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, JBND, and represent 47.62% of Choice Wealth Advisors's stock portfolio.
  • Added to shares of these 10 stocks: HGER (+$12M), DDWM, AMZN, JBND, JMTG, AVSC, DGRW, JIRE, SPYV, NVDA.
  • Started 1 new stock position in HGER.
  • Reduced shares in these 10 stocks: FTGC (-$8.4M), FXL, SPYG, AVEM, IHDG, JMEE, EELV, AOA, UPS, BRK.B.
  • Sold out of its position in FTGC.
  • Choice Wealth Advisors was a net buyer of stock by $4.0M.
  • Choice Wealth Advisors has $285M in assets under management (AUM), dropping by 11.84%.
  • Central Index Key (CIK): 0001842357

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Portfolio Holdings for Choice Wealth Advisors

Choice Wealth Advisors holds 35 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust St Str P500val (SPYV) 11.6 $33M 545k 60.79
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 11.1 $32M 331k 95.62
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Spdr Series Trust ST STR P500GRW (SPYG) 9.6 $28M -2% 231k 118.99
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J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 8.8 $25M 306k 82.49
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J P Morgan Exchange Traded F Active Bond Etf (JBND) 6.4 $18M +4% 341k 53.50
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J P Morgan Exchange Traded F Mortgage Backed (JMTG) 6.0 $17M +3% 337k 50.68
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Wisdomtree Tr Dynamic Intl Eqt (DDWM) 5.8 $17M +5% 357k 46.18
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John Hancock Exchange Traded Multifactor Mi (JHMM) 5.3 $15M 201k 74.96
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American Centy Etf Tr Avantis Emgmkt (AVEM) 4.5 $13M -4% 133k 96.49
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.2 $12M 235k 50.57
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Harbor Etf Trust Comm All Wea Etf (HGER) 4.1 $12M NEW 399k 29.34
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First Tr Exchange-traded Tech Alphadex (FXL) 3.9 $11M -10% 51k 217.22
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American Centy Etf Tr Avan Us Smal Etf (AVSC) 3.5 $10M +5% 136k 73.34
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Apple (AAPL) 3.4 $9.6M 33k 289.36
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Amazon (AMZN) 2.9 $8.4M +9% 35k 238.34
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NVIDIA Corporation (NVDA) 1.5 $4.3M 21k 200.09
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Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 0.9 $2.6M 40k 63.99
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First Tr Exchange-traded Finls Alphadex (FXO) 0.9 $2.5M 41k 62.46
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Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.9 $2.5M -5% 90k 27.80
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J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.9 $2.5M -12% 32k 78.03
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.8 $2.2M -16% 43k 52.38
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Tesla Motors (TSLA) 0.5 $1.5M 3.7k 420.60
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State Street Corporation (STT) 0.4 $1.1M 6.8k 169.60
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Teradyne (TER) 0.3 $866k 1.8k 483.97
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $841k 1.1k 736.40
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $748k -2% 1.5k 500.39
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $655k 877.00 746.79
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $463k 9.1k 50.66
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Ge Aerospace Com New (GE) 0.1 $411k 1.1k 373.73
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First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.1 $394k 4.4k 89.85
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Ishares Tr Core 80 20 Etf (AOA) 0.1 $324k -9% 3.3k 97.60
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Ge Vernova (GEV) 0.1 $322k 274.00 1174.86
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $301k 5.9k 51.00
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United Parcel Svcs CL B (UPS) 0.1 $292k -8% 2.7k 107.49
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Shell Spon Ads (SHEL) 0.1 $231k 3.0k 77.54
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Past Filings by Choice Wealth Advisors

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

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