Choice Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 16, 2026, Choice Wealth Advisors Llc disclosed 35 stock positions valued at approximately $289.31M as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, WISDOMTREE TR, and SPDR SERIES TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 35
- Portfolio Value
- $289.31M
Holdings by Sector
Choice Wealth Advisors Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPYV | Other | 11.60% | 549,152 | +4,598 | +0.84% | $33,569,678 |
| WISDOMTREE TR | DGRW | Other | 11.29% | 336,008 | +5,029 | +1.52% | $32,673,416 |
| SPDR SERIES TRUST | SPYG | Other | 9.87% | 231,894 | +1,026 | +0.44% | $28,541,516 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 8.72% | 306,900 | +1,253 | +0.41% | $25,214,918 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 6.31% | 357,005 | +15,932 | +4.67% | $18,250,083 |
| J P MORGAN EXCHANGE TRADED F | JPLD | Other | 5.83% | 328,320 | +328,320 | +100.00% | $16,878,931 |
| WISDOMTREE TR | DDWM | Other | 5.81% | 368,427 | +11,808 | +3.31% | $16,811,305 |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | Other | 5.01% | 202,553 | +1,282 | +0.64% | $14,482,542 |
| HARBOR ETF TRUST | HGER | Other | 4.62% | 379,159 | -19,770 | -4.96% | $13,369,146 |
| AMERICAN CENTY ETF TR | AVEM | Other | 4.42% | 135,959 | +2,584 | +1.94% | $12,782,900 |
| PGIM ETF TR | PULS | Other | 3.99% | 233,320 | +233,320 | +100.00% | $11,540,007 |
| FIRST TR EXCHANGE-TRADED FD | FXL | Other | 3.94% | 51,611 | +379 | +0.74% | $11,405,940 |
| APPLE INC | AAPL | Technology | 3.73% | 32,391 | -634 | -1.92% | $10,786,719 |
| AMERICAN CENTY ETF TR | AVSC | Other | 3.25% | 136,108 | +9 | +0.01% | $9,410,491 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.03% | 35,194 | -72 | -0.20% | $8,768,585 |
| NVIDIA CORPORATION | NVDA | Technology | 1.68% | 21,302 | - | - | $4,864,991 |
| INVESCO EXCH TRADED FD TR II | EELV | Other | 0.86% | 88,798 | -876 | -0.98% | $2,482,792 |
| FIRST TR EXCHANGE-TRADED FD | FXO | Other | 0.84% | 40,090 | -361 | -0.89% | $2,430,256 |
| INVESCO EXCHANGE TRADED FD T | RSPN | Other | 0.84% | 41,753 | +1,450 | +3.60% | $2,418,334 |
| J P MORGAN EXCHANGE TRADED F | JMEE | Other | 0.80% | 31,426 | -271 | -0.85% | $2,312,330 |
| WISDOMTREE TR | IHDG | Other | 0.70% | 39,262 | -3,198 | -7.53% | $2,037,710 |
| TESLA INC | TSLA | Consumer Cyclical | 0.45% | 3,650 | - | - | $1,295,057 |
| STATE STR CORP | STT | Financial Services | 0.41% | 6,750 | - | - | $1,178,483 |
| INVESCO QQQ TR | QQQ | Other | 0.29% | 1,142 | - | - | $844,817 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.25% | 1,440 | -54 | -3.61% | $717,048 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.23% | 879 | +2 | +0.23% | $670,124 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.20% | 11,673 | -223,547 | -95.04% | $587,947 |
| J P MORGAN EXCHANGE TRADED F | JMTG | Other | 0.20% | 12,106 | -325,135 | -96.41% | $585,217 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 0.16% | 4,387 | - | - | $452,256 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.15% | 9,131 | - | - | $434,453 |
Showing 30 of 35 holdings in the latest reporting period.