Choice Wealth Advisors Llc Portfolio Stock Holdings
Choice Wealth Advisors Llc disclosed 35 stock positions valued at approximately $285.0 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, WISDOMTREE TR, and SPDR SERIES TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 9, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 35
- Portfolio Value
- $285.0M
Holdings by Sector
Choice Wealth Advisors Llc Portfolio Holdings in Q2 2026
34 holdings in the latest reporting period.
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| 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 |
| GE VERNOVA INC | GEV | Utilities | 0.11% | 274 | - | - | $321,912 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.11% | 5,900 | - | - | $300,900 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.10% | 2,715 | -268 | -8.98% | $291,836 |
| SHELL PLC | SHEL | Energy | 0.08% | 2,976 | - | - | $230,759 |