Institutional
Chokshi & Queen Wealth Advisors, Inc
CIK 0002057199
$187.2M
Reported AUM
64
Positions
Q1 2026
Period
2026-05-18
Filed
The Brief · Chokshi & Queen Wealth Advisors, Inc · Q1 2026
AI · grounded in 13F
Chokshi & Queen Wealth Advisors, Inc significantly increased its stake in BitMine Immersion Tecnologie BMNR, growing the position by 231.11%. The fund established several new positions, including First Tr Exchng Traded Fd VI UCON for $483,065 and WisdomTree Tr DGRW for $430,416. Conversely, the fund trimmed its holding in Vertiv Holdings Co by 90.60% and reduced its exposure to Meta Platforms Inc META by 6.37%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $748.38 | 0.43% | 20.75% | 76.27% | $45.0M | 24.05% | — | HELD |
| 2 | QQQ | INVESCO QQQ TR | $687.04 | 0.51% | 24.01% | 85.38% | $36.0M | 19.23% | — | HELD |
| 3 | AAPL | APPLE INC | $300.58 | -9.85% | 65.41% | 124.96% | $23.6M | 12.63% | — | HELD |
| 4 | COST | COSTCO WHOLESALE CORPORATION | $950.54 | -0.38% | 0.49% | 120.47% | $11.2M | 5.98% | — | HELD |
| 5 | NVDA | NVIDIA CORPORATION | $198.08 | 1.56% | 12.42% | 774.16% | $10.4M | 5.55% | — | HELD |
| 6 | VHT | VANGUARD WORLD FD | $304.45 | -0.88% | 28.90% | 25.97% | $5.7M | 3.04% | — | HELD |
| 7 | META | META PLATFORMS INC | $549.42 | 1.93% | -27.89% | 43.33% | $4.4M | 2.34% | — | HELD |
| 8 | V | VISA INC | $365.17 | -0.30% | 8.37% | 65.12% | $3.8M | 2.04% | — | HELD |
| 9 | AMZN | AMAZON COM INC | $270.97 | 15.06% | 9.66% | 35.70% | $3.7M | 1.97% | — | HELD |
| 10 | NOBL | PROSHARES TR | $57.10 | -0.15% | 15.15% | 34.14% | $3.3M | 1.78% | — | HELD |
| 11 | IWV | ISHARES TR | $423.65 | 0.29% | 20.78% | 67.81% | $3.0M | 1.58% | — | HELD |
| 12 | AVGO | BROADCOM INC | $388.14 | 0.08% | 34.78% | 753.17% | $2.7M | 1.47% | — | HELD |
| 13 | IWR | ISHARES TR | $109.72 | -0.25% | 19.84% | 43.08% | $2.6M | 1.38% | — | HELD |
| 14 | MSTR | STRATEGY INC | $92.25 | -5.62% | -75.32% | 30.33% | $2.2M | 1.19% | — | HELD |
| 15 | MSFT | MICROSOFT CORP | $463.94 | 2.85% | -13.24% | 55.41% | $2.0M | 1.09% | — | HELD |
| 16 | GOOGL | ALPHABET INC | $354.58 | 6.27% | 85.11% | 143.37% | $1.5M | 0.81% | — | HELD |
| 17 | GOOG | ALPHABET INC | $353.20 | 5.85% | 76.17% | 131.42% | $1.5M | 0.81% | — | HELD |
| 18 | TSLA | TESLA INC | $309.49 | 0.21% | 2.06% | 25.94% | $1.5M | 0.79% | — | HELD |
| 19 | DIA | STATE STR SPDR DOW JONES IND | $523.90 | 0.46% | 21.49% | 60.52% | $1.3M | 0.69% | — | HELD |
| 20 | HOOD | ROBINHOOD MKTS INC | $86.14 | -0.53% | -13.31% | 95.40% | $1.3M | 0.68% | — | HELD |
| 21 | NFLX | NETFLIX INC. | $71.62 | -2.12% | -36.85% | 28.55% | $1.2M | 0.67% | — | HELD |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $744.52 | 0.38% | 20.62% | 75.74% | $1.2M | 0.65% | — | HELD |
| 23 | COIN | COINBASE GLOBAL INC | $143.87 | -12.05% | -48.02% | -36.84% | $1.1M | 0.57% | — | HELD |
| 24 | VGT | VANGUARD WORLD FD | $112.76 | -0.72% | 35.33% | 120.11% | $909K | 0.49% | — | HELD |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $894K | 0.48% | — | HELD |
| 26 | BMNR | BITMINE IMMERSION TECNOLOGIE | $16.92 | -6.44% | -46.80% | -51.36% | $884K | 0.47% | — | HELD |
| 27 | VWO | VANGUARD INTL EQUITY INDEX F | $58.74 | 0.94% | 20.53% | 30.20% | $850K | 0.45% | — | HELD |
| 28 | DFAS | DIMENSIONAL ETF TRUST | $81.07 | -0.12% | 29.25% | 48.05% | $817K | 0.44% | — | HELD |
