Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Choice Wealth Advisors, LLC (CIK 1842357) reported $254.8M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYV ($30.7M, 12.05%), DGRW ($28.8M, 11.31%), SPYG ($23.1M, 9.06%), JIRE ($22.9M, 9.00%), JBND ($17.6M, 6.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | $30.7M | 12.05% | 542,723 | Added |
| 2 | DGRW | WISDOMTREE TR | $28.8M | 11.31% | 327,972 | Added |
| 3 | SPYG | SPDR SERIES TRUST | $23.1M | 9.06% | 235,677 | Added |
| 4 | JIRE | J P MORGAN EXCHANGE TRADED F | $22.9M | 9.00% | 302,764 | Added |
| 5 | JBND | J P MORGAN EXCHANGE TRADED F | $17.6M | 6.92% | 327,921 | New |
| 6 | JMTG | J P MORGAN EXCHANGE TRADED F | $16.6M | 6.50% | 324,586 | Added |
| 7 | DDWM | WISDOMTREE TR | $14.8M | 5.83% | 336,513 | New |
| 8 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $13.5M | 5.30% | 201,138 | Added |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | $11.9M | 4.67% | 234,932 | Added |
| 10 | AVEM | AMERICAN CENTY ETF TR | $11.2M | 4.40% | 139,226 | Added |
| 11 | FXL | FIRST TR EXCHANGE-TRADED FD | $9.1M | 3.58% | 57,375 | Added |
| 12 | FTGC | FIRST TR EXCHANGE TRAD FD VI | $8.4M | 3.29% | 291,759 | Trimmed |
| 13 | AAPL | APPLE INC | $8.4M | 3.28% | 32,978 | Trimmed |
| 14 | AVSC | AMERICAN CENTY ETF TR | $8.1M | 3.17% | 129,469 | New |
| 15 | AMZN | AMAZON COM INC | $6.7M | 2.64% | 32,296 | Hold |
| 16 | NVDA | NVIDIA CORPORATION | $3.7M | 1.44% | 20,982 | Trimmed |
| 17 | EELV | INVESCO EXCH TRADED FD TR II | $2.7M | 1.05% | 95,214 | New |
| 18 | IHDG | WISDOMTREE TR | $2.4M | 0.96% | 50,880 | Trimmed |
| 19 | JMEE | J P MORGAN EXCHANGE TRADED F | $2.4M | 0.95% | 36,183 | Trimmed |
| 20 | RSPN | INVESCO EXCHANGE TRADED FD T | $2.3M | 0.91% | 40,393 | Trimmed |
| 21 | FXO | FIRST TR EXCHANGE-TRADED FD | $2.3M | 0.89% | 40,426 | Added |
| 22 | TSLA | TESLA INC | $1.4M | 0.53% | 3,650 | Hold |
| 23 | STT | STATE STR CORP | $854,280 | 0.34% | 6,750 | Hold |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $734,134 | 0.29% | 1,532 | Trimmed |
| 25 | QQQ | INVESCO QQQ TR | $653,368 | 0.26% | 1,132 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31