Filed: 5/18/2026ACC: 0001172661-26-002404
📋 What this filing means
CHOKSHI & QUEEN WEALTH ADVISORS, INC filed this quarterly 13F‑HR report disclosing 64 equity positions with a total reported market value of $187.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
64
Positions
$187.15M
Total AUM (reported)
751.78K
Total Shares
Allocation by class
COM$59.31M31.7%
CORE S&P500 ETF$45.00M24.0%
UNIT SER 1$36.00M19.2%
COM CL A$6.62M3.5%
HEALTH CAR ETF$5.70M3.0%
CL A$5.11M2.7%
S&P 500 DV ARIST$3.33M1.8%
Portfolio Concentration
Top 3$104.64M55.9%
4–10$42.48M22.7%
11–25$24.94M13.3%
Rest$15.09M8.1%
Top 3 weight
55.9%
Top 10 weight
78.6%
Voting Authority Distribution
Total shares with voting rights: 751.78K
Sole
Full voting authority
751.78K
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)
Sole64
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings64
Rows:
ISHARES TR
SOLEShares68.89K
TypeSH
Market value$45.00M
24.05%
Sole
68.89K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares62.37K
TypeSH
Market value$36.00M
19.23%
Sole
62.37K
Shared
0.00
None
0.00
APPLE INC
SOLEShares93.16K
TypeSH
Market value$23.64M
12.63%
Sole
93.16K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares11.24K
TypeSH
Market value$11.20M
5.98%
Sole
11.24K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares59.51K
TypeSH
Market value$10.38M
5.55%
Sole
59.51K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares20.91K
TypeSH
Market value$5.70M
3.04%
Sole
20.91K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares7.66K
TypeSH
Market value$4.38M
2.34%
Sole
7.66K
Shared
0.00
None
0.00
VISA INC
SOLEShares12.60K
TypeSH
Market value$3.81M
2.04%
Sole
12.60K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares17.70K
TypeSH
Market value$3.69M
1.97%
Sole
17.70K
Shared
0.00
None
0.00
PROSHARES TR
SOLEShares31.38K
TypeSH
Market value$3.33M
1.78%
Sole
31.38K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares7.99K
TypeSH
Market value$2.96M
1.58%
Sole
7.99K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares8.88K
TypeSH
Market value$2.75M
1.47%
Sole
8.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares26.48K
TypeSH
Market value$2.57M
1.38%
Sole
26.48K
Shared
0.00
None
0.00
STRATEGY INC
SOLEShares17.82K
TypeSH
Market value$2.22M
1.19%
Sole
17.82K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.49K
TypeSH
Market value$2.03M
1.09%
Sole
5.49K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.28K
TypeSH
Market value$1.52M
0.81%
Sole
5.28K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.28K
TypeSH
Market value$1.52M
0.81%
Sole
5.28K
Shared
0.00
None
0.00
TESLA INC
SOLEShares3.96K
TypeSH
Market value$1.47M
0.79%
Sole
3.96K
Shared
0.00
None
0.00
STATE STR SPDR DOW JONES IND
SOLEShares2.79K
TypeSH
Market value$1.29M
0.69%
Sole
2.79K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares18.37K
TypeSH
Market value$1.27M
0.68%
Sole
18.37K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares12.96K
TypeSH
Market value$1.25M
0.67%
Sole
12.96K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares1.87K
TypeSH
Market value$1.21M
0.65%
Sole
1.87K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares6.12K
TypeSH
Market value$1.07M
0.57%
Sole
6.12K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares1.30K
TypeSH
Market value$909.1K
0.49%
Sole
1.30K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.87K
TypeSH
Market value$894.2K
0.48%
Sole
1.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 68.89K | SH | $45.00M 24.05% | 68.89K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 62.37K | SH | $36.00M 19.23% | 62.37K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 93.16K | SH | $23.64M 12.63% | 93.16K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 11.24K | SH | $11.20M 5.98% | 11.24K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 59.51K | SH | $10.38M 5.55% | 59.51K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | HEALTH CAR ETF | 20.91K | SH | $5.70M 3.04% | 20.91K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 7.66K | SH | $4.38M 2.34% | 7.66K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 12.60K | SH | $3.81M 2.04% | 12.60K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 17.70K | SH | $3.69M 1.97% | 17.70K | 0.00 | 0.00 |
PROSHARES TRSOLE | S&P 500 DV ARIST | 31.38K | SH | $3.33M 1.78% | 31.38K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 3000 ETF | 7.99K | SH | $2.96M 1.58% | 7.99K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 8.88K | SH | $2.75M 1.47% | 8.88K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MID CAP ETF | 26.48K | SH | $2.57M 1.38% | 26.48K | 0.00 | 0.00 |
STRATEGY INCSOLE | CL A NEW | 17.82K | SH | $2.22M 1.19% | 17.82K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.49K | SH | $2.03M 1.09% | 5.49K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.28K | SH | $1.52M 0.81% | 5.28K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 5.28K | SH | $1.52M 0.81% | 5.28K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 3.96K | SH | $1.47M 0.79% | 3.96K | 0.00 | 0.00 |
STATE STR SPDR DOW JONES INDSOLE | UT SER 1 | 2.79K | SH | $1.29M 0.69% | 2.79K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 18.37K | SH | $1.27M 0.68% | 18.37K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 12.96K | SH | $1.25M 0.67% | 12.96K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.87K | SH | $1.21M 0.65% | 1.87K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 6.12K | SH | $1.07M 0.57% | 6.12K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 1.30K | SH | $909.1K 0.49% | 1.30K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.87K | SH | $894.2K 0.48% | 1.87K | 0.00 | 0.00 |
Page 1 of 3