Choice Wealth Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$254.8M
Q ending 2026-03-31
Prior quarter
$252.9M
Q ending 2025-12-31
Change
+0.7% QoQ · +32.8% YoY
Positions
35
reported holdings
Largest positions
All 35 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYV | Shares | $30.7M | 543K |
| Wisdomtree Tr | DGRW | Shares | $28.8M | 328K |
| Spdr Series Trust | SPYG | Shares | $23.1M | 236K |
| J P Morgan Exchange Traded F | JIRE | Shares | $22.9M | 303K |
| J P Morgan Exchange Traded F | JBND | Shares | $17.6M | 328K |
| J P Morgan Exchange Traded F | JMTG | Shares | $16.6M | 325K |
| Wisdomtree Tr | DDWM | Shares | $14.8M | 337K |
| John Hancock Exchange Traded | JHMM | Shares | $13.5M | 201K |
| J P Morgan Exchange Traded F | JPST | Shares | $11.9M | 235K |
| American Centy Etf Tr | AVEM | Shares | $11.2M | 139K |
| First Tr Exchange-Traded Fd | FXL | Shares | $9.1M | 57K |
| First Tr Exchange Trad Fd Vi | FTGC | Shares | $8.4M | 292K |
| Apple Inc | AAPL | Shares | $8.4M | 33K |
| American Centy Etf Tr | AVSC | Shares | $8.1M | 129K |
| Amazon Com Inc | AMZN | Shares | $6.7M | 32K |
| Nvidia Corporation | NVDA | Shares | $3.7M | 21K |
| Invesco Exch Traded Fd Tr Ii | EELV | Shares | $2.7M | 95K |
| Wisdomtree Tr | IHDG | Shares | $2.4M | 51K |
| J P Morgan Exchange Traded F | JMEE | Shares | $2.4M | 36K |
| Invesco Exchange Traded Fd T | RSPN | Shares | $2.3M | 40K |
| First Tr Exchange-Traded Fd | FXO | Shares | $2.3M | 40K |
| Tesla Inc | TSLA | Shares | $1.4M | 4K |
| State Str Corp | STT | Shares | $854K | 7K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $734K | 2K |
| Invesco Qqq Tr | QQQ | Shares | $653K | 1K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $569K | 875 |
| Teradyne Inc | TER | Shares | $531K | 2K |
| J P Morgan Exchange Traded F | JMUB | Shares | $456K | 9K |
| Ishares Tr | AOA | Shares | $326K | 4K |
| Ge Aerospace | GE | Shares | $312K | 1K |
| J P Morgan Exchange Traded F | JMST | Shares | $301K | 6K |
| United Parcel Svcs Inc | UPS | Shares | $294K | 3K |
| Shell Plc | SHEL | Shares | $277K | 3K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $275K | 4K |
| Ge Vernova Inc | GEV | Shares | $239K | 274 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.