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Choice Wealth Advisors, LLC

Period ended Sep 30, 2026 · Latest filing Oct 16, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $289,305,451

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. SPDR SERIES TRUST · ST STR P500VAL · 78464A508 · shares: $33,569,678
  2. WISDOMTREE TR · US QTLY DIV GRT · 97717X669 · shares: $32,673,416
  3. SPDR SERIES TRUST · ST STR P500GRW · 78464A409 · shares: $28,541,516
  4. J P MORGAN EXCHANGE TRADED F · INTRNL RES EQT · 46641Q134 · shares: $25,214,918
  5. J P MORGAN EXCHANGE TRADED F · ACTIVE BOND ETF · 46654Q716 · shares: $18,250,083
  6. J P MORGAN EXCHANGE TRADED F · JPMORGAM LTD DUR · 46654Q773 · shares: $16,878,931
  7. WISDOMTREE TR · DYNAMIC INTL EQT · 97717X263 · shares: $16,811,305
  8. JOHN HANCOCK EXCHANGE TRADED · MULTIFACTOR MI · 47804J206 · shares: $14,482,542
  9. HARBOR ETF TRUST · COMM ALL WEA ETF · 41151J505 · shares: $13,369,146
  10. AMERICAN CENTY ETF TR · AVANTIS EMGMKT · 025072604 · shares: $12,782,900

Reported holdings

35 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
SPDR SERIES TRUSTST STR P500VAL78464A508 — 549,152 shares $33,569,678
WISDOMTREE TRUS QTLY DIV GRT97717X669 — 336,008 shares $32,673,416
SPDR SERIES TRUSTST STR P500GRW78464A409 — 231,894 shares $28,541,516
J P MORGAN EXCHANGE TRADED FINTRNL RES EQT46641Q134 — 306,900 shares $25,214,918
J P MORGAN EXCHANGE TRADED FACTIVE BOND ETF46654Q716 — 357,005 shares $18,250,083
J P MORGAN EXCHANGE TRADED FJPMORGAM LTD DUR46654Q773 — 328,320 shares $16,878,931
WISDOMTREE TRDYNAMIC INTL EQT97717X263 — 368,427 shares $16,811,305
JOHN HANCOCK EXCHANGE TRADEDMULTIFACTOR MI47804J206 — 202,553 shares $14,482,542
HARBOR ETF TRUSTCOMM ALL WEA ETF41151J505 — 379,159 shares $13,369,146
AMERICAN CENTY ETF TRAVANTIS EMGMKT025072604 — 135,959 shares $12,782,900
PGIM ETF TRPGIM ULTRA SH BD69344A107 — 233,320 shares $11,540,007
FIRST TR EXCHANGE-TRADED FDTECH ALPHADEX33734X176 — 51,611 shares $11,405,940
APPLE INCCOM037833100 — 32,391 shares $10,786,719
AMERICAN CENTY ETF TRAVAN US SMAL ETF025072323 — 136,108 shares $9,410,491
AMAZON COM INCCOM023135106 — 35,194 shares $8,768,585
NVIDIA CORPORATIONCOM67066G104 — 21,302 shares $4,864,991
INVESCO EXCH TRADED FD TR IIS&P EMRNG MKTS46138E297 — 88,798 shares $2,482,792
FIRST TR EXCHANGE-TRADED FDFINLS ALPHADEX33734X135 — 40,090 shares $2,430,256
INVESCO EXCHANGE TRADED FD TS&P500 EQL IND46137V324 — 41,753 shares $2,418,334
J P MORGAN EXCHANGE TRADED FSMALL & MID CAP46641Q118 — 31,426 shares $2,312,330
WISDOMTREE TRITL HDG QTLY DIV97717X594 — 39,262 shares $2,037,710
TESLA INCCOM88160R101 — 3,650 shares $1,295,057
STATE STR CORPCOM857477103 — 6,750 shares $1,178,483
INVESCO QQQ TRUNIT SER 146090E103 — 1,142 shares $844,817
BERKSHIRE HATHAWAY INC DELCL B NEW084670702 — 1,440 shares $717,048
STATE STR SPDR S&P 500 ETF TTR UNIT78462F103 — 879 shares $670,124
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF46641Q837 — 11,673 shares $587,947
J P MORGAN EXCHANGE TRADED FMORTGAGE BACKED46654Q575 — 12,106 shares $585,217
FIRST TR EXCHANGE-TRADED FDNASDAQ CYB ETF33734X846 — 4,387 shares $452,256
J P MORGAN EXCHANGE TRADED FMUNICIPAL ETF46641Q647 — 9,131 shares $434,453
GE AEROSPACECOM NEW369604301 — 1,099 shares $343,207
ISHARES TRCORE 80 20 ETF464289859 — 3,317 shares $322,645
J P MORGAN EXCHANGE TRADED FULTRA SHT MUNCPL46641Q654 — 5,900 shares $298,304
SHELL PLCSPON ADS780259305 — 2,976 shares $282,869
GE VERNOVA INCCOM36828A101 — 274 shares $260,434