Chokshi & Queen Wealth Advisors, Inc holds a concentrated book of 60 reported positions worth $215.9M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Taiwan Semiconductor-SP ADR and trimmed Nvidia Corp. Their largest long position is Ishares Core S&P 500 ETF at 25% of the reported non-option book. Cloning the disclosed picks since 2025 would be +31% (+18.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Chokshi & Queen Wealth Advisors, Inc is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 6.4 points over this window.
Growth of $10,000 cloning Chokshi & Queen Wealth Advisors, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% mapped to company sectors
+4 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Chokshi & Queen Wealth Advisors, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| United American Securities Inc. (d/b/a UAS Asset Management) | 11 / 60 | $462.8M |
| Donor Advised Charitable Giving, Inc. | 6 / 60 | $4.4B |
| BlueSpruce Investments, LP | 8 / 60 | $639.3M |
| Hoffman, Alan N Investment Management | 9 / 60 | $161.9M |
| Swiss Re Ltd | 24 / 60 | $1.0B |
| Prospect Hill Management, LLC | 9 / 60 | $241.4M |
| Greenbrier Partners Capital Management, LLC | 8 / 60 | $1.2B |
| Draper Asset Management, LLC | 11 / 60 | $178.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Chokshi & Queen Wealth Advisors, Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $53.3M | 71.1K | 24.7% | ▲+3.2% Added · +2K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $47.9M | 65.1K | 22.2% | ▲+4.3% Added · +3K sh | |
| 3 | Apple Inc COM | $27.5M | 95.1K | 12.7% | ▲+2.1% Added · +2K sh | |
| 4 | Nvidia Corporation COM | $11.6M | 58.1K | 5.4% | ▼−2.3% Reduced · −1K sh | |
| 5 | Costco Wholesale Corporation COM | $10.7M | 11.5K | 5.0% | ▲+2.2% Added · +249 sh | |
| 6 | Vanguard World FD HEALTH CAR ETF | $6.5M | 21.6K | 3.0% | ▲+3.2% Added · +669 sh | |
| 7 | Amazon Com Inc COM | $4.4M | 18.4K | 2.0% | ▲+3.7% Added · +650 sh | |
| 8 | Visa Inc COM CL A | $4.2M | 12.4K | 2.0% | ▼−1.8% Reduced · −229 sh | |
| 9 | Proshares TR S&P 500 DV ARIST | $3.8M | 67.3K | 1.8% | ▲+115% Added · +36K sh | |
| 10 | Meta Platforms Inc CL A | $3.7M | 6.5K | 1.7% | ▼−15% Reduced · −1K sh | |
| 11 | Ishares TR RUSSELL 3000 ETF | $3.4M | 8.0K | 1.6% | ▼−0.2% Reduced · −19 sh | |
| 12 | Ishares TR RUS MID CAP ETF | $2.9M | 26.3K | 1.3% | ▼−0.8% Reduced · −222 sh | |
| 13 | Microsoft Corp COM | $2.2M | 5.9K | 1.0% | ▲+7.3% Added · +400 sh | |
| 14 | Alphabet Inc CAP STK CL A | $2.1M | 5.9K | 1.0% | ▲+12% Added · +650 sh | |
| 15 | Alphabet Inc CAP STK CL C | $2.1M | 6.0K | 1.0% | ▲+13% Added · +666 sh | |
| 16 | Tesla Inc COM | $1.9M | 4.5K | 0.9% | ▲+13% Added · +510 sh | |
| 17 | Broadcom Inc COM | $1.7M | 4.5K | 0.8% | ▼−49% Reduced · −4K sh | |
| 18 | Vertiv Holdings Co COM CL A | $1.5M | 4.5K | 0.7% | ▲+256% Added · +3K sh | |
| 19 | State STR SPDR Dow Jones Ind UT SER 1 | $1.4M | 2.7K | 0.7% | ▼−2.8% Reduced · −79 sh | |
| 20 | State STR SPDR S&P 500 ETF T TR UNIT | $1.4M | 1.9K | 0.6% | —Held | |
| 21 | Eli Lilly & Co COM | $1.3M | 1.0K | 0.6% | ▲+37% Added · +280 sh | |
