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
33 檔
43.4%
According to the latest 13F quarterly dataset, Choice Wealth Advisors LLC managed an equity portfolio of $285.0M at the end of Q4 2025, spanning 33 distinct U.S. exchange-listed positions.
Choice Wealth Advisors LLC executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 1 holdings and trimming 12 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 | 12.00% | -0.43% | -0.37% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 11.41% | -0.20% | +0.28% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.70% | +0.58% | -2.52% | |
| 4 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 8.90% | -0.15% | +0.05% | |
| 5 | IHDG | Wisdomtree International Hed | ETF-Other | 6.89% | -0.18% | +0.11% | |
| 6 | JMTG | Mortgage-backed Securities | ETF-Other | 6.37% | -0.50% | +1.19% | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 6.34% | — | — | |
| 8 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 5.17% | -0.01% | +0.25% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.54% | -0.50% | +1.61% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.16% | +0.12% | +2.44% | |
| 11 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 4.01% | -0.08% | +0.12% | |
| 12 | FXL | First Trust Technology Alpha | ETF-Tech | 3.72% | +0.33% | -0.85% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 3.55% | +0.07% | -2.12% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.95% | +0.31% | +2.10% | |
| 15 | FTGC | First Trust Global Tactical | ETF-Other | 2.72% | -3.29% | EXIT | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.56% | +0.06% | — | |
| 17 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 1.07% | — | — | |
| 18 | FXO | First Trust Financial Alphad | ETF-Other | 0.96% | — | -0.11% | |
| 19 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.94% | — | -0.14% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | +0.01% | — | |
| 21 | STT | State Street CORP | Stock-Financials | 0.34% | +0.06% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | -0.03% | -2.64% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.30% | +0.04% | -1.28% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | +0.01% | -5.15% | |
| 25 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.18% | -0.02% | -24.54% | |
| 26 | TER | Teradyne Inc | Stock-Tech | 0.14% | +0.09% | +0.06% | |
| 27 | PKST | Peakstone Realty Trust | Stock-Other | 0.14% | — | -7.43% | |
| 28 | GE | General Electric | Stock-Industrials | 0.13% | +0.02% | — | |
| 29 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.12% | +0.03% | — | |
| 30 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.12% | -0.02% | -1.71% | |
| 31 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.12% | -0.01% | — | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.12% | -0.02% | +1.20% | |
| 33 | SHEL | Shell Plc-adr | Stock-Energy | 0.09% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TER | Teradyne Inc | 0% | +0.06% | Add |
| 2 | UPS | United Parcel Service-cl B | 0% | +1.20% | Add |
| 3 | STT | State Street CORP | — | — | Unchanged |
| 4 | SHEL | Shell Plc-adr | — | — | Unchanged |
| 5 | PKST | Peakstone Realty Trust | — | -7.43% | Trim |
| 6 | GE | General Electric | 0% | — | Unchanged |
| 7 | JMST | JPM Ultra-short Muni Income | 0% | — | Unchanged |
| 8 | AOA | Ishares Core 80/20 Aggressiv | 0% | -1.71% | Trim |
| 9 | CIBR | First Trust Nasdaq Cybersecu | 0% | — | Unchanged |
| 10 | QQQ | Invesco Qqq Trust Series 1 | 0% | -1.28% | Trim |
| 11 | AMZN | Amazon.com Inc | 0% | +2.10% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.64% | Trim |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -5.15% | Trim |
| 14 | TSLA | Tesla Inc | -0.1% | — | Unchanged |
| 15 | FXO | First Trust Financial Alphad | -0.1% | -0.11% | Trim |
| 16 | RSPN | Invesco S&p 500 Equal Weight | -0.1% | -0.14% | Trim |
| 17 | JMUB | Jpmorgan Municipal ETF | -0.1% | -24.54% | Trim |
| 18 | AAPL | Apple Inc | -0.1% | -2.12% | Trim |
| 19 | NVDA | Nvidia CORP | -0.1% | — | Unchanged |
| 20 | AVEM | Avantis Emerging Markets Eq | -0.1% | +2.44% | Add |
| 21 | IHDG | Wisdomtree International Hed | -0.2% | +0.11% | Add |
| 22 | JMEE | JPM Sma & Mid Cap En Eq Et-u | -0.3% | +0.12% | Add |
| 23 | JPST | Jpmorgan Ultra-short Income | -0.3% | +1.61% | Add |
| 24 | FXL | First Trust Technology Alpha | -0.3% | -0.85% | Trim |
| 25 | JHMM | John Hancock Multi Fact Mid | -0.4% | +0.25% | Add |
| 26 | JMTG | Mortgage-backed Securities | -0.5% | +1.19% | Add |
| 27 | FTGC | First Trust Global Tactical | -0.5% | +2.33% | Add |
| 28 | JIRE | Jpmorgan Int Res Enh Eqty | -0.6% | +0.05% | Add |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.7% | -0.37% | Trim |
| 30 | DGRW | Wisdomtree U.s. Quality Divi | -0.9% | +0.28% | Add |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.9% | -2.52% | Trim |
| 32 | JCPB | Jpmorgan Core Plus Bond ETF | — | NEW | New buy |
| 33 | EELV | Invesco S&p Emerging Markets | — | EXIT | Sold out |
| 34 | PXH | Inves Rafi Emer Mrkt-usd Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Choice Wealth Advisors LLC reported a total U.S. public equity portfolio value of $285.0M across 33 disclosed positions in Q4 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 43.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
JCPB
市值: $16.0M
Top Position Liquidated / Trimmed
EELV
前期市值: $2.8M
During Q4 2025, Choice Wealth Advisors LLC's top holdings by market value included SPYV (12.0%)、DGRW (11.4%)、SPYG (9.7%). The largest single position, SPYV, represented 12.0% of total portfolio value.
In Q4 2025, Choice Wealth Advisors LLC made 27 total portfolio adjustments, initiating 2 new buys, adding to 12 positions, trimming 12 holdings, and fully liquidating 1 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.