Choice Wealth Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Choice Wealth Advisors, LLC 13F Holdings
CIK 0001842357 · WATERVILLE, ME
As of Sep 30, 2025, Choice Wealth Advisors, LLC reported
32 positions worth $233.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 536,400 | $29.7M | 12.72% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 321,720 | $28.6M | 12.27% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 235,788 | $24.6M | 10.56% |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | JIRE | — | 300,572 | $22.1M | 9.47% |
| WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | IHDG | — | 357,731 |
|
6.5M7.07% |
| JPMORGAN MORTGAGE-BACKED SECURITIES ETF | JMTG | — | 311,970 |
5.9M | 6.82% |
| JOHN HANCOCK MULTIFACTOR MID CAP ETF | JHMM | — | 199,092 |
2.9M | 5.52% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 223,194 |
1.3M | 4.85% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 133,520 |
0.0M | 4.30% |
| J P MORGAN EXCHANGE TRADED F | JMEE | — | 157,394 |
0.0M | 4.28% |
| FIRST TR EXCHANGE TRADED FD | — | — | 56,392 | $9.5M | 4.06% |
| APPLE INC | AAPL | Technology | 33,759 | $8.6M | 3.68% |
| FIRST TRUST EXCHANGE-TRADED FUND VII | FTGC | — | 289,338 | $7.5M | 3.21% |
| AMAZON.COM INC | AMZN | Equity | 31,632 | $6.9M | 2.98% |
| NVIDIA CORP | NVDA | Technology | 21,122 | $3.9M | 1.69% |
| INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF | EELV | — | 105,828 | $2.8M | 1.21% |
| FIRST TRUST FINANCIALS ALPHADEX FUND | FXO | — | 40,141 | $2.4M | 1.02% |
| INVESCO EXCHANGE TRADED FD T | — | — | 42,062 | $2.4M | 1.01% |
| TESLA INC | TSLA | Consumer Cyclical | 3,650 |
.6M | 0.70% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 1,627 | $818.0K | 0.35% |
| STATE STREET CORP | STT | Financial Services | 6,750 | $783.1K | 0.34% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 1,248 | $749.3K | 0.32% |
| SPDR S&P 500 ETF TRUST | SPY | — | 1,106 | $736.6K | 0.32% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 12,100 | $610.7K | 0.26% |
| PEAKSTONE REALTY TRUST | PKST | Real Estate | 25,778 | $338.2K | 0.14% |