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Chokshi & Queen Wealth Advisors - Q1 2026 13F Filings

CH

Chokshi & Queen Wealth Advisors, INC

CIK: 0002057199
Address: California San Diego 4510 Executive Drive Suite 203
$187.15 M
Portfolio Value
64
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. IVV Ishares Core S&P 500 Etf
+$694,362.69
2. BMNR Bitmine Immersion Technologies
+$617,136
3. UCON First Trust Smith Unconstrained Bond Etf
+$483,065
4. QQQ Invesco Qqq Trust Series I
+$448,472.26
5. MSTR Strategy
+$433,680

Top Sells

Q1 2026
1. VRT Vertiv Holdings Co
−$3.02 M
2. META Meta Platforms
−$298,079.71
3. SOFI Sofi Technologies
−$201,586
4. AVGO Broadcom
−$187,253.53
5. NVDA Nvidia Corporation
−$157,135.11

Asset Allocation

Stocks/ETFs
-2.22%
$187.15 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Chokshi & Queen Wealth Advisors Q1 2026 Filing Summary

Chokshi & Queen Wealth Advisors, INC filed its 13F report for Q1 2026 on May 15, 2026. The portfolio totaled 187.15 M reflecting a -2.22% change from the prior quarter, spanning 64 assets. The top 10 holdings comprised 78.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 19 new positions and 1 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Chokshi & Queen Wealth Advisors’s Q1 2026 Filing

Chokshi & Queen Wealth Advisors submitted their Form 13F-HR for the Q1 2026 period on 05/15/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Chokshi & Queen Wealth Advisors reported a managed portfolio value of 187.15 M, consisting of 64 individual positions.

This page displays the raw filing documents. To see which stocks Chokshi & Queen Wealth Advisors bought or sold during Q1 2026, please visit Chokshi & Queen Wealth Advisors's Portfolio Analysis page.