Chokshi & Queen Wealth Advisors, Inc 13F Holdings

CIK 0002057199 · San Diego, CA

As of Sep 30, 2025, Chokshi & Queen Wealth Advisors, Inc reported 61 positions worth 88.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES CORE S&P 500 ETFIVV—66,371$44.4M23.52%
INVESCO QQQ TRUST SERIES 1QQQ—60,722$36.5M19.30%
APPLE INCAAPLTechnology91,671$23.3M12.36%
COSTCO WHOLESALE CORPCOSTConsumer Defensive11,463 0.6M5.62%
NVIDIA CORPNVDATechnology51,848$9.7M5.12%
AMAZON.COM INCAMZNEquity29,108$6.4M3.38%
VANGUARD HEALTH CARE INDEX FUNDVHT—21,654$5.6M2.98%
VISA INC-CLASS A SHARESVFinancial Services12,343$4.2M2.23%
META PLATFORMS INCMETACommunication Services5,665$4.2M2.20%
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFNOBL—33,341$3.4M1.82%
ISHARES RUSSELL 3000 ETFIWV—8,299$3.1M1.66%
TESLA INCTSLAConsumer Cyclical6,817$3.0M1.60%
ISHARES RUSSELL MID-CAP ETFIWR—28,244$2.7M1.44%
MICROSOFT CORPMSFTTechnology4,860$2.5M1.33%
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETFIDEV—25,678$2.1M1.09%
BROADCOM INCAVGOTechnology5,545 .8M0.97%
STRATEGY INCMSTRTechnology5,150 .7M0.88%
COINBASE GLOBAL INCCOINFinancial Services4,035 .4M0.72%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA—2,888 .3M0.71%
ALPHABET INCGOOGLEquity5,324 .3M0.69%
SPDR S&P 500 ETF TRUSTSPY—1,820 .2M0.64%
ALPHABET INCGOOGEquity4,760 .2M0.61%
VANGUARD INFORMATION TECHNOLOGY INDEX FUNDVGT—1,303$972.9K0.52%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services1,831$920.5K0.49%
PALANTIR TECHNOLOGIES INCPLTRTechnology5,013$914.5K0.48%