Chokshi & Queen Wealth Advisors, Inc
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 187,151
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 80.61 K | 43.1% | 0 | 48.83 K | -48.83 K |
| ETFs | 106.5 K | 56.9% | 44.58 K | 0 | 44.58 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
187,151
Holdings
64
QoQ value change ($000)
-4,252
(-2.2%)
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.