13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001842357
Total reported value
$285.0M
$285.0M
32 檔
42.6%
During the Q3 2025 filing period, Choice Wealth Advisors LLC (CIK: 0001842357) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $285.0M across 32 reported positions.
Choice Wealth Advisors LLC executed strategic sector rebalancing during Q3 2025, establishing 5 new positions while fully exiting 2 holdings and trimming 11 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 12.72% | -0.43% | -0.43% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 12.27% | -0.20% | -2.25% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.56% | +0.58% | -4.38% | |
| 4 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 9.47% | -0.15% | -0.20% | |
| 5 | IHDG | Wisdomtree International Hed | ETF-Other | 7.07% | -0.18% | +3.64% | |
| 6 | JMTG | Mortgage-backed Securities | ETF-Other | 6.82% | -0.50% | -0.20% | |
| 7 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 5.52% | -0.01% | +0.18% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.85% | -0.50% | +4.13% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.30% | +0.12% | — | |
| 10 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 4.28% | -0.08% | +0.52% | |
| 11 | FXL | First Trust Technology Alpha | ETF-Tech | 4.06% | +0.33% | -1.26% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 3.68% | +0.07% | — | |
| 13 | FTGC | First Trust Global Tactical | ETF-Other | 3.21% | -3.29% | EXIT | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.98% | +0.31% | -1.94% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.69% | +0.06% | +0.19% | |
| 16 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 1.21% | -0.18% | -78.07% | |
| 17 | FXO | First Trust Financial Alphad | ETF-Other | 1.02% | — | -1.13% | |
| 18 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.01% | — | — | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | +0.01% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.03% | -3.78% | |
| 21 | STT | State Street CORP | Stock-Financials | 0.34% | +0.06% | — | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.32% | +0.04% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | +0.01% | +0.18% | |
| 24 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.26% | -0.02% | — | |
| 25 | PKST | Peakstone Realty Trust | Stock-Other | 0.14% | — | -3.05% | |
| 26 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.14% | +0.03% | — | |
| 27 | GE | General Electric | Stock-Industrials | 0.14% | +0.02% | — | |
| 28 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.13% | -0.02% | +0.96% | |
| 29 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.13% | -0.01% | — | |
| 30 | TER | Teradyne Inc | Stock-Tech | 0.11% | +0.09% | — | |
| 31 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.10% | -0.02% | +1.36% | |
| 32 | SHEL | Shell Plc-adr | Stock-Energy | 0.09% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +0.19% | Add |
| 2 | TSLA | Tesla Inc | +0.2% | — | Unchanged |
| 3 | FXL | First Trust Technology Alpha | +0.1% | -1.26% | Trim |
| 4 | STT | State Street CORP | 0% | — | Unchanged |
| 5 | GE | General Electric | 0% | — | Unchanged |
| 6 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -4.38% | Trim |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.18% | Add |
| 9 | CIBR | First Trust Nasdaq Cybersecu | — | — | Unchanged |
| 10 | AOA | Ishares Core 80/20 Aggressiv | 0% | +0.96% | Add |
| 11 | SHEL | Shell Plc-adr | 0% | — | Unchanged |
| 12 | PKST | Peakstone Realty Trust | -0.1% | -3.05% | Trim |
| 13 | UPS | United Parcel Service-cl B | -0.1% | +1.36% | Add |
| 14 | RSPN | Invesco S&p 500 Equal Weight | -0.1% | — | Trim |
| 15 | FXO | First Trust Financial Alphad | -0.1% | -1.13% | Trim |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.78% | Trim |
| 17 | JMEE | JPM Sma & Mid Cap En Eq Et-u | -0.2% | +0.52% | Add |
| 18 | AMZN | Amazon.com Inc | -0.2% | -1.94% | Trim |
| 19 | AAPL | Apple Inc | -0.2% | — | Add |
| 20 | JHMM | John Hancock Multi Fact Mid | -0.4% | +0.18% | Trim |
| 21 | FTGC | First Trust Global Tactical | -0.6% | +1.86% | Add |
| 22 | JPST | Jpmorgan Ultra-short Income | -0.7% | +4.13% | Add |
| 23 | IHDG | Wisdomtree International Hed | -0.7% | +3.64% | Add |
| 24 | JIRE | Jpmorgan Int Res Enh Eqty | -0.8% | -0.20% | Trim |
| 25 | DGRW | Wisdomtree U.s. Quality Divi | -1.5% | -2.25% | Trim |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | -1.5% | -0.43% | Add |
| 27 | EELV | Invesco S&p Emerging Markets | -4.9% | -78.07% | Trim |
| 28 | JMTG | Mortgage-backed Securities | — | NEW | New buy |
| 29 | AVEM | Avantis Emerging Markets Eq | — | NEW | New buy |
| 30 | JMUB | Jpmorgan Municipal ETF | — | NEW | New buy |
| 31 | JMST | JPM Ultra-short Muni Income | — | NEW | New buy |
| 32 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 33 | TER | Teradyne Inc | — | NEW | New buy |
| 34 | JPSE | JPM Diversified Rt Small Cap | — | EXIT | Sold out |
According to official SEC Form 13F filings, Choice Wealth Advisors LLC reported a total U.S. public equity portfolio value of $285.0M across 32 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYV, DGRW, SPYG) accounted for 42.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
JMTG
市值: $15.9M
Top Position Liquidated / Trimmed
XLV
前期市值: $297.1K
During Q3 2025, Choice Wealth Advisors LLC's top holdings by market value included SPYV (12.7%)、DGRW (12.3%)、SPYG (10.6%). The largest single position, SPYV, represented 12.7% of total portfolio value.
In Q3 2025, Choice Wealth Advisors LLC made 28 total portfolio adjustments, initiating 5 new buys, adding to 10 positions, trimming 11 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.