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Chokshi & Queen Wealth Advisors - Q2 2026 13F Filings

CH

Chokshi & Queen Wealth Advisors, INC

CIK: 0002057199
Address: California San Diego 4510 Executive Drive Suite 203
$215.93 M
Portfolio Value
60
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. NOBL Proshares S&P 500 Dividend Aristocrats Etf
+$2.02 M
2. QQQ Invesco Qqq Trust Series I
+$1.99 M
3. IVV Ishares Core S&P 500 Etf
+$1.67 M
4. VGT Vanguard Information Technology Etf
+$1.09 M
5. VRT Vertiv Holdings Co
+$1.07 M

Top Sells

Q2 2026
1. AVGO Broadcom
−$1.66 M
2. HOOD Robinhood Markets
−$1.27 M
3. COIN Coinbase Global
−$1.07 M
4. VWO Vanguard Ftse Emerging Markets Etf
−$849,828
5. DFAS Dimensional Us Small Cap Etf
−$817,141

Asset Allocation

Stocks/ETFs
+15.38%
$215.93 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Chokshi & Queen Wealth Advisors Q2 2026 Filing Summary

Chokshi & Queen Wealth Advisors, INC filed its 13F report for Q2 2026 on August 14, 2026. The portfolio totaled 215.93 M reflecting a +15.38% change from the prior quarter, spanning 60 assets. The top 10 holdings comprised 80.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 9 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 Q2 2026 Filing

Chokshi & Queen Wealth Advisors submitted their Form 13F-HR for the Q2 2026 period on 08/14/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Chokshi & Queen Wealth Advisors reported a managed portfolio value of 215.93 M, consisting of 60 individual positions.

This page displays the raw filing documents. To see which stocks Chokshi & Queen Wealth Advisors bought or sold during Q2 2026, please visit Chokshi & Queen Wealth Advisors's Portfolio Analysis page.