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 $285.0M across 35 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYV ($33.1M, 11.62%), DGRW ($31.6M, 11.11%), SPYG ($27.5M, 9.64%), JIRE ($25.2M, 8.85%), JBND ($18.2M, 6.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | $33.1M | 11.62% | 544,554 | Added |
| 2 | DGRW | WISDOMTREE TR | $31.6M | 11.11% | 330,979 | Added |
| 3 | SPYG | SPDR SERIES TRUST | $27.5M | 9.64% | 230,868 | Trimmed |
| 4 | JIRE | J P MORGAN EXCHANGE TRADED F | $25.2M | 8.85% | 305,647 | Added |
| 5 | JBND | J P MORGAN EXCHANGE TRADED F | $18.2M | 6.40% | 341,073 | Added |
| 6 | JMTG | J P MORGAN EXCHANGE TRADED F | $17.1M | 6.00% | 337,241 | Added |
| 7 | DDWM | WISDOMTREE TR | $16.5M | 5.78% | 356,619 | Added |
| 8 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $15.1M | 5.29% | 201,271 | Added |
| 9 | AVEM | AMERICAN CENTY ETF TR | $12.9M | 4.52% | 133,375 | Trimmed |
| 10 | JPST | J P MORGAN EXCHANGE TRADED F | $11.9M | 4.17% | 235,220 | Added |
| 11 | HGER | HARBOR ETF TRUST | $11.7M | 4.11% | 398,929 | New |
| 12 | FXL | FIRST TR EXCHANGE-TRADED FD | $11.1M | 3.91% | 51,232 | Trimmed |
| 13 | AVSC | AMERICAN CENTY ETF TR | $10.0M | 3.50% | 136,099 | Added |
| 14 | AAPL | APPLE INC | $9.6M | 3.35% | 33,025 | Added |
| 15 | AMZN | AMAZON COM INC | $8.4M | 2.95% | 35,266 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $4.3M | 1.50% | 21,302 | Added |
| 17 | RSPN | INVESCO EXCHANGE TRADED FD T | $2.6M | 0.91% | 40,303 | Trimmed |
| 18 | FXO | FIRST TR EXCHANGE-TRADED FD | $2.5M | 0.89% | 40,451 | Added |
| 19 | JMEE | J P MORGAN EXCHANGE TRADED F | $2.5M | 0.87% | 31,697 | Trimmed |
| 20 | EELV | INVESCO EXCH TRADED FD TR II | $2.5M | 0.87% | 89,674 | Trimmed |
| 21 | IHDG | WISDOMTREE TR | $2.2M | 0.78% | 42,460 | Trimmed |
| 22 | TSLA | TESLA INC | $1.5M | 0.54% | 3,650 | Hold |
| 23 | STT | STATE STR CORP | $1.1M | 0.40% | 6,750 | Hold |
| 24 | TER | TERADYNE INC | $866,313 | 0.30% | 1,790 | Hold |
| 25 | QQQ | INVESCO QQQ TR | $840,969 | 0.30% | 1,142 | Added |
Source: SEC Form 13F filings · as of 2026-06-30