Chokshi & Queen Wealth Advisors, Inc
Chokshi & Queen Wealth Advisors, Inc reported 60 holdings worth US$216M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Chokshi & Queen Wealth Advisors, Inc reported 60 holdings worth US$216M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Costco Wholesale Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 60
- Value as reported
- US$216M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 95,107 | US$27.5M | 12.7% |
| Nvidia Corporation | 58,150 | US$11.6M | 5.4% |
| Costco Wholesale Corporation | 11,485 | US$10.7M | 5.0% |
| Amazon.com, Inc. | 18,354 | US$4.37M | 2.0% |
| Visa Inc. | 12,374 | US$4.25M | 2.0% |
| Alphabet Inc (google) Class C | 11,810 | US$4.22M | 2.0% |
| Meta Platforms, Inc. | 6,502 | US$3.66M | 1.7% |
| Microsoft Corp. | 5,892 | US$2.2M | 1.0% |
| Tesla, Inc. | 4,471 | US$1.88M | 0.87% |
| Broadcom Inc. | 4,498 | US$1.7M | 0.79% |
| Vertiv Holdings, Llc | 4,450 | US$1.49M | 0.69% |
| Eli Lilly And Company | 1,045 | US$1.25M | 0.58% |
| Strategy Inc | 13,850 | US$1.2M | 0.56% |
| Bitmine Immersion Technologies, Inc. | 82,300 | US$1.1M | 0.51% |
| Palantir Technologies Inc. | 8,374 | US$977K | 0.45% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,028 | US$969K | 0.45% |
| Sandisk Corporation | 425 | US$967K | 0.45% |
| Netflix, Inc. | 12,150 | US$868K | 0.40% |
| Berkshire Hathaway Inc. | 1,515 | US$758K | 0.35% |
| Micron Technology, Inc. | 650 | US$750K | 0.35% |
| Corning Incorporated | 2,600 | US$664K | 0.31% |
| Space Exploration Technologies Corp | 3,850 | US$658K | 0.30% |
| Mara Holdings, Inc. | 36,400 | US$506K | 0.23% |
| Jp Morgan Chase & Co. | 1,414 | US$463K | 0.21% |
| Servicenow, Inc. | 3,425 | US$340K | 0.16% |
| Verisign, Inc. | 963 | US$242K | 0.11% |
| Arista Networks, Inc. | 1,338 | US$227K | 0.11% |
| Mcdonald's Corporation | 835 | US$226K | 0.10% |
| Mercadolibre, Inc. | 0 | US$0 | 0.00% |
| Robinhood Markets, Inc. | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| Coinbase Global, Inc. | 0 | US$0 | 0.00% |
| Falcon's Beyond Global, Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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