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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 $284.96 million in total holdings as of June 30, 2026.
  • Choice Wealth Advisors, LLC owns shares of 35 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
  • Approximately 5.59% of the portfolio was purchased this quarter.
  • About 4.17% of the portfolio was sold this quarter.
  • This quarter, Choice Wealth Advisors, LLC has purchased 35 new stocks and bought additional shares in 15 stocks.
  • Choice Wealth Advisors, LLC sold shares of 10 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

41151J505 - HARBOR ETF TRUST
$11,704,577 Holding

Largest Purchases this Quarter

HARBOR ETF TRUST
398,929 shares (about $11.70M)
WisdomTree Dynamic International Equity Fund
20,106 shares (about $928.50K)
Amazon.com
2,970 shares (about $707.87K)
J P MORGAN EXCHANGE TRADED F
13,152 shares (about $703.63K)
J P MORGAN EXCHANGE TRADED F
12,655 shares (about $641.36K)

Largest Sales this Quarter

First Trust Technology AlphaDEX Fund
6,143 shares (about $1.33M)
SPDR Portfolio S&P 500 Growth ETF
4,809 shares (about $572.22K)
Avantis Emerging Markets Equity ETF
5,851 shares (about $564.56K)
JPMorgan Small & Mid Cap Enhanced Equity ETF
4,486 shares (about $350.04K)

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
$33,103,444$111,307 â–²0.3%544,55411.6%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$31,648,249$287,530 â–²0.9%330,97911.1%Manufacturing
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$27,471,027$572,224 â–¼-2.0%230,8689.6%ETF
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$25,212,837$237,819 â–²1.0%305,6478.8%ETF
J P MORGAN EXCHANGE TRADED F
$18,247,416$703,632 â–²4.0%341,0736.4%ACTIVE BOND ETF
J P MORGAN EXCHANGE TRADED F
$17,091,377$641,356 â–²3.9%337,2416.0%MORTGAGE BACKED
WisdomTree Dynamic International Equity Fund stock logo
DDWM
WisdomTree Dynamic International Equity Fund
$16,468,665$928,495 â–²6.0%356,6195.8%Finance
John Hancock Multifactor Mid Cap ETF stock logo
JHMM
John Hancock Multifactor Mid Cap ETF
$15,087,290$9,970 â–²0.1%201,2715.3%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$12,869,369$564,564 â–¼-4.2%133,3754.5%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$11,895,080$14,564 â–²0.1%235,2204.2%ETF
HARBOR ETF TRUST
$11,704,577$11,704,577 â–²New Holding398,9294.1%COMM ALL WEA ETF
First Trust Technology AlphaDEX Fund stock logo
FXL
First Trust Technology AlphaDEX Fund
$11,128,621$1,334,383 â–¼-10.7%51,2323.9%ETF
Avantis U.S. Small Cap Equity ETF stock logo
AVSC
Avantis U.S. Small Cap Equity ETF
$9,981,530$486,246 â–²5.1%136,0993.5%ETF
Apple Inc. stock logo
AAPL
Apple
$9,555,981$13,600 â–²0.1%33,0253.4%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,405,298$707,870 â–²9.2%35,2662.9%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,262,352$64,029 â–²1.5%21,3021.5%Computer and Technology
Invesco S&P 500 Equal Weight Industrials ETF stock logo
RSPN
Invesco S&P 500 Equal Weight Industrials ETF
$2,579,191$5,760 â–¼-0.2%40,3030.9%ETF
First Trust Financials AlphaDEX Fund stock logo
FXO
First Trust Financials AlphaDEX Fund
$2,526,569$1,561 â–²0.1%40,4510.9%ETF
Invesco S&P Emerging Markets Low Volatility ETF stock logo
EELV
Invesco S&P Emerging Markets Low Volatility ETF
$2,492,937$154,012 â–¼-5.8%89,6740.9%ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF stock logo
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
$2,473,322$350,043 â–¼-12.4%31,6970.9%ETF
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$2,224,042$441,037 â–¼-16.5%42,4600.8%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$1,535,1900.0%3,6500.5%Auto/Tires/Trucks
State Street Corporation stock logo
STT
State Street
$1,144,8000.0%6,7500.4%Finance
Teradyne, Inc. stock logo
TER
Teradyne
$866,3130.0%1,7900.3%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$840,969$7,364 â–²0.9%1,1420.3%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$747,583$19,015 â–¼-2.5%1,4940.3%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$654,934$1,494 â–²0.2%8770.2%Finance
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$462,5310.0%9,1310.2%ETF
GE Aerospace stock logo
GE
GE Aerospace
$410,7290.0%1,0990.1%Aerospace
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$394,1720.0%4,3870.1%Manufacturing
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$323,739$35,429 â–¼-9.9%3,3170.1%ETF
GE VERNOVA INC
$321,9120.0%2740.1%COM
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$300,9000.0%5,9000.1%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$291,836$28,807 â–¼-9.0%2,7150.1%Transportation
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$230,7590.0%2,9760.1%Energy
First Trust Global Tactical Commodity Strategy Fund stock logo
FTGC
First Trust Global Tactical Commodity Strategy Fund
$0$8,376,408 â–¼-100.0%00.0%Manufacturing

Showing largest 100 holdings. View all holdings.
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