Chokshi & Queen Wealth Advisors, Inc
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 215,933
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 60 | 215,933 | 13F-HR | Chokshi & Queen Wealth Advisors, Inc |
| Q1 2026 | 5/15/2026 | 64 | 187,151 | 13F-HR | Chokshi & Queen Wealth Advisors, Inc |
| Q4 2025 | 2/17/2026 | 46 | 191,403 | 13F-HR | Chokshi & Queen Wealth Advisors, Inc |
| Q3 2025 | 10/23/2025 | 61 | 188,901 | 13F-HR | Chokshi & Queen Wealth Advisors, Inc |
| Q2 2025 | 7/30/2025 | 54 | 174,552 | 13F-HR | Chokshi & Queen Wealth Advisors, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 87.36 K | 40.5% | 6.747 K | 0 | 6.747 K |
| ETFs | 128.6 K | 59.5% | 22.03 K | 0 | 22.03 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
215,933
Holdings
60
QoQ value change ($000)
28,782
(15.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.