Choice Wealth Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Choice Wealth Advisors LLC reported 35 stock positions worth $254.8 million. Its top holding was SS SPDR P S&P 500 Value ETF (SPYV) at 12.1% of the portfolio, followed by Wisdomtree U.S. Quality Divi (DGRW, 11.3%) and SS SPDR P S&P 500 Growth ETF (SPYG, 9.1%). Compared with Q4 2025, it opened 5 new positions, sold out of 3, added to 13 and reduced 9. The biggest buy was a new position in JPMorgan Active Bond ETF (JBND) and the biggest sale an exit from JPMorgan Core Plus Bond ETF (JCPB).
- Most Recent 13F
- Q2 2026
- Location
- WATERVILLE, ME
- CIK
- 0001842357
- Portfolio Value
- $254.8M (Q1 2026)
- SEC Filing
- 0001951757-26-000556 ↗ filed Apr 9, 2026
Holdings Value
Holdings 35 stocks · $254.8M
| SPYV SS SPDR P S&P 500 Value ETF | 12.05% | 542,723 | $30.7M | Add +1.6% |
| DGRW Wisdomtree U.S. Quality Divi | 11.31% | 327,972 | $28.8M | Add +1.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 9.06% | 235,677 | $23.1M | Add +2.5% |
| JIRE JPMorgan Int Res Enh Eqty | 9.00% | 302,764 | $22.9M | Add +0.7% |
| JBND JPMorgan Active Bond ETF | 6.92% | 327,921 | $17.6M | New |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 6.50% | 324,586 | $16.6M | Add +2.8% |
| DDWM Wisdomtree DY Inter Eq FD-US | 5.83% | 336,513 | $14.8M | New |
| JHMM John Hancock Multi Fact Mid | 5.30% | 201,138 | $13.5M | Add +0.8% |
| JPST JPMorgan Ultra-Short Income | 4.67% | 234,932 | $11.9M | Add +3.6% |
| AVEM Avantis Emerging Markets Eq | 4.40% | 139,226 | $11.2M | Add +1.8% |
| FXL First Trust Technology Alpha | 3.58% | 57,375 | $9.1M | Add +2.6% |
| FTGC First Trust Global Tactical | 3.29% | 291,759 | $8.4M | Reduce -1.5% |
| AAPL Apple Inc. | 3.28% | 32,978 | $8.4M | Reduce -0.2% |
| AVSC Avantis US Small Cap Equity | 3.17% | 129,469 | $8.1M | New |
| AMZN Amazon.com Inc. | 2.64% | 32,296 | $6.7M | No change |
| NVDA Nvidia Corp. | 1.44% | 20,982 | $3.7M | Reduce -0.7% |
| EELV Invesco S&P Emerging Markets | 1.05% | 95,214 | $2.7M | New |
| IHDG Wisdomtree International Hed | 0.96% | 50,880 | $2.4M | Reduce -85.8% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.95% | 36,183 | $2.4M | Reduce -77.0% |
| RSPN Invesco S&P 500 Equal Weight | 0.91% | 40,393 | $2.3M | Reduce -3.8% |
| FXO First Trust Financial Alphad | 0.89% | 40,426 | $2.3M | Add +0.8% |
| TSLA Tesla Inc. | 0.53% | 3,650 | $1.4M | No change |
| STT State Street Corp. | 0.34% | 6,750 | $854K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 1,532 | $734K | Reduce -3.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 1,132 | $653K | Reduce -8.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.22% | 875 | $569K | Reduce -16.6% |
| TER Teradyne Inc. | 0.21% | 1,790 | $531K | Add +0.1% |
| JMUB JPMorgan Municipal ETF | 0.18% | 9,131 | $456K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.13% | 3,680 | $326K | Add +5.2% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 1,099 | $312K | No change |
| 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% | 2,983 | $294K | Add +1.1% |
| SHEL Shell PLC-ADR | 0.11% | 2,976 | $277K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.11% | 4,387 | $275K | No change |
| GEV GE Vernova Inc. | 0.09% | 274 | $239K | New |
Portfolio Sells Q4 2025 → Q1 2026
| JCPB JPMorgan Core Plus Bond ETF | Sold out | 0.00% | −6.34 |
| IHDG Wisdomtree International Hed | Reduce -85.8% | 0.96% | −5.93 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Reduce -77.0% | 0.95% | −3.06 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Sold out | 0.00% | −1.07 |
| AAPL Apple Inc. | Reduce -0.2% | 3.28% | −0.27 |
| PKST Peakstone Realty Trust | Sold out | 0.00% | −0.14 |
| NVDA Nvidia Corp. | Reduce -0.7% | 1.44% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -16.6% | 0.22% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.1% | 0.26% | −0.04 |
| RSPN Invesco S&P 500 Equal Weight | Reduce -3.8% | 0.91% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.3% | 0.29% | −0.03 |
| FTGC First Trust Global Tactical | Reduce -1.5% | 3.29% | +0.57 |
Portfolio Buys Q4 2025 → Q1 2026
| JBND JPMorgan Active Bond ETF | New | 6.92% | +6.92 |
| DDWM Wisdomtree DY Inter Eq FD-US | New | 5.83% | +5.83 |
| AVSC Avantis US Small Cap Equity | New | 3.17% | +3.17 |
| EELV Invesco S&P Emerging Markets | New | 1.05% | +1.05 |
| AVEM Avantis Emerging Markets Eq | Add +1.8% | 4.40% | +0.24 |
| JHMM John Hancock Multi Fact Mid | Add +0.8% | 5.30% | +0.13 |
| JPST JPMorgan Ultra-Short Income | Add +3.6% | 4.67% | +0.13 |
| JMTG Mortgage-Backed Securities | Add +2.8% | 6.50% | +0.12 |
| JIRE JPMorgan Int Res Enh Eqty | Add +0.7% | 9.00% | +0.10 |
| GEV GE Vernova Inc. | New | 0.09% | +0.09 |
| TER Teradyne Inc. | Add +0.1% | 0.21% | +0.07 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +1.6% | 12.05% | +0.05 |
| AOA iShares Core 80/20 Aggressiv | Add +5.2% | 0.13% | +0.00 |
| UPS United Parcel Service Class B | Add +1.1% | 0.12% | −0.00 |
| FXO First Trust Financial Alphad | Add +0.8% | 0.89% | −0.07 |
| DGRW Wisdomtree U.S. Quality Divi | Add +1.7% | 11.31% | −0.10 |
| FXL First Trust Technology Alpha | Add +2.6% | 3.58% | −0.14 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +2.5% | 9.06% | −0.64 |
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 |