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Choice Wealth Advisors

Latest statistics and disclosures from Choice Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYV, DGRW, SPYG, JIRE, IHDG, and represent 52.09% of Choice Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AVEM (+$10M), IHDG, JPST, TER, FTGC, JMEE, JHMM, NVDA, UPS, AOA.
Started 2 new stock positions in AVEM, TER.
Reduced shares in these 10 stocks: EELV (-$10M), SPYG, DGRW, AMZN, SPYV, FXL, JIRE, BRK.B, JMTG, FXO.
Choice Wealth Advisors was a net seller of stock by $-816k.
Choice Wealth Advisors has $233M in assets under management (AUM), dropping by 5.43%.
Central Index Key (CIK): 0001842357

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Positions held by Choice Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Choice Wealth Advisors

Choice Wealth Advisors holds 32 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	12.7	$30M		536k	55.33	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	12.3	$29M	-2%	322k	88.96	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	10.6	$25M	-4%	236k	104.51	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	9.5	$22M		301k	73.54	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	7.1	$17M	+3%	358k	46.08	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	6.8	$16M		312k	51.00	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	5.5	$13M		199k	64.69	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.9	$11M	+4%	223k	50.73	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.3	$10M	NEW	134k	75.11	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	4.3	$10M		157k	63.43	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	4.1	$9.5M		56k	167.99	View chart
Apple (AAPL)	3.7	$8.6M		34k	254.63	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	3.2	$7.5M		289k	25.90	View chart
Amazon (AMZN)	3.0	$6.9M		32k	219.57	View chart
NVIDIA Corporation (NVDA)	1.7	$3.9M		21k	186.58	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	1.2	$2.8M	-78%	106k	26.62	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	1.0	$2.4M		40k	59.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	1.0	$2.4M		42k	56.10	View chart
Tesla Motors (TSLA)	0.7	$1.6M		3.7k	444.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$818k	-3%	1.6k	502.74	View chart
State Street Corporation (STT)	0.3	$783k		6.8k	116.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$749k		1.2k	600.37	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$737k		1.1k	666.05	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$611k		12k	50.47	View chart
Peakstone Realty Trust Common Shares (PKST)	0.1	$338k	-3%	26k	13.12	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$334k		4.4k	76.01	View chart
Ge Aerospace Com New (GE)	0.1	$331k		1.1k	300.82	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$314k		3.6k	88.14	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$301k		5.9k	51.04	View chart
Teradyne (TER)	0.1	$246k	NEW	1.8k	137.64	View chart
United Parcel Service CL B (UPS)	0.1	$244k		2.9k	83.52	View chart
Shell Spon Ads (SHEL)	0.1	$213k		3.0k	71.53	View chart

Past Filings by Choice Wealth Advisors

SEC 13F filings are viewable for Choice Wealth Advisors going back to 2020

Choice Wealth Advisors 2025 Q3 filed Nov. 6, 2025
Choice Wealth Advisors 2025 Q2 filed July 8, 2025
Choice Wealth Advisors 2025 Q1 filed April 11, 2025
Choice Wealth Advisors 2024 Q4 filed Jan. 15, 2025
Choice Wealth Advisors 2024 Q3 filed Oct. 7, 2024
Choice Wealth Advisors 2024 Q2 filed July 15, 2024
Choice Wealth Advisors 2024 Q1 filed April 18, 2024
Choice Wealth Advisors 2023 Q4 filed Jan. 12, 2024
Choice Wealth Advisors 2023 Q3 filed Oct. 10, 2023
Choice Wealth Advisors 2023 Q2 filed July 14, 2023
Choice Wealth Advisors 2023 Q1 filed April 6, 2023
Choice Wealth Advisors 2022 Q4 filed Jan. 25, 2023
Choice Wealth Advisors 2022 Q3 filed Nov. 9, 2022
Choice Wealth Advisors 2022 Q2 filed Aug. 9, 2022
Choice Wealth Advisors 2022 Q1 filed April 12, 2022
Choice Wealth Advisors 2021 Q4 filed Feb. 14, 2022

View all past filings

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