Choice Wealth Advisors, LLC
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.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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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 shJ P MORGAN EXCHANGE TRADED F - INTRNL RES EQT
—Quality
$25.2M305,647 shJ P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF
—Quality
$18.2M341,073 shJ P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED
—Quality
$17.1M337,241 sh- 62.9
Quality
$16.5M356,619 sh JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI
—Quality
$15.1M201,271 shAMERICAN CENTY ETF TR - AVANTIS EMGMKT
—Quality
$12.9M133,375 shJ P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
—Quality
$11.9M235,220 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500VAL | — | $33.1M | 544,554 |
| 62.9#716 | $31.6M | 330,979 | |
| SPDR SERIES TRUST - ST STR P500GRW | — | $27.5M | 230,868 |
| J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | — | $25.2M | 305,647 |
| J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | — | $18.2M | 341,073 |
| J P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED | — | $17.1M | 337,241 |
| 62.9 | $16.5M | 356,619 | |
| JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | — | $15.1M | 201,271 |
| AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $12.9M | 133,375 |
| J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $11.9M | 235,220 |
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.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR P500VAL | $33.1M | 11.6% | +0% | — |
| 2 | WisdomTree, Inc. | $31.6M | 11.1% | +1% | 62.9 | |
| 3 | — | SPDR SERIES TRUST - ST STR P500GRW | $27.5M | 9.6% | -2% | — |
| 4 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | $25.2M | 8.8% | +1% | — |
| 5 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $18.2M | 6.4% | +4% | — |
| 6 | — | J P MORGAN EXCHANGE TRADED F - MORTGAGE BACKED | $17.1M | 6.0% | +4% | — |
| 7 | WisdomTree, Inc. | $16.5M | 5.8% | +6% | 62.9 | |
| 8 | — | JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI | $15.1M | 5.3% | +0% | — |
| 9 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $12.9M | 4.5% | -4% | — |
| 10 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $11.9M | 4.2% | +0% | — |
| 11 | — | HARBOR ETF TRUST - COMM ALL WEA ETF | $11.7M | 4.1% | NEW | — |
| 12 | — | FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX | $11.1M | 3.9% | -11% | — |
| 13 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | $10.0M | 3.5% | +5% | — |
| 14 | Apple Inc. | $9.6M | 3.4% | +0% | 76.1 | |
| 15 | AMAZON COM INC | $8.4M | 3.0% | +9% | 74.6 | |
| 16 | NVIDIA CORP | $4.3M | 1.5% | +2% | 90.2 | |
| 17 | Invesco Ltd. | $2.6M | 0.9% | -0% | — | |
| 18 | — | FIRST TR EXCHANGE-TRADED FD - FINLS ALPHADEX | $2.5M | 0.9% | +0% | — |
| 19 | — | INVESCO EXCH TRADED FD TR II - S&P EMRNG MKTS | $2.5M | 0.9% | -6% | — |
| 20 | — | J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP | $2.5M | 0.9% | -12% | — |
| 21 | WisdomTree, Inc. | $2.2M | 0.8% | -17% | 62.9 | |
| 22 | Tesla, Inc. | $1.5M | 0.5% | +0% | 50.1 | |
| 23 | STATE STREET CORP | $1.1M | 0.4% | +0% | 61.5 | |
| 24 | TERADYNE, INC | $866,313 | 0.3% | +0% | 74.6 | |
| 25 | INVESCO QQQ TRUST, SERIES 1 | $840,969 | 0.3% | +1% | — | |
| 26 | BERKSHIRE HATHAWAY INC | $747,583 | 0.3% | -2% | 64.5 | |
| 27 | SPDR S&P 500 ETF TRUST | $654,934 | 0.2% | +0% | — | |
| 28 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $462,531 | 0.2% | +0% | — |
| 29 | GENERAL ELECTRIC CO | $410,729 | 0.1% | +0% | 74.8 | |
| 30 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $394,172 | 0.1% | +0% | — |
| 31 | — | ISHARES TR - CORE 80 20 ETF | $323,739 | 0.1% | -10% | — |
| 32 | GE Vernova Inc. | $321,912 | 0.1% | +0% | 70.1 | |
| 33 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $300,900 | 0.1% | +0% | — |
| 34 | UNITED PARCEL SERVICE INC | $291,836 | 0.1% | -9% | 58.2 | |
| 35 | Shell plc | $230,759 | 0.1% | +0% | — |
New Positions (1)
Exited Positions (1)
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