Chokshi & Queen Wealth Advisors

San Diego, CAfiles as Chokshi & Queen Wealth Advisors, Inc

$216m in 60 US stocks at the end of 30 June 2026. The top 10 are 80.4% of the money. It changed about 7.4% of the portfolio this quarter.

Value

$216m

Stocks

Top 10 share

80.4%

Turnover

7.4%

What changed this quarter

New

Bought for the first time this quarter.

Taiwan Semiconductor ManufacturingTSM
0.4% of the fund
SandiskSNDK
0.4% of the fund
Micron TechnologyMU
0.3% of the fund
CorningGLW
0.3% of the fund
Space Exploration TechnologiesSPCX
0.3% of the fund

Added

Bought more of a stock they already held.

Ishares TRIVV
24.7% of the fund
+3%
Invesco QQQ TRQQQ
22.2% of the fund
+4%
AppleAAPL
12.7% of the fund
+2%
Costco WholesaleCOST
5.0% of the fund
+2%
Vanguard World FDVHT
3.0% of the fund
+3%
Amazon.comAMZN
2.0% of the fund
+4%
Proshares TRNOBL
1.8% of the fund
+7%
MicrosoftMSFT
1.0% of the fund
+7%
AlphabetGOOGL
1.0% of the fund
+12%
AlphabetGOOG
1.0% of the fund
+13%
TeslaTSLA
0.9% of the fund
+13%
Vertiv HoldingsVRT
0.7% of the fund
+256%
Eli LillyLLY
0.6% of the fund
+37%
Bitmine Immersion TechnologiesBMNR
0.5% of the fund
+84%
Palantir TechnologiesPLTR
0.5% of the fund
+70%
Schwab Strategic TRSCHD
0.2% of the fund
+4%
MARA HoldingsMARA
0.2% of the fund
+233%
JPMorgan ChaseJPM
0.2% of the fund
+48%
J P Morgan Exchange Traded FJPIE
0.2% of the fund
+64%
VerisignVRSN
0.1% of the fund
+4%

Cut

Sold some of their stake.

NvidiaNVDA
5.4% of the fund
-2%
Meta PlatformsMETA
1.7% of the fund
-15%
BroadcomAVGO
0.8% of the fund
-49%
State STR Spdr DOW Jones INDDIA
0.7% of the fund
-3%
StrategyMSTR
0.6% of the fund
-22%
NetflixNFLX
0.4% of the fund
-6%
Berkshire HathawayBRK-B
0.4% of the fund
-19%
First TR Exchng Traded FD VIUCON
0.2% of the fund
-5%
Wisdomtree TRDGRW
0.2% of the fund
-4%
ServiceNowNOW
0.2% of the fund
-4%
RBB FDTMFC
0.1% of the fund
-3%
Invesco Exchange Traded FD TSPHQ
0.1% of the fund
-3%
Invesco Exchange Traded FD TPPA
0.1% of the fund
-8%
Vaneck ETF TrustMOAT
0.1% of the fund
-9%
Arista NetworksANET
0.1% of the fund
-69%
Ishares TRUSMV
<0.1% of the fund
-14%
Vanguard Whitehall FDSVYMI
<0.1% of the fund
-2%

Sold out

Sold their entire stake.

Robinhood MarketsHOOD
-100%
Coinbase GlobalCOIN
-100%
Vanguard Intl Equity Index FVWO
-100%
Dimensional ETF TrustDFAS
-100%
MercadoLibreMELI
-100%
Wisdomtree TRDGS
-100%
SalesforceCRM
-100%
Honeywell InternationalHON
-100%
Falcon's Beyond GlobalFBYD
-100%

