Choice Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Choice Wealth Advisors Llc disclosed 34 stock positions valued at approximately $284.96M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, WISDOMTREE TR, and SPDR SERIES TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 34
- Portfolio Value
- $284.96M
Holdings by Sector
Choice Wealth Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPYV | Other | 11.62% | 544,554 | +1,831 | +0.34% | $33,103,444 |
| WISDOMTREE TR | DGRW | Other | 11.11% | 330,979 | +3,007 | +0.92% | $31,648,249 |
| SPDR SERIES TRUST | SPYG | Other | 9.64% | 230,868 | -4,809 | -2.04% | $27,471,027 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 8.85% | 305,647 | +2,883 | +0.95% | $25,212,837 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 6.40% | 341,073 | +13,152 | +4.01% | $18,247,416 |
| WISDOMTREE TR | DDWM | Other | 5.78% | 356,619 | +20,106 | +5.97% | $16,468,665 |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | Other | 5.29% | 201,271 | +133 | +0.07% | $15,087,290 |
| AMERICAN CENTY ETF TR | AVEM | Other | 4.52% | 133,375 | -5,851 | -4.20% | $12,869,369 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 4.17% | 235,220 | +288 | +0.12% | $11,895,080 |
| HARBOR ETF TRUST | HGER | Other | 4.11% | 398,929 | +398,929 | +100.00% | $11,704,577 |
| FIRST TR EXCHANGE-TRADED FD | FXL | Other | 3.91% | 51,232 | -6,143 | -10.71% | $11,128,621 |
| AMERICAN CENTY ETF TR | AVSC | Other | 3.50% | 136,099 | +6,630 | +5.12% | $9,981,530 |
| APPLE INC | AAPL | Technology | 3.35% | 33,025 | +47 | +0.14% | $9,555,981 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.95% | 35,266 | +2,970 | +9.20% | $8,405,298 |
| NVIDIA CORPORATION | NVDA | Technology | 1.50% | 21,302 | +320 | +1.53% | $4,262,352 |
| INVESCO EXCHANGE TRADED FD T | RSPN | Other | 0.91% | 40,303 | -90 | -0.22% | $2,579,191 |
| FIRST TR EXCHANGE-TRADED FD | FXO | Other | 0.89% | 40,451 | +25 | +0.06% | $2,526,569 |
| INVESCO EXCH TRADED FD TR II | EELV | Other | 0.87% | 89,674 | -5,540 | -5.82% | $2,492,937 |
| J P MORGAN EXCHANGE TRADED F | JMEE | Other | 0.87% | 31,697 | -4,486 | -12.40% | $2,473,322 |
| WISDOMTREE TR | IHDG | Other | 0.78% | 42,460 | -8,420 | -16.55% | $2,224,042 |
| TESLA INC | TSLA | Consumer Cyclical | 0.54% | 3,650 | - | - | $1,535,190 |
| STATE STR CORP | STT | Financial Services | 0.40% | 6,750 | - | - | $1,144,800 |
| TERADYNE INC | TER | Technology | 0.30% | 1,790 | - | - | $866,313 |
| INVESCO QQQ TR | QQQ | Other | 0.30% | 1,142 | +10 | +0.88% | $840,969 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.26% | 1,494 | -38 | -2.48% | $747,583 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.23% | 877 | +2 | +0.23% | $654,934 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.16% | 9,131 | - | - | $462,531 |
| GE AEROSPACE | GE | Industrials | 0.14% | 1,099 | - | - | $410,729 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 0.14% | 4,387 | - | - | $394,172 |
| ISHARES TR | AOA | Other | 0.11% | 3,317 | -363 | -9.86% | $323,739 |
Showing 30 of 34 holdings in the latest reporting period.