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 | $733.12 | -1.49% | 20.42% | 75.78% | $45.0M | 24.05% | — | HELD |
| 2 | QQQ | INVESCO QQQ TR | $661.73 | -2.04% | 22.54% | 83.19% | $36.0M | 19.23% | — | HELD |
| 3 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $23.6M | 12.63% | — | HELD |
| 4 | COST | COSTCO WHOLESALE CORPORATION | $974.03 | 0.77% | 2.82% | 125.57% | $11.2M | 5.98% | — | HELD |
| 5 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | 9.52% | 751.61% | $10.4M | 5.55% | — | HELD |
| 6 | VHT | VANGUARD WORLD FD | $311.32 | -0.61% | 30.65% | 27.68% | $5.7M | 3.04% | — | HELD |
| 7 | META | META PLATFORMS INC | $585.61 | -1.31% | -21.66% | 55.72% | $4.4M | 2.34% | — | HELD |
| 8 | V | VISA INC | $368.73 | 0.58% | 9.62% | 67.02% | $3.8M | 2.04% | — | HELD |
| 9 | AMZN | AMAZON COM INC | $226.65 | -1.82% | 5.54% | 30.60% | $3.7M | 1.97% | — | HELD |
| 10 | NOBL | PROSHARES TR | $58.21 | -0.38% | 17.95% | 37.41% | $3.3M | 1.78% | — | HELD |
| 11 | IWV | ISHARES TR | $415.81 | -1.46% | 20.65% | 67.63% | $3.0M | 1.58% | — | HELD |
| 12 | AVGO | BROADCOM INC | $370.32 | -2.78% | 31.81% | 734.42% | $2.7M | 1.47% | — | HELD |
| 13 | IWR | ISHARES TR | $109.58 | -1.03% | 20.85% | 44.29% | $2.6M | 1.38% | — | HELD |
| 14 | MSTR | STRATEGY INC | $93.33 | -2.94% | -73.71% | 38.84% | $2.2M | 1.19% | — | HELD |
| 15 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $2.0M | 1.09% | — | HELD |
| 16 | GOOGL | ALPHABET INC | $336.71 | 0.90% | 76.51% | 132.04% | $1.5M | 0.81% | — | HELD |
| 17 | GOOG | ALPHABET INC | $335.76 | 0.95% | 75.60% | 130.67% | $1.5M | 0.81% | — | HELD |
| 18 | TSLA | TESLA INC | $298.32 | -2.97% | -1.42% | 21.64% | $1.5M | 0.79% | — | HELD |
| 19 | DIA | STATE STR SPDR DOW JONES IND | $515.41 | -2.18% | 20.07% | 58.64% | $1.3M | 0.69% | — | HELD |
| 20 | HOOD | ROBINHOOD MKTS INC | $89.84 | -3.15% | -10.07% | 102.71% | $1.3M | 0.68% | — | HELD |
| 21 | NFLX | NETFLIX INC. | $73.63 | 1.71% | -36.45% | 29.36% | $1.2M | 0.67% | — | HELD |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $729.46 | -1.54% | 20.48% | 75.54% | $1.2M | 0.65% | — | HELD |
| 23 | COIN | COINBASE GLOBAL INC | $160.09 | -4.65% | -49.13% | -38.19% | $1.1M | 0.57% | — | HELD |
| 24 | VGT | VANGUARD WORLD FD | $108.20 | -2.41% | 28.92% | 109.69% | $909K | 0.49% | — | HELD |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $894K | 0.48% | — | HELD |
| 26 | BMNR | BITMINE IMMERSION TECNOLOGIE | $16.59 | -5.58% | -46.10% | -50.71% | $884K | 0.47% | — | HELD |
| 27 | VWO | VANGUARD INTL EQUITY INDEX F | $56.92 | -1.42% | 17.90% | 27.36% | $850K | 0.45% | — | HELD |
| 28 | DFAS | DIMENSIONAL ETF TRUST | $80.55 | -1.35% | 28.48% | 47.18% | $817K | 0.44% | — | HELD |
| 29 | PLTR | PALANTIR TECHNOLOGIES INC | $123.00 | -0.43% | -19.93% | 368.98% | $721K | 0.39% | — | HELD |
| 30 | VO | VANGUARD INDEX FDS | $80.62 | -0.90% | 16.56% | 41.14% | $704K | 0.38% | — | HELD |
| 31 | LLY | ELI LILLY & CO | $1210.02 | -0.87% | — | — | $704K | 0.38% | — | HELD |
