Choice Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 8, 2026, for the 2025 Q4 period, Choice Wealth Advisors, LLC held in its portfolio 32 assets valued at $252,939,163 (i.e. $252.94M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($54.89M), WISDOMTREE TR ($28.85M), and J P MORGAN EXCHANGE TRADED F ($22.52M).
The chart below shows the top 10 valuable assets, and the table below shows the top 32 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Choice Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 764290 | 54886871 | STATE STREET SPD |
| WISDOMTREE TR | 322617 | 28851659 | US QTLY DIV GRT |
| J P MORGAN EXCHANGE TRADED F | 300715 | 22517554 | INTRNL RES EQT |
| WISDOMTREE TR | 358135 | 17426828 | ITL HDG QTLY DIV |
| J P MORGAN EXCHANGE TRADED F | 315673 | 16118247 | MORTGAGE BACKED |
| J P MORGAN EXCHANGE TRADED F | 338606 | 16032994 | CORE PLUS BD ETF |
| JOHN HANCOCK EXCHANGE TRADED | 199595 | 13069455 | MULTIFACTOR MI |
| J P MORGAN EXCHANGE TRADED F | 226782 | 11472877 | ULTRA SHRT ETF |
| AMERICAN CENTY ETF TR | 136779 | 10534719 | AVANTIS EMGMKT |
| J P MORGAN EXCHANGE TRADED F | 157589 | 10145610 | SMALL & MID CAP |
| FIRST TR EXCHANGE TRADED FD | 55911 | 9408708 | TECH ALPHADEX |
| APPLE INC | 33043 | 8983132 | COM |
| AMAZON COM INC | 32296 | 7454563 | COM |
| FIRST TR EXCHANGE TRAD FD VI | 296080 | 6877949 | FST TR GLB FD |
| NVIDIA CORPORATION | 21122 | 3939258 | COM |
| INVESCO EXCH TRADED FD TR II | 98903 | 2712909 | RAFI EMRGNG MRKT |
| FIRST TR EXCHANGE TRADED FD | 40097 | 2419854 | FINLS ALPHADEX |
| INVESCO EXCHANGE TRADED FD T | 42002 | 2378573 | S&P500 EQL IND |
| TESLA INC | 3650 | 1641478 | COM |
| STATE STR CORP | 6750 | 870818 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1584 | 796198 | CL B NEW |
| INVESCO QQQ TR | 1232 | 756830 | UNIT SER 1 |
| SPDR S&P 500 ETF TR | 1049 | 715002 | TR UNIT |
| J P MORGAN EXCHANGE TRADED F | 9131 | 461116 | MUNICIPAL ETF |
| TERADYNE INC | 1789 | 346300 | COM |
| PEAKSTONE REALTY TRUST | 23862 | 342413 | COMMON SHARES |
| GE AEROSPACE | 1099 | 338525 | COM NEW |
| FIRST TR EXCHANGE TRADED FD | 4387 | 313451 | NASDAQ CYB ETF |
| ISHARES TR | 3498 | 313281 | CORE 80/20 AGGRE |
| J P MORGAN EXCHANGE TRADED F | 5900 | 300546 | ULTRA SHT MUNCPL |
| UNITED PARCEL SERVICE INC | 2952 | 292769 | CL B |
| SHELL PLC | 2976 | 218676 | SPON ADS |
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