| 22 | Vanguard World FD INF TECH ETF | $1.2M | 10.4K | 0.6% | ▲+700% Added · +9K sh | |
| 23 | Strategy Inc CL A NEW | $1.2M | 13.8K | 0.6% | ▼−22% Reduced · −4K sh | |
| 24 | Bitmine Immersion Techs Inc COM NEW | $1.1M | 82.3K | 0.5% | ▲+84% Added · +38K sh | |
| 25 | Palantir Technologies Inc CL A | $977K | 8.4K | 0.5% | ▲+70% Added · +3K sh | |
| 26 | Taiwan Semiconductor Manufac SPONSORED ADS | $969K | 2.0K | 0.4% | ▲New New position | |
| 27 | Sandisk Corp COM | $967K | 425 | 0.4% | ▲New New position | |
| 28 | Netflix Inc. COM | $868K | 12.2K | 0.4% | ▼−6.3% Reduced · −810 sh | |
| 29 | Vanguard Index FDS MID CAP ETF | $790K | 9.8K | 0.4% | ▲+300% Added · +7K sh | |
| 30 | Berkshire Hathaway Inc Del CL B NEW | $758K | 1.5K | 0.4% | ▼−19% Reduced · −351 sh | |
| 31 | Micron Technology Inc COM | $750K | 650 | 0.3% | ▲New New position | |
| 32 | Corning Inc COM | $664K | 2.6K | 0.3% | ▲New New position | |
| 33 | Space Exploration Techn Corp CLASS A COM STK | $658K | 3.9K | 0.3% | →Listed Newly reportable | |
| 34 | Flex Ltd ORD | $648K | 4.0K | 0.3% | —Held | |
| 35 | Vanguard Index FDS LARGE CAP ETF | $619K | 1.8K | 0.3% | —Held | |
| 36 | Schwab Strategic TR US DIVIDEND EQ | $512K | 16.2K | 0.2% | ▲+3.9% Added · +600 sh | |
| 37 | Mara Holdings Inc COM | $506K | 36.4K | 0.2% | ▲+233% Added · +25K sh | |
| 38 | JPMorgan Chase & Co COM | $463K | 1.4K | 0.2% | ▲+48% Added · +461 sh | |
| 39 | First TR Exchng Traded FD VI SMIT UNCO BD ETF | $460K | 18.5K | 0.2% | ▼−5.2% Reduced · −1K sh | |
| 40 | Wisdomtree TR US QTLY DIV GRT | $452K | 4.7K | 0.2% | ▼−3.6% Reduced · −177 sh | |
| 41 | Etfis Ser TR I VIRTUS NEWFLEET | $421K | 18.4K | 0.2% | —Held | |
| 42 | Vanguard Specialized Funds DIV APP ETF | $414K | 1.7K | 0.2% | —Held | |
| 43 | Ishares TR S&P SML 600 GWT | $381K | 2.1K | 0.2% | ▼−1.5% Reduced · −32 sh | |
| 44 | J P Morgan Exchange Traded F INCOME ETF | $374K | 8.1K | 0.2% | ▲+64% Added · +3K sh | |
| 45 | Ishares TR 0-5 YR TIPS ETF | $360K | 3.5K | 0.2% | —Held | |
| 46 | Ishares Gold TR ISHARES NEW | $357K | 4.7K | 0.2% | —Held | |
| 47 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $344K | 6.8K | 0.2% | —Held | |
| 48 | Servicenow Inc COM | $340K | 3.4K | 0.2% | ▼−4.5% Reduced · −160 sh | |
| 49 | RBB FD Inc MOTLEY FOL ETF | $288K | 3.8K | 0.1% | ▼−2.9% Reduced · −112 sh | |
| 50 | BlackRock ETF Trust II ISHA FLEX IN ETF | $267K | 5.1K | 0.1% | —Held |
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Use Arkolith to show Chokshi & Queen Wealth Advisors, Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 45d | 60 | $215.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 48d | 64 | $187.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 48d | 46 | $191.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 23d | 61 | $188.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 30d | 54 | $174.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 20, 2025 | 50d | 53 | $164.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 25, 2025 | 56d | 48 | $161.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.