Latest Choice Wealth Advisors, LLC Stock Portfolio
$289Million | No. of Holdings #35
Choice Wealth Advisors, LLC Performance
2026 Q3+0.86%
YTD+9.89%
2025+11.46%
About Choice Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings
On 2026-10-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, Choice Wealth Advisors LLC reported an equity portfolio of $289.3 Millions as of 30 Sep, 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 11.3% of portfolio in WISDOMTREE TR. <br><br> The fund managers got completely rid off TERADYNE INC (TER) and UNITED PARCEL SVCS INC (UPS) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F, J P MORGAN EXCHANGE TRADED F (BBAX) and WISDOMTREE TR (JAMF). Choice Wealth Advisors LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F and PGIM ETF TR (PAB). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F, INVESCO EXCHANGE TRADED FD T (CSD) and WISDOMTREE TR (JAMF).
Choice Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 16 Oct, 2026
$289Million
as of Oct 16, 2026Choice Wealth Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Choice Wealth Advisors LLC made a return of 0.86% in the last quarter. In trailing 12 months, it's portfolio return was 11.6%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| j p morgan exchange traded f | 16,878,900 |
| pgim etf tr | 11,540,000 |
New stocks bought by Choice Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded f | 4.67 |
| invesco exchange traded fd t | 3.6 |
| wisdomtree tr | 3.31 |
| american centy etf tr | 1.94 |
| wisdomtree tr | 1.52 |
| spdr series trust | 0.84 |
| first tr exchange-traded fd | 0.74 |
| john hancock exchange traded | 0.64 |
Additions to existing portfolio by Choice Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| j p morgan exchange traded f | -96.41 |
| j p morgan exchange traded f | -95.04 |
| wisdomtree tr | -7.53 |
| harbor etf trust | -4.96 |
| berkshire hathaway inc del | -3.61 |
| apple inc | -1.92 |
| invesco exch traded fd tr ii | -0.98 |
| first tr exchange-traded fd | -0.89 |
Choice Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| united parcel svcs inc | -291,836 |
| teradyne inc | -866,313 |
Choice Wealth Advisors, LLC got rid off the above stocks
Sector Distribution
Choice Wealth Advisors LLC has about 72.8% of it's holdings in Others sector.
- Others
- Technology
- Consumer Cyclical
| Sector | % |
|---|---|
| Others | 72.8 |
| Technology | 23.2 |
| Consumer Cyclical | 3.5 |
Market Cap. Distribution
Choice Wealth Advisors LLC has about 9% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- SMALL-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 72.8 |
| SMALL-CAP | 17.8 |
| MEGA-CAP | 9 |
Stocks belong to which Index?
About 27.2% 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 | 72.8 |
| RUSSELL 2000 | 17.8 |
| S&P 500 | 9.4 |
| Top 5 Losers ($) | $ | |
|---|---|---|
j p morgan exchange traded f | -0.8 M | |
| JHCB | john hancock exchange traded | -0.7 M |
| AEMB | american centy etf tr | -0.6 M |
j p morgan exchange traded f | -0.4 M | |
| AEMB | american centy etf tr | -0.3 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 73.5% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. HAPY was the most profitable stock for Choice Wealth Advisors LLC last quarter.
$289.31MTotal Value
37.00Positions
16 Oct, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 3.73% | 32,391 | $10.79M 3.73% | 1.92%decreased 1.92 percentreduced | ||
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 4.42% | 135,959 | $12.78M 4.42% | 1.94%increased 1.94 percentadded | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 3.25% | 136,108 | $9.41M 3.25% | 0.01%increased 0.01 percentadded | |
 Amazon Com Inc Amazon Com IncAMZN Choice Wealth Advisors, LLC's holding in Amazon Com Inc over time | 3.03% | 35,194 | $8.77M 3.03% | 0.2%decreased 0.2 percentreduced | |
 AOA Ishares TrIshares TrAOA | 0.11% | 3,317 | $322.6K 0.11% | 0%unchanged 0 percentunchanged | |
 BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 8.72% | 306,900 | $25.21M 8.72% | 0.41%increased 0.41 percentadded | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0.8% | 31,426 | $2.31M 0.8% | 0.85%decreased 0.85 percentreduced | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0.2% | 11,673 | $587.9K 0.2% | 95.04%decreased 95.04 percentreduced | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0.15% | 9,131 | $434.5K 0.15% | 0%unchanged 0 percentunchanged | |
BBAX J P Morgan Exchange Traded FJ P Morgan Exchange Traded FBBAX | 0.1% | 5,900 | $298.3K 0.1% | 0%unchanged 0 percentunchanged | |
 BIL Spdr Series TrustSpdr Series TrustBIL | 11.6% | 549,152 | $33.57M 11.6% | 0.84%increased 0.84 percentadded | |
BIL Spdr Series TrustSpdr Series TrustBIL | 9.87% | 231,894 | $28.54M 9.87% | 0.44%increased 0.44 percentadded | |
 CARZ First Tr Exchange-Traded FdFirst Tr Exchange-Traded FdCARZ | 3.94% | 51,611 | $11.41M 3.94% | 0.74%increased 0.74 percentadded | |
CARZ First Tr Exchange-Traded FdFirst Tr Exchange-Traded FdCARZ | 0.84% | 40,090 | $2.43M 0.84% | 0.89%decreased 0.89 percentreduced | |
CARZ First Tr Exchange-Traded FdFirst Tr Exchange-Traded FdCARZ | 0.16% | 4,387 | $452.3K 0.16% | 0%unchanged 0 percentunchanged | |
 CGW Invesco Exch Traded Fd Tr IiInvesco Exch Traded Fd Tr IiCGW | 0.86% | 88,798 | $2.48M 0.86% | 0.98%decreased 0.98 percentreduced | |
 CSD Invesco Exchange Traded Fd TInvesco Exchange Traded Fd TCSD | 0.84% | 41,753 | $2.42M 0.84% | 3.6%increased 3.6 percentadded | |
 Ge Aerospace Choice Wealth Advisors, LLC's holding in Ge Aerospace over time | 0.12% | 1,099 | $343.2K 0.12% | 0%unchanged 0 percentunchanged | |
 HAPY Harbor Etf TrustHarbor Etf TrustHAPY | 4.62% | 379,159 | $13.37M 4.62% | 4.96%decreased 4.96 percentreduced | |
 Wisdomtree Tr Wisdomtree TrJAMF Choice Wealth Advisors, LLC's holding in Wisdomtree Tr over time | 11.29% | 336,008 | $32.67M 11.29% | 1.52%increased 1.52 percentadded | |
