Latest Choice Wealth Advisors, LLC Stock Portfolio
Choice Wealth Advisors, LLC Performance:
2025 Q4: 1.55%YTD: 11.46%2024: 13.14%
Performance for 2025 Q4 is 1.55%, and YTD is 11.46%, and 2024 is 13.14%.
About Choice Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Choice Wealth Advisors, LLC reported an equity portfolio of $252.9 Millions as of 31 Dec, 2025.
The top stock holdings of Choice Wealth Advisors, LLC are BIL, JAMF, BIL. The fund has invested 12% of it's portfolio in SPDR SERIES TRUST and 11.4% of portfolio in WISDOMTREE TR.
The fund managers got completely rid off INVESCO EXCH TRADED FD TR II (CGW) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), PEAKSTONE REALTY TRUST and SPDR S&P 500 ETF TR (SPY). Choice Wealth Advisors, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX) and INVESCO EXCH TRADED FD TR II (CGW). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), FIRST TR EXCHANGE TRAD FD VI (FTGC) and AMAZON COM INC (AMZN).
The top stock holdings of Choice Wealth Advisors, LLC are BIL, JAMF, BIL. The fund has invested 12% of it's portfolio in SPDR SERIES TRUST and 11.4% of portfolio in WISDOMTREE TR.
The fund managers got completely rid off INVESCO EXCH TRADED FD TR II (CGW) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), PEAKSTONE REALTY TRUST and SPDR S&P 500 ETF TR (SPY). Choice Wealth Advisors, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX) and INVESCO EXCH TRADED FD TR II (CGW). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), FIRST TR EXCHANGE TRAD FD VI (FTGC) and AMAZON COM INC (AMZN).
Choice Wealth Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Choice Wealth Advisors, LLC made a return of 1.55% in the last quarter. In trailing 12 months, it's portfolio return was 11.46%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| j p morgan exchange traded f | 16,033,000 |
| invesco exch traded fd tr ii | 2,712,910 |
New stocks bought by Choice Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| american centy etf tr | 2.44 |
| first tr exchange trad fd vi | 2.33 |
| amazon com inc | 2.1 |
| j p morgan exchange traded f | 1.61 |
| united parcel service inc | 1.2 |
| j p morgan exchange traded f | 1.19 |
| wisdomtree tr | 0.28 |
| john hancock exchange traded | 0.25 |
Additions to existing portfolio by Choice Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| j p morgan exchange traded f | -24.54 |
| peakstone realty trust | -7.43 |
| spdr s&p 500 etf tr | -5.15 |
| berkshire hathaway inc del | -2.64 |
| spdr series trust | -2.52 |
| apple inc | -2.12 |
| ishares tr | -1.71 |
| invesco qqq tr | -1.28 |
Choice Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| invesco exch traded fd tr ii | -2,816,820 |
Choice Wealth Advisors, LLC got rid off the above stocks
Sector Distribution
Choice Wealth Advisors, LLC has about 72.3% of it's holdings in Others sector.
- Others
- Technology
- Consumer Cyclical
| Sector | % |
|---|---|
| Others | 72.3 |
| Technology | 23.5 |
| Consumer Cyclical | 3.6 |
Market Cap. Distribution
Choice Wealth Advisors, LLC has about 8.7% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MID-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 72.3 |
| MID-CAP | 18.3 |
| MEGA-CAP | 8.7 |
Stocks belong to which Index?
About 27.7% 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 | 72.3 |
| RUSSELL 2000 | 18.3 |
| S&P 500 | 9.4 |
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 33 stocks in it's portfolio. About 75.5% of the portfolio is in top 10 stocks. FTGC proved to be the most loss making stock for the portfolio. JAMF was the most profitable stock for Choice Wealth Advisors, LLC last quarter.
Last Reported on: 08 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.55 | 33,043 | 8,983,130 | reduced | -2.12 | ||
| AEMB | american centy etf tr | 4.16 | 136,779 | 10,534,700 | added | 2.44 | ||
| AMZN | amazon com inc | 2.95 | 32,296 | 7,454,560 | added | 2.1 | ||
| AOA | ishares tr | 0.12 | 3,498 | 313,281 | reduced | -1.71 | ||
| BBAX | j p morgan exchange traded f | 8.90 | 300,715 | 22,517,600 | added | 0.05 | ||
| BBAX | j p morgan exchange traded f | 6.34 | 338,606 | 16,033,000 | new | |||
| BBAX | j p morgan exchange traded f | 4.54 | 226,782 | 11,472,900 | added | 1.61 | ||
| BBAX | j p morgan exchange traded f | 4.01 | 157,589 | 10,145,600 | added | 0.12 | ||
| BBAX | j p morgan exchange traded f | 0.18 | 9,131 | 461,116 | reduced | -24.54 | ||
| BBAX | j p morgan exchange traded f | 0.12 | 5,900 | 300,546 | unchanged | 0.00 | ||
| BIL | spdr series trust | 12.00 | 534,434 | 30,361,200 | reduced | -0.37 | ||
| BIL | spdr series trust | 9.70 | 229,856 | 24,525,700 | reduced | -2.52 | ||
| CARZ | first tr exchange traded fd | 3.72 | 55,911 | 9,408,710 | reduced | -0.85 | ||
| CARZ | first tr exchange traded fd | 0.96 | 40,097 | 2,419,850 | reduced | -0.11 | ||
| CARZ | first tr exchange traded fd | 0.12 | 4,387 | 313,451 | unchanged | 0.00 | ||
| CGW | invesco exch traded fd tr ii | 1.07 | 98,903 | 2,712,910 | new | |||
| CGW | invesco exch traded fd tr ii | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| CSD | invesco exchange traded fd t | 0.94 | 42,002 | 2,378,570 | reduced | -0.14 | ||
| FTGC | first tr exchange trad fd vi | 2.72 | 296,080 | 6,877,950 | added | 2.33 | ||
| GE | ge aerospace | 0.13 | 1,099 | 338,525 | unchanged | 0.00 | ||