLTRPalantir Technologies Inc-aStock-Tech0.39%-0.05%+4.38%
30VOVanguard Mid-cap ETFETF-Other0.38%——
31LLYEli Lilly & CoStock-Healthcare0.38%—+19.91%
32VVVanguard Large-cap ETFETF-Other0.29%+0.08%+39.21%
33ANETArista Networks INCStock-Tech0.28%-0.04%-8.56%
34UCONFirst Trust Smith UnconstraiETF-Other0.26%+0.26%NEW
35SCHDSchwab US Dvd Equity ETFETF-Other0.25%+0.04%—
36MELIMercadolibre INCStock-Consumer Disc0.24%-0.04%—
37DGRWWisdomtree U.s. Quality DiviETF-Other0.23%+0.23%NEW
38DGSWisdomtree Em Small CapETF-Small Cap0.23%——
39NFLTVirtus Newfleet Multi-sectorETF-Other0.22%+0.22%NEW
40IAUIshares Gold TrustETF-Commodities0.22%+0.22%NEW
41VIGVanguard Dividend Apprec ETFETF-Other0.20%+0.20%NEW
42NOWServicenow INCStock-Tech0.20%-0.11%-8.89%
43STIPIshares 0-5 Year Tips Bond EETF-Other0.19%+0.19%NEW
44JMSTJPM Ultra-short Muni IncomeETF-Other0.18%+0.18%NEW
45IJTIshares S&p Small-cap 600 GrETF-Other0.17%—-7.94%
46VRTVertiv Holdings Co-aStock-Industrials0.17%-0.96%-90.60%
47JPMJpmorgan Chase & CoStock-Financials0.15%—+1.71%
48CRMSalesforce INCStock-Tech0.15%-0.06%—
49BINCIshares Flex I A Etf-usd INCETF-Other0.14%+0.14%NEW
50FLEXFlex Ltd.Stock-Tech0.14%——
1–50 of 64

Holding changes this quarter

Chokshi & Queen Wealth Advisors, Inc's most significant position changes for 2026-03-31: New buy: First Trust Smith Unconstrai (UCON); New buy: Wisdomtree U.s. Quality Divi (DGRW); New buy: Virtus Newfleet Multi-sector (NFLT); New buy: Ishares Gold Trust (IAU); New buy: Vanguard Dividend Apprec ETF (VIG).

Position changes disclosed by Chokshi & Queen Wealth Advisors, Inc for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1COSTCostco Wholesale CORP+1.1%+3.18%Add
2BMNRBitmine Immersion Technologi+0.3%+231.11%Add
3VVVanguard Large-cap ETF+0.1%+39.21%Add
4BRK-BBerkshire Hathaway Inc-cl B+0.1%+19.16%Add
5GOOGAlphabet Inc-cl C+0.1%+17.34%Add
6NFLXNetflix INC+0.1%+5.80%Add
7SCHDSchwab US Dvd Equity ETF0%—Unchanged
8VGTVanguard Info Tech ETF0%—Unchanged
9IWVIshares Russell 3000 ETF0%+0.25%Add
10DIASs Spdr Dow Jones Indus Avg0%-3.86%Trim
11ANETArista Networks INC0%-8.56%Trim
12MELIMercadolibre INC0%—Unchanged
13GOOGLAlphabet Inc-cl A-0.1%+0.25%Add
14PLTRPalantir Technologies Inc-a-0.1%+4.38%Add
15CRMSalesforce INC-0.1%—Unchanged
16AMZNAmazon.com INC-0.1%+4.84%Add
17COINCoinbase Global INC -class A-0.1%+10.38%Add
18NOWServicenow INC-0.1%-8.89%Trim
19TSLATesla INC-0.1%+0.58%Add
20VHTVanguard Health Care ETF-0.2%-1.89%Trim
21HOODRobinhood Markets INC - A-0.2%+21.35%Add
22IVVIshares Core S&p 500 ETF-0.2%+1.57%Add
23VVisa Inc-class A Shares-0.2%+2.23%Add
24AVGOBroadcom INC-0.3%-6.38%Trim
25MSFTMicrosoft CORP-0.3%+2.33%Add
26NVDANvidia CORP-0.3%-1.49%Trim
27AAPLApple INC-0.4%+1.82%Add
28METAMeta Platforms Inc-class A-0.5%-6.37%Trim
29QQQInvesco Qqq Trust Series 1-0.5%+1.26%Add
30VRTVertiv Holdings Co-a-1%-90.60%Trim
31UCONFirst Trust Smith Unconstrai—NEWNew buy
32DGRWWisdomtree U.s. Quality Divi—NEWNew buy
33NFLTVirtus Newfleet Multi-sector—NEWNew buy
34IAUIshares Gold Trust—NEWNew buy
35VIGVanguard Dividend Apprec ETF—NEWNew buy
36STIPIshares 0-5 Year Tips Bond E—NEWNew buy
37JMSTJPM Ultra-short Muni Income—NEWNew buy
38BINCIshares Flex I A Etf-usd INC—NEWNew buy
39TMFCMotley Fool 100 Index ETF—NEWNew buy
40PPAInvesco Aerospace & Defense—NEWNew buy
41EVSMEaton Vance Shrt Dur Muni—NEWNew buy
42USMVIshares Msci USA Min Vol Fac—NEWNew buy
43MOATVaneck Morningstar Wide Moat—NEWNew buy
44VEUVanguard Ftse All-world Ex-u—NEWNew buy
45JPIEJpmorgan Income ETF—NEWNew buy
46HONHoneywell International INC—NEWNew buy
47SPHQInvesco S&p 500 Quality ETF—NEWNew buy
48VYMIVanguard Int High Dvd Yld In—NEWNew buy
49SOFISofi Technologies INC—EXITSold out
50MARAMara Holdings INC—NEWNew buy

FAQ

What is Chokshi & Queen Wealth Advisors, Inc and what type of investor is it?
Chokshi & Queen Wealth Advisors, Inc is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $187.2M, spread across 64 disclosed positions.
What are Chokshi & Queen Wealth Advisors, Inc's largest equity positions?
Based on the latest 13F filing, Chokshi & Queen Wealth Advisors, Inc's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $45.0M (24.1%) 2. Invesco Qqq Trust Series 1 (QQQ) — $36.0M (19.2%) 3. Apple INC (AAPL) — $23.6M (12.6%) 4. Costco Wholesale CORP (COST) — $11.2M (6.0%) 5. Nvidia CORP (NVDA) — $10.4M (5.5%)
What changes did Chokshi & Queen Wealth Advisors, Inc make in its most recent portfolio filing?
In the latest reported quarter, Chokshi & Queen Wealth Advisors, Inc made 46 notable position adjustments: 19 new positions were initiated, 18 existing holdings were added to, 8 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: First Trust Smith Unconstrai (UCON); New buy: Wisdomtree U.s. Quality Divi (DGRW); New buy: Virtus Newfleet Multi-sector (NFLT); New buy: Ishares Gold Trust (IAU); New buy: Vanguard Dividend Apprec ETF (VIG)
What sectors does Chokshi & Queen Wealth Advisors, Inc focus on?
Chokshi & Queen Wealth Advisors, Inc is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 55.7% • Consumer Staples: 14.4% • Communication Services: 11.2% • Financials: 9.5% • Consumer Discretionary: 7.6% • Health Care: 0.9%