Data as of Q4 2025 (Dec 31, 2025)

Chokshi & Queen Wealth Advisors, Inc

โ€ขCIK: 2057199โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

META
META PLATFORMS INC
+44.5%
2.8% of portfolio
NVDA
NVIDIA CORPORATION
+16.5%
5.9% of portfolio
MIGA
STRATEGY INC
+178.6%
1.1% of portfolio
AVGO
BROADCOM INC
+71.1%
1.7% of portfolio
HOOD
ROBINHOOD MKTS INC
+332.6%
0.9% of portfolio

๐Ÿ“‰ Biggest Sells

AMZN
AMAZON COM INC
-42.0%
2.0% of portfolio
TSLA
TESLA INC
-42.2%
0.9% of portfolio
COST
COSTCO WHSL CORP NEW
-5.0%
4.9% of portfolio
VV
VANGUARD INDEX FDS
-33.4%
0.2% of portfolio
IWR
ISHARES TR
-6.6%
1.3% of portfolio

Sector Breakdown

Other36.7%
Technology26.6%
ETF24.9%
Consumer8.0%
Financial2.8%
Communication0.6%
Healthcare0.4%

๐Ÿšช Exited Positionssold since Q3 2025

IDEV
ISHARES TR
SOLD
$2.1M
DGRW
WISDOMTREE TR
SOLD
$476.6K
UCON
FIRST TR EXCHNG TRADED FD VI
SOLD
$465.3K
VIG
VANGUARD SPECIALIZED FUNDS
SOLD
$395.3K
STIP
ISHARES TR
SOLD
$364.6K
+15 more exited positions

Changes from Q3 2025

NEW5 new positions
โ†‘15 increased
โ†“18 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024