Chokshi & Queen Wealth Advisors, Inc Top Holdings and 13F Report (2026) About Chokshi & Queen Wealth Advisors, IncInvestment ActivityChokshi & Queen Wealth Advisors, Inc has $215.93 million in total holdings as of June 30, 2026.Chokshi & Queen Wealth Advisors, Inc owns shares of 60 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 7.57% of the portfolio was purchased this quarter.About 4.41% of the portfolio was sold this quarter.This quarter, Chokshi & Queen Wealth Advisors, Inc has purchased 64 new stocks and bought additional shares in 23 stocks.Chokshi & Queen Wealth Advisors, Inc sold shares of 22 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $53,262,143Invesco QQQ $47,914,216Apple $27,520,419NVIDIA $11,635,422Costco Wholesale $10,744,110 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $968,512 Holding80004C200 - SANDISK CORP $966,545 Holding595112103 - Micron Technology $750,289 Holding219350105 - Corning $664,118 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $657,811 Holding Largest Purchases this Quarter ProShares S&P 500 Aristocrats ETF 35,951 shares (about $2.02M)Invesco QQQ 2,699 shares (about $1.99M)iShares Core S&P 500 ETF 2,226 shares (about $1.67M)Vanguard Information Technology ETF 9,125 shares (about $1.09M)Vertiv 3,200 shares (about $1.07M) Largest Sales this Quarter Broadcom 4,385 shares (about $1.66M)Meta Platforms 1,162 shares (about $654.54K)ARISTA NETWORKS INC 2,936 shares (about $498.77K)Strategy 3,975 shares (about $345.55K)NVIDIA 1,362 shares (about $272.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofChokshi & Queen Wealth Advisors, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$53,262,143$1,667,040 â–²3.2%71,12124.7%ETFQQQInvesco QQQ$47,914,216$1,987,558 â–²4.3%65,06522.2%ETFAAPLApple$27,520,419$564,547 â–²2.1%95,10712.7%TechnologyNVDANVIDIA$11,635,422$272,527 â–¼-2.3%58,1505.4%TechnologyCOSTCostco Wholesale$10,744,110$232,937 â–²2.2%11,4855.0%Consumer StaplesVHTVanguard Health Care ETF$6,453,897$200,040 â–²3.2%21,5843.0%ETFAMZNAmazon.com$4,374,492$154,921 â–²3.7%18,3542.0%Consumer DiscretionaryVVisa$4,245,396$78,568 â–¼-1.8%12,3742.0%FinanceNOBLProShares S&P 500 Aristocrats ETF$3,781,365$2,019,008 â–²114.6%67,3321.8%ETFMETAMeta Platforms$3,662,512$654,543 â–¼-15.2%6,5021.7%Communication ServicesIWViShares Russell 3000 ETF$3,397,129$8,102 â–¼-0.2%7,9671.6%ETFIWRiShares Russell Mid-Cap ETF$2,896,672$24,491 â–¼-0.8%26,2571.3%ETFMSFTMicrosoft$2,197,834$149,208 â–²7.3%5,8921.0%TechnologyGOOGLAlphabet$2,118,132$232,291 â–²12.3%5,9271.0%Communication ServicesGOOGAlphabet$2,102,425$235,330 â–²12.6%5,9501.0%Communication ServicesTSLATesla$1,880,503$214,506 â–²12.9%4,4710.9%Consumer DiscretionaryAVGOBroadcom$1,699,120$1,656,434 â–¼-49.4%4,4980.8%TechnologyVRTVertiv$1,489,949$1,071,424 â–²256.0%4,4500.7%IndustrialsDIASPDR Dow Jones Industrial Average ETF Trust$1,415,155$41,269 â–¼-2.8%2,7090.7%ETFSPYSPDR S&P 500 ETF Trust$1,394,2200.0%1,8670.6%ETFLLYEli Lilly and Company$1,253,404$335,840 â–²36.6%1,0450.6%HealthcareVGTVanguard Information Technology ETF$1,246,355$1,090,620 â–²700.3%10,4280.6%ETFMSTRStrategy$1,203,981$345,547 