AI Analysis · Q1 2026 · Q1 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....
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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