Chokshi & Queen Wealth Advisors, Inc ETF holdings
San Diego, CA
Reported $129.4M in 30 ETFs in its Form 13F for June 30, 2026.
ETF value
$129.4M
ETFs held
30
Change from prior quarter
+19.5%
With price moves
ETFs as a share of its 13F
59.9%
of $215.9M
Top 10 of 30 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $53.3M | 71,121 | +2,226 shares |
| QQQ | Invesco QQQ Trust | $47.9M | 65,065 | +2,699 shares |
| VHT | Vanguard Health Care ETF | $6.5M | 21,584 | +669 shares |
| NOBL | ProShares S&P 500 Dividend Aristocrats ETF | $3.8M | 67,332 | +35,951 shares |
| IWV | iShares Russell 3000 ETF | $3.4M | 7,967 | −19 shares |
| IWR | iShares Russell Mid-Cap ETF | $2.9M | 26,257 | −222 shares |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $1.4M | 2,709 | −79 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $1.4M | 1,867 | No change |
| VGT | Vanguard Information Technology ETF | $1.2M | 10,428 | +9,125 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $790K | 9,808 | +7,356 shares |
20 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002057199. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Chokshi & Queen Wealth Advisors, Inc own?
Chokshi & Queen Wealth Advisors, Inc reported 30 ETF positions worth $129.4M in its Form 13F for June 30, 2026. The largest was IVV, at $53.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.