â–¼-22.3%13,8500.6%TechnologyBITMINE IMMERSION TECHS INC$1,095,413$500,456 â–²84.1%82,3000.5%COM NEWPALANTIR TECHNOLOGIES INC$976,995$402,045 â–²69.9%8,3740.5%CL ATSMTaiwan Semiconductor Manufacturing$968,512$968,512 â–²New Holding2,0280.4%TechnologySANDISK CORP$966,545$966,545 â–²New Holding4250.4%COMNFLXNetflix$867,510$57,834 â–¼-6.3%12,1500.4%Communication ServicesVOVanguard Mid-Cap ETF$790,231$592,673 â–²300.0%9,8080.4%ETFBRK.BBerkshire Hathaway$758,091$175,637 â–¼-18.8%1,5150.4%FinanceMUMicron Technology$750,289$750,289 â–²New Holding6500.3%TechnologyGLWCorning$664,118$664,118 â–²New Holding2,6000.3%TechnologySPACE EXPLORATION TECHN CORP$657,811$657,811 â–²New Holding3,8500.3%CLASS A COM STKFLEXFlex$648,2800.0%4,0000.3%TechnologyVVVanguard Large-Cap ETF$619,0380.0%1,8000.3%ETFSCHDSchwab US Dividend Equity ETF$512,275$19,026 â–²3.9%16,1550.2%ETFMARAMarathon Digital$505,596$353,778 â–²233.0%36,4000.2%TechnologyJPMJPMorgan Chase & Co.$462,926$150,926 â–²48.4%1,4140.2%FinanceUCONFirst Trust TCW Unconstrained Plus Bond ETF$460,131$25,079 â–¼-5.2%18,4940.2%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$451,613$16,925 â–¼-3.6%4,7230.2%ETFNFLTVirtus Newfleet Multi-Sector Bond ETF$421,4080.0%18,3620.2%ETFVIGVanguard Dividend Appreciation ETF$413,6120.0%1,7480.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$381,490$5,715 â–¼-1.5%2,1360.2%ETFJPIEJPMorgan Income ETF$374,340$146,209 â–²64.1%8,1290.2%ETFSTIPiShares 0-5 Year TIPS Bond ETF$360,3180.0%3,5270.2%ETFIAUiShares Gold Trust$357,0870.0%4,7290.2%ETFJMSTJPMorgan Ultra-Short Municipal ETF$344,3010.0%6,7510.2%ETFNOWServiceNow$340,034$15,885 â–¼-4.5%3,4250.2%TechnologyTMFCMotley Fool 100 Index ETF$288,494$8,530 â–¼-2.9%3,7880.1%ETFBINCiShares Flexible Income Active ETF$266,9340.0%5,1000.1%ETFVEUVanguard FTSE All-World ex-US ETF$253,093$2,764 â–¼-1.1%3,0220.1%ETFSPHQInvesco S&P 500 Quality ETF$247,955$8,019 â–¼-3.1%2,7520.1%ETFPPAInvesco Aerospace & Defense ETF$247,310$22,435 â–¼-8.3%1,4000.1%ETFVRSNVeriSign$242,252$8,301 â–²3.5%9630.1%TechnologyMORGAN STANLEY ETF TRUST$242,244$1,459 â–²0.6%4,8150.1%EATON VANCE SHRTMOATVanEck Morningstar Wide Moat ETF$229,752$22,040 â–¼-8.8%2,2100.1%ETFARISTA NETWORKS INC$227,299$498,767 â–¼-68.7%1,3380.1%COM SHSMCDMcDonald's$225,7090.0%8350.1%Consumer DiscretionaryUSMViShares MSCI USA Min Vol Factor ETF$213,755$33,568 â–¼-13.6%2,2160.1%ETFVYMIVanguard International High Dividend Yield ETF$211,719$5,401 â–¼-2.5%2,1560.1%ETFHOODRobinhood Markets$0$1,273,180 â–¼-100.0%00.0%FinanceCOINCoinbase Global$0$1,067,740 â–¼-100.0%00.0%FinanceVWOVanguard FTSE Emerging Markets ETF$0$849,828 â–¼-100.0%00.0%ETFDFASDimensional U.S. Small Cap ETF$0$817,141 â–¼-100.0%00.0%ETFMELIMercadoLibre$0$458,190 â–¼-100.0%00.0%Consumer DiscretionaryDGSWisdomTree Emerging Markets SmallCap Dividend Fund$0$426,650 â–¼-100.0%00.0%ETFCRMSalesforce$0$280,005 â–¼-100.0%00.0%TechnologyHONHoneywell International$0$226,030 â–¼-100.0%00.0%IndustrialsFALCONS BEYOND GLOBAL INC$0$152,477 â–¼-100.0%00.0%COM CL AShowing largest 100 holdings. 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