Choice Wealth Advisors LLC

CIK

1842357

Location

WATERVILLE, ME

Portfolio Value

Micro $24,574,683

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,579 / 8,603 ▲ 30 · as of Mar 2026

Top Industry

Consumer Electronics 35.8%

3Y Alpha vs SPY

-0.7%

Period ended 3 months ago

Filed Apr 9, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+73.4%

SPY

+76.5%

Annualised alpha

-0.7%

Max drawdown

−29.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

13 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

34.1%

+0.4 pts

Top 5

85.3%

−0.4 pts

Top 10

96.7%

−0.1 pts

HHI

2,205

Moderately concentrated−4

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	51.1%	$12,559,409	3
Consumer Cyclical	32.9%	$8,083,174	2
Financial Services	6.5%	$1,588,414	2
Unclassified	5.0%	$1,222,414	2
Industrials	3.4%	$844,504	3
Energy	1.1%	$276,768	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
UPS	United Parcel Service Inc	+31	2,983	$293,467
TER	Teradyne, Inc	+1	1,790	$530,663
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−174	875	$569,047
NVDA	Nvidia Corp	−140	20,982	$3,659,260
QQQ	Invesco Qqq Trust, Series 1	−100	1,132	$653,367
AAPL	Apple Inc.	−65	32,978	$8,369,486
BRK-B	Berkshire Hathaway Inc	−52	1,532	$734,134
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
GEV	GE Vernova Inc.	274	$239,174
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
PKST	Peakstone Realty Trust	23,862	$342,419
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

13 positions · $24,574,683 total · as of Mar 31, 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	Reduced	32,978	-65	$8,369,486	−6.8%	34.06%
AMZN	Amazon Com Inc Consumer Cyclical	Held	32,296	0	$6,726,287	−9.8%	27.37%
NVDA	Nvidia Corp Technology	Reduced	20,982	-140	$3,659,260	−7.1%	14.89%
TSLA	Tesla, Inc. Consumer Cyclical	Held	3,650	0	$1,356,887	−17.3%	5.52%
STT	State Street Corp Financial Services	Held	6,750	0	$854,280	−1.9%	3.48%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,532	-52	$734,134	−7.8%	2.99%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,132	-100	$653,367	−13.7%	2.66%
SPY	Spdr S&P 500 ETF Trust	Reduced	875	-174	$569,047	−20.5%	2.32%
TER	Teradyne, Inc Technology	Added	1,790	+1	$530,663	+53.2%	2.16%
GE	General Electric Co Industrials	Held	1,099	0	$311,863	−7.9%	1.27%
UPS	United Parcel Service Inc Industrials	Added	2,983	+31	$293,467	+0.2%	1.19%
SHEL	Shell plc Energy	Held	2,976	0	$276,768	+26.6%	1.13%
GEV	GE Vernova Inc. Industrials	NEW	274	NEW	$239,174	NEW	0.97%