Holdings

Ishares TRIVV
Share
24.7%
Value
$53m
Shares
71,121
+3%
Invesco QQQ TRQQQ
Share
22.2%
Value
$48m
Shares
65,065
+4%
AppleAAPL
Share
12.7%
Value
$28m
Shares
95,107
+2%
NvidiaNVDA
Share
5.4%
Value
$12m
Shares
58,150
-2%
Costco WholesaleCOST
Share
5.0%
Value
$11m
Shares
11,485
+2%
Vanguard World FDVHT
Share
3.0%
Value
$6m
Shares
21,584
+3%
Amazon.comAMZN
Share
2.0%
Value
$4m
Shares
18,354
+4%
VisaV
Share
2.0%
Value
$4m
Shares
12,374
Held
Proshares TRNOBL
Share
1.8%
Value
$4m
Shares
67,332
+7%
Meta PlatformsMETA
Share
1.7%
Value
$4m
Shares
6,502
-15%
Ishares TRIWV
Share
1.6%
Value
$3m
Shares
7,967
Held
Ishares TRIWR
Share
1.3%
Value
$3m
Shares
26,257
Held
MicrosoftMSFT
Share
1.0%
Value
$2m
Shares
5,892
+7%
AlphabetGOOGL
Share
1.0%
Value
$2m
Shares
5,927
+12%
AlphabetGOOG
Share
1.0%
Value
$2m
Shares
5,950
+13%
TeslaTSLA
Share
0.9%
Value
$2m
Shares
4,471
+13%
BroadcomAVGO
Share
0.8%
Value
$2m
Shares
4,498
-49%
Vertiv HoldingsVRT
Share
0.7%
Value
$1m
Shares
4,450
+256%
State STR Spdr DOW Jones INDDIA
Share
0.7%
Value
$1m
Shares
2,709
-3%
State STR Spdr S&P 500 ETF TSPY
Share
0.6%
Value
$1m
Shares
1,867
Held
Eli LillyLLY
Share
0.6%
Value
$1m
Shares
1,045
+37%
Vanguard World FDVGT
Share
0.6%
Value
$1m
Shares
10,428
Held
StrategyMSTR
Share
0.6%
Value
$1m
Shares
13,850
-22%
Bitmine Immersion TechnologiesBMNR
Share
0.5%
Value
$1m
Shares
82,300
+84%
Palantir TechnologiesPLTR
Share
0.5%
Value
$976,995
Shares
8,374
+70%
Taiwan Semiconductor ManufacturingTSM
Share
0.4%
Value
$968,512
Shares
2,028
New
SandiskSNDK
Share
0.4%
Value
$966,545
Shares
425
New
NetflixNFLX
Share
0.4%
Value
$867,510
Shares
12,150
-6%
Vanguard Index FDSVO
Share
0.4%
Value
$790,231
Shares
9,808
Held
Berkshire HathawayBRK-B
Share
0.4%
Value
$758,091
Shares
1,515
-19%
Micron TechnologyMU
Share
0.3%
Value
$750,289
Shares
650
New
CorningGLW
Share
0.3%
Value
$664,118
Shares
2,600
New
Space Exploration TechnologiesSPCX
Share
0.3%
Value
$657,811
Shares
3,850
New
FlexFLEX
Share
0.3%
Value
$648,280
Shares
4,000
Held
Vanguard Index FDSVV
Share
0.3%
Value
$619,038
Shares
1,800
Held
Schwab Strategic TRSCHD
Share
0.2%
Value
$512,275
Shares
16,155
+4%
MARA HoldingsMARA
Share
0.2%
Value
$505,596
Shares
36,400
+233%
JPMorgan ChaseJPM
Share
0.2%
Value
$462,926
Shares
1,414
+48%
First TR Exchng Traded FD VIUCON
Share
0.2%
Value
$460,131
Shares
18,494
-5%
Wisdomtree TRDGRW
Share
0.2%
Value
$451,613
Shares
4,723
-4%
Etfis SER TR INFLT
Share
0.2%
Value
$421,408
Shares
18,362
Held
Vanguard Specialized FundsVIG
Share
0.2%
Value
$413,612
Shares
1,748
Held
Ishares TRIJT
Share
0.2%
Value
$381,490
Shares
2,136
Held
J P Morgan Exchange Traded FJPIE
Share
0.2%
Value
$374,340
Shares
8,129
+64%
Ishares TRSTIP
Share
0.2%
Value
$360,318
Shares
3,527
Held
Ishares Gold TRIAU
Share
0.2%
Value
$357,087
Shares
4,729
Held
J P Morgan Exchange Traded FJMST
Share
0.2%
Value
$344,301
Shares
6,751
Held
ServiceNowNOW
Share
0.2%
Value
$340,034
Shares
3,425
-4%
RBB FDTMFC
Share
0.1%
Value
$288,494
Shares
3,788
-3%
Blackrock ETF Trust IIBINC
Share
0.1%
Value
$266,934
Shares
5,100
Held
Vanguard Intl Equity Index FVEU
Share
0.1%
Value
$253,093
Shares
3,022
Held
Invesco Exchange Traded FD TSPHQ
Share
0.1%
Value
$247,955
Shares
2,752
-3%
Invesco Exchange Traded FD TPPA
Share
0.1%
Value
$247,310
Shares
1,400
-8%
VerisignVRSN
Share
0.1%
Value
$242,252
Shares
963
+4%
Morgan Stanley ETF TrustEVSM
Share
0.1%
Value
$242,244
Shares
4,815
Held
Vaneck ETF TrustMOAT
Share
0.1%
Value
$229,752
Shares
2,210
-9%
Arista NetworksANET
Share
0.1%
Value
$227,299
Shares
1,338
-69%
McDonald'sMCD
Share
0.1%
Value
$225,709
Shares
835
Held
Ishares TRUSMV
Share
<0.1%
Value
$213,755
Shares
2,216
-14%
Vanguard Whitehall FDSVYMI
Share
<0.1%
Value
$211,719
Shares
2,156
-2%

