Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Chokshi & Queen Wealth Advisors, Inc (CIK 2057199) reported $187.2M across 64 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($45.0M, 24.05%), QQQ ($36.0M, 19.23%), AAPL ($23.6M, 12.63%), COST ($11.2M, 5.98%), NVDA ($10.4M, 5.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $45.0M | 24.05% | 68,895 | Added |
| 2 | QQQ | INVESCO QQQ TR | $36.0M | 19.23% | 62,366 | Added |
| 3 | AAPL | APPLE INC | $23.6M | 12.63% | 93,156 | Added |
| 4 | COST | COSTCO WHOLESALE CORPORATION | $11.2M | 5.98% | 11,236 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $10.4M | 5.55% | 59,512 | Trimmed |
| 6 | VHT | VANGUARD WORLD FD | $5.7M | 3.04% | 20,915 | Trimmed |
| 7 | META | META PLATFORMS INC | $4.4M | 2.34% | 7,664 | Trimmed |
| 8 | V | VISA INC | $3.8M | 2.04% | 12,603 | Added |
| 9 | AMZN | AMAZON COM INC | $3.7M | 1.97% | 17,704 | Added |
| 10 | NOBL | PROSHARES TR | $3.3M | 1.78% | 31,381 | Trimmed |
| 11 | IWV | ISHARES TR | $3.0M | 1.58% | 7,986 | Added |
| 12 | AVGO | BROADCOM INC | $2.7M | 1.47% | 8,883 | Trimmed |
| 13 | IWR | ISHARES TR | $2.6M | 1.38% | 26,479 | Added |
| 14 | MSTR | STRATEGY INC | $2.2M | 1.19% | 17,825 | Added |
| 15 | MSFT | MICROSOFT CORP | $2.0M | 1.09% | 5,492 | Added |
| 16 | GOOGL | ALPHABET INC | $1.5M | 0.81% | 5,277 | Added |
| 17 | GOOG | ALPHABET INC | $1.5M | 0.81% | 5,284 | Added |
| 18 | TSLA | TESLA INC | $1.5M | 0.79% | 3,961 | Added |
| 19 | DIA | STATE STR SPDR DOW JONES IND | $1.3M | 0.69% | 2,788 | Trimmed |
| 20 | HOOD | ROBINHOOD MKTS INC | $1.3M | 0.68% | 18,372 | Added |
| 21 | NFLX | NETFLIX INC. | $1.2M | 0.67% | 12,960 | Added |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $1.2M | 0.65% | 1,867 | Added |
| 23 | COIN | COINBASE GLOBAL INC | $1.1M | 0.57% | 6,115 | Added |
| 24 | VGT | VANGUARD WORLD FD | $909,129 | 0.49% | 1,303 | Hold |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $894,187 | 0.48% | 1,866 | Added |
Source: SEC Form 13F filings · as of 2026-03-31