Chokshi & Queen Wealth Advisors, Inc
โขCIK: 2057199โขFiling: Q4 2025
**Chokshi & Queen Wealth Advisors, Inc.** manages $191M across a portfolio of 46 positions, exhibiting a clear focus on large-cap growth and technology leaders. Top allocations are heavily weighted toward broad market exposure via IVV ($46.5M) and NDQ ($37.8M). Further concentration is evident in mega-cap technology names, notably AAPL ($24.9M) and NVDA ($11.3M). The portfolio structure suggests a core conviction in established market leaders while maintaining significant exposure to key growth sectors.
Total AUM
$191.4M
QoQ Performance
+1.3%
Positions
40
Top 10 Concentration
79.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
NDQ
AAPL
NVDA
IVV24.3%
NDQ19.8%
AAPL13.0%
NVDA5.9%
COST4.9%
VHT3.2%
META2.8%
V2.3%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other36.7%
Technology26.6%
ETF24.9%
Consumer8.0%
Financial2.8%
Communication0.6%
Healthcare0.4%
๐ช Exited Positionssold since Q3 2025
+15 more exited positions
Changes from Q3 2025
NEW5 new positions
โ15 increased
โ18 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024