Institutional
Choice Wealth Advisors LLC
CIK 0001842357
$285.0M
Reported AUM
35
Positions
Q2 2026
Period
2026-07-09
Filed
Editorial summary
Summary for Choice Wealth Advisors LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | $62.16 | -0.03% | 21.51% | 69.99% | $33.1M | 11.62% | — | HELD |
| 2 | DGRW | WISDOMTREE TR | $95.99 | 0.88% | 15.04% | 67.13% | $31.6M | 11.11% | — | HELD |
| 3 | SPYG | SPDR SERIES TRUST | $115.47 | 3.18% | 19.09% | 75.27% | $27.5M | 9.64% | — | HELD |
| 4 | JIRE | J P MORGAN EXCHANGE TRADED F | $83.99 | 2.84% | 24.94% | 83.90% | $25.2M | 8.85% | — | HELD |
| 5 | JBND | J P MORGAN EXCHANGE TRADED F | $52.79 | 0.00% | 2.59% | 15.67% | $18.2M | 6.40% | — | HELD |
| 6 | JMTG | J P MORGAN EXCHANGE TRADED F | $50.17 | 0.12% | 3.77% | 4.73% | $17.1M | 6.00% | — | HELD |
| 7 | DDWM | WISDOMTREE TR | $47.06 | 1.17% | 22.48% | 83.06% | $16.5M | 5.78% | — | HELD |
| 8 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $74.07 | 0.68% | 21.05% | 44.07% | $15.1M | 5.29% | — | HELD |
| 9 | AVEM | AMERICAN CENTY ETF TR | $89.42 | 4.13% | 28.04% | 47.37% | $12.9M | 4.52% | — | HELD |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | $50.54 | 0.00% | 3.90% | 19.93% | $11.9M | 4.17% | — | HELD |
| 11 | HGER | HARBOR ETF TRUST | $32.15 | -0.31% | 41.02% | 67.98% | $11.7M | 4.11% | — | HELD |
| 12 | FXL | FIRST TR EXCHANGE-TRADED FD | $197.32 | 3.86% | 25.50% | 54.60% | $11.1M | 3.91% | — | HELD |
| 13 | AVSC | AMERICAN CENTY ETF TR | $72.46 | 0.43% | 42.44% | 60.75% | $10.0M | 3.50% | — | HELD |
| 14 | AAPL | APPLE INC | $333.60 | -1.36% | 65.41% | 124.96% | $9.6M | 3.35% | — | HELD |
| 15 | AMZN | AMAZON COM INC | $235.66 | 3.98% | 5.54% | 30.60% | $8.4M | 2.95% | — | HELD |
| 16 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | 9.52% | 751.61% | $4.3M | 1.50% | — | HELD |
| 17 | RSPN | INVESCO EXCHANGE TRADED FD T | $62.35 | -0.03% | 15.94% | 69.52% | $2.6M | 0.91% | — | HELD |
| 18 | FXO | FIRST TR EXCHANGE-TRADED FD | $66.04 | -0.11% | 20.99% | 63.53% | $2.5M | 0.89% | — | HELD |
| 19 | EELV | INVESCO EXCH TRADED FD TR II | $28.80 | 1.44% | 16.31% | 40.65% | $2.5M | 0.87% | — | HELD |
| 20 | JMEE | J P MORGAN EXCHANGE TRADED F | $76.39 | 1.03% | 29.85% | 82.64% | $2.5M | 0.87% | — | HELD |
| 21 | IHDG | WISDOMTREE TR | $53.11 | 1.43% | 23.05% | 43.78% | $2.2M | 0.78% | — | HELD |
| 22 | TSLA | TESLA INC | $308.80 | 3.51% | -1.42% | 21.64% | $1.5M | 0.54% | — | HELD |
| 23 | STT | STATE STR CORP | $182.82 | 3.85% | 66.29% | 121.97% | $1.1M | 0.40% | — | HELD |
| 24 | TER | TERADYNE INC | $365.49 | 14.43% | 207.44% | 167.98% | $866K | 0.30% | — | HELD |
| 25 | QQQ | INVESCO QQQ TR | $683.36 | 3.27% | 20.05% | 79.46% | $841K | 0.30% | — | HELD |
| 26 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $748K | 0.26% | — | HELD |
| 27 | SPY | STATE STR SPDR S&P 500 ETF T | $741.92 | 1.71% | 18.63% | 72.84% | $655K | 0.23% | — | HELD |
| 28 | JMUB | J P MORGAN EXCHANGE TRADED F | $49.79 | -0.11% | 4.09% | 4.57% | $463K | 0.16% | — | HELD |
| 29 | GE | GE AEROSPACE | $355.04 | 1.26% | 30.82% | 446.84% | $411K | 0.14% | — | HELD |
| 30 | CIBR | FIRST TR EXCHANGE-TRADED FD | $90.02 | 1.39% | 25.64% | 77.35% | $394K | 0.14% | — | HELD |
| 31 | AOA | ISHARES TR | $96.53 | 1.58% | — | — | $324K | 0.11% | — | HELD |
| 32 | GEV | GE VERNOVA INC | $981.98 | 9.07% | — | — | $322K | 0.11% | — | HELD |
| 33 | JMST | J P MORGAN EXCHANGE TRADED F | $50.92 | -0.02% | — | — | $301K | 0.11% | — | HELD |
| 34 | UPS | UNITED PARCEL SVCS INC | $105.27 | 0.68% | — | — | $292K | 0.10% | — | HELD |
| 35 | SHEL | SHELL PLC | $90.49 | 2.43% | — | — | $231K | 0.08% | — | HELD |
Source: SEC EDGAR · accession 0001951757-26-000980. 13F discloses long positions only — shorts, foreign equities, and options are excluded.