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Filers›Family Office›Choice Wealth Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Choice Wealth Advisors, LLC

Choice Wealth's family office based in Omaha, NE — $255M in tracked AUM across 35 positions as of Q1 2026.

CW
Choice Wealth·Omaha, NE·Family Office
CIK 0001842357 · last filed Mar 31, 2026
Total AUM
$255M
▼ 13.1%
vs prior
Holdings
35
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
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.

#HoldingValueSharesWeight
01
SPYV
SPDR SERIES TRUST
$31M543K12.1%
02
DGRW
WISDOMTREE TR
$29M328K11.3%
03
SPYG
SPDR SERIES TRUST
$23M236K9.1%
04
JIRE
J P MORGAN EXCHANGE TRADED F
$23M303K9.0%
05
JBND
J P MORGAN EXCHANGE TRADED F
$18M328K6.9%
06
JMTG
J P MORGAN EXCHANGE TRADED F
$17M325K6.5%
07
DDWM
WISDOMTREE TR
$15M337K5.8%
08
JHMM
JOHN HANCOCK EXCHANGE TRADED
$14M201K5.3%
09
JPST
J P MORGAN EXCHANGE TRADED F
$12M235K4.7%
10
AVEM
AMERICAN CENTY ETF TR
$11M139K4.4%

Filing history

Filing history loading…
AI Agent · grounded in Choice
haiku-4-5 · 35 positions indexed
Sector mix
  • Tech4%
  • Financials19%
  • Health Care40%
  • Industrials6%
  • Energy12%
  • Other19%
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