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Choice Wealth Advisors LLC — 13F Holdings & Portfolio

CIK 1842357 · latest 13F-HR filed 2026-10-16

Backtest portfolio

Choice Wealth Advisors LLC manages $289.3M in 13F-reported U.S. long-equity assets across 35 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are SPYV (11.60%), DGRW (11.29%), SPYG (9.87%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 2 new positions and exited 2; 5 existing positions rose in reported value and 10 fell.

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.

Loading holdings…
AUM
$289.3M

Long-equity book

Holdings
35

Distinct positions

Period
2026-09-30

Filed 2026-10-16

Q/Q Activity
+2 / −2 / ↑5 / ↓10

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
SPYV11.6% · +1%DGRW11.3% · +2%SPYG9.9% · +0%JIRE8.7% · +0%JBND6.3% · +5%JPLD5.8% · newDDWM5.8% · +3%JHMM5.0% · +1%HGER4.6% · -5%AVEM4.4% · +2%PULS4.0% · newFXL3.9% · +1%AAPL3.7% · -2%AVSC3.3% · 0%AMZN3.0% · -0%NVDA1.7% · 0%EELV0.9% · -1%FXO0.8% · -1%RSPN0.8% · +4%JMEE0.8% · -1%IHDG0.7% · -8%TSLA0.4% · 0%STT0.4% · 0%QQQ0.3% · 0%BRK.B0.2% · -4%SPY0.2% · +0%JPST0.2% · -95%JMTG0.2% · -96%CIBR0.2% · 0%JMUB0.1% · 0%GE0.1% · 0%AOA0.1% · 0%JMST0.1% · 0%SHEL0.1% · 0%GEV0.1% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 73.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 13, 2026.

Assets Under Management
$323.3M
Discretionary
$323.3M
Employees
4
Accounts
1,247
Address
325-D KENNEDY MEMORIAL DRIVE
WATERVILLE, ME 04901
Phone
(207) 873-0996
Website
Name Title / Status Ownership Type
CHOICE INVESTMENTS ControlMANAGING MEMBER
since Jun 2018
75% or moreDomestic Entity
MARKOS, CHRISTOPHER, ARTHUR ControlCHIEF COMPLIANCE OFFICER
since Jun 2018
Less than 5%Individual
MARKOS, CHRISTOPHER, ARTHUR Control
Indirect owner via CHOICE INVESTMENTS
OWNER
since Dec 2021
75% or moreIndividual
Ownership & leadership changes · 1 filing with changes since Jul 20, 2018

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 9, 2022 filing
  • No longer listedFORSLEY, RICHARD, NEAL · PRESIDENT · 75% or more · indirect via CHOICE INVESTMENTS · control person · listed since Jun 2018
  • No longer listedFORSLEY, RICHARD, NEAL · PRESIDENT · Less than 5% · control person · listed since Jun 2018
  • AddedMARKOS, CHRISTOPHER, ARTHUR · OWNER · 75% or more · indirect via CHOICE INVESTMENTS · control person
Jul 20, 2018 filing (earliest on record)
  • ListedCHOICE INVESTMENTS · MANAGING MEMBER · 75% or more · control person
  • ListedFORSLEY, RICHARD, NEAL · PRESIDENT · 75% or more · indirect via CHOICE INVESTMENTS · control person
  • ListedFORSLEY, RICHARD, NEAL · PRESIDENT · Less than 5% · control person
  • ListedMARKOS, CHRISTOPHER, ARTHUR · CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 5 →

Top Trims

Show all 10 →

New Positions

Show all 2 →

Exited Positions

Show all 2 →

Choice Wealth Advisors LLC Holdings (2026-09-30)

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 $33.6M 11.60% 549,152 SH
2 WISDOMTREE TR DGRW 97717X669 $32.7M 11.29% 336,008 SH
3 SPDR SERIES TRUST SPYG 78464A409 $28.5M 9.87% 231,894 SH
4 J P MORGAN EXCHANGE TRADED F JIRE 46641Q134 $25.2M 8.72% 306,900 SH
5 J P MORGAN EXCHANGE TRADED F JBND 46654Q716 $18.3M 6.31% 357,005 SH
6 J P MORGAN EXCHANGE TRADED F JPLD 46654Q773 $16.9M 5.83% 328,320 SH
7 WISDOMTREE TR DDWM 97717X263 $16.8M 5.81% 368,427 SH
8 JOHN HANCOCK EXCHANGE TRADED JHMM 47804J206 $14.5M 5.01% 202,553 SH
9 HARBOR ETF TRUST HGER 41151J505 $13.4M 4.62% 379,159 SH
10 AMERICAN CENTY ETF TR AVEM 025072604 $12.8M 4.42% 135,959 SH
11 PGIM ETF TR PULS 69344A107 $11.5M 3.99% 233,320 SH
12 FIRST TR EXCHANGE-TRADED FD FXL 33734X176 $11.4M 3.94% 51,611 SH
13 APPLE INC AAPL 037833100 $10.8M 3.73% 32,391 SH
14 AMERICAN CENTY ETF TR AVSC 025072323 $9.4M 3.25% 136,108 SH
15 AMAZON COM INC AMZN 023135106 $8.8M 3.03% 35,194 SH
16 NVIDIA CORPORATION NVDA 67066G104 $4.9M 1.68% 21,302 SH
17 INVESCO EXCH TRADED FD TR II EELV 46138E297 $2.5M 0.86% 88,798 SH
18 FIRST TR EXCHANGE-TRADED FD FXO 33734X135 $2.4M 0.84% 40,090 SH
19 INVESCO EXCHANGE TRADED FD T RSPN 46137V324 $2.4M 0.84% 41,753 SH
20 J P MORGAN EXCHANGE TRADED F JMEE 46641Q118 $2.3M 0.80% 31,426 SH
21 WISDOMTREE TR IHDG 97717X594 $2.0M 0.70% 39,262 SH
22 TESLA INC TSLA 88160R101 $1.3M 0.45% 3,650 SH
23 STATE STR CORP STT 857477103 $1.2M 0.41% 6,750 SH
24 INVESCO QQQ TR QQQ 46090E103 $844.8K 0.29% 1,142 SH
25 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $717.0K 0.25% 1,440 SH
26 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $670.1K 0.23% 879 SH
27 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $587.9K 0.20% 11,673 SH
28 J P MORGAN EXCHANGE TRADED F JMTG 46654Q575 $585.2K 0.20% 12,106 SH
29 FIRST TR EXCHANGE-TRADED FD CIBR 33734X846 $452.3K 0.16% 4,387 SH
30 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $434.5K 0.15% 9,131 SH
31 GE AEROSPACE GE 369604301 $343.2K 0.12% 1,099 SH
32 ISHARES TR AOA 464289859 $322.6K 0.11% 3,317 SH
33 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $298.3K 0.10% 5,900 SH
34 SHELL PLC SHEL 780259305 $282.9K 0.10% 2,976 SH
35 GE VERNOVA INC GEV 36828A101 $260.4K 0.09% 274 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-16 $289.3M 35 0001951757-26-001665
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
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