Chokshi & Queen Wealth Advisors, Inc: 13F holdings
CIK 20571992026Q2
| Positions | 60 |
|---|
| Reported value | $215.9m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 60 (-4 vs prior quarter) |
|---|
| Reported value | $215.9m (+15.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 71,121 | $53.3m | 24.7% |
| QQQ INVESCO QQQ TR | 65,065 | $47.9m | 22.2% |
| AAPL APPLE INC | 95,107 | $27.5m | 12.7% |
| NVDA NVIDIA CORPORATION | 58,150 | $11.6m | 5.4% |
| COST COSTCO WHOLESALE CORPORATION | 11,485 | $10.7m | 5.0% |
| VHT VANGUARD WORLD FD | 21,584 | $6.5m | 3.0% |
| AMZN AMAZON COM INC | 18,354 | $4.4m | 2.0% |
| V VISA INC | 12,374 | $4.2m | 2.0% |
| NOBL PROSHARES TR | 67,332 | $3.8m | 1.8% |
| META META PLATFORMS INC | 6,502 | $3.7m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2057199")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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