| 32 | VV | VANGUARD INDEX FDS | $335.45 | -1.56% | — | — | $538K | 0.29% | — | HELD |
| 33 | ANET | ARISTA NETWORKS INC | $157.97 | -6.92% | — | — | $525K | 0.28% | — | HELD |
| 34 | UCON | FIRST TR EXCHNG TRADED FD VI | $24.56 | -0.23% | — | — | $483K | 0.26% | — | HELD |
| 35 | SCHD | SCHWAB STRATEGIC TR | $33.83 | -0.18% | — | — | $477K | 0.25% | — | HELD |
| 36 | MELI | MERCADOLIBRE INC | $1863.31 | 0.04% | — | — | $458K | 0.24% | — | HELD |
| 37 | DGRW | WISDOMTREE TR | $95.15 | -1.24% | — | — | $430K | 0.23% | — | HELD |
| 38 | DGS | WISDOMTREE TR | $59.89 | -1.84% | — | — | $427K | 0.23% | — | HELD |
| 39 | NFLT | ETFIS SER TR I | $22.67 | -0.26% | — | — | $418K | 0.22% | — | HELD |
| 40 | IAU | ISHARES GOLD TR | $76.04 | 0.45% | — | — | $417K | 0.22% | — | HELD |
| 41 | VIG | VANGUARD SPECIALIZED FUNDS | $238.56 | -1.32% | — | — | $376K | 0.20% | — | HELD |
| 42 | NOW | SERVICENOW INC | $115.76 | 4.65% | — | — | $375K | 0.20% | — | HELD |
| 43 | STIP | ISHARES TR | $101.41 | 0.23% | — | — | $365K | 0.19% | — | HELD |
| 44 | JMST | J P MORGAN EXCHANGE TRADED F | $50.93 | 0.08% | — | — | $344K | 0.18% | — | HELD |
| 45 | IJT | ISHARES TR | $170.11 | -1.73% | — | — | $314K | 0.17% | — | HELD |
| 46 | VRT | VERTIV HOLDINGS CO | $223.04 | -17.26% | — | — | $313K | 0.17% | — | HELD |
| 47 | JPM | JPMORGAN CHASE & CO | $344.71 | -3.53% | — | — | $280K | 0.15% | — | HELD |
| 48 | CRM | SALESFORCE INC | $188.38 | 3.79% | — | — | $280K | 0.15% | — | HELD |
| 49 | BINC | BLACKROCK ETF TRUST II | $51.92 | -0.12% | — | — | $265K | 0.14% | — | HELD |
| 50 | FLEX | FLEXTRONICS INTL LTD | $103.02 | -9.06% | — | — | $262K | 0.14% | — | HELD |
| 51 | MCD | MCDONALDS CORP | $271.52 | -0.55% | — | — | $260K | 0.14% | — | HELD |
| 52 | TMFC | RBB FD INC | $74.97 | -1.20% | — | — | $257K | 0.14% | — | HELD |
| 53 | PPA | INVESCO EXCHANGE TRADED FD T | $170.92 | -3.79% | — | — | $253K | 0.14% | — | HELD |
| 54 | EVSM | MORGAN STANLEY ETF TRUST | $50.14 | 0.04% | — | — | $240K | 0.13% | — | HELD |
| 55 | USMV | ISHARES TR | $98.35 | -0.21% | — | — | $238K | 0.13% | — | HELD |
| 56 | MOAT | VANECK ETF TRUST | $107.91 | -0.22% | — | — | $234K | 0.13% | — | HELD |
| 57 | VRSN | VERISIGN INC | $290.92 | 3.48% | — | — | $231K | 0.12% | — | HELD |
| 58 | VEU | VANGUARD INTL EQUITY INDEX F | $80.63 | -1.13% | — | — | $229K | 0.12% | — | HELD |
| 59 | JPIE | J P MORGAN EXCHANGE TRADED F | $45.84 | -0.04% | — | — | $228K | 0.12% | — | HELD |
| 60 | HON | HONEYWELL INTL INC | $241.12 | -2.40% | — | — | $226K | 0.12% | — | HELD |
| 61 | SPHQ | INVESCO EXCHANGE TRADED FD T | $83.22 | -1.54% | — | — | $214K | 0.11% | — | HELD |
| 62 | VYMI | VANGUARD WHITEHALL FDS | $101.97 | -0.46% | — | — | $208K | 0.11% | — | HELD |
| 63 | FBYD | FALCONS BEYOND GLOBAL INC | $10.27 | -2.19% | — | — | $152K | 0.08% | — | HELD |
| 64 | MARA | MARA HOLDINGS INC | $10.05 | -11.69% | — | — | $89K | 0.05% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002404. 13F discloses long positions only — shorts, foreign equities, and options are excluded.