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CIK: 0001842357
Total reported value
$289.3M
$289.3M
35 檔
46.9%
In Q2 2026, Choice Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $289.3M, distributed across 35 disclosed stock positions.
In Q2 2026, Choice Wealth Advisors LLC displayed an active expansion posture, initiating 1 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | 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 | 11.62% | -0.02% | +0.34% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 11.11% | +0.18% | +0.92% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.64% | +0.23% | -2.04% | |
| 4 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 8.85% | -0.13% | +0.95% | |
| 5 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 6.40% | -0.09% | +4.01% | |
| 6 | JMTG | Mortgage-backed Securities | ETF-Other | 6.00% | -5.80% | +3.90% | |
| 7 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-Other | 5.78% | +0.03% | +5.97% | |
| 8 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 5.29% | -0.28% | +0.07% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 4.52% | -0.10% | -4.20% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.17% | -3.97% | +0.12% | |
| 11 | HGER | Harbor Commodity All Weather | ETF-Commodities | 4.11% | +0.51% | — | |
| 12 | FXL | First Trust Technology Alpha | ETF-Tech | 3.91% | +0.03% | -10.71% | |
| 13 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 3.50% | -0.25% | +5.12% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 3.35% | +0.38% | +0.14% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.95% | +0.08% | +9.20% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.50% | +0.18% | +1.53% | |
| 17 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.91% | -0.07% | -0.22% | |
| 18 | FXO | First Trust Financial Alphad | ETF-Other | 0.89% | -0.05% | +0.06% | |
| 19 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 0.87% | -0.01% | -5.82% | |
| 20 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 0.87% | -0.07% | -12.40% | |
| 21 | IHDG | Wisdomtree International Hed | ETF-Other | 0.78% | -0.08% | -16.55% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | -0.09% | — | |
| 23 | STT | State Street CORP | Stock-Financials | 0.40% | +0.01% | — | |
| 24 | TER | Teradyne Inc | Stock-Tech | 0.30% | -0.30% | EXIT | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.30% | -0.01% | +0.88% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.01% | -2.48% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | — | +0.23% | |
| 28 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.16% | -0.01% | — | |
| 29 | GE | General Electric | Stock-Industrials | 0.14% | -0.02% | — | |
| 30 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.14% | +0.02% | — | |
| 31 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.11% | — | -9.86% | |
| 32 | GEV | GE Vernova Inc | Stock-Industrials | 0.11% | -0.02% | — | |
| 33 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.11% | -0.01% | — | |
| 34 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.10% | -0.10% | EXIT | |
| 35 | SHEL | Shell Plc-adr | Stock-Energy | 0.08% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HGER | Harbor Commodity All Weather | +4.1% | NEW | New buy |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.6% | -2.04% | Trim |
| 3 | FXL | First Trust Technology Alpha | +0.3% | -10.71% | Trim |
| 4 | AVSC | Avantis US Small Cap Equity | +0.3% | +5.12% | Add |
| 5 | AMZN | Amazon.com Inc | +0.3% | +9.20% | Add |
| 6 | AVEM | Avantis Emerging Markets Eq | +0.1% | -4.20% | Trim |
| 7 | TER | Teradyne Inc | +0.1% | — | Unchanged |
| 8 | AAPL | Apple Inc | +0.1% | +0.14% | Add |
| 9 | NVDA | Nvidia CORP | +0.1% | +1.53% | Add |
| 10 | STT | State Street CORP | +0.1% | — | Unchanged |
| 11 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.88% | Add |
| 12 | CIBR | First Trust Nasdaq Cybersecu | 0% | — | Unchanged |
| 13 | GE | General Electric | 0% | — | Unchanged |
| 14 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 15 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.23% | Add |
| 17 | FXO | First Trust Financial Alphad | — | +0.06% | Add |
| 18 | RSPN | Invesco S&p 500 Equal Weight | — | -0.22% | Trim |
| 19 | JHMM | John Hancock Multi Fact Mid | 0% | +0.07% | Add |
| 20 | JMST | JPM Ultra-short Muni Income | 0% | — | Unchanged |
| 21 | JMUB | Jpmorgan Municipal ETF | 0% | — | Unchanged |
| 22 | AOA | Ishares Core 80/20 Aggressiv | 0% | -9.86% | Trim |
| 23 | UPS | United Parcel Service-cl B | 0% | -8.98% | Trim |
| 24 | SHEL | Shell Plc-adr | 0% | — | Unchanged |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.48% | Trim |
| 26 | DDWM | Wisdomtree Dy Inter Eq Fd-us | -0.1% | +5.97% | Add |
| 27 | JMEE | JPM Sma & Mid Cap En Eq Et-u | -0.1% | -12.40% | Trim |
| 28 | JIRE | Jpmorgan Int Res Enh Eqty | -0.2% | +0.95% | Add |
| 29 | IHDG | Wisdomtree International Hed | -0.2% | -16.55% | Trim |
| 30 | EELV | Invesco S&p Emerging Markets | -0.2% | -5.82% | Trim |
| 31 | DGRW | Wisdomtree U.s. Quality Divi | -0.2% | +0.92% | Add |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.4% | +0.34% | Add |
| 33 | JMTG | Mortgage-backed Securities | -0.5% | +3.90% | Add |
| 34 | JPST | Jpmorgan Ultra-short Income | -0.5% | +0.12% | Add |
| 35 | JBND | Jpmorgan Active Bond ETF | -0.5% | +4.01% | Add |
| 36 | FTGC | First Trust Global Tactical | -3.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Choice Wealth Advisors LLC reported a total U.S. public equity portfolio value of $289.3M across 35 disclosed positions in Q2 2026.
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 46.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
HGER
市值: $11.7M
Top Position Liquidated / Trimmed
FTGC
前期市值: $8.4M
During Q2 2026, Choice Wealth Advisors LLC's top holdings by market value included SPYV (11.6%)、DGRW (11.1%)、SPYG (9.6%). The largest single position, SPYV, represented 11.6% of total portfolio value.
In Q2 2026, Choice Wealth Advisors LLC made 27 total portfolio adjustments, initiating 1 new buys, adding to 15 positions, trimming 10 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.
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