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Choice Wealth Advisors LLC — 13F Holdings & Portfolio

CIK 1842357 · latest 13F-HR filed 2026-04-09

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$254.8M

Long-equity book

Holdings

35

Distinct positions

Period

2026-03-31

Filed 2026-04-09

Q/Q Activity

+5 / −3 / ↑4 / ↓13

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FIRST TR EXCHANGE TRAD FD VI$1.5M +21.8%
  • AMERICAN CENTY ETF TR$684.1K +6.5%
  • TERADYNE INC$184.3K +53.2%
  • SHELL PLC$58.1K +26.6%
Show all 4 →

Top Trims

  • WISDOMTREE TR-$15.0M -85.9%
  • J P MORGAN EXCHANGE TRADED F-$7.7M -76.2%
  • SPDR SERIES TRUST-$1.5M -5.9%
  • AMAZON COM INC-$728.3K -9.8%
  • APPLE INC-$613.5K -6.8%
Show all 13 →

New Positions

  • J P MORGAN EXCHANGE TRADED F$17.6M
  • WISDOMTREE TR$14.8M
  • AMERICAN CENTY ETF TR$8.1M
  • INVESCO EXCH TRADED FD TR II$2.7M
  • GE VERNOVA INC$239.2K
Show all 5 →

Exited Positions

  • J P MORGAN EXCHANGE TRADED F$16.0M
  • INVESCO EXCH TRADED FD TR II$2.7M
  • PEAKSTONE REALTY TRUST$342.4K
Show all 3 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPYV 78464A508 $30.7M 12.05% 542,723 SH
2 WISDOMTREE TR DGRW 97717X669 $28.8M 11.31% 327,972 SH
3 SPDR SERIES TRUST SPYG 78464A409 $23.1M 9.06% 235,677 SH
4 J P MORGAN EXCHANGE TRADED F JIRE 46641Q134 $22.9M 9.00% 302,764 SH
5 J P MORGAN EXCHANGE TRADED F JBND 46654Q716 $17.6M 6.92% 327,921 SH
6 J P MORGAN EXCHANGE TRADED F JMTG 46654Q575 $16.6M 6.50% 324,586 SH
7 WISDOMTREE TR DDWM 97717X263 $14.8M 5.83% 336,513 SH
8 JOHN HANCOCK EXCHANGE TRADED JHMM 47804J206 $13.5M 5.30% 201,138 SH
9 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $11.9M 4.67% 234,932 SH
10 AMERICAN CENTY ETF TR AVEM 025072604 $11.2M 4.40% 139,226 SH
11 FIRST TR EXCHANGE-TRADED FD FXL 33734X176 $9.1M 3.58% 57,375 SH
12 FIRST TR EXCHANGE TRAD FD VI FTGC 33739H101 $8.4M 3.29% 291,759 SH
13 APPLE INC AAPL 037833100 $8.4M 3.28% 32,978 SH
14 AMERICAN CENTY ETF TR AVSC 025072323 $8.1M 3.17% 129,469 SH
15 AMAZON COM INC AMZN 023135106 $6.7M 2.64% 32,296 SH
16 NVIDIA CORPORATION NVDA 67066G104 $3.7M 1.44% 20,982 SH
17 INVESCO EXCH TRADED FD TR II EELV 46138E297 $2.7M 1.05% 95,214 SH
18 WISDOMTREE TR IHDG 97717X594 $2.4M 0.96% 50,880 SH
19 J P MORGAN EXCHANGE TRADED F JMEE 46641Q118 $2.4M 0.95% 36,183 SH
20 INVESCO EXCHANGE TRADED FD T RSPN 46137V324 $2.3M 0.91% 40,393 SH
21 FIRST TR EXCHANGE-TRADED FD FXO 33734X135 $2.3M 0.89% 40,426 SH
22 TESLA INC TSLA 88160R101 $1.4M 0.53% 3,650 SH
23 STATE STR CORP STT 857477103 $854.3K 0.34% 6,750 SH
24 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $734.1K 0.29% 1,532 SH
25 INVESCO QQQ TR QQQ 46090E103 $653.4K 0.26% 1,132 SH
26 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $569.3K 0.22% 875 SH
27 TERADYNE INC TER 880770102 $530.6K 0.21% 1,790 SH
28 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $456.5K 0.18% 9,131 SH
29 ISHARES TR AOA 464289859 $325.6K 0.13% 3,680 SH
30 GE AEROSPACE GE 369604301 $311.9K 0.12% 1,099 SH
31 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $300.8K 0.12% 5,900 SH
32 UNITED PARCEL SVCS INC UPS 911312106 $293.5K 0.12% 2,983 SH
33 SHELL PLC SHEL 780259305 $276.8K 0.11% 2,976 SH
34 FIRST TR EXCHANGE-TRADED FD CIBR 33734X846 $275.0K 0.11% 4,387 SH
35 GE VERNOVA INC GEV 36828A101 $239.2K 0.09% 274 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-09 $254.8M 35 0001951757-26-000556
2025-12-31 2026-01-08 $252.9M 33 0001951757-26-000035