Choice Wealth Advisors, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1842357
Institutional-grade research for retail investors

13F Reported Value

$285.0M

Holdings

35

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Choice Wealth Advisors, LLC disclosed 35 positions worth $285.0M in its Form 13F-HR for Q2 2026, followed by $WT. During the quarter the fund opened 1 new position and exited 1. The portfolio is most concentrated in Other (71.7% of disclosed assets). All figures are sourced directly from Choice Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1842357.

Sector Allocation

OtherFinancialsTechnologyConsumer DiscretionaryIndustrialsEnergy

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • SPDR SERIES TRUST - ST STR P500VAL

    Quality

    $33.1M544,554 sh
  • 62.9#716

    Quality

    $31.6M330,979 sh
  • SPDR SERIES TRUST - ST STR P500GRW

    Quality

    $27.5M230,868 sh
  • J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT

    Quality

    $25.2M305,647 sh
  • J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF

    Quality

    $18.2M341,073 sh
  • J P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED

    Quality

    $17.1M337,241 sh
  • $16.5M356,619 sh
  • JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI

    Quality

    $15.1M201,271 sh
  • AMERICAN CENTY ETF TR - AVANTIS EMGMKT

    Quality

    $12.9M133,375 sh
  • J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF

    Quality

    $11.9M235,220 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Choice Wealth Advisors, LLC's 35 positions.

Showing top 10 of 35 holdings.

Sector Allocation

Other

$204.3M

Financials

$54.8M

Technology

$15.4M

Consumer Discretionary

$8.4M

Industrials

$1.8M

Energy

$230,759

Full Holdings — Choice Wealth Advisors, LLC (Q2 2026)

All 35 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1SPDR SERIES TRUST - ST STR P500VAL$33.1M11.6%+0%
2WT$WTWisdomTree, Inc.$31.6M11.1%+1%62.9
3SPDR SERIES TRUST - ST STR P500GRW$27.5M9.6%-2%
4J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT$25.2M8.8%+1%
5J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF$18.2M6.4%+4%
6J P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED$17.1M6.0%+4%
7WT$WTWisdomTree, Inc.$16.5M5.8%+6%62.9
8JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI$15.1M5.3%+0%
9AMERICAN CENTY ETF TR - AVANTIS EMGMKT$12.9M4.5%-4%
10J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF$11.9M4.2%+0%
11HARBOR ETF TRUST - COMM ALL WEA ETF$11.7M4.1%NEW
12FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX$11.1M3.9%-11%
13AMERICAN CENTY ETF TR - AVAN US SMAL ETF$10.0M3.5%+5%
14AAPL$AAPLApple Inc.$9.6M3.4%+0%76.1
15AMZN$AMZNAMAZON COM INC$8.4M3.0%+9%74.6
16NVDA$NVDANVIDIA CORP$4.3M1.5%+2%90.2
17IVZ$IVZInvesco Ltd.$2.6M0.9%-0%
18FIRST TR EXCHANGE-TRADED FD - FINLS ALPHADEX$2.5M0.9%+0%
19INVESCO EXCH TRADED FD TR II - S&P EMRNG MKTS$2.5M0.9%-6%
20J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP$2.5M0.9%-12%
21WT$WTWisdomTree, Inc.$2.2M0.8%-17%62.9
22TSLA$TSLATesla, Inc.$1.5M0.5%+0%50.1
23STT$STTSTATE STREET CORP$1.1M0.4%+0%61.5
24TER$TERTERADYNE, INC$866,3130.3%+0%74.6
25QQQ$QQQINVESCO QQQ TRUST, SERIES 1$840,9690.3%+1%
26BRK.B$BRK.BBERKSHIRE HATHAWAY INC$747,5830.3%-2%64.5
27SPY$SPYSPDR S&P 500 ETF TRUST$654,9340.2%+0%
28J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF$462,5310.2%+0%
29GE$GEGENERAL ELECTRIC CO$410,7290.1%+0%74.8
30FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF$394,1720.1%+0%
31ISHARES TR - CORE 80 20 ETF$323,7390.1%-10%
32GEV$GEVGE Vernova Inc.$321,9120.1%+0%70.1
33J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL$300,9000.1%+0%
34UPS$UPSUNITED PARCEL SERVICE INC$291,8360.1%-9%58.2
35SHEL$SHELShell plc$230,7590.1%+0%

New Positions (1)

HARBOR ETF TRUST - COMM ALL WEA ETF$11.7M

Exited Positions (1)

FIRST TR EXCHANGE TRAD FD VI

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