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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Chokshi & Queen Wealth Advisors, Inc

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000922

Total Value
$191.4M
Positions
46
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (46)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720067,832$46.5M24.27%
2INVESCO QQQ TRIVZ61,589$37.8M19.77%
3APPLE INCAAPL91,495$24.9M13.00%
4NVIDIA CORPORATIONNVDA60,413$11.3M5.89%
5COSTCO WHSL CORP NEW22160K10510,890$9.4M4.91%
6VANGUARD WORLD FD92204A50421,318$6.1M3.21%
7META PLATFORMS INCMETA8,185$5.4M2.82%
8VISA INCV12,328$4.3M2.26%
9AMAZON COM INCAMZN16,887$3.9M2.04%
10PROSHARES TR74348A46731,888$3.3M1.73%
11BROADCOM INCAVGO9,488$3.3M1.72%
12ISHARES TR4642876897,966$3.1M1.61%
13MICROSOFT CORPMSFT5,367$2.6M1.36%
14ISHARES TR46428749926,371$2.5M1.33%
15STRATEGY INCSTRK14,350$2.2M1.14%
16VERTIV HOLDINGS COVRT13,300$2.2M1.13%
17TESLA INCTSLA3,938$1.8M0.93%
18ROBINHOOD MKTS INC77070010215,140$1.7M0.89%
19ALPHABET INCGOOG5,264$1.6M0.86%
20ALPHABET INCGOOG4,503$1.4M0.74%
21SPDR DOW JONES INDL AVERAGE78467X1092,900$1.4M0.73%
22COINBASE GLOBAL INCCOIN5,540$1.3M0.65%
23SPDR S&P 500 ETF TRSPY1,752$1.2M0.62%
24NETFLIX INCNFLX12,250$1.1M0.60%
25VANGUARD WORLD FD92204A7021,303$982,1750.51%
26VANGUARD INTL EQUITY INDEX F92204285815,723$845,2680.44%
27PALANTIR TECHNOLOGIES INCPLTR4,721$839,1580.44%
28DIMENSIONAL ETF TRUST25434V50011,488$800,3690.42%
29BERKSHIRE HATHAWAY INC DELBRK-A1,566$787,1500.41%
30VANGUARD INDEX FDS9229086292,452$711,6190.37%
31ELI LILLY & COLLY638$685,6460.36%
32ARISTA NETWORKS INCANET4,674$612,4340.32%
33SERVICENOW INCNOW3,935$602,8030.31%
34MERCADOLIBRE INCMELI265$533,7790.28%
35SCHWAB STRATEGIC TR80852479715,555$426,6740.22%
36VANGUARD INDEX FDS9229086371,293$407,0360.21%
37WISDOMTREE TRWT7,099$406,3470.21%
38SALESFORCE INCCRM1,500$397,3650.21%
39BITMINE IMMERSION TECNOLOGIE09175A20613,500$366,5250.19%
40ISHARES TR4642878872,355$332,4320.17%
41JPMORGAN CHASE & CO.VYLD937$302,0540.16%
42MCDONALDS CORPMCD835$255,2010.13%
43FLEX LTDFLEX4,000$241,6800.13%
44VERISIGN INCVRSN930$225,9440.12%
45SOFI TECHNOLOGIES INCSOFI7,700$201,5860.11%
46FALCONS BEYOND GLOBAL INC30612110410,814$162,3180.08%