Latest Choice Wealth Advisors, LLC Stock Portfolio
$284Million | No. of Holdings #35
Choice Wealth Advisors, LLC Performance
2026 Q2+9.89%
YTD+8.96%
2025+11.46%
About Choice Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings
On 2026-07-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Choice Wealth Advisors LLC reported an equity portfolio of $285 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Choice Wealth Advisors LLC are BIL, JAMF, BIL. The fund has invested 11.6% of it's portfolio in SPDR SERIES TRUST and 11.1% of portfolio in WISDOMTREE TR. <br><br> The fund managers got completely rid off FIRST TR EXCHANGE TRAD FD VI (FTGC) stocks. They significantly reduced their stock positions in WISDOMTREE TR (JAMF), J P MORGAN EXCHANGE TRADED F (BBAX) and FIRST TR EXCHANGE-TRADED FD (CARZ). Choice Wealth Advisors LLC opened new stock positions in HARBOR ETF TRUST (HAPY). The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), WISDOMTREE TR (JAMF) and AMERICAN CENTY ETF TR (AEMB).
Choice Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$284Million
as of Jul 09, 2026Choice Wealth Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Choice Wealth Advisors LLC made a return of 9.89% in the last quarter. In trailing 12 months, it's portfolio return was 16.66%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| harbor etf trust | 11,704,600 |
New stocks bought by Choice Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| amazon com inc | 9.2 |
| wisdomtree tr | 5.97 |
| american centy etf tr | 5.12 |
| j p morgan exchange traded f | 4.01 |
| j p morgan exchange traded f | 3.9 |
| nvidia corporation | 1.53 |
| j p morgan exchange traded f | 0.95 |
| wisdomtree tr | 0.92 |
Additions to existing portfolio by Choice Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| wisdomtree tr | -16.55 |
| j p morgan exchange traded f | -12.4 |
| first tr exchange-traded fd | -10.71 |
| ishares tr | -9.86 |
| united parcel svcs inc | -8.98 |
| invesco exch traded fd tr ii | -5.82 |
| american centy etf tr | -4.2 |
| berkshire hathaway inc del | -2.48 |
Choice Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| first tr exchange trad fd vi | -8,376,410 |
Choice Wealth Advisors, LLC got rid off the above stocks
Sector Distribution
Choice Wealth Advisors LLC has about 73% of it's holdings in Others sector.
- Others
- Technology
- Consumer Cyclical
| Sector | % |
|---|---|
| Others | 73 |
| Technology | 22.8 |
| Consumer Cyclical | 3.5 |
Market Cap. Distribution
Choice Wealth Advisors LLC has about 8.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- SMALL-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 73 |
| SMALL-CAP | 17.7 |
| MEGA-CAP | 8.5 |
Stocks belong to which Index?
About 27% of the stocks held by Choice Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
- S&P 500
| Index | % |
|---|---|
| Others | 73 |
| RUSSELL 2000 | 17.7 |
| S&P 500 | 9.3 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| BIL | spdr series trust | 4.9 M |
| CARZ | first tr exchange-traded fd | 3.2 M |
| JAMF | wisdomtree tr | 2.6 M |
| BIL | spdr series trust | 2.3 M |
| AEMB | american centy etf tr | 2.2 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| SHEL | shell plc | -16.6 % |
| CGW | invesco exch traded fd tr ii | -1.0 % |
j p morgan exchange traded f | -0.6 % | |
j p morgan exchange traded f | -0.5 % | |
| BBAX | j p morgan exchange traded f | -0.1 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
j p morgan exchange traded f | -0.1 M | |
j p morgan exchange traded f | -0.1 M | |
| SHEL | shell plc | 0.0 M |
| CGW | invesco exch traded fd tr ii | 0.0 M |
| BBAX | j p morgan exchange traded f | 0.0 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 73.4% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Choice Wealth Advisors LLC last quarter.
$284.96MTotal Value
36.00Positions
09 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 3.35% | 33,025 | $9.56M 3.35% | 0.14%increased 0.14 percentadded | ||
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 4.52% | 133,375 | $12.87M 4.52% | 4.2%decreased 4.2 percentreduced | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 3.5% | 136,099 | $9.98M 3.5% | 5.12%increased 5.12 percentadded | |
 Amazon Com Inc Amazon Com IncAMZN Choice Wealth Advisors, LLC's holding in Amazon Com Inc over time | 2.95% | 35,266 | $8.41M 2.95% | 9.2%increased 9.2 percentadded | |
 AOA Ishares TrIshares TrAOA | 0.11% | 3,317 | $323.7K 0.11% | 9.86%decreased 9.86 percentreduced | |
 BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 8.85% | 305,647 | $25.21M 8.85% | 0.95%increased 0.95 percentadded | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 4.17% | 235,220 | $11.90M 4.17% | 0.12%increased 0.12 percentadded | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0.87% | 31,697 | $2.47M 0.87% | 12.4%decreased 12.4 percentreduced | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0.16% | 9,131 | $462.5K 0.16% | 0%unchanged 0 percentunchanged | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0.11% | 5,900 | $300.9K 0.11% | 0%unchanged 0 percentunchanged | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 11.62% | 544,554 | $33.10M 11.62% | 0.34%increased 0.34 percentadded | |
BIL Spdr Series TrustSpdr Series TrustBIL | 9.64% | 230,868 | $27.47M 9.64% | 2.04%decreased 2.04 percentreduced | |
 CARZ First Tr Exchange-Traded FdFirst Tr Exchange-Traded FdCARZ | 3.9% | 51,232 | $11.13M 3.9% | 10.71%decreased 10.71 percentreduced | |
CARZ First Tr Exchange-Traded FdFirst Tr Exchange-Traded FdCARZ | 0.89% | 40,451 | $2.53M 0.89% | 0.06%increased 0.06 percentadded | |
CARZ First Tr Exchange-Traded FdFirst Tr Exchange-Traded FdCARZ | 0.14% | 4,387 | $394.2K 0.14% | 0%unchanged 0 percentunchanged | |
 CGW Invesco Exch Traded Fd Tr IiInvesco Exch Traded Fd Tr IiCGW | 0.88% | 89,674 | $2.49M 0.88% | 5.82%decreased 5.82 percentreduced | |
 CSD Invesco Exchange Traded Fd TInvesco Exchange Traded Fd TCSD | 0.9% | 40,303 | $2.58M 0.9% | 0.22%decreased 0.22 percentreduced | |
 FTGC First Tr Exchange Trad Fd ViFirst Tr Exchange Trad Fd ViFTGC | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Ge Aerospace Choice Wealth Advisors, LLC's holding in Ge Aerospace over time | 0.14% | 1,099 | $410.7K 0.14% | 0%unchanged 0 percentunchanged | |
 HAPY Harbor Etf TrustHarbor Etf TrustHAPY | 4.11% | 398,929 | $11.70M 4.11% | Newnew position | |
