Q3 2026 13F · SEC CIK 1842357

Choice Wealth Advisors LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $289.3M
Reported positions: 35
Top holdings a year, 3 yrs: +14.9%
Assets under management: $323.3M

Choice Wealth Advisors LLC is a wealth manager that reported 35 positions worth $289.3M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were State Street Spdr Portfolio S&p 500 Valu (SPYV, 11.6%), Wisdomtree Tr (DGRW, 11.3%), State Street Spdr Portfolio S&p 500 Grow (SPYG, 9.9%). A portfolio copying its top holdings returned 14.9% a year over the last 3 years, against 20.4% for the S&P 500.

Choice Wealth Advisors LLC holdings all 35 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Choice Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPYVState Street Spdr Portfolio S&p 500 Valu	11.6%	11.6%	549,152	+0.8%	$33.6M
DGRWWisdomtree Tr	11.3%	11.1%	336,008	+1.5%	$32.7M
SPYGState Street Spdr Portfolio S&p 500 Grow	9.9%	9.6%	231,894	+0.4%	$28.5M
JIREJpmorgan International Research Enhanced	8.7%	8.8%	306,900	+0.4%	$25.2M
JBNDJ P Morgan Exchange Traded F	6.3%	6.4%	357,005	+4.7%	$18.3M
JPLDJ P Morgan Exchange Traded F	5.8%	New	328,320	—	$16.9M
DDWMWisdomtree Tr	5.8%	5.8%	368,427	+3.3%	$16.8M
JHMMJohn Hancock Exchange Traded	5.0%	5.3%	202,553	+0.6%	$14.5M
HGERHarbor ETF Trust	4.6%	4.1%	379,159	-5.0%	$13.4M
AVEMAmerican Centy ETF Tr	4.4%	4.5%	135,959	+1.9%	$12.8M
PULSPgim ETF Tr	4.0%	New	233,320	—	$11.5M
FXLFirst Tr Exchange-Traded Fd	3.9%	3.9%	51,611	+0.7%	$11.4M
AAPLApple Inc	3.7%	3.4%	32,391	-1.9%	$10.8M
AVSCAmerican Centy ETF Tr	3.3%	3.5%	136,108	+0.0%	$9.4M
AMZNAmazon Com Inc	3.0%	3.0%	35,194	-0.2%	$8.8M
NVDANvidia Corporation	1.7%	1.5%	21,302	+0.0%	$4.9M
EELVInvesco Exch Traded Fd Tr II	0.9%	0.9%	88,798	-1.0%	$2.5M
FXOFirst Tr Exchange-Traded Fd	0.8%	0.9%	40,090	-0.9%	$2.4M
RSPNInvesco Exchange Traded Fd T	0.8%	0.9%	41,753	+3.6%	$2.4M
JMEEJ P Morgan Exchange Traded F	0.8%	0.9%	31,426	-0.9%	$2.3M
IHDGWisdomtree Tr	0.7%	0.8%	39,262	-7.5%	$2.0M
TSLATesla Inc	0.4%	0.5%	3,650	+0.0%	$1.3M
STTState Str Corp	0.4%	0.4%	6,750	+0.0%	$1.2M
QQQInvesco Qqq Tr	0.3%	0.3%	1,142	+0.0%	$845K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.3%	1,440	-3.6%	$717K
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	879	+0.2%	$670K
JPSTJ P Morgan Exchange Traded F	0.2%	4.2%	11,673	-95.0%	$588K
JMTGJ P Morgan Exchange Traded F	0.2%	6.0%	12,106	-96.4%	$585K
CIBRFirst Tr Exchange-Traded Fd	0.2%	0.1%	4,387	+0.0%	$452K
JMUBJ P Morgan Exchange Traded F	0.1%	0.2%	9,131	+0.0%	$434K
GEGe Aerospace	0.1%	0.1%	1,099	+0.0%	$343K
AOAIshares Tr	0.1%	0.1%	3,317	+0.0%	$323K
JMSTJ P Morgan Exchange Traded F	0.1%	0.1%	5,900	+0.0%	$298K
SHELShell PLC	0.1%	0.1%	2,976	+0.0%	$283K
GEVGe Vernova Inc	0.1%	0.1%	274	+0.0%	$260K

What Choice Wealth Advisors LLC bought and sold in Q3 2026, against Q2 2026.

New positions

JPLD J P Morgan Exchange Traded F5.8% of 13F
PULS Pgim ETF Tr4.0% of 13F

Added to

No position grew by more than 5%.

Reduced

JMTG J P Morgan Exchange Traded F-96.4% shares
JPST J P Morgan Exchange Traded F-95.0% shares
IHDG Wisdomtree Tr-7.5% shares

Sold out

TER Teradyne Incwas 0.3%
UPS United Parcel Svcs Incwas 0.1%

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +17.2% /yr; S&P 500 +20.1%
3 years: +14.9% /yr; S&P 500 +20.4%
5 years: +7.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$289.3M	35
Q2 2026	$285.0M	35
Q1 2026	$254.8M	35
Q4 2025	$252.9M	33
Q3 2025	$233.3M	32
Q2 2025	$221.3M	30
Q1 2025	$191.9M	29
Q4 2024	$195.8M	29
Q3 2024	$200.1M	30
Q2 2024	$188.5M	29
Q1 2024	$165.1M	26
Q4 2023	$161.5M	28

Questions about Choice Wealth Advisors LLC's portfolio

What stocks does Choice Wealth Advisors LLC own?

Choice Wealth Advisors LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 35 positions worth $289.3M. The largest are State Street Spdr Portfolio S&p 500 Valu (SPYV) at 11.6%, Wisdomtree Tr (DGRW) at 11.3%, State Street Spdr Portfolio S&p 500 Grow (SPYG) at 9.9%, Jpmorgan International Research Enhanced (JIRE) at 8.7% and J P Morgan Exchange Traded F (JBND) at 6.3%.

What did Choice Wealth Advisors LLC buy last quarter?

In Q3 2026, Choice Wealth Advisors LLC added a new position in J P Morgan Exchange Traded F (JPLD) and a new position in Pgim ETF Tr (PULS), compared with its Q2 2026 filing.

What did Choice Wealth Advisors LLC sell last quarter?

In Q3 2026, Choice Wealth Advisors LLC sold all of Teradyne Inc (TER), sold all of United Parcel Svcs Inc (UPS), J P Morgan Exchange Traded F (JMTG) (-96.4% shares), J P Morgan Exchange Traded F (JPST) (-95.0% shares) and Wisdomtree Tr (IHDG) (-7.5% shares), compared with its Q2 2026 filing.

How has Choice Wealth Advisors LLC's portfolio performed?

A portfolio copying Choice Wealth Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.2% against +20.1%. Over 5 years: +7.3% a year against +11.6%.

When is Choice Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Choice Wealth Advisors LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Choice Wealth Advisors LLC manage?

Choice Wealth Advisors LLC reported $323.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $289.3M.