Choice Wealth Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Choice Wealth Advisors LLC reported 32 stock positions worth $233.3 million. Its top holding was SS SPDR P S&P 500 Value ETF (SPYV) at 12.7% of the portfolio, followed by Wisdomtree U.S. Quality Divi (DGRW, 12.3%) and SS SPDR P S&P 500 Growth ETF (SPYG, 10.6%). Compared with Q2 2025, it opened 2 new positions, added to 9 and reduced 11. The biggest buy was a new position in Avantis Emerging Markets Eq (AVEM) and the biggest sale Invesco S&P Emerging Markets (EELV, shares −78%).
- Most Recent 13F
- Q2 2026
- Location
- WATERVILLE, ME
- CIK
- 0001842357
- Portfolio Value
- $233.3M (Q3 2025)
- SEC Filing
- 0001951757-25-001283 ↗ filed Nov 6, 2025
Holdings Value
Holdings 32 stocks · $233.3M
| SPYV SS SPDR P S&P 500 Value ETF | 12.72% | 536,400 | $29.7M | Reduce -0.4% |
| DGRW Wisdomtree U.S. Quality Divi | 12.27% | 321,720 | $28.6M | Reduce -2.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 10.56% | 235,788 | $24.6M | Reduce -4.4% |
| JIRE JPMorgan Int Res Enh Eqty | 9.47% | 300,572 | $22.1M | Reduce -0.2% |
| IHDG Wisdomtree International Hed | 7.07% | 357,731 | $16.5M | Add +3.6% |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 6.82% | 311,970 | $15.9M | Reduce -0.2% |
| JHMM John Hancock Multi Fact Mid | 5.52% | 199,092 | $12.9M | Add +0.2% |
| JPST JPMorgan Ultra-Short Income | 4.85% | 223,194 | $11.3M | Add +4.1% |
| AVEM Avantis Emerging Markets Eq | 4.30% | 133,520 | $10.0M | New |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 4.28% | 157,394 | $10.0M | Add +0.5% |
| FXL First Trust Technology Alpha | 4.06% | 56,392 | $9.5M | Reduce -1.3% |
| AAPL Apple Inc. | 3.68% | 33,759 | $8.6M | No change |
| FTGC First Trust Global Tactical | 3.21% | 289,338 | $7.5M | Add +1.9% |
| AMZN Amazon.com Inc. | 2.98% | 31,632 | $6.9M | Reduce -1.9% |
| NVDA Nvidia Corp. | 1.69% | 21,122 | $3.9M | Add +0.2% |
| EELV Invesco S&P Emerging Markets | 1.21% | 105,828 | $2.8M | Reduce -78.1% |
| FXO First Trust Financial Alphad | 1.02% | 40,141 | $2.4M | Reduce -1.1% |
| RSPN Invesco S&P 500 Equal Weight | 1.01% | 42,062 | $2.4M | No change |
| TSLA Tesla Inc. | 0.70% | 3,650 | $1.6M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 1,627 | $818K | Reduce -3.8% |
| STT State Street Corp. | 0.34% | 6,750 | $783K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 1,248 | $749K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 1,106 | $737K | Add +0.2% |
| JMUB JPMorgan Municipal ETF | 0.26% | 12,100 | $611K | No change |
| PKST Peakstone Realty Trust | 0.14% | 25,778 | $338K | Reduce -3.0% |
| CIBR First Trust Nasdaq Cybersecu | 0.14% | 4,387 | $333K | No change |
| GE General Electric filed as GE AEROSPACE | 0.14% | 1,099 | $331K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.13% | 3,559 | $314K | Add +1.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.13% | 5,900 | $301K | No change |
| TER Teradyne Inc. | 0.11% | 1,788 | $246K | New |
| UPS United Parcel Service Class B | 0.10% | 2,917 | $244K | Add +1.4% |
| SHEL Shell PLC-ADR | 0.09% | 2,976 | $213K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| EELV Invesco S&P Emerging Markets | Reduce -78.1% | 1.21% | −4.49 |
| JMTG Mortgage-Backed Securities | Reduce -0.2% | 6.82% | −0.27 |
| AMZN Amazon.com Inc. | Reduce -1.9% | 2.98% | −0.22 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -2.3% | 12.27% | −0.19 |
| JIRE JPMorgan Int Res Enh Eqty | Reduce -0.2% | 9.47% | −0.16 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -4.4% | 10.56% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.8% | 0.35% | −0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.4% | 12.72% | −0.02 |
| PKST Peakstone Realty Trust | Reduce -3.0% | 0.14% | −0.01 |
| FXO First Trust Financial Alphad | Reduce -1.1% | 1.02% | −0.01 |
| FXL First Trust Technology Alpha | Reduce -1.3% | 4.06% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| AVEM Avantis Emerging Markets Eq | New | 4.30% | +4.30 |
| NVDA Nvidia Corp. | Add +0.2% | 1.69% | +0.18 |
| TER Teradyne Inc. | New | 0.11% | +0.11 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Add +0.5% | 4.28% | +0.09 |
| FTGC First Trust Global Tactical | Add +1.9% | 3.21% | +0.05 |
| IHDG Wisdomtree International Hed | Add +3.6% | 7.07% | +0.04 |
| JHMM John Hancock Multi Fact Mid | Add +0.2% | 5.52% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.32% | +0.01 |
| AOA iShares Core 80/20 Aggressiv | Add +1.0% | 0.13% | +0.00 |
| UPS United Parcel Service Class B | Add +1.4% | 0.10% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Add +4.1% | 4.85% | −0.06 |
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 |