Choice Wealth Advisors LLC
CIK: 1842357SEC EDGAR →
Portfolio Value
$221.7B
Holdings
35
As of
Q1 2026
New Positions
35
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 542,723 | $30.7B | 13.85% |
| 2 | WISDOMTREE TR | 327,972 | $28.8B | 12.99% |
| 3 | SPDR SERIES TRUST | 235,677 | $23.1B | 10.41% |
| 4 | J P MORGAN EXCHANGE TRADED F | 302,764 | $22.9B | 10.34% |
| 5 | J P MORGAN EXCHANGE TRADED F | 327,921 | $17.6B | 7.95% |
| 6 | J P MORGAN EXCHANGE TRADED F | 324,586 | $16.6B | 7.47% |
| 7 | WISDOMTREE TR | 336,513 | $14.8B | 6.70% |
| 8 | JOHN HANCOCK EXCHANGE TRADED | 201,138 | $13.5B | 6.09% |
| 9 | J P MORGAN EXCHANGE TRADED F | 234,932 | $11.9B | 5.36% |
| 10 | AMERICAN CENTY ETF TR | 139,226 | $11.2B | 5.06% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 24 | $221.1B | 99.7% |
| Industrials | 2 | $293.8M | 0.1% |
| Energy | 1 | $276.8M | 0.1% |
| Technology | 3 | $12.6M | 0.0% |
| Consumer Cyclical | 2 | $8.1M | 0.0% |
| Unknown | 2 | $1.4M | 0.0% |
| Utilities | 1 | $239K | 0.0% |