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	24.7%	$53m	71,121	+3%
Invesco QQQ TRQQQ	22.2%	$48m	65,065	+4%
AppleAAPL	12.7%	$28m	95,107	+2%
NvidiaNVDA	5.4%	$12m	58,150	-2%
Costco WholesaleCOST	5.0%	$11m	11,485	+2%
Vanguard World FDVHT	3.0%	$6m	21,584	+3%
Amazon.comAMZN	2.0%	$4m	18,354	+4%
VisaV	2.0%	$4m	12,374	Held
Proshares TRNOBL	1.8%	$4m	67,332	+7%
Meta PlatformsMETA	1.7%	$4m	6,502	-15%
Ishares TRIWV	1.6%	$3m	7,967	Held
Ishares TRIWR	1.3%	$3m	26,257	Held
MicrosoftMSFT	1.0%	$2m	5,892	+7%
AlphabetGOOGL	1.0%	$2m	5,927	+12%
AlphabetGOOG	1.0%	$2m	5,950	+13%
TeslaTSLA	0.9%	$2m	4,471	+13%
BroadcomAVGO	0.8%	$2m	4,498	-49%
Vertiv HoldingsVRT	0.7%	$1m	4,450	+256%
State STR Spdr DOW Jones INDDIA	0.7%	$1m	2,709	-3%
State STR Spdr S&P 500 ETF TSPY	0.6%	$1m	1,867	Held
Eli LillyLLY	0.6%	$1m	1,045	+37%
Vanguard World FDVGT	0.6%	$1m	10,428	Held
StrategyMSTR	0.6%	$1m	13,850	-22%
Bitmine Immersion TechnologiesBMNR	0.5%	$1m	82,300	+84%
Palantir TechnologiesPLTR	0.5%	$976,995	8,374	+70%
Taiwan Semiconductor ManufacturingTSM	0.4%	$968,512	2,028	New
SandiskSNDK	0.4%	$966,545	425	New
NetflixNFLX	0.4%	$867,510	12,150	-6%
Vanguard Index FDSVO	0.4%	$790,231	9,808	Held
Berkshire HathawayBRK-B	0.4%	$758,091	1,515	-19%
Micron TechnologyMU	0.3%	$750,289	650	New
CorningGLW	0.3%	$664,118	2,600	New
Space Exploration TechnologiesSPCX	0.3%	$657,811	3,850	New
FlexFLEX	0.3%	$648,280	4,000	Held
Vanguard Index FDSVV	0.3%	$619,038	1,800	Held
Schwab Strategic TRSCHD	0.2%	$512,275	16,155	+4%
MARA HoldingsMARA	0.2%	$505,596	36,400	+233%
JPMorgan ChaseJPM	0.2%	$462,926	1,414	+48%
First TR Exchng Traded FD VIUCON	0.2%	$460,131	18,494	-5%
Wisdomtree TRDGRW	0.2%	$451,613	4,723	-4%
Etfis SER TR INFLT	0.2%	$421,408	18,362	Held
Vanguard Specialized FundsVIG	0.2%	$413,612	1,748	Held
Ishares TRIJT	0.2%	$381,490	2,136	Held
J P Morgan Exchange Traded FJPIE	0.2%	$374,340	8,129	+64%
Ishares TRSTIP	0.2%	$360,318	3,527	Held
Ishares Gold TRIAU	0.2%	$357,087	4,729	Held
J P Morgan Exchange Traded FJMST	0.2%	$344,301	6,751	Held
ServiceNowNOW	0.2%	$340,034	3,425	-4%
RBB FDTMFC	0.1%	$288,494	3,788	-3%
Blackrock ETF Trust IIBINC	0.1%	$266,934	5,100	Held
Vanguard Intl Equity Index FVEU	0.1%	$253,093	3,022	Held
Invesco Exchange Traded FD TSPHQ	0.1%	$247,955	2,752	-3%
Invesco Exchange Traded FD TPPA	0.1%	$247,310	1,400	-8%
VerisignVRSN	0.1%	$242,252	963	+4%
Morgan Stanley ETF TrustEVSM	0.1%	$242,244	4,815	Held
Vaneck ETF TrustMOAT	0.1%	$229,752	2,210	-9%
Arista NetworksANET	0.1%	$227,299	1,338	-69%
McDonald'sMCD	0.1%	$225,709	835	Held
Ishares TRUSMV	<0.1%	$213,755	2,216	-14%
Vanguard Whitehall FDSVYMI	<0.1%	$211,719	2,156	-2%

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 23.7% since 30 June 2025.

Where the money is

Technology22.9%

Everyday goods5.0%

Media & telecom4.1%

Financial services3.8%

Retail & consumer3.0%

Industrials0.7%

Health care0.6%

Other59.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.