§ 13F · FUND PROFILE
Choice Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $233M (13F)Positions · 32Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$43M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | 543K | $31M | 12.1% | +2% |
| 2 | DGRW | WISDOMTREE TR | 328K | $29M | 11.3% | +2% |
| 3 | SPYG | SPDR SERIES TRUST | 236K | $23M | 9.1% | +3% |
| 4 | JIRE | J P MORGAN EXCHANGE TRADED F | 303K | $23M | 9.0% | +1% |
| 5 | JBND | J P MORGAN EXCHANGE TRADED F | 328K | $18M | 6.9% | NEW |
| 6 | JMTG | J P MORGAN EXCHANGE TRADED F | 325K | $17M | 6.5% | +3% |
| 7 | DDWM | WISDOMTREE TR | 337K | $15M | 5.8% | NEW |
| 8 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 201K | $14M | 5.3% | +1% |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | 235K | $12M | 4.7% | +4% |
| 10 | AVEM | AMERICAN CENTY ETF TR | 139K | $11M | 4.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHOICE SIGNAL
AC read
Choice Wealth Advisors LLC is a Other fund managing $233 million in assets. The fund runs a portfolio of 32 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed