Choice Wealth Advisors' Q2 2026 Portfolio Activity Report
This report details observable purchases and sales by Choice Wealth Advisors Llc in Q2 2026, highlighting significant changes to their holdings.
Choice Wealth Advisors Llc experienced notable shifts in its portfolio during the second quarter of 2026. The firm's total portfolio value stood at $267,864,164 as of June 30th.
Purchasing Activity: Choice Wealth Advisors demonstrated significant buying interest this quarter. The most prominent purchase was HARBOR ETF TRUST (HGER), which saw a staggering 100% increase in shares held, adding $398,929 worth of the fund to its portfolio.
Other substantial additions included WISDOMTREE TR (DDWM), which increased by 5.97% in weight and shares, representing a significant new position or increase for the investor. Similarly, J P MORGAN EXCHANGE TRADED FUND (JBND) showed strong buying momentum with a 4.01% share increase.
Selling Activity: The firm also disposed of some positions during Q2 2026. SPDR SERIES TRUST (SPYG), a core holding previously valued at $9.64% allocation, experienced the most significant reduction with an approximate -2.04% weight decrease and share reduction.
Additionally, Choice Wealth Advisors reduced its stake in FIRST TR EXCHANGE-TRADED FD (FXL) by about 10.71%, sold a portion of INVESCO EXCH TRADED FD TR II (EELV), and decreased its position in several other funds, though the weight impact was less pronounced.
Conclusion: Overall, Choice Wealth Advisors' portfolio saw a mix of buying and selling activities this quarter. The firm significantly increased exposure to specific ETFs while reducing allocations in others like SPYG. For more detailed information on their investment strategy or individual holdings, please visit Choice Wealth Advisors Llc.