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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, JBND, and represent 47.79% of Choice Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: JPLD (+$17M), PULS (+$12M), JBND, DDWM, DGRW, SPYV, AVEM, SPYG, JIRE, JHMM.
Started 2 new stock positions in PULS, JPLD.
Reduced shares in these 10 stocks: JMTG (-$16M), JPST (-$11M), TER, HGER, UPS, AAPL, IHDG, BRK.B, EELV, FXO.
Sold out of its positions in TER, UPS.
Choice Wealth Advisors was a net buyer of stock by $2.0M.
Choice Wealth Advisors has $289M in assets under management (AUM), dropping by 1.53%.
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 35 positions in its portfolio as reported in the September 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	$34M		549k	61.13	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	11.3	$33M		336k	97.24	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	9.9	$29M		232k	123.08	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	8.7	$25M		307k	82.16	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	6.3	$18M	+4%	357k	51.12	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	5.8	$17M	NEW	328k	51.41	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	5.8	$17M	+3%	368k	45.63	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	5.0	$15M		203k	71.50	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	4.6	$13M	-4%	379k	35.26	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.4	$13M		136k	94.02	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	4.0	$12M	NEW	233k	49.46	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	3.9	$11M		52k	221.00	View chart
Apple (AAPL)	3.7	$11M		32k	333.02	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	3.3	$9.4M		136k	69.14	View chart
Amazon (AMZN)	3.0	$8.8M		35k	249.15	View chart
NVIDIA Corporation (NVDA)	1.7	$4.9M		21k	228.38	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	0.9	$2.5M		89k	27.96	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.8	$2.4M		40k	60.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.8	$2.4M	+3%	42k	57.92	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.8	$2.3M		31k	73.58	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.7	$2.0M	-7%	39k	51.90	View chart
Tesla Motors (TSLA)	0.4	$1.3M		3.7k	354.81	View chart
State Street Corporation (STT)	0.4	$1.2M		6.8k	174.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$845k		1.1k	739.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$717k	-3%	1.4k	497.95	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$670k		879.00	762.37	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$588k	-95%	12k	50.37	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.2	$585k	-96%	12k	48.34	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.2	$452k		4.4k	103.09	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$435k		9.1k	47.58	View chart
Ge Aerospace Com New (GE)	0.1	$343k		1.1k	312.29	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$323k		3.3k	97.27	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$298k		5.9k	50.56	View chart
Shell Spon Ads (SHEL)	0.1	$283k		3.0k	95.05	View chart
Ge Vernova (GEV)	0.1	$260k		274.00	950.49	View chart

Past Filings by Choice Wealth Advisors

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

Choice Wealth Advisors 2026 Q3 filed Oct. 16, 2026
Choice Wealth Advisors 2026 Q2 filed July 9, 2026
Choice Wealth Advisors 2026 Q1 filed April 9, 2026
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

View all past filings

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