Chokshi & Queen Wealth Advisors
Chokshi & Queen Wealth Advisors reported 60 stocks worth $216M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IVV (24.7%), QQQ (22.2%) and AAPL (12.7%). Compared with Q1 2026, the fund opened new positions in TSM, SNDK and MU, added to IVV, QQQ and AAPL, trimmed NVDA, V and META and sold out of HOOD, COIN and VWO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $53.3M | 24.7% | 71K | +2,226 (+3%) | 7 of 7 | |
| 2 |  QQQ Invesco Qqq TR | $47.9M | 22.2% | 65K | +2,699 (+4%) | 7 of 7 | |
| 3 |  AAPL Apple Inc | $27.5M | 12.7% | 95K | +1,951 (+2%) | 7 of 7 | |
| 4 |  NVDA Nvidia Corporation | $11.6M | 5.4% | 58K | −1,362 (−2%) | 7 of 7 | |
| 5 |  COST Costco Whsl Corp New | $10.7M | 5.0% | 11K | +249 (+2%) | 7 of 7 | |
| 6 |  VHT Vanguard World FD | $6.5M | 3.0% | 22K | +669 (+3%) | 7 of 7 | |
| 7 |  AMZN Amazon Com Inc | $4.4M | 2.0% | 18K | +650 (+4%) | 7 of 7 | |
| 8 |  V Visa Inc | $4.2M | 2.0% | 12K | −229 (−2%) | 7 of 7 | |
| 9 |  NOBL Proshares S&P 500 Div Aristocrat ETF | $3.8M | 1.8% | 67K | +36K (+115%) | 7 of 7 | |
| 10 |  META Meta Platforms Inc | $3.7M | 1.7% | 6,502 | −1,162 (−15%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HOOD Robinhood Mkts Inc | $1.3M | 18K |
 COIN Coinbase Global Inc | $1.1M | 6,115 |
 VWO Vanguard Intl Equity Index F | $850K | 16K |
DIMENSIONAL U S SMALL CAP ETF | $817K | 11K |
 MELI Mercadolibre Inc | $458K | 265 |
🔒 Free account: see all 9.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Chokshi & Queen Wealth Advisors 13F FAQ
What does Chokshi & Queen Wealth Advisors own?
Chokshi & Queen Wealth Advisors reported 60 stocks worth $216M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are IVV (24.7%), QQQ (22.2%) and AAPL (12.7%). The table above lists every position in the filing (the top 10 without an account).
What did Chokshi & Queen Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 23 added to, 22 trimmed and 9 sold out. New positions include TSM, SNDK and MU. It sold all of HOOD, COIN and VWO.
When will Chokshi & Queen Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Chokshi & Queen Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $216M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.