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Choice Wealth Advisors LLC — 13F Holdings & Portfolio

CIK 1842357 · latest 13F-HR filed 2026-07-09

Backtest portfolio

Choice Wealth Advisors LLC manages $285.0M in 13F-reported U.S. long-equity assets across 35 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYV (11.62%), DGRW (11.11%), SPYG (9.64%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 22, and trimmed 3.

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.

Filer Information
Address
325-D KENNEDY MEMORIAL DRIVE
WATERVILLE, ME 04901
Phone
(207) 873-0996
Filing Manager
Choice Wealth Advisors LLC
WATERVILLE, ME
Signatory
Christopher Markos
Chief Compliance Officer
Loading holdings…
AUM

$285.0M

Long-equity book

Holdings

35

Distinct positions

Period

2026-06-30

Filed 2026-07-09

Q/Q Activity

+1 / −1 / ↑22 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$4.4M +19.1%
  • WISDOMTREE TR$2.8M +9.9%
  • SPDR SERIES TRUST$2.4M +7.8%
  • J P MORGAN EXCHANGE TRADED F$2.3M +9.9%
  • FIRST TR EXCHANGE-TRADED FD$2.0M +22.1%
Show all 22 →

Top Trims

  • WISDOMTREE TR-$225.8K -9.2%
  • INVESCO EXCH TRADED FD TR II-$180.7K -6.8%
  • SHELL PLC-$46.0K -16.6%
Show all 3 →

New Positions

  • HARBOR ETF TRUST$11.7M
Show all 1 →

Exited Positions

  • FIRST TR EXCHANGE TRAD FD VI$8.4M
Show all 1 →
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 $33.1M 11.62% 544,554 SH
2 WISDOMTREE TR DGRW 97717X669 $31.6M 11.11% 330,979 SH
3 SPDR SERIES TRUST SPYG 78464A409 $27.5M 9.64% 230,868 SH
4 J P MORGAN EXCHANGE TRADED F JIRE 46641Q134 $25.2M 8.85% 305,647 SH
5 J P MORGAN EXCHANGE TRADED F JBND 46654Q716 $18.2M 6.40% 341,073 SH
6 J P MORGAN EXCHANGE TRADED F JMTG 46654Q575 $17.1M 6.00% 337,241 SH
7 WISDOMTREE TR DDWM 97717X263 $16.5M 5.78% 356,619 SH
8 JOHN HANCOCK EXCHANGE TRADED JHMM 47804J206 $15.1M 5.29% 201,271 SH
9 AMERICAN CENTY ETF TR AVEM 025072604 $12.9M 4.52% 133,375 SH
10 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $11.9M 4.17% 235,220 SH
11 HARBOR ETF TRUST HGER 41151J505 $11.7M 4.11% 398,929 SH
12 FIRST TR EXCHANGE-TRADED FD FXL 33734X176 $11.1M 3.91% 51,232 SH
13 AMERICAN CENTY ETF TR AVSC 025072323 $10.0M 3.50% 136,099 SH
14 APPLE INC AAPL 037833100 $9.6M 3.35% 33,025 SH
15 AMAZON COM INC AMZN 023135106 $8.4M 2.95% 35,266 SH
16 NVIDIA CORPORATION NVDA 67066G104 $4.3M 1.50% 21,302 SH
17 INVESCO EXCHANGE TRADED FD T RSPN 46137V324 $2.6M 0.91% 40,303 SH
18 FIRST TR EXCHANGE-TRADED FD FXO 33734X135 $2.5M 0.89% 40,451 SH
19 INVESCO EXCH TRADED FD TR II EELV 46138E297 $2.5M 0.87% 89,674 SH
20 J P MORGAN EXCHANGE TRADED F JMEE 46641Q118 $2.5M 0.87% 31,697 SH
21 WISDOMTREE TR IHDG 97717X594 $2.2M 0.78% 42,460 SH
22 TESLA INC TSLA 88160R101 $1.5M 0.54% 3,650 SH
23 STATE STR CORP STT 857477103 $1.1M 0.40% 6,750 SH
24 TERADYNE INC TER 880770102 $866.3K 0.30% 1,790 SH
25 INVESCO QQQ TR QQQ 46090E103 $841.0K 0.30% 1,142 SH
26 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $747.6K 0.26% 1,494 SH
27 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $654.9K 0.23% 877 SH
28 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $462.5K 0.16% 9,131 SH
29 GE AEROSPACE GE 369604301 $410.7K 0.14% 1,099 SH
30 FIRST TR EXCHANGE-TRADED FD CIBR 33734X846 $394.2K 0.14% 4,387 SH
31 ISHARES TR AOA 464289859 $323.7K 0.11% 3,317 SH
32 GE VERNOVA INC GEV 36828A101 $321.9K 0.11% 274 SH
33 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $300.9K 0.11% 5,900 SH
34 UNITED PARCEL SVCS INC UPS 911312106 $291.8K 0.10% 2,715 SH
35 SHELL PLC SHEL 780259305 $230.8K 0.08% 2,976 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-09 $285.0M 35 0001951757-26-000980
2026-03-31 2026-04-09 $254.8M 35 0001951757-26-000556
2025-12-31 2026-01-08 $252.9M 33 0001951757-26-000035