Choice Wealth Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 8, 2026), Choice Wealth Advisors LLC reported 33 stock positions worth $252.9 million. Its top holding was SS SPDR P S&P 500 Value ETF (SPYV) at 12.0% of the portfolio, followed by Wisdomtree U.S. Quality Divi (DGRW, 11.4%) and SS SPDR P S&P 500 Growth ETF (SPYG, 9.7%). Compared with Q3 2025, it opened 2 new positions, sold out of 1, added to 12 and reduced 12. The biggest buy was a new position in JPMorgan Core Plus Bond ETF (JCPB) and the biggest sale an exit from Invesco S&P Emerging Markets (EELV).
- Most Recent 13F
- Q2 2026
- Location
- WATERVILLE, ME
- CIK
- 0001842357
- Portfolio Value
- $252.9M (Q4 2025)
- SEC Filing
- 0001951757-26-000035 ↗ filed Jan 8, 2026
Holdings Value
Holdings 33 stocks · $252.9M
| SPYV SS SPDR P S&P 500 Value ETF | 12.00% | 534,434 | $30.4M | Reduce -0.4% |
| DGRW Wisdomtree U.S. Quality Divi | 11.41% | 322,617 | $28.9M | Add +0.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 9.70% | 229,856 | $24.5M | Reduce -2.5% |
| JIRE JPMorgan Int Res Enh Eqty | 8.90% | 300,715 | $22.5M | Add +0.1% |
| IHDG Wisdomtree International Hed | 6.89% | 358,135 | $17.4M | Add +0.1% |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 6.37% | 315,673 | $16.1M | Add +1.2% |
| JCPB JPMorgan Core Plus Bond ETF | 6.34% | 338,606 | $16.0M | New |
| JHMM John Hancock Multi Fact Mid | 5.17% | 199,595 | $13.1M | Add +0.3% |
| JPST JPMorgan Ultra-Short Income | 4.54% | 226,782 | $11.5M | Add +1.6% |
| AVEM Avantis Emerging Markets Eq | 4.16% | 136,779 | $10.5M | Add +2.4% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 4.01% | 157,589 | $10.1M | Add +0.1% |
| FXL First Trust Technology Alpha | 3.72% | 55,911 | $9.4M | Reduce -0.8% |
| AAPL Apple Inc. | 3.55% | 33,043 | $9.0M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 2.95% | 32,296 | $7.5M | Add +2.1% |
| FTGC First Trust Global Tactical | 2.72% | 296,080 | $6.9M | Add +2.3% |
| NVDA Nvidia Corp. | 1.56% | 21,122 | $3.9M | No change |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 1.07% | 98,903 | $2.7M | New |
| FXO First Trust Financial Alphad | 0.96% | 40,097 | $2.4M | Reduce -0.1% |
| RSPN Invesco S&P 500 Equal Weight | 0.94% | 42,002 | $2.4M | Reduce -0.1% |
| TSLA Tesla Inc. | 0.65% | 3,650 | $1.6M | No change |
| STT State Street Corp. | 0.34% | 6,750 | $871K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.31% | 1,584 | $796K | Reduce -2.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 1,232 | $757K | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 1,049 | $715K | Reduce -5.2% |
| JMUB JPMorgan Municipal ETF | 0.18% | 9,131 | $461K | Reduce -24.5% |
| TER Teradyne Inc. | 0.14% | 1,789 | $346K | Add +0.1% |
| PKST Peakstone Realty Trust | 0.14% | 23,862 | $342K | Reduce -7.4% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 1,099 | $339K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.12% | 4,387 | $313K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.12% | 3,498 | $313K | Reduce -1.7% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.12% | 5,900 | $301K | No change |
| UPS United Parcel Service Class B | 0.12% | 2,952 | $293K | Add +1.2% |
| SHEL Shell PLC-ADR | 0.09% | 2,976 | $219K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| EELV Invesco S&P Emerging Markets | Sold out | 0.00% | −1.21 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.5% | 9.70% | −0.87 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.4% | 12.00% | −0.72 |
| FXL First Trust Technology Alpha | Reduce -0.8% | 3.72% | −0.34 |
| AAPL Apple Inc. | Reduce -2.1% | 3.55% | −0.13 |
| JMUB JPMorgan Municipal ETF | Reduce -24.5% | 0.18% | −0.08 |
| RSPN Invesco S&P 500 Equal Weight | Reduce -0.1% | 0.94% | −0.07 |
| FXO First Trust Financial Alphad | Reduce -0.1% | 0.96% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.6% | 0.31% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.2% | 0.28% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.3% | 0.30% | −0.02 |
| AOA iShares Core 80/20 Aggressiv | Reduce -1.7% | 0.12% | −0.01 |
| PKST Peakstone Realty Trust | Reduce -7.4% | 0.14% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| JCPB JPMorgan Core Plus Bond ETF | New | 6.34% | +6.34 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | New | 1.07% | +1.07 |
| TER Teradyne Inc. | Add +0.1% | 0.14% | +0.03 |
| UPS United Parcel Service Class B | Add +1.2% | 0.12% | +0.01 |
| AMZN Amazon.com Inc. | Add +2.1% | 2.95% | −0.03 |
| AVEM Avantis Emerging Markets Eq | Add +2.4% | 4.16% | −0.13 |
| IHDG Wisdomtree International Hed | Add +0.1% | 6.89% | −0.18 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Add +0.1% | 4.01% | −0.27 |
| JPST JPMorgan Ultra-Short Income | Add +1.6% | 4.54% | −0.32 |
| JHMM John Hancock Multi Fact Mid | Add +0.3% | 5.17% | −0.35 |
| JMTG Mortgage-Backed Securities | Add +1.2% | 6.37% | −0.45 |
| FTGC First Trust Global Tactical | Add +2.3% | 2.72% | −0.49 |
| JIRE JPMorgan Int Res Enh Eqty | Add +0.1% | 8.90% | −0.57 |
| DGRW Wisdomtree U.S. Quality Divi | Add +0.3% | 11.41% | −0.86 |
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 |