Filed: 10/23/2025ACC: 0001172661-25-004409
📋 What this filing means
CHOKSHI & QUEEN WEALTH ADVISORS, INC filed this quarterly 13F‑HR report disclosing 61 equity positions with a total reported market value of $188.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$188.90M
Total AUM (reported)
684.83K
Total Shares
Allocation by class
COM$60.41M32.0%
CORE S&P500 ETF$44.42M23.5%
UNIT SER 1$36.46M19.3%
COM CL A$6.91M3.7%
HEALTH CAR ETF$5.62M3.0%
CL A$5.07M2.7%
S&P 500 DV ARIST$3.44M1.8%
Portfolio Concentration
Top 3$104.22M55.2%
4–10$44.11M23.3%
11–25$26.14M13.8%
Rest$14.43M7.6%
Top 3 weight
55.2%
Top 10 weight
78.5%
Voting Authority Distribution
Total shares with voting rights: 684.83K
Sole
Full voting authority
684.83K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole61
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings61
Rows:
ISHARES TR
SOLEShares66.37K
TypeSH
Market value$44.42M
23.52%
Sole
66.37K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares60.72K
TypeSH
Market value$36.46M
19.30%
Sole
60.72K
Shared
0.00
None
0.00
APPLE INC
SOLEShares91.67K
TypeSH
Market value$23.34M
12.36%
Sole
91.67K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares11.46K
TypeSH
Market value$10.61M
5.62%
Sole
11.46K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares51.85K
TypeSH
Market value$9.67M
5.12%
Sole
51.85K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares29.11K
TypeSH
Market value$6.39M
3.38%
Sole
29.11K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares21.65K
TypeSH
Market value$5.62M
2.98%
Sole
21.65K
Shared
0.00
None
0.00
VISA INC
SOLEShares12.34K
TypeSH
Market value$4.21M
2.23%
Sole
12.34K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares5.67K
TypeSH
Market value$4.16M
2.20%
Sole
5.67K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares33.34K
TypeSH
Market value$3.44M
1.82%
Sole
33.34K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares8.30K
TypeSH
Market value$3.14M
1.66%
Sole
8.30K
Shared
0.00
None
0.00
TESLA INC
SOLEShares6.82K
TypeSH
Market value$3.03M
1.60%
Sole
6.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares28.24K
TypeSH
Market value$2.73M
1.44%
Sole
28.24K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.86K
TypeSH
Market value$2.52M
1.33%
Sole
4.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares25.68K
TypeSH
Market value$2.06M
1.09%
Sole
25.68K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares5.54K
TypeSH
Market value$1.83M
0.97%
Sole
5.54K
Shared
0.00
None
0.00
STRATEGY INC
SOLEShares5.15K
TypeSH
Market value$1.66M
0.88%
Sole
5.15K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares4.04K
TypeSH
Market value$1.36M
0.72%
Sole
4.04K
Shared
0.00
None
0.00
SPDR DOW JONES INDL AVERAGE
SOLEShares2.89K
TypeSH
Market value$1.34M
0.71%
Sole
2.89K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.32K
TypeSH
Market value$1.29M
0.69%
Sole
5.32K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares1.82K
TypeSH
Market value$1.21M
0.64%
Sole
1.82K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.76K
TypeSH
Market value$1.16M
0.61%
Sole
4.76K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares1.30K
TypeSH
Market value$972.9K
0.52%
Sole
1.30K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.83K
TypeSH
Market value$920.5K
0.49%
Sole
1.83K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares5.01K
TypeSH
Market value$914.5K
0.48%
Sole
5.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 66.37K | SH | $44.42M 23.52% | 66.37K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 60.72K | SH | $36.46M 19.30% | 60.72K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 91.67K | SH | $23.34M 12.36% | 91.67K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 11.46K | SH | $10.61M 5.62% | 11.46K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 51.85K | SH | $9.67M 5.12% | 51.85K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 29.11K | SH | $6.39M 3.38% | 29.11K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 21.65K | SH | $5.62M 2.98% | 21.65K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 12.34K | SH | $4.21M 2.23% | 12.34K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 5.67K | SH | $4.16M 2.20% | 5.67K | 0.00 | 0.00 |
PROSHARES TRSOLE | S&P 500 DV ARIST | 33.34K | SH | $3.44M 1.82% | 33.34K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 8.30K | SH | $3.14M 1.66% | 8.30K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 6.82K | SH | $3.03M 1.60% | 6.82K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 28.24K | SH | $2.73M 1.44% | 28.24K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.86K | SH | $2.52M 1.33% | 4.86K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI INTL | 25.68K | SH | $2.06M 1.09% | 25.68K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 5.54K | SH | $1.83M 0.97% | 5.54K | 0.00 | 0.00 |
STRATEGY INCSOLE | CL A NEW | 5.15K | SH | $1.66M 0.88% | 5.15K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 4.04K | SH | $1.36M 0.72% | 4.04K | 0.00 | 0.00 |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 2.89K | SH | $1.34M 0.71% | 2.89K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.32K | SH | $1.29M 0.69% | 5.32K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.82K | SH | $1.21M 0.64% | 1.82K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 4.76K | SH | $1.16M 0.61% | 4.76K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 1.30K | SH | $972.9K 0.52% | 1.30K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.83K | SH | $920.5K 0.49% | 1.83K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 5.01K | SH | $914.5K 0.48% | 5.01K | 0.00 | 0.00 |
Page 1 of 3