# EDGAR Filing Document

**Accession Number:** 0002057199
**File Stem:** 0001172661-26-000922
**Filing Date:** 2026-2
**Character Count:** 8270
**Document Hash:** ce37e26c365a0716d42e3602afcdb2a8
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-000922.hdr.sgml**: 20260217

**ACCESSION NUMBER**: 0001172661-26-000922

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260217

**DATE AS OF CHANGE**: 20260217

**EFFECTIVENESS DATE**: 20260217

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Chokshi & Queen Wealth Advisors, Inc
- **CENTRAL INDEX KEY:** 0002057199

**ORGANIZATION NAME:**
- **EIN:** 863139235
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25410
- **FILM NUMBER:** 26637829

**BUSINESS ADDRESS:**
- **STREET 1:** 4510 EXECUTIVE DRIVE
- **STREET 2:** SUITE 203
- **CITY:** SAN DIEGO
- **STATE:** CA
- **ZIP:** 92121
- **BUSINESS PHONE:** 858-550-0030

**MAIL ADDRESS:**
- **STREET 1:** 4510 EXECUTIVE DRIVE
- **STREET 2:** SUITE 203
- **CITY:** SAN DIEGO
- **STATE:** CA
- **ZIP:** 92121

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Chokshi  Queen Wealth Advisors Inc<br>**Address:** 4510 Executive Drive<br>Suite 203<br>San Diego, CA 92121

**Form 13F File Number:** 028-25410

**CRD Number (if applicable):** 000313833

**SEC File Number (if applicable):** 801-120967

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** NIMAI CHOKSHI<br>**Title:** CHIEF COMPLIANCE OFFICER<br>**Phone:** 858-550-0030

**Signature, Place, and Date of Signing:**

/s/ NIMAI CHOKSHI  San Diego, CA  02-17-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 46

**Form 13F Information Table Value Total:** $191402856

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1647632 | 5264 | SH |  | SOLE |  | 5264 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1413251 | 4503 | SH |  | SOLE |  | 4503 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 3897857 | 16887 | SH |  | SOLE |  | 16887 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 24873991 | 91495 | SH |  | SOLE |  | 91495 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 612434 | 4674 | SH |  | SOLE |  | 4674 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 787150 | 1566 | SH |  | SOLE |  | 1566 | 0 | 0 |
| BITMINE IMMERSION TECNOLOGIE | COM NEW | 09175A206 |  | 366525 | 13500 | SH |  | SOLE |  | 13500 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 3283797 | 9488 | SH |  | SOLE |  | 9488 | 0 | 0 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 1252816 | 5540 | SH |  | SOLE |  | 5540 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 9391643 | 10890 | SH |  | SOLE |  | 10890 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 800369 | 11488 | SH |  | SOLE |  | 11488 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 685646 | 638 | SH |  | SOLE |  | 638 | 0 | 0 |
| FALCONS BEYOND GLOBAL INC | COM CL A | 306121104 |  | 162318 | 10814 | SH |  | SOLE |  | 10814 | 0 | 0 |
| FLEX LTD | ORD | Y2573F102 |  | 241680 | 4000 | SH |  | SOLE |  | 4000 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 37834939 | 61589 | SH |  | SOLE |  | 61589 | 0 | 0 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 3081647 | 7966 | SH |  | SOLE |  | 7966 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 2538736 | 26371 | SH |  | SOLE |  | 26371 | 0 | 0 |
| ISHARES TR | S SML 600 GWT | 464287887 |  | 332432 | 2355 | SH |  | SOLE |  | 2355 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 46461249 | 67832 | SH |  | SOLE |  | 67832 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 302054 | 937 | SH |  | SOLE |  | 937 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 255201 | 835 | SH |  | SOLE |  | 835 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 533779 | 265 | SH |  | SOLE |  | 265 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 5402837 | 8185 | SH |  | SOLE |  | 8185 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2595589 | 5367 | SH |  | SOLE |  | 5367 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 1148560 | 12250 | SH |  | SOLE |  | 12250 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 11267075 | 60413 | SH |  | SOLE |  | 60413 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 839158 | 4721 | SH |  | SOLE |  | 4721 | 0 | 0 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 3318584 | 31888 | SH |  | SOLE |  | 31888 | 0 | 0 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 1712334 | 15140 | SH |  | SOLE |  | 15140 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 397365 | 1500 | SH |  | SOLE |  | 1500 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 426674 | 15555 | SH |  | SOLE |  | 15555 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 602803 | 3935 | SH |  | SOLE |  | 3935 | 0 | 0 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 |  | 201586 | 7700 | SH |  | SOLE |  | 7700 | 0 | 0 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 1393653 | 2900 | SH |  | SOLE |  | 2900 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1194724 | 1752 | SH |  | SOLE |  | 1752 | 0 | 0 |
| STRATEGY INC | CL A NEW | 594972408 |  | 2180483 | 14350 | SH |  | SOLE |  | 14350 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 1770997 | 3938 | SH |  | SOLE |  | 3938 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 407036 | 1293 | SH |  | SOLE |  | 1293 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 711619 | 2452 | SH |  | SOLE |  | 2452 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 845268 | 15723 | SH |  | SOLE |  | 15723 | 0 | 0 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 6136613 | 21318 | SH |  | SOLE |  | 21318 | 0 | 0 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 982175 | 1303 | SH |  | SOLE |  | 1303 | 0 | 0 |
| VERISIGN INC | COM | 92343E102 |  | 225944 | 930 | SH |  | SOLE |  | 930 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 2154733 | 13300 | SH |  | SOLE |  | 13300 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 4323553 | 12328 | SH |  | SOLE |  | 12328 | 0 | 0 |
| WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 |  | 406347 | 7099 | SH |  | SOLE |  | 7099 | 0 | 0 |

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