Choice Wealth Advisors Llc Portfolio Stock Holdings
Choice Wealth Advisors Llc disclosed 35 stock positions valued at approximately $254.8 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 March 31, 2026 and was filed on April 9, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 35
- Portfolio Value
- $254.8M
Holdings by Sector
Choice Wealth Advisors Llc Portfolio Holdings in Q1 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 | 12.05% | 542,723 | +8,289 | +1.55% | $30,707,247 |
| WISDOMTREE TR | DGRW | Other | 11.31% | 327,972 | +5,355 | +1.66% | $28,809,049 |
| SPDR SERIES TRUST | SPYG | Other | 9.06% | 235,677 | +5,821 | +2.53% | $23,075,117 |
| J P MORGAN EXCHANGE TRADED F | JIRE | Other | 9.00% | 302,764 | +2,049 | +0.68% | $22,931,360 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 6.92% | 327,921 | +327,921 | +100.00% | $17,632,312 |
| WISDOMTREE TR | DDWM | Other | 5.83% | 336,513 | +336,513 | +100.00% | $14,843,586 |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | Other | 5.30% | 201,138 | +1,543 | +0.77% | $13,500,366 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 4.67% | 234,932 | +8,150 | +3.59% | $11,889,922 |
| AMERICAN CENTY ETF TR | AVEM | Other | 4.40% | 139,226 | +2,447 | +1.79% | $11,218,831 |
| FIRST TR EXCHANGE-TRADED FD | FXL | Other | 3.58% | 57,375 | +1,464 | +2.62% | $9,115,171 |
| FIRST TR EXCHANGE TRAD FD VI | FTGC | Other | 3.29% | 291,759 | -4,321 | -1.46% | $8,376,408 |
| APPLE INC | AAPL | Technology | 3.28% | 32,978 | -65 | -0.20% | $8,369,607 |
| AMERICAN CENTY ETF TR | AVSC | Other | 3.17% | 129,469 | +129,469 | +100.00% | $8,065,919 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.64% | 32,296 | - | - | $6,726,288 |
| NVIDIA CORPORATION | NVDA | Technology | 1.44% | 20,982 | -140 | -0.66% | $3,659,266 |
| INVESCO EXCH TRADED FD TR II | EELV | Other | 1.05% | 95,214 | +95,214 | +100.00% | $2,673,609 |
| WISDOMTREE TR | IHDG | Other | 0.96% | 50,880 | -307,255 | -85.79% | $2,449,884 |
| J P MORGAN EXCHANGE TRADED F | JMEE | Other | 0.95% | 36,183 | -121,406 | -77.04% | $2,415,943 |
| INVESCO EXCHANGE TRADED FD T | RSPN | Other | 0.91% | 40,393 | -1,609 | -3.83% | $2,325,829 |
| FIRST TR EXCHANGE-TRADED FD | FXO | Other | 0.89% | 40,426 | +329 | +0.82% | $2,271,537 |
| TESLA INC | TSLA | Consumer Cyclical | 0.53% | 3,650 | - | - | $1,356,888 |
| STATE STR CORP | STT | Financial Services | 0.34% | 6,750 | - | - | $854,280 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.29% | 1,532 | -52 | -3.28% | $734,134 |
| INVESCO QQQ TR | QQQ | Other | 0.26% | 1,132 | -100 | -8.12% | $653,368 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.22% | 875 | -174 | -16.59% | $569,295 |
| TERADYNE INC | TER | Technology | 0.21% | 1,790 | +1 | +0.06% | $530,638 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.18% | 9,131 | - | - | $456,459 |
| ISHARES TR | AOA | Other | 0.13% | 3,680 | +182 | +5.20% | $325,643 |
| GE AEROSPACE | GE | Industrials | 0.12% | 1,099 | - | - | $311,863 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.12% | 5,900 | - | - | $300,782 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.12% | 2,983 | +31 | +1.05% | $293,512 |
| SHELL PLC | SHEL | Energy | 0.11% | 2,976 | - | - | $276,768 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 0.11% | 4,387 | - | - | $274,977 |
| GE VERNOVA INC | GEV | Utilities | 0.09% | 274 | +274 | +100.00% | $239,175 |