| 29 | PLTR | PALANTIR TECHNOLOGIES INC | $122.47 | 0.17% | -20.75% | 364.16% | $721K | 0.39% | — | HELD |
| 30 | VO | VANGUARD INDEX FDS | $81.01 | 0.02% | 16.07% | 40.55% | $704K | 0.38% | — | HELD |
| 31 | LLY | ELI LILLY & CO | $1143.39 | -1.00% | — | — | $704K | 0.38% | — | HELD |
| 32 | VV | VANGUARD INDEX FDS | $342.60 | 0.39% | — | — | $538K | 0.29% | — | HELD |
| 33 | ANET | ARISTA NETWORKS INC | $180.19 | 5.36% | — | — | $525K | 0.28% | — | HELD |
| 34 | UCON | FIRST TR EXCHNG TRADED FD VI | $24.55 | -0.18% | — | — | $483K | 0.26% | — | HELD |
| 35 | SCHD | SCHWAB STRATEGIC TR | $33.39 | -0.06% | — | — | $477K | 0.25% | — | HELD |
| 36 | MELI | MERCADOLIBRE INC | $1880.03 | -0.30% | — | — | $458K | 0.24% | — | HELD |
| 37 | DGRW | WISDOMTREE TR | $96.16 | 0.18% | — | — | $430K | 0.23% | — | HELD |
| 38 | DGS | WISDOMTREE TR | $60.76 | -0.22% | — | — | $427K | 0.23% | — | HELD |
| 39 | NFLT | ETFIS SER TR I | $22.67 | -0.24% | — | — | $418K | 0.22% | — | HELD |
| 40 | IAU | ISHARES GOLD TR | $76.13 | -1.51% | — | — | $417K | 0.22% | — | HELD |
| 41 | VIG | VANGUARD SPECIALIZED FUNDS | $239.12 | -0.39% | — | — | $376K | 0.20% | — | HELD |
| 42 | NOW | SERVICENOW INC | $111.17 | 1.00% | — | — | $375K | 0.20% | — | HELD |
| 43 | STIP | ISHARES TR | $101.28 | -0.13% | — | — | $365K | 0.19% | — | HELD |
| 44 | JMST | J P MORGAN EXCHANGE TRADED F | $50.92 | -0.01% | — | — | $344K | 0.18% | — | HELD |
| 45 | IJT | ISHARES TR | $172.92 | -0.09% | — | — | $314K | 0.17% | — | HELD |
| 46 | VRT | VERTIV HOLDINGS CO | $244.06 | 7.28% | — | — | $313K | 0.17% | — | HELD |
| 47 | JPM | JPMORGAN CHASE & CO | $353.69 | 0.81% | — | — | $280K | 0.15% | — | HELD |
| 48 | CRM | SALESFORCE INC | $182.64 | 1.07% | — | — | $280K | 0.15% | — | HELD |
| 49 | BINC | BLACKROCK ETF TRUST II | $51.99 | -0.09% | — | — | $265K | 0.14% | — | HELD |
| 50 | FLEX | FLEXTRONICS INTL LTD | $114.43 | 2.25% | — | — | $262K | 0.14% | — | HELD |
| 51 | MCD | MCDONALDS CORP | $269.34 | 0.34% | — | — | $260K | 0.14% | — | HELD |
| 52 | TMFC | RBB FD INC | $77.10 | 0.82% | — | — | $257K | 0.14% | — | HELD |
| 53 | PPA | INVESCO EXCHANGE TRADED FD T | $174.31 | 0.97% | — | — | $253K | 0.14% | — | HELD |
| 54 | EVSM | MORGAN STANLEY ETF TRUST | $49.99 | -0.33% | — | — | $240K | 0.13% | — | HELD |
| 55 | USMV | ISHARES TR | $97.87 | 0.03% | — | — | $238K | 0.13% | — | HELD |
| 56 | MOAT | VANECK ETF TRUST | $107.93 | 0.08% | — | — | $234K | 0.13% | — | HELD |
| 57 | VRSN | VERISIGN INC | $289.12 | 0.89% | — | — | $231K | 0.12% | — | HELD |
| 58 | VEU | VANGUARD INTL EQUITY INDEX F | $82.86 | -0.20% | — | — | $229K | 0.12% | — | HELD |
| 59 | JPIE | J P MORGAN EXCHANGE TRADED F | $45.83 | -0.10% | — | — | $228K | 0.12% | — | HELD |
| 60 | HON | HONEYWELL INTL INC | $243.38 | 0.61% | — | — | $226K | 0.12% | — | HELD |
| 61 | SPHQ | INVESCO EXCHANGE TRADED FD T | $84.80 | -0.32% | — | — | $214K | 0.11% | — | HELD |
| 62 | VYMI | VANGUARD WHITEHALL FDS | $103.43 | -0.63% | — | — | $208K | 0.11% | — | HELD |
| 63 | FBYD | FALCONS BEYOND GLOBAL INC | $9.55 | -3.63% | — | — | $152K | 0.08% | — | HELD |
| 64 | MARA | MARA HOLDINGS INC | $11.33 | -4.15% | — | — | $89K | 0.05% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002404. 13F discloses long positions only — shorts, foreign equities, and options are excluded.