Chokshi & Queen Wealth Advisors, Inc holds a concentrated book of 54 stocks worth $187.2M as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened VANGUARD WHITEHALL FDS and trimmed NVIDIA CORPORATION. Their largest long position is ISHARES RUSSELL MID-CAP ETF at 27% of the equity book.
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Use Arkolith to show Chokshi & Queen Wealth Advisors, Inc's latest holdings, largest changes, and filing provenance.
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.
5% mapped to company sectors
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, no cost basis
Bars show each stock'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 | $45.0M | 68.9K | 24.0% | ▲+1.6% Added · +1K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $36.0M | 62.4K | 19.2% | ▲+1.3% Added · +777 sh | |
| 3 | Apple Inc COM | $23.6M | 93.2K | 12.6% | ▲+1.8% Added · +2K sh | |
| 4 | Costco Wholesale Corporation COM | $11.2M | 11.2K | 6.0% | ▲+3.2% Added · +346 sh | |
| 5 | Nvidia Corporation COM | $10.4M | 59.5K | 5.5% | ▼−1.5% Reduced · −901 sh | |
| 6 | Vanguard World FD HEALTH CAR ETF | $5.7M | 20.9K | 3.0% | ▼−1.9% Reduced · −403 sh | |
| 7 | Meta Platforms Inc CL A | $4.4M | 7.7K | 2.3% | ▼−6.4% Reduced · −521 sh | |
| 8 | Visa Inc COM CL A | $3.8M | 12.6K | 2.0% | ▲+2.2% Added · +275 sh | |
| 9 | Amazon Com Inc COM | $3.7M | 17.7K | 2.0% | ▲+4.8% Added · +817 sh | |
| 10 | Proshares TR S&P 500 DV ARIST | $3.3M | 31.4K | 1.8% | ▼−1.6% Reduced · −507 sh | |
| 11 | Ishares TR RUSSELL 3000 ETF | $3.0M | 8.0K | 1.6% | ▲+0.3% Added · +20 sh | |
| 12 | Broadcom Inc COM | $2.7M | 8.9K | 1.5% | ▼−6.4% Reduced · −605 sh | |
| 13 | Ishares TR RUS MID CAP ETF | $2.6M | 26.5K | 1.4% | ▲+0.4% Added · +108 sh | |
| 14 | Strategy Inc CL A NEW | $2.2M | 17.8K | 1.2% | ▲+24% Added · +3K sh | |
| 15 | Microsoft Corp COM | $2.0M | 5.5K | 1.1% | ▲+2.3% Added · +125 sh | |
| 16 | Alphabet Inc CAP STK CL A | $1.5M | 5.3K | 0.8% | ▲+0.2% Added · +13 sh | |
| 17 | Alphabet Inc CAP STK CL C | $1.5M | 5.3K | 0.8% | ▲+17% Added · +781 sh | |
| 18 | Tesla Inc COM | $1.5M | 4.0K | 0.8% | ▲+0.6% Added · +23 sh | |
| 19 | State STR SPDR Dow Jones Ind UT SER 1 | $1.3M | 2.8K | 0.7% | ▼−3.9% Reduced · −112 sh | |
| 20 | Robinhood MKTS Inc COM CL A | $1.3M | 18.4K | 0.7% | ▲+21% Added · +3K sh | |
| 21 | Netflix Inc. COM | $1.2M | 13.0K | 0.7% | ▲+5.8% Added · +710 sh | |
| 22 | State STR SPDR S&P 500 ETF T TR UNIT | $1.2M | 1.9K | 0.6% | ▲+6.6% Added · +115 sh | |
| 23 | Coinbase Global Inc COM CL A | $1.1M | 6.1K | 0.6% | ▲+10% Added · +575 sh | |
| 24 | Vanguard World FD INF TECH ETF | $909K | 1.3K | 0.5% | —Held | |
| 25 | Berkshire Hathaway Inc Del CL B NEW | $894K | 1.9K | 0.5% | ▲+19% Added · +300 sh | |
| 26 | Bitmine Immersion Tecnologie COM NEW | $884K | 44.7K | 0.5% | ▲+231% Added · +31K sh | |
| 27 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $850K | 15.7K | 0.5% | —Held | |
| 28 | Dimensional ETF Trust US SMALL CAP ETF | $817K | 11.5K | 0.4% | —Held | |
| 29 | Palantir Technologies Inc CL A | $721K | 4.9K | 0.4% | ▲+4.4% Added · +207 sh | |
| 30 | Vanguard Index FDS MID CAP ETF | $704K | 2.5K | 0.4% | —Held | |
| 31 | Eli Lilly & Co COM | $704K | 765 | 0.4% | ▲+20% Added · +127 sh | |
| 32 | Vanguard Index FDS LARGE CAP ETF | $538K | 1.8K | 0.3% | ▲+39% Added · +507 sh | |
| 33 | Arista Networks Inc COM SHS | $525K | 4.3K | 0.3% | ▼−8.6% Reduced · −400 sh | |
| 34 | First TR Exchng Traded FD VI SMITH UNCONSTRAI | $483K | 19.5K | 0.3% | ▲Added Added · +20K sh | |
| 35 | Schwab Strategic TR US DIVIDEND EQ | $477K | 15.6K | 0.3% | —Held | |
| 36 | Mercadolibre Inc COM | $458K | 265 | 0.2% | —Held | |
| 37 | Wisdomtree TR US QTLY DIV GRT | $430K | 4.9K | 0.2% | ▲Added Added · +5K sh | |
| 38 | Wisdomtree TR EMG MKTS SMCAP | $427K | 7.1K | 0.2% | —Held | |
| 39 | Etfis Ser TR I VIRTUS NEWFLEET | $418K | 18.4K | 0.2% | ▲Added Added · +18K sh | |
| 40 | Ishares Gold TR ISHARES NEW | $417K | 4.7K | 0.2% | ▲Added Added · +5K sh | |
| 41 | Vanguard Specialized Funds DIV APP ETF | $376K | 1.7K | 0.2% | ▲Added Added · +2K sh | |
| 42 | Servicenow Inc COM | $375K | 3.6K | 0.2% | ▼−8.9% Reduced · −350 sh | |
| 43 | Ishares TR 0-5 YR TIPS ETF | $365K | 3.5K | 0.2% | ▲Added Added · +4K sh | |
| 44 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $344K | 6.8K | 0.2% | ▲Added Added · +7K sh | |
| 45 | Ishares TR S&P SML 600 GWT | $314K | 2.2K | 0.2% | ▼−7.9% Reduced · −187 sh | |
| 46 | Vertiv Holdings Co COM CL A | $313K | 1.3K | 0.2% | ▼−91% Reduced · −12K sh | |
| 47 | JPMorgan Chase & Co COM | $280K | 953 | 0.1% | ▲+1.7% Added · +16 sh | |
| 48 | Salesforce Inc COM | $280K | 1.5K | 0.1% | —Held | |
| 49 | BlackRock ETF Trust II ISHARES FLEXIBLE | $265K | 5.1K | 0.1% | ▲Added Added · +5K sh | |
| 50 | Flextronics Intl Ltd ORD | $262K | 4.0K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 64 | $187.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 46 | $191.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 61 | $188.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 54 | $174.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 20, 2025 | 53 | $164.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 25, 2025 | 48 | $161.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.