Institutional
Chokshi & Queen Wealth Advisors, Inc
CIK 0002057199
$187.2M
Reported AUM
64
Positions
Q1 2026
Period
2026-05-18
Filed
The Brief · Chokshi & Queen Wealth Advisors, Inc · Q1 2026
AI · grounded in 13F
Chokshi & Queen Wealth Advisors, Inc significantly increased its stake in BitMine Immersion Tecnologie BMNR, growing the position by 231.11%. The fund established several new positions, including First Tr Exchng Traded Fd VI UCON for $483,065 and WisdomTree Tr DGRW for $430,416. Conversely, the fund trimmed its holding in Vertiv Holdings Co by 90.60% and reduced its exposure to Meta Platforms Inc META by 6.37%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $45.0M | 24.05% | +1,063 | +1.6% |
| 2 | QQQ | INVESCO QQQ TR | $36.0M | 19.23% | +777 | +1.3% |
| 3 | AAPL | APPLE INC | $23.6M | 12.63% | +1,661 | +1.8% |
| 4 | COST | COSTCO WHOLESALE CORPORATION | $11.2M | 5.98% | +346 | +3.2% |
| 5 | NVDA | NVIDIA CORPORATION | $10.4M | 5.55% | -901 | -1.5% |
| 6 | VHT | VANGUARD WORLD FD | $5.7M | 3.04% | -403 | -1.9% |
| 7 | META | META PLATFORMS INC | $4.4M | 2.34% | -521 | -6.4% |
| 8 | V | VISA INC | $3.8M | 2.04% | +275 | +2.2% |
| 9 | AMZN | AMAZON COM INC | $3.7M | 1.97% | +817 | +4.8% |
| 10 | NOBL | PROSHARES TR | $3.3M | 1.78% | -507 | -1.6% |
| 11 | IWV | ISHARES TR | $3.0M | 1.58% | +20 | +0.3% |
| 12 | AVGO | BROADCOM INC | $2.7M | 1.47% | -605 | -6.4% |
| 13 | IWR | ISHARES TR | $2.6M | 1.38% | +108 | +0.4% |
| 14 | MSTR | STRATEGY INC | $2.2M | 1.19% | +3,475 | +24.2% |
| 15 | MSFT | MICROSOFT CORP | $2.0M | 1.09% | +125 | +2.3% |
| 16 | GOOGL | ALPHABET INC | $1.5M | 0.81% | +13 | +0.2% |
| 17 | GOOG | ALPHABET INC | $1.5M | 0.81% | +781 | +17.3% |
| 18 | TSLA | TESLA INC | $1.5M | 0.79% | +23 | +0.6% |
| 19 | DIA | STATE STR SPDR DOW JONES IND | $1.3M | 0.69% | -112 | -3.9% |
| 20 | HOOD | ROBINHOOD MKTS INC | $1.3M | 0.68% | +3,232 | +21.3% |
| 21 | NFLX | NETFLIX INC. | $1.2M | 0.67% | +710 | +5.8% |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $1.2M | 0.65% | +115 | +6.6% |
| 23 | COIN | COINBASE GLOBAL INC | $1.1M | 0.57% | +575 | +10.4% |
| 24 | VGT | VANGUARD WORLD FD | $909K | 0.49% | — | HELD |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $894K | 0.48% | +300 | +19.2% |
| 26 | BMNR | BITMINE IMMERSION TECNOLOGIE | $884K | 0.47% | +31,200 | +231.1% |
| 27 | VWO | VANGUARD INTL EQUITY INDEX F | $850K | 0.45% | — | HELD |
| 28 | DFAS | DIMENSIONAL ETF TRUST | $817K | 0.44% | — | HELD |
| 29 | PLTR | PALANTIR TECHNOLOGIES INC | $721K | 0.39% | +207 | +4.4% |
| 30 | VO | VANGUARD INDEX FDS | $704K | 0.38% | — | HELD |
| 31 | LLY | ELI LILLY & CO | $704K | 0.38% | +127 | +19.9% |
| 32 | VV | VANGUARD INDEX FDS | $538K | 0.29% | +507 | +39.2% |
| 33 | ANET | ARISTA NETWORKS INC | $525K | 0.28% | -400 | -8.6% |
| 34 | UCON | FIRST TR EXCHNG TRADED FD VI | $483K | 0.26% | +19,502 | NEW |
| 35 | SCHD | SCHWAB STRATEGIC TR | $477K | 0.25% | — | HELD |
| 36 | MELI | MERCADOLIBRE INC | $458K | 0.24% | — | HELD |
| 37 | DGRW | WISDOMTREE TR | $430K | 0.23% | +4,900 | NEW |
| 38 | DGS | WISDOMTREE TR | $427K | 0.23% | — | HELD |
| 39 | NFLT | ETFIS SER TR I | $418K | 0.22% | +18,362 | NEW |
| 40 | IAU | ISHARES GOLD TR | $417K | 0.22% | +4,729 | NEW |
| 41 | VIG | VANGUARD SPECIALIZED FUNDS | $376K | 0.20% | +1,748 | NEW |
| 42 | NOW | SERVICENOW INC | $375K | 0.20% | -350 | -8.9% |
| 43 | STIP | ISHARES TR | $365K | 0.19% | +3,527 | NEW |
| 44 | JMST | J P MORGAN EXCHANGE TRADED F | $344K | 0.18% | +6,751 | NEW |
| 45 | IJT | ISHARES TR | $314K | 0.17% | -187 | -7.9% |
| 46 | VRT | VERTIV HOLDINGS CO | $313K | 0.17% | -12,050 | -90.6% |
| 47 | JPM | JPMORGAN CHASE & CO | $280K | 0.15% | +16 | +1.7% |
| 48 | CRM | SALESFORCE INC | $280K | 0.15% | — | HELD |
| 49 | BINC | BLACKROCK ETF TRUST II | $265K | 0.14% | +5,100 | NEW |
| 50 | FLEX | FLEXTRONICS INTL LTD | $262K | 0.14% | — | HELD |
| 51 | MCD | MCDONALDS CORP | $260K | 0.14% | — | HELD |
| 52 | TMFC | RBB FD INC | $257K | 0.14% | +3,900 | NEW |
| 53 | PPA | INVESCO EXCHANGE TRADED FD T | $253K | 0.14% | +1,527 | NEW |
| 54 | EVSM | MORGAN STANLEY ETF TRUST | $240K | 0.13% | +4,786 | NEW |
| 55 | USMV | ISHARES TR | $238K | 0.13% | +2,564 | NEW |
| 56 | MOAT | VANECK ETF TRUST | $234K | 0.13% | +2,422 | NEW |
| 57 | VRSN | VERISIGN INC | $231K | 0.12% | — | HELD |
| 58 | VEU | VANGUARD INTL EQUITY INDEX F | $229K | 0.12% | +3,055 | NEW |
| 59 | JPIE | J P MORGAN EXCHANGE TRADED F | $228K | 0.12% | +4,954 | NEW |
| 60 | HON | HONEYWELL INTL INC | $226K | 0.12% | +1,000 | NEW |
| 61 | SPHQ | INVESCO EXCHANGE TRADED FD T | $214K | 0.11% | +2,841 | NEW |
| 62 | VYMI | VANGUARD WHITEHALL FDS | $208K | 0.11% | +2,211 | NEW |
| 63 | FBYD | FALCONS BEYOND GLOBAL INC | $152K | 0.08% | — | HELD |
| 64 | MARA | MARA HOLDINGS INC | $89K | 0.05% | +10,930 | NEW |
| 65 | SOFI | SOFI TECHNOLOGIES INC | — | — | -7,700 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-002404. 13F discloses long positions only — shorts, foreign equities, and options are excluded.