Q2 2026 13F · SEC CIK 1842357

Choice Wealth Advisors LLC

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $285.0M
Reported positions: 35
Top holdings a year, 3 yrs: +14.9%
Assets under management: $323.3M

Choice Wealth Advisors LLC is a wealth manager that reported 35 positions worth $285.0M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Spdr Series Trust (SPYV, 11.6%), WisdomTree US Quality Dividend Gr ETF To (DGRW, 11.1%), Spdr Series Trust (SPYG, 9.6%). A portfolio copying its top holdings returned 14.9% a year over the last 3 years, against 20.4% for the S&P 500.

Choice Wealth Advisors LLC holdings all 35 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Choice Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYVSpdr Series Trust	11.6%	12.1%	544,554	+0.3%	$33.1M
DGRWWisdomTree US Quality Dividend Gr ETF To	11.1%	11.3%	330,979	+0.9%	$31.6M
SPYGSpdr Series Trust	9.6%	9.1%	230,868	-2.0%	$27.5M
JIREJ P Morgan Exchange Traded F	8.8%	9.0%	305,647	+1.0%	$25.2M
JBNDJpmorgan Active Bond ETF	6.4%	6.9%	341,073	+4.0%	$18.2M
JMTGJ P Morgan Exchange Traded F	6.0%	6.5%	337,241	+3.9%	$17.1M
DDWMWisdomtree Tr	5.8%	5.8%	356,619	+6.0%	$16.5M
JHMMJohn Hancock Exchange Traded	5.3%	5.3%	201,271	+0.1%	$15.1M
AVEMAmerican Centy ETF Tr	4.5%	4.4%	133,375	-4.2%	$12.9M
JPSTJ P Morgan Exchange Traded Fd	4.2%	4.7%	235,220	+0.1%	$11.9M
HGERHarbor ETF Trust	4.1%	New	398,929	—	$11.7M
FXLFirst Trust Technology Alphadex Fund	3.9%	3.6%	51,232	-10.7%	$11.1M
AVSCAmerican Centy ETF Tr	3.5%	3.2%	136,099	+5.1%	$10.0M
AAPLApple Inc	3.4%	3.3%	33,025	+0.1%	$9.6M
AMZNAmazon Com Inc Com	3.0%	2.6%	35,266	+9.2%	$8.4M
NVDANvidia Corporation Com	1.5%	1.4%	21,302	+1.5%	$4.3M
RSPNInvesco Exchange Traded Fd T	0.9%	0.9%	40,303	-0.2%	$2.6M
FXOFirst Tr Exchange Traded Fd	0.9%	0.9%	40,451	+0.1%	$2.5M
EELVInvesco Exch Traded Fd Tr II	0.9%	1.0%	89,674	-5.8%	$2.5M
JMEEJpmorgan Small & Mid Cap Enhanced Equity	0.9%	0.9%	31,697	-12.4%	$2.5M
IHDGWisdomtree Tr	0.8%	1.0%	42,460	-16.5%	$2.2M
TSLATesla Inc Com	0.5%	0.5%	3,650	+0.0%	$1.5M
STTState Str Corp	0.4%	0.3%	6,750	+0.0%	$1.1M
TERTeradyne Inc	0.3%	0.2%	1,790	+0.0%	$866K
QQQInvesco Qqq Tr	0.3%	0.3%	1,142	+0.9%	$841K
BRK-BBerkshire Hathaway Inc Del	0.3%	0.3%	1,494	-2.5%	$748K
SPYSpdr S&p 500 ETF Tr	0.2%	0.2%	877	+0.2%	$655K
JMUBJ P Morgan Exchange Traded F	0.2%	0.2%	9,131	+0.0%	$463K
GEGe Aerospace	0.1%	0.1%	1,099	+0.0%	$411K
CIBRFirst Tr Exchange-Traded Fd	0.1%	0.1%	4,387	+0.0%	$394K
AOAiShares Core Aggressive Allocation ETF	0.1%	0.1%	3,317	-9.9%	$324K
GEVGe Vernova Inc	0.1%	0.1%	274	+0.0%	$322K
JMSTJ P Morgan Exchange Traded F	0.1%	0.1%	5,900	+0.0%	$301K
UPSUnited Parcel Svcs Inc Cl B	0.1%	0.1%	2,715	-9.0%	$292K
SHELShell PLC	0.1%	0.1%	2,976	+0.0%	$231K

What Choice Wealth Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

HGER Harbor ETF Trust4.1% of 13F

Added to

Reduced

IHDG Wisdomtree Tr-16.5% shares
JMEE Jpmorgan Small & Mid Cap Enhanced Equity-12.4% shares
FXL First Trust Technology Alphadex Fund-10.7% shares
AOA iShares Core Aggressive Allocation ETF-9.9% shares
UPS United Parcel Svcs Inc Cl B-9.0% shares
EELV Invesco Exch Traded Fd Tr II-5.8% shares

Sold out

FTGC First Tr Exchange Trad Fd Viwas 3.3%

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +17.2% /yr; S&P 500 +20.1%
3 years: +14.9% /yr; S&P 500 +20.4%
5 years: +7.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$285.0M	35
Q1 2026	$254.8M	35
Q4 2025	$252.9M	33
Q3 2025	$233.3M	32
Q2 2025	$221.3M	30
Q1 2025	$191.9M	29
Q4 2024	$195.8M	29
Q3 2024	$200.1M	30
Q2 2024	$188.5M	29
Q1 2024	$165.1M	26
Q4 2023	$161.5M	28
Q3 2023	$141.6M	23

Questions about Choice Wealth Advisors LLC's portfolio

What stocks does Choice Wealth Advisors LLC own?

Choice Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 35 positions worth $285.0M. The largest are Spdr Series Trust (SPYV) at 11.6%, WisdomTree US Quality Dividend Gr ETF To (DGRW) at 11.1%, Spdr Series Trust (SPYG) at 9.6%, J P Morgan Exchange Traded F (JIRE) at 8.8% and Jpmorgan Active Bond ETF (JBND) at 6.4%.

What did Choice Wealth Advisors LLC buy last quarter?

In Q2 2026, Choice Wealth Advisors LLC added a new position in Harbor ETF Trust (HGER), Amazon Com Inc Com (AMZN) (+9.2% shares), Wisdomtree Tr (DDWM) (+6.0% shares) and American Centy ETF Tr (AVSC) (+5.1% shares), compared with its Q1 2026 filing.

What did Choice Wealth Advisors LLC sell last quarter?

In Q2 2026, Choice Wealth Advisors LLC sold all of First Tr Exchange Trad Fd Vi (FTGC), Wisdomtree Tr (IHDG) (-16.5% shares), Jpmorgan Small & Mid Cap Enhanced Equity (JMEE) (-12.4% shares) and First Trust Technology Alphadex Fund (FXL) (-10.7% shares), compared with its Q1 2026 filing.

How has Choice Wealth Advisors LLC's portfolio performed?

A portfolio copying Choice Wealth Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.2% against +20.1%. Over 5 years: +7.3% a year against +11.6%.

When is Choice Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Choice Wealth Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Choice Wealth Advisors LLC manage?

Choice Wealth Advisors LLC reported $323.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $285.0M.