Choice Wealth Advisors LLC

CIK

1842357

Location

WATERVILLE, ME

Portfolio Value

Micro $29,268,520

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,504 / 8,517 ▲ 495

Top Industry

Consumer Electronics 34.4%

3Y Alpha vs SPY

+40.2%

Period ended 46 days ago

Filed Jul 9, 2026 · 37d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+313.6%

SPY

+75.3%

Annualised alpha

+39.9%

Max drawdown

−29.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

13 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

32.6%

−1.0 pts

Top 5

85.1%

+0.9 pts

Top 10

97.1%

+1.6 pts

HHI

2,179

Moderately concentrated+30

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	50.2%	$14,684,504	3
Consumer Cyclical	34.0%	$9,940,488	2
Financial Services	6.5%	$1,892,382	2
Unclassified	5.1%	$1,495,885	2
Industrials	3.5%	$1,024,502	3
Energy	0.8%	$230,759	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	+2,970	35,266	$8,405,298
NVDA	Nvidia Corp	+320	21,302	$4,262,317
AAPL	Apple Inc.	+47	33,025	$9,556,114
QQQ	Invesco Qqq Trust, Series 1	+10	1,142	$840,968
SPY	Spdr S&P 500 ETF Trust	+2	877	$654,917
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
UPS	United Parcel Service Inc	−268	2,715	$291,862
BRK-B	Berkshire Hathaway Inc	−38	1,494	$747,582
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
AOA	iShares Core 80/20 Aggressive Allocation ETF	3,680	$325,643
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 tracked positions · $29,268,520 total · as of Jun 30, 2026

All sectors Consumer Cyclical Energy Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	33,025	+47	$9,556,114	+14.2%	32.65%
AMZN	Amazon Com Inc Consumer Cyclical	Added	35,266	+2,970	$8,405,298	+25.0%	28.72%
NVDA	Nvidia Corp Technology	Added	21,302	+320	$4,262,317	+16.5%	14.56%
TSLA	Tesla, Inc. Consumer Cyclical	Held	3,650	0	$1,535,190	+13.1%	5.25%
STT	State Street Corp Financial Services	Held	6,750	0	$1,144,800	+34.0%	3.91%
TER	Teradyne, Inc Technology	Held	1,790	0	$866,073	+63.2%	2.96%
QQQ	Invesco Qqq Trust, Series 1	Added	1,142	+10	$840,968	+28.7%	2.87%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,494	-38	$747,582	+1.8%	2.55%
SPY	Spdr S&P 500 ETF Trust	Added	877	+2	$654,917	+15.1%	2.24%
GE	General Electric Co Industrials	Held	1,099	0	$410,729	+31.7%	1.40%
GEV	GE Vernova Inc. Industrials	Held	274	0	$321,911	+34.6%	1.10%
UPS	United Parcel Service Inc Industrials	Reduced	2,715	-268	$291,862	−0.5%	1.00%
SHEL	Shell plc Energy	Held	2,976	0	$230,759	−16.6%	0.79%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.