Institutions / Choice Wealth Advisors, LLC
Choice Wealth Advisors, LLC
CIK 1842357 · Institution · as of Dec 31, 2025
Portfolio value
$252.94M
Positions
33
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 33 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $30.36M | 12.0% |
| WisdomTree Tr | $28.85M | 11.4% |
| SPDR Series Trust | $24.53M | 9.7% |
| J P Morgan Exchange Traded F | $22.52M | 8.9% |
| WisdomTree Tr | $17.43M | 6.9% |
| J P Morgan Exchange Traded F | $16.12M | 6.4% |
| J P Morgan Exchange Traded F | $16.03M | 6.3% |
| John Hancock Exchange Traded | $13.07M | 5.2% |
| J P Morgan Exchange Traded F | $11.47M | 4.5% |
| American Centy ETF Tr | $10.53M | 4.2% |
| J P Morgan Exchange Traded F | $10.15M | 4.0% |
| First Tr Exchange Traded Fd | $9.41M | 3.7% |
| Apple Inc. | $8.98M | 3.6% |
| Amazon.com Inc | $7.45M | 2.9% |
| First Tr Exchange Trad Fd VI | $6.88M | 2.7% |
| NVIDIA Corp | $3.94M | 1.6% |
| Invesco Exch Traded Fd Tr II | $2.71M | 1.1% |
| First Tr Exchange Traded Fd | $2.42M | 1.0% |
| Invesco Exchange Traded Fd T | $2.38M | 0.9% |
| Tesla Inc | $1.64M | 0.6% |
| State Street Corporation | $870.8K | 0.3% |
| Warren E. Buffett | $796.2K | 0.3% |
| Invesco Qqq Tr | $756.8K | 0.3% |
| SPDR S&P 500 ETF Tr | $715.0K | 0.3% |
| J P Morgan Exchange Traded F | $461.1K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.