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Choice Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Choice Wealth Advisors, LLC

Investment Activity

  • Choice Wealth Advisors, LLC has $254.79 million in total holdings as of March 31, 2026.
  • Choice Wealth Advisors, LLC owns shares of 35 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 18.27% of the portfolio was purchased this quarter.
  • About 16.66% of the portfolio was sold this quarter.
  • This quarter, Choice Wealth Advisors, LLC has purchased 33 new stocks and bought additional shares in 13 stocks.
  • Choice Wealth Advisors, LLC sold shares of 9 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

46654Q716 - J P MORGAN EXCHANGE TRADED F
$17,632,312 Holding
97717X263 - WisdomTree Dynamic International Equity Fund
$14,843,586 Holding
025072323 - Avantis U.S. Small Cap Equity ETF
$8,065,919 Holding
36828A101 - GE VERNOVA INC
$239,175 Holding

Largest Purchases this Quarter

J P MORGAN EXCHANGE TRADED F
327,921 shares (about $17.63M)
WisdomTree Dynamic International Equity Fund
336,513 shares (about $14.84M)
Avantis U.S. Small Cap Equity ETF
129,469 shares (about $8.07M)
SPDR Portfolio S&P 500 Growth ETF
5,821 shares (about $569.93K)

Largest Sales this Quarter

JPMorgan Small & Mid Cap Enhanced Equity ETF
121,406 shares (about $8.11M)
SPDR S&P 500 ETF Trust
174 shares (about $113.21K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofChoice Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$30,707,247$468,991 â–²1.6%542,72312.1%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$28,809,049$470,383 â–²1.7%327,97211.3%Manufacturing
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$23,075,117$569,934 â–²2.5%235,6779.1%ETF
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$22,931,360$155,191 â–²0.7%302,7649.0%ETF
J P MORGAN EXCHANGE TRADED F
$17,632,312$17,632,312 â–²New Holding327,9216.9%ACTIVE BOND ETF
J P MORGAN EXCHANGE TRADED F
$16,553,881$454,563 â–²2.8%324,5866.5%MORTGAGE BACKED
WisdomTree Dynamic International Equity Fund stock logo
DDWM
WisdomTree Dynamic International Equity Fund
$14,843,586$14,843,586 â–²New Holding336,5135.8%Finance
John Hancock Multifactor Mid Cap ETF stock logo
JHMM
John Hancock Multifactor Mid Cap ETF
$13,500,366$103,566 â–²0.8%201,1385.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$11,889,922$412,472 â–²3.6%234,9324.7%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$11,218,831$197,179 â–²1.8%139,2264.4%ETF
First Trust Technology AlphaDEX Fund stock logo
FXL
First Trust Technology AlphaDEX Fund
$9,115,171$232,586 â–²2.6%57,3753.6%ETF
First Trust Global Tactical Commodity Strategy Fund stock logo
FTGC
First Trust Global Tactical Commodity Strategy Fund
$8,376,408$124,056 â–¼-1.5%291,7593.3%Manufacturing
Apple Inc. stock logo
AAPL
Apple
$8,369,607$16,497 â–¼-0.2%32,9783.3%Computer and Technology
Avantis U.S. Small Cap Equity ETF stock logo
AVSC
Avantis U.S. Small Cap Equity ETF
$8,065,919$8,065,919 â–²New Holding129,4693.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,726,2880.0%32,2962.6%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,659,266$24,416 â–¼-0.7%20,9821.4%Computer and Technology
Invesco S&P Emerging Markets Low Volatility ETF stock logo
EELV
Invesco S&P Emerging Markets Low Volatility ETF
$2,673,609$2,673,609 â–²New Holding95,2141.0%ETF
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$2,449,884$14,794,401 â–¼-85.8%50,8801.0%Finance
JPMorgan Small & Mid Cap Enhanced Equity ETF stock logo
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
$2,415,943$8,106,292 â–¼-77.0%36,1830.9%ETF
Invesco S&P 500 Equal Weight Industrials ETF stock logo
RSPN
Invesco S&P 500 Equal Weight Industrials ETF
$2,325,829$92,646 â–¼-3.8%40,3930.9%ETF
First Trust Financials AlphaDEX Fund stock logo
FXO
First Trust Financials AlphaDEX Fund
$2,271,537$18,487 â–²0.8%40,4260.9%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,356,8880.0%3,6500.5%Auto/Tires/Trucks
State Street Corporation stock logo
STT
State Street
$854,2800.0%6,7500.3%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$734,134$24,918 â–¼-3.3%1,5320.3%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$653,368$57,718 â–¼-8.1%1,1320.3%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$569,295$113,208 â–¼-16.6%8750.2%Finance
Teradyne, Inc. stock logo
TER
Teradyne
$530,638$296 â–²0.1%1,7900.2%Computer and Technology
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$456,4590.0%9,1310.2%ETF
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$325,643$16,105 â–²5.2%3,6800.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$311,8630.0%1,0990.1%Aerospace
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$300,7820.0%5,9000.1%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$293,512$3,050 â–²1.1%2,9830.1%Transportation
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$276,7680.0%2,9760.1%Energy
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$274,9770.0%4,3870.1%Manufacturing
GE VERNOVA INC
$239,175$239,175 â–²New Holding2740.1%COM
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$0$16,032,994 â–¼-100.0%00.0%ETF
Invesco RAFI Emerging Markets ETF stock logo
PXH
Invesco RAFI Emerging Markets ETF
$0$2,712,909 â–¼-100.0%00.0%ETF
Peakstone Realty Trust stock logo
PKST
Peakstone Realty Trust
$0$342,413 â–¼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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