Universe · entity
Choice Wealth Advisors LLC
Institutional manager (13F) · CIK 1842357
13F holdings · as of 2026-03-31 · top 35 · reported portfolio $255M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $31M | 542,723 |
| 2 | WISDOMTREE TR | $29M | 327,972 |
| 3 | SPDR SERIES TRUST | $23M | 235,677 |
| 4 | J P MORGAN EXCHANGE TRADED F | $23M | 302,764 |
| 5 | J P MORGAN EXCHANGE TRADED F | $18M | 327,921 |
| 6 | J P MORGAN EXCHANGE TRADED F | $17M | 324,586 |
| 7 | WISDOMTREE TR | $15M | 336,513 |
| 8 | JOHN HANCOCK EXCHANGE TRADED | $14M | 201,138 |
| 9 | J P MORGAN EXCHANGE TRADED F | $12M | 234,932 |
| 10 | AMERICAN CENTY ETF TR | $11M | 139,226 |
| 11 | FIRST TR EXCHANGE-TRADED FD | $9M | 57,375 |
| 12 | FIRST TR EXCHANGE TRAD FD VI | $8M | 291,759 |
| 13 | APPLE INC | $8M | 32,978 |
| 14 | AMERICAN CENTY ETF TR | $8M | 129,469 |
| 15 | AMAZON COM INC | $7M | 32,296 |
| 16 | NVIDIA CORPORATION | $4M | 20,982 |
| 17 | INVESCO EXCH TRADED FD TR II | $3M | 95,214 |
| 18 | WISDOMTREE TR | $2M | 50,880 |
| 19 | J P MORGAN EXCHANGE TRADED F | $2M | 36,183 |
| 20 | INVESCO EXCHANGE TRADED FD T | $2M | 40,393 |
| 21 | FIRST TR EXCHANGE-TRADED FD | $2M | 40,426 |
| 22 | TESLA INC | $1M | 3,650 |
| 23 | STATE STR CORP | $854k | 6,750 |
| 24 | BERKSHIRE HATHAWAY INC DEL | $734k | 1,532 |
| 25 | INVESCO QQQ TR | $653k | 1,132 |
| 26 | STATE STR SPDR S&P 500 ETF T | $569k | 875 |
| 27 | TERADYNE INC | $531k | 1,790 |
| 28 | J P MORGAN EXCHANGE TRADED F | $456k | 9,131 |
| 29 | ISHARES TR | $326k | 3,680 |
| 30 | GE AEROSPACE | $312k | 1,099 |
| 31 | J P MORGAN EXCHANGE TRADED F | $301k | 5,900 |
| 32 | UNITED PARCEL SVCS INC | $294k | 2,983 |
| 33 | SHELL PLC | $277k | 2,976 |
| 34 | FIRST TR EXCHANGE-TRADED FD | $275k | 4,387 |
| 35 | GE VERNOVA INC | $239k | 274 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.