13F Filings History of Chokshi & Queen Wealth Advisors, Inc

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$191,402,856
Signature - Title
Nimai Chokshi - CHIEF COMPLIANCE OFFICER
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by Chokshi & Queen Wealth Advisors, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Chokshi & Queen Wealth Advisors, Inc reported 46 stock holdings with total value $191,402,856 as of Q4 2025. Top holdings included IVV, QQQ, AAPL, NVDA, and COST.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 46 $191,402,856 +$13,763,208 -$13,351,194 +$412,014 IVV, QQQ, AAPL, NVDA, COST 13F-HR 17 Feb 2026, 10:30
Q3 2025 61 $188,900,995 +$9,601,630 -$10,807,253 -$1,205,623 IVV, QQQ, AAPL, COST, NVDA 13F-HR 23 Oct 2025, 12:32
Q2 2025 54 $174,551,705 +$10,476,322 -$5,383,566 +$5,092,756 IVV, QQQ, AAPL, COST, NVDA 13F-HR 30 Jul 2025, 14:20
Q1 2025 51 $150,951,301 +$6,326,775 -$5,501,448 +$825,327 IVV, QQQ, AAPL, COST, NVDA 13F-HR 20 May 2025, 10:35
Q4 2024 48 $161,140,091 $0 $0 $0 IVV, QQQ, AAPL, NVDA, COST 13F-HR 25 Feb 2025, 09:23