13F Insight
DOSSIER · 13F-HR · Q2 2026

Choice Wealth Advisors, LLC

$285M in tracked AUM across 35 positions as of Q2 2026.

CW
CIK 0001842357 · last filed Jun 30, 2026
Total AUM
$285M
as of Q2 2026
Holdings
35
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

Choice Wealth Advisors, LLC manages a concentrated portfolio totaling approximately $252.94 million across 33 holdings. The firm executed a significant expansion in assets during the quarter, growing the portfolio value by +25.7% (an increase of roughly $51.7 million) from the previous report date of September 30, 2025. This growth was driven not only by market appreciation but by substantial capital deployment, evidenced by the initiation of 13 new positions....

The portfolio demonstrates a strong preference for Exchange Traded Funds (ETFs), which comprise the vast majority of the assets. The strategy appears to be "Core-Satellite" in nature, utilizing a diversified core of factor-based and income-oriented ETFs while supplementing with specific large-cap technology and equity positions. The portfolio is relatively concentrated, with the top 10 holdings accounting for nearly 79% of the total value, indicating a high conviction in the selected funds and securities.

Key Holdings

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYV
SPDR SERIES TRUST
$33M545K11.6%02
DGRW
WISDOMTREE TR
$32M331K11.1%03
SPYG
SPDR SERIES TRUST
$27M231K9.6%04
JIRE
J P MORGAN EXCHANGE TRADED F
$25M306K8.8%05
JBND
J P MORGAN EXCHANGE TRADED F
$18M341K6.4%06
JMTG
J P MORGAN EXCHANGE TRADED F
$17M337K6.0%07
DDWM
WISDOMTREE TR
$16M357K5.8%08
JHMM
JOHN HANCOCK EXCHANGE TRADED
$15M201K5.3%09
AVEM
AMERICAN CENTY ETF TR
$13M133K4.5%10
JPST
J P MORGAN EXCHANGE TRADED F
$12M235K4.2%

Filing history

2026Q2Jun 30
$285M▲ 11.8%
35 positionsView →2026Q1Mar 31
$255M▲ 0.7%
35 positionsView →2025Q4Dec 31
$253M▲ 25.7%
33 positionsView →2025Q3Sep 30
$201M▼ 9.1%
20 positionsView →2025Q2Jun 30
$221M▲ 35.5%
30 positionsLocked2025Q1Mar 31
$163M▼ 16.6%
19 positionsLocked2024Q4Dec 31
$196M▼ 2.2%
29 positionsLocked2024Q3Sep 30
$200M▲ 6.2%
30 positionsLocked2024Q2Jun 30
$189M▲ 14.2%
29 positionsLocked2024Q1Mar 31
$165M▲ 2.3%
26 positionsLocked2023Q4Dec 31
$161M▲ 14.1%
28 positionsLocked2023Q3Sep 30
$142M▼ 3.7%
23 positionsLocked
Showing 12 of 22