Latest Choice Wealth Advisors, LLC Stock Portfolio

Choice Wealth Advisors, LLC Performance:

2026 Q1: -0.85%YTD: -0.85%2025: 11.46%

Performance for 2026 Q1 is -0.85%, and YTD is -0.85%, and 2025 is 11.46%.

About Choice Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Choice Wealth Advisors, LLC reported an equity portfolio of $254.8 Millions as of 31 Mar, 2026.

The top stock holdings of Choice Wealth Advisors, LLC are BIL, JAMF, BIL. The fund has invested 12.1% of it's portfolio in SPDR SERIES TRUST and 11.3% of portfolio in WISDOMTREE TR.

The fund managers got completely rid off J P MORGAN EXCHANGE TRADED F (BBAX), INVESCO EXCH TRADED FD TR II (CGW) and PEAKSTONE REALTY TRUST stocks. They significantly reduced their stock positions in WISDOMTREE TR (JAMF), J P MORGAN EXCHANGE TRADED F (BBAX) and STATE STR SPDR S&P 500 ETF T (SPY). Choice Wealth Advisors, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F, WISDOMTREE TR (JAMF) and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AOA), J P MORGAN EXCHANGE TRADED F (BBAX) and J P MORGAN EXCHANGE TRADED F.

Choice Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Choice Wealth Advisors LLC made a return of -0.85% in the last quarter. In trailing 12 months, it's portfolio return was 13.31%.

Performance
S&P 500

New Buys

Ticker	$ Bought
j p morgan exchange traded f	17,632,300
wisdomtree tr	14,843,600
american centy etf tr	8,065,920
invesco exch traded fd tr ii	2,673,610
ge vernova inc	239,175

New stocks bought by Choice Wealth Advisors, LLC

Additions

Ticker	% Inc.
ishares tr	5.2
j p morgan exchange traded f	3.59
j p morgan exchange traded f	2.82
first tr exchange-traded fd	2.62
spdr series trust	2.53
american centy etf tr	1.79
wisdomtree tr	1.66
spdr series trust	1.55

Additions to existing portfolio by Choice Wealth Advisors, LLC

Reductions

Ticker	% Reduced
wisdomtree tr	-85.79
j p morgan exchange traded f	-77.04
state str spdr s&p 500 etf t	-16.59
invesco qqq tr	-8.12
invesco exchange traded fd t	-3.83
berkshire hathaway inc del	-3.28
first tr exchange trad fd vi	-1.46
nvidia corporation	-0.66

Choice Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
j p morgan exchange traded f	-16,033,000
invesco exch traded fd tr ii	-2,712,910
peakstone realty trust	-342,413

Choice Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Choice Wealth Advisors LLC has about 73.2% of it's holdings in Others sector.

Sector	%
Others	73.2
Technology	23
Consumer Cyclical	3.2

Market Cap. Distribution

Choice Wealth Advisors LLC has about 8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	73.2
SMALL-CAP	18.1
MEGA-CAP	8

Stocks belong to which Index?

About 26.8% of the stocks held by Choice Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	73.2
RUSSELL 2000	18.1
S&P 500	8.7

Top 5 Winners (%)		%
TER	teradyne inc	53.1 %
SHEL	shell plc	26.6 %
FTGC	first tr exchange trad fd vi	23.4 %
AEMB	american centy etf tr	4.6 %
JHCB	john hancock exchange traded	2.5 %

Top 5 Winners ($)		$
FTGC	first tr exchange trad fd vi	1.6 M
AEMB	american centy etf tr	0.5 M
JHCB	john hancock exchange traded	0.3 M
BBAX	j p morgan exchange traded f	0.3 M
BBAX	j p morgan exchange traded f	0.2 M

Top 5 Losers (%)		%
TSLA	tesla inc	-17.3 %
CARZ	first tr exchange-traded fd	-12.3 %
AMZN	amazon com inc	-9.8 %
BIL	spdr series trust	-8.1 %
GE	ge aerospace	-7.9 %

Top 5 Losers ($)		$
BIL	spdr series trust	-2.0 M
AMZN	amazon com inc	-0.7 M
AAPL	apple inc	-0.6 M
CARZ	first tr exchange-traded fd	-0.5 M
JAMF	wisdomtree tr	-0.5 M

Choice Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Choice Wealth Advisors, LLC

Choice Wealth Advisors LLC has 35 stocks in it's portfolio. About 75% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. FTGC was the most profitable stock for Choice Wealth Advisors LLC last quarter.

Last Reported on: 09 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	3.29	32,978	8,369,610	reduced	-0.2

AEMB	american centy etf tr	4.40	139,226	11,218,800	added	1.79

AEMB	american centy etf tr	3.17	129,469	8,065,920	new

AMZN	amazon com inc	2.64	32,296	6,726,290	unchanged	0.00

AOA	ishares tr	0.13	3,680	325,643	added	5.2

BBAX	j p morgan exchange traded f	9.00	302,764	22,931,400	added	0.68

BBAX	j p morgan exchange traded f	4.67	234,932	11,889,900	added	3.59

BBAX	j p morgan exchange traded f	0.95	36,183	2,415,940	reduced	-77.04

BBAX	j p morgan exchange traded f	0.18	9,131	456,459	unchanged	0.00

BBAX	j p morgan exchange traded f	0.12	5,900	300,782	unchanged	0.00

BBAX	j p morgan exchange traded f	0.00	0.00	0.00	sold off	-100

BIL	spdr series trust	12.05	542,723	30,707,200	added	1.55

BIL	spdr series trust	9.06	235,677	23,075,100	added	2.53

CARZ	first tr exchange-traded fd	3.58	57,375	9,115,170	added	2.62

CARZ	first tr exchange-traded fd	0.89	40,426	2,271,540	added	0.82

CARZ	first tr exchange-traded fd	0.11	4,387	274,977	unchanged	0.00

CGW	invesco exch traded fd tr ii	1.05	95,214	2,673,610	new

CGW	invesco exch traded fd tr ii	0.00	0.00	0.00	sold off	-100

CSD	invesco exchange traded fd t	0.91	40,393	2,325,830	reduced	-3.83

FTGC	first tr exchange trad fd vi	3.29	291,759	8,376,410	reduced	-1.46