Chokshi & Queen Wealth Advisors, Inc reported 31 positions worth $86.84M for the quarter ended Jun 30, 2026, up 9.6% on the prior quarter. It opened 5 new positions, added to 14, trimmed 9 and exited 6. Its largest holding is Apple Inc. at 31.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| VRT Vertiv Holdings Co | +3,200 | +256.0% | $1.07M | 1.72% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +2,028 | – | $968.51K | 1.12% |
| SNDK Sandisk Corp | +425 | – | $966.54K | 1.11% |
| MU Micron Technology Inc | +650 | – | $750.29K | 0.864% |
| GLW Corning Inc | +2,600 | – | $664.12K | 0.765% |
| SPCX Space Exploration Technologies Corp | +3,850 | – | $657.81K | 0.757% |
| AAPL Apple Inc. | +1,951 | +2.1% | $564.55K | 31.69% |
| BMNR Bitmine Immersion Technologies, Inc. | +37.6K | +84.1% | $500.46K | 1.26% |
| PLTR Palantir Technologies Inc. | +3,446 | +69.9% | $402.04K | 1.13% |
| MARA MARA Holdings, Inc. | +25.5K | +233.0% | $353.78K | 0.582% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AVGO Broadcom Inc. | -4,385 | -49.4% | $1.66M | 1.96% |
| HOOD Robinhood Markets, Inc. | -18.4K | -100.0% | $1.27M | Exited |
| COIN Coinbase Global, Inc. | -6,115 | -100.0% | $1.07M | Exited |
| META Meta Platforms, Inc. | -1,162 | -15.2% | $654.54K | 4.22% |
| ANET Arista Networks, Inc. | -2,936 | -68.7% | $498.77K | 0.262% |
| MELI Mercadolibre Inc | -265 | -100.0% | $458.19K | Exited |
| MSTR Strategy Inc | -3,975 | -22.3% | $345.55K | 1.39% |
| CRM Salesforce, Inc. | -1,500 | -100.0% | $280.01K | Exited |
| NVDA Nvidia Corp | -1,362 | -2.3% | $272.53K | 13.4% |
| HON Honeywell International Inc | -500 | -100.0% | $226.03K | Exited |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HOOD Robinhood Markets, Inc. | -18.4K | $1.27M | 1.61% |
| COIN Coinbase Global, Inc. | -6,115 | $1.07M | 1.35% |
| MELI Mercadolibre Inc | -265 | $458.19K | 0.578% |
| CRM Salesforce, Inc. | -1,500 | $280.01K | 0.353% |
| HON Honeywell International Inc | -500 | $226.03K | 0.285% |
| FBYD Falcon's Beyond Global, Inc. | -10.8K | $152.48K | 0.192% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 95.1K | $27.52M | 31.69% | +1,951 | +2.1% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 58.2K | $11.64M | 13.4% | -1,362 | -2.3% | Reduced | 0% |
| 3 | COST Costco Wholesale Corp | Consumer Staples | 11.5K | $10.74M | 12.37% | +249 | +2.2% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 18.4K | $4.37M | 5.04% | +650 | +3.7% | Added | 0% |
| 5 | V Visa Inc. | Financial Services | 12.4K | $4.25M | 4.89% | -229 | -1.8% | Reduced | 0% |
| 6 | META Meta Platforms, Inc. | Technology | 6,502 | $3.66M | 4.22% | -1,162 | -15.2% | Reduced | 0% |
| 7 | MSFT Microsoft Corp | Technology | 5,892 | $2.20M | 2.53% | +400 | +7.3% | Added | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 5,927 | $2.12M | 2.44% | +650 | +12.3% | Added | 0% |
| 9 | GOOG Alphabet Inc. | Technology | 5,950 | $2.10M | 2.42% | +666 | +12.6% | Added | 0% |
| 10 | TSLA Tesla, Inc. | Consumer Discretionary | 4,471 | $1.88M | 2.17% | +510 | +12.9% | Added | 0% |
| 11 | AVGO Broadcom Inc. | Technology | 4,498 | $1.70M | 1.96% | -4,385 | -49.4% | Reduced | 0% |
| 12 | VRT Vertiv Holdings Co | Industrials | 4,450 | $1.49M | 1.72% | +3,200 | +256.0% | Added | 0% |
| 13 | LLY ELI LILLY & Co | Healthcare | 1,045 | $1.25M | 1.44% | +280 | +36.6% | Added | 0% |
| 14 | MSTR Strategy Inc | Technology | 13.9K | $1.20M | 1.39% | -3,975 | -22.3% | Reduced | 0% |
| 15 | BMNR Bitmine Immersion Technologies, Inc. | Technology | 82.3K | $1.10M | 1.26% | +37.6K | +84.1% | Added | 0.01% |
Tip. Select a row to see that position’s full history at Chokshi & Queen Wealth Advisors.
As of its Q2 2026 13F filing, Chokshi & Queen Wealth Advisors, Inc’s five largest positions were Apple Inc. (AAPL) at 31.7%, Nvidia Corp (NVDA) at 13.4%, Costco Wholesale Corp (COST) at 12.4%, Amazon Com Inc (AMZN) at 5.0%, Visa Inc. (V) at 4.9% of the reported portfolio.
Chokshi & Queen Wealth Advisors, Inc reported a 13F portfolio worth $86.84M across 31 positions for Q2 2026. That is up 9.6% from the previous quarter.
Its largest purchases by value were Vertiv Holdings Co ($1.07M), Taiwan Semiconductor Manufacturing Co Ltd ($968.51K), Sandisk Corp ($966.54K). It opened 5 new positions.
Its largest sales by value were Broadcom Inc. ($1.66M), Robinhood Markets, Inc. ($1.27M), Coinbase Global, Inc. ($1.07M). It exited 6 positions entirely.
From the Form 13F-HR reports Chokshi & Queen Wealth Advisors, Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.