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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 48.34% of Choice Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: JBND (+$18M), DDWM (+$15M), AVSC (+$8.1M), EELV, SPYG, DGRW, SPYV, JMTG, JPST, GEV.
Started 5 new stock positions in DDWM, JBND, GEV, AVSC, EELV.
Reduced shares in these 10 stocks: JCPB (-$16M), IHDG (-$15M), JMEE (-$8.1M), PXH, PKST, FTGC, SPY, RSPN, QQQ, BRK.B.
Sold out of its positions in PKST, PXH, JCPB.
Choice Wealth Advisors was a net buyer of stock by $4.1M.
Choice Wealth Advisors has $255M in assets under management (AUM), dropping by 0.73%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYV)	12.1	$31M		543k	56.58	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	11.3	$29M		328k	87.84	View chart
Spdr Series Trust State Street Spd (SPYG)	9.1	$23M	+2%	236k	97.91	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	9.0	$23M		303k	75.74	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	6.9	$18M	NEW	328k	53.77	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	6.5	$17M	+2%	325k	51.00	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	5.8	$15M	NEW	337k	44.11	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	5.3	$14M		201k	67.12	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.7	$12M	+3%	235k	50.61	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.4	$11M		139k	80.58	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	3.6	$9.1M	+2%	57k	158.87	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	3.3	$8.4M		292k	28.71	View chart
Apple (AAPL)	3.3	$8.4M		33k	253.79	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	3.2	$8.1M	NEW	130k	62.30	View chart
Amazon (AMZN)	2.6	$6.7M		32k	208.27	View chart
NVIDIA Corporation (NVDA)	1.4	$3.7M		21k	174.40	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	1.0	$2.7M	NEW	95k	28.08	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	1.0	$2.4M	-85%	51k	48.15	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.9	$2.4M	-77%	36k	66.77	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	0.9	$2.3M	-3%	40k	57.58	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.9	$2.3M		40k	56.19	View chart
Tesla Motors (TSLA)	0.5	$1.4M		3.7k	371.75	View chart
State Street Corporation (STT)	0.3	$854k		6.8k	126.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$734k	-3%	1.5k	479.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$653k	-8%	1.1k	577.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$569k	-16%	875.00	650.62	View chart
Teradyne (TER)	0.2	$531k		1.8k	296.45	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$457k		9.1k	49.99	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$326k	+5%	3.7k	88.49	View chart
Ge Aerospace Com New (GE)	0.1	$312k		1.1k	283.77	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$301k		5.9k	50.98	View chart
United Parcel Svcs CL B (UPS)	0.1	$294k		3.0k	98.39	View chart
Shell Spon Ads (SHEL)	0.1	$277k		3.0k	93.00	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$275k		4.4k	62.68	View chart
Ge Vernova (GEV)	0.1	$239k	NEW	274.00	872.90	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 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
Choice Wealth Advisors 2022 Q3 filed Nov. 9, 2022
Choice Wealth Advisors 2022 Q2 filed Aug. 9, 2022

View all past filings

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