Choice Wealth Advisors LLC holds a focused book of 35 reported positions worth $285.0M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-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 reported non-option book. Cloning the disclosed picks since 2024 would be +26% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Choice Wealth Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Choice Wealth Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+2 sectors below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Choice Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 3 / 35 | $4.4B |
| 9823 Capital, L.P. | 7 / 35 | $125.2M |
| Prospect Hill Management, LLC | 4 / 35 | $213.7M |
| H&H International Investment, LLC | 4 / 35 | $15.1B |
| Wallace Hart LLC | 6 / 35 | $112.0M |
| Josh Arnold Investment Consultant, LLC | 3 / 35 | $111.0M |
| Hoffman, Alan N Investment Management | 5 / 35 | $118.0M |
| Marest Capital, LLC | 6 / 35 | $137.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Choice Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Choice Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 9d | 35 | $285.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 9d | 35 | $254.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 8, 2026 | 8d | 33 | $252.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 37d | 32 | $233.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 8d | 30 | $221.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 11d | 29 | $191.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 15d | 29 | $195.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 7d | 30 | $200.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.