account_balance

Investment manager · 13F filer · SEC CIK 2057199

Chokshi & Queen Wealth Advisors, Inc

Reported value$216Mas of Jun 30, 2026
Positions60 5 new, 9 sold out
Top 10 weight80.4%IVV alone is 25%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 24.7% Added +3%
QQQ Invesco QQQ Tr 22.2% Added +4%
AAPL Apple Inc. 12.7% Added +2%NVDA NVIDIA Corp 5.4% Trimmed −2%COST Costco Wholesale Corp 5.0% Added +2%
VHT Vanguard World Fd 3.0% Added +3%
AMZN Amazon.com Inc 2.0% Added +4%V Visa Inc. 2.0% Held
NOBL Proshares Tr 1.8% Added +7%
META Meta Platforms, Inc. 1.7% Trimmed −15%
IWV iShares Tr 1.6% Held
IWR iShares Tr 1.3% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 18, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out
  • HOOD $1.27M
  • COIN $1.07M
  • VWO $850K
  • DFAS $817K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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