Choice Wealth Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Choice Wealth Advisors LLC reported 35 stock positions worth $285.0 million. Its top holding was SS SPDR P S&P 500 Value ETF (SPYV) at 11.6% of the portfolio, followed by Wisdomtree U.S. Quality Divi (DGRW, 11.1%) and SS SPDR P S&P 500 Growth ETF (SPYG, 9.6%). Compared with Q1 2026, it opened 1 new position, sold out of 1, added to 15 and reduced 10. The biggest buy was a new position in Harbor Commodity All Weather (HGER) and the biggest sale an exit from First Trust Global Tactical (FTGC).
- Most Recent 13F
- Q2 2026
- Location
- WATERVILLE, ME
- CIK
- 0001842357
- Portfolio Value
- $285.0M (Q2 2026)
- SEC Filing
- 0001951757-26-000980 ↗ filed Jul 9, 2026
Holdings Value
Holdings 35 stocks · $285.0M
| SPYV SS SPDR P S&P 500 Value ETF | 11.62% | 544,554 | $33.1M | Add +0.3% |
| DGRW Wisdomtree U.S. Quality Divi | 11.11% | 330,979 | $31.6M | Add +0.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 9.64% | 230,868 | $27.5M | Reduce -2.0% |
| JIRE JPMorgan Int Res Enh Eqty | 8.85% | 305,647 | $25.2M | Add +0.9% |
| JBND JPMorgan Active Bond ETF | 6.40% | 341,073 | $18.2M | Add +4.0% |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 6.00% | 337,241 | $17.1M | Add +3.9% |
| DDWM Wisdomtree DY Inter Eq FD-US | 5.78% | 356,619 | $16.5M | Add +6.0% |
| JHMM John Hancock Multi Fact Mid | 5.29% | 201,271 | $15.1M | Add +0.1% |
| AVEM Avantis Emerging Markets Eq | 4.52% | 133,375 | $12.9M | Reduce -4.2% |
| JPST JPMorgan Ultra-Short Income | 4.17% | 235,220 | $11.9M | Add +0.1% |
| HGER Harbor Commodity All Weather | 4.11% | 398,929 | $11.7M | New |
| FXL First Trust Technology Alpha | 3.91% | 51,232 | $11.1M | Reduce -10.7% |
| AVSC Avantis US Small Cap Equity | 3.50% | 136,099 | $10.0M | Add +5.1% |
| AAPL Apple Inc. | 3.35% | 33,025 | $9.6M | Add +0.1% |
| AMZN Amazon.com Inc. | 2.95% | 35,266 | $8.4M | Add +9.2% |
| NVDA Nvidia Corp. | 1.50% | 21,302 | $4.3M | Add +1.5% |
| RSPN Invesco S&P 500 Equal Weight | 0.91% | 40,303 | $2.6M | Reduce -0.2% |
| FXO First Trust Financial Alphad | 0.89% | 40,451 | $2.5M | Add +0.1% |
| EELV Invesco S&P Emerging Markets | 0.87% | 89,674 | $2.5M | Reduce -5.8% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.87% | 31,697 | $2.5M | Reduce -12.4% |
| IHDG Wisdomtree International Hed | 0.78% | 42,460 | $2.2M | Reduce -16.6% |
| TSLA Tesla Inc. | 0.54% | 3,650 | $1.5M | No change |
| STT State Street Corp. | 0.40% | 6,750 | $1.1M | No change |
| TER Teradyne Inc. | 0.30% | 1,790 | $866K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 1,142 | $841K | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 1,494 | $748K | Reduce -2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 877 | $655K | Add +0.2% |
| JMUB JPMorgan Municipal ETF | 0.16% | 9,131 | $463K | No change |
| GE General Electric filed as GE AEROSPACE | 0.14% | 1,099 | $411K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.14% | 4,387 | $394K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.11% | 3,317 | $324K | Reduce -9.9% |
| GEV GE Vernova Inc. | 0.11% | 274 | $322K | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.11% | 5,900 | $301K | No change |
| UPS United Parcel Service Class B | 0.10% | 2,715 | $292K | Reduce -9.0% |
| SHEL Shell PLC-ADR | 0.08% | 2,976 | $231K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| FTGC First Trust Global Tactical | Sold out | 0.00% | −3.29 |
| IHDG Wisdomtree International Hed | Reduce -16.6% | 0.78% | −0.18 |
| EELV Invesco S&P Emerging Markets | Reduce -5.8% | 0.87% | −0.17 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Reduce -12.4% | 0.87% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.5% | 0.26% | −0.03 |
| AOA iShares Core 80/20 Aggressiv | Reduce -9.9% | 0.11% | −0.01 |
| UPS United Parcel Service Class B | Reduce -9.0% | 0.10% | −0.01 |
| RSPN Invesco S&P 500 Equal Weight | Reduce -0.2% | 0.91% | −0.01 |
| AVEM Avantis Emerging Markets Eq | Reduce -4.2% | 4.52% | +0.11 |
| FXL First Trust Technology Alpha | Reduce -10.7% | 3.91% | +0.33 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.0% | 9.64% | +0.58 |
Portfolio Buys Q1 2026 → Q2 2026
| HGER Harbor Commodity All Weather | New | 4.11% | +4.11 |
| AVSC Avantis US Small Cap Equity | Add +5.1% | 3.50% | +0.34 |
| AMZN Amazon.com Inc. | Add +9.2% | 2.95% | +0.31 |
| AAPL Apple Inc. | Add +0.1% | 3.35% | +0.07 |
| NVDA Nvidia Corp. | Add +1.5% | 1.50% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.9% | 0.30% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.23% | +0.01 |
| JHMM John Hancock Multi Fact Mid | Add +0.1% | 5.29% | −0.00 |
| FXO First Trust Financial Alphad | Add +0.1% | 0.89% | −0.00 |
| DDWM Wisdomtree DY Inter Eq FD-US | Add +6.0% | 5.78% | −0.05 |
| JIRE JPMorgan Int Res Enh Eqty | Add +0.9% | 8.85% | −0.15 |
| DGRW Wisdomtree U.S. Quality Divi | Add +0.9% | 11.11% | −0.20 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.3% | 11.62% | −0.43 |
| JPST JPMorgan Ultra-Short Income | Add +0.1% | 4.17% | −0.49 |
| JMTG Mortgage-Backed Securities | Add +3.9% | 6.00% | −0.50 |
| JBND JPMorgan Active Bond ETF | Add +4.0% | 6.40% | −0.52 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 35 | $285.0M | SPYV, DGRW, SPYG, JIRE, JBND |
| Q1 2026 | 35 | $254.8M | SPYV, DGRW, SPYG, JIRE, JBND |
| Q4 2025 | 33 | $252.9M | SPYV, DGRW, SPYG, JIRE, IHDG |
| Q3 2025 | 32 | $233.3M | SPYV, DGRW, SPYG, JIRE, IHDG |
| Q2 2025 | 30 | $221.3M | SPYV, DGRW, SPYG, JIRE, JMTG |
| Q1 2025 | 29 | $191.9M | SPYV, DGRW, SPYG, JIRE, IHDG |
| Q4 2024 | 29 | $195.8M | SPYV, DGRW, SPYG, JIRE, IHDG |
| Q3 2024 | 30 | $200.1M | SPYV, DGRW, JIRE, SPYG, IHDG |
| Q2 2024 | 29 | $188.5M | DGRW, SPYV, SPYG, JIRE, IHDG |
| Q1 2024 | 26 | $165.1M | SPYV, DGRW, SPYG, IHDG, JHMM |