Choice Wealth Advisors LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 89.5%; sector active share 80.0% against the combined 13F book's sector weights.
Over time 23 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
35 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 87.7% | $203,609,876 |
| Technology | 6.7% | $15,651,800 |
| Consumer Cyclical | 4.3% | $10,063,641 |
| Financial Services | 0.8% | $1,895,530 |
| Industrials | 0.3% | $603,640 |
| Energy | 0.1% | $282,868 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JBND | JPMorgan Active Bond ETF | +15,932 | 357,005 | $18,250,095 | |
| DDWM | WisdomTree Dynamic International Equity Fund | +11,808 | 368,427 | $0 | |
| DGRW | WisdomTree U.S. Quality Dividend Growth Fund | +5,029 | 336,008 | $0 | |
| SPYV | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF | +4,598 | 549,152 | $33,569,661 | |
| AVEM