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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 48.90% of Choice Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: JCPB (+$16M), PXH, AVEM, JMTG, JPST, FTGC, AMZN, DGRW, JHMM, IHDG.
Started 2 new stock positions in PXH, JCPB.
Reduced shares in these 10 stocks: EELV, SPYG, AAPL, JMUB, SPYV, FXL, SPY, PKST, BRK.B, QQQ.
Sold out of its position in EELV.
Choice Wealth Advisors was a net buyer of stock by $16M.
Choice Wealth Advisors has $253M in assets under management (AUM), dropping by 8.42%.
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 33 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYV)	12.0	$30M		534k	56.81	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	11.4	$29M		323k	89.43	View chart
Spdr Series Trust State Street Spd (SPYG)	9.7	$25M	-2%	230k	106.70	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	8.9	$23M		301k	74.88	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	6.9	$17M		358k	48.66	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	6.4	$16M		316k	51.06	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	6.3	$16M	NEW	339k	47.35	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	5.2	$13M		200k	65.48	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.5	$12M		227k	50.59	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.2	$11M	+2%	137k	77.02	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	4.0	$10M		158k	64.38	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	3.7	$9.4M		56k	168.28	View chart
Apple (AAPL)	3.6	$9.0M	-2%	33k	271.86	View chart
Amazon (AMZN)	2.9	$7.5M	+2%	32k	230.82	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	2.7	$6.9M	+2%	296k	23.23	View chart
NVIDIA Corporation (NVDA)	1.6	$3.9M		21k	186.50	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	1.1	$2.7M	NEW	99k	27.43	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	1.0	$2.4M		40k	60.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.9	$2.4M		42k	56.63	View chart
Tesla Motors (TSLA)	0.6	$1.6M		3.7k	449.72	View chart
State Street Corporation (STT)	0.3	$871k		6.8k	129.01	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$796k	-2%	1.6k	502.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$757k		1.2k	614.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$715k	-5%	1.0k	681.60	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$461k	-24%	9.1k	50.50	View chart
Teradyne (TER)	0.1	$346k		1.8k	193.57	View chart
Peakstone Realty Trust Common Shares (PKST)	0.1	$342k	-7%	24k	14.35	View chart
Ge Aerospace Com New (GE)	0.1	$339k		1.1k	308.03	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$314k		4.4k	71.45	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$313k		3.5k	89.56	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$301k		5.9k	50.94	View chart
United Parcel Service CL B (UPS)	0.1	$293k		3.0k	99.18	View chart
Shell Spon Ads (SHEL)	0.1	$219k		3.0k	73.48	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 Q4 filed Jan. 8, 2026
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

View all past filings

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