Choice Wealth Advisors LLC holds a focused book of 35 stocks worth $285.0M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Harbor Commodity All Weather and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is SS SPDR P S&P 500 Value ETF at 12% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1842357/holdings"
Use Arkolith to show Choice Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500VAL | $33.1M | 544.6K | 11.6% | ▲+0.3% Added · +2K sh | |
| 2 | Wisdomtree TR US QTLY DIV GRT | $31.6M | 331.0K | 11.1% | ▲+0.9% Added · +3K sh | |
| 3 | SPDR Series Trust ST STR P500GRW | $27.5M | 230.9K | 9.6% | ▼−2.0% Reduced · −5K sh | |
| 4 | J P Morgan Exchange Traded F INTRNL RES EQT | $25.2M | 305.6K | 8.8% | ▲+0.9% Added · +3K sh | |
| 5 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $18.2M | 341.1K | 6.4% | ▲+4.0% Added · +13K sh | |
| 6 | J P Morgan Exchange Traded F MORTGAGE BACKED | $17.1M | 337.2K | 6.0% | ▲+3.9% Added · +13K sh | |
| 7 | Wisdomtree TR DYNAMIC INTL EQT | $16.5M | 356.6K | 5.8% | ▲+6.0% Added · +20K sh | |
| 8 | John Hancock Exchange Traded MULTIFACTOR MI | $15.1M | 201.3K | 5.3% | ▲+0.1% Added · +133 sh | |
| 9 | American Centy ETF TR AVANTIS EMGMKT | $12.9M | 133.4K | 4.5% | ▼−4.2% Reduced · −6K sh | |
| 10 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $11.9M | 235.2K | 4.2% | ▲+0.1% Added · +288 sh | |
| 11 | Harbor ETF Trust COMM ALL WEA ETF | $11.7M | 398.9K | 4.1% | ▲New New position | |
| 12 | First TR Exchange-Traded FD TECH ALPHADEX | $11.1M | 51.2K | 3.9% | ▼−11% Reduced · −6K sh | |
| 13 | American Centy ETF TR AVAN US SMAL ETF | $10.0M | 136.1K | 3.5% | ▲+5.1% Added · +7K sh | |
| 14 | Apple Inc COM | $9.6M | 33.0K | 3.4% | ▲+0.1% Added · +47 sh | |
| 15 | Amazon Com Inc COM | $8.4M | 35.3K | 2.9% | ▲+9.2% Added · +3K sh | |
| 16 | Nvidia Corporation COM | $4.3M | 21.3K | 1.5% | ▲+1.5% Added · +320 sh | |
| 17 | Invesco Exchange Traded FD T S&P500 EQL IND | $2.6M | 40.3K | 0.9% | ▼−0.2% Reduced · −90 sh | |
| 18 | First TR Exchange-Traded FD FINLS ALPHADEX | $2.5M | 40.5K | 0.9% | ▲+0.1% Added · +25 sh | |
| 19 | Invesco Exch Traded FD TR II S&P EMRNG MKTS | $2.5M | 89.7K | 0.9% | ▼−5.8% Reduced · −6K sh | |
| 20 | J P Morgan Exchange Traded F SMALL & MID CAP | $2.5M | 31.7K | 0.9% | ▼−12% Reduced · −4K sh | |
| 21 | Wisdomtree TR ITL HDG QTLY DIV | $2.2M | 42.5K | 0.8% | ▼−17% Reduced · −8K sh | |
| 22 | Tesla Inc COM | $1.5M | 3.6K | 0.5% | —Held | |
| 23 | State STR Corp COM | $1.1M | 6.8K | 0.4% | —Held | |
| 24 | Teradyne Inc COM | $866K | 1.8K | 0.3% | —Held | |
| 25 | Invesco QQQ TR UNIT SER 1 | $841K | 1.1K | 0.3% | ▲+0.9% Added · +10 sh | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $748K | 1.5K | 0.3% | ▼−2.5% Reduced · −38 sh | |
| 27 | State STR SPDR S&P 500 ETF T TR UNIT | $655K | 877 | 0.2% | ▲+0.2% Added · +2 sh | |
| 28 | J P Morgan Exchange Traded F MUNICIPAL ETF | $463K | 9.1K | 0.2% | —Held | |
| 29 | Ge Aerospace COM NEW | $411K | 1.1K | 0.1% | —Held | |
| 30 | First TR Exchange-Traded FD NASDAQ CYB ETF | $394K | 4.4K | 0.1% | —Held | |
| 31 | Ishares TR CORE 80 20 ETF | $324K | 3.3K | 0.1% | ▼−9.9% Reduced · −363 sh | |
| 32 | Ge Vernova Inc COM | $322K | 274 | 0.1% | —Held | |
| 33 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $301K | 5.9K | 0.1% | —Held | |
| 34 | United Parcel Svcs Inc CL B | $292K | 2.7K | 0.1% | ▼−9.0% Reduced · −268 sh | |
| 35 | Shell PLC SPON ADS | $231K | 3.0K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 35 | $285.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 35 | $254.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 8, 2026 | 33 | $252.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 32 | $233.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 30 | $221.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 29 | $191.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 29 | $195.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 30 | $200.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.