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Disclosery

13F-HR filed by Chokshi & Queen Wealth Advisors, Inc

Chokshi & Queen Wealth Advisors, Inc filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 46 holding rows worth $191,402,856.

Accession
0001172661-26-000922
Filer
CIK 2057199
Filed
2026-02-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 46 entries on the cover page, a total value of $191,402,856 stated on the cover page (in dollars after the unit check, H1), rows summing to $191,402,856 with VALUE read as dollars as filed, 13F file number 028-25410. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS67,832$46,461,249dollars as filed
INVESCO QQQ TR46090E103COM61,589$37,834,939dollars as filed
Apple Inc037833100COM91,495$24,873,991dollars as filed
NVIDIA Corp67066G104COM60,413$11,267,075dollars as filed
Costco Wholesale Corporation22160K105COM10,890$9,391,643dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF21,318$6,136,613dollars as filed
META PLATFORMS INC CL A30303M102COM8,185$5,402,837dollars as filed
Visa Inc92826C839COM12,328$4,323,553dollars as filed
Amazon.com, Inc023135106COM16,887$3,897,857dollars as filed
PROSHARES TR74348A467S&P 500 DV ARIST31,888$3,318,584dollars as filed
Broadcom Inc.11135F101COM9,488$3,283,797dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF7,966$3,081,647dollars as filed
Microsoft Corp594918104COM5,367$2,595,589dollars as filed
iShares Russell Midcap ETF464287499SHS26,371$2,538,736dollars as filed
STRATEGY INC CL A NEW594972408Stock14,350$2,180,483dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock13,300$2,154,733dollars as filed
Tesla Motors, Inc88160R101COM3,938$1,770,997dollars as filed
ROBINHOOD MKTS INC770700102COM15,140$1,712,334dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM5,264$1,647,632dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,503$1,413,251dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 12,900$1,393,653dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock5,540$1,252,816dollars as filed
SPY78462F103SHS1,752$1,194,724dollars as filed
Netflix, Inc64110L106COM12,250$1,148,560dollars as filed
VGT92204A702SHS1,303$982,175dollars as filed
VWO922042858SHS15,723$845,268dollars as filed
Palantir Technologies Inc. Class A69608A108COM4,721$839,158dollars as filed
Dimensional US Small Cap ETF25434V500COM11,488$800,369dollars as filed
Berkshire Hathaway Inc084670702COM1,566$787,150dollars as filed
Vanguard Mid-Cap ETF922908629SHS2,452$711,619dollars as filed
Eli Lilly and Company532457108COM638$685,646dollars as filed
ARISTA NETWORKS INC040413205COM4,674$612,434dollars as filed
ServiceNow,Inc.81762P102COM3,935$602,803dollars as filed
MERCADOLIBREINC58733R102STOK265$533,779dollars as filed
SCHD808524797COM15,555$426,674dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,293$407,036dollars as filed
WISDOMTREE TR97717W281EMG MKTS SMCAP7,099$406,347dollars as filed
Salesforce.com, Inc79466L302COM1,500$397,365dollars as filed
BITMINE IMMERSION TECHS INC09175A206COM NEW13,500$366,525dollars as filed
ISHARES TR464287887S&P SML 600 GWT2,355$332,432dollars as filed
JPMorgan Chase & Co46625H100COM937$302,054dollars as filed
McDonalds Corporation580135101COM835$255,201dollars as filed
FLEX LTD ORDY2573F102Stock4,000$241,680dollars as filed
VERISIGN INC COM92343E102Stock930$225,944dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock7,700$201,586dollars as filed
FALCON S BEYOND GLOBAL INC A306121104COMMON STOCK10,814$162,318dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-000922this filing2026-02-17acceptance time not in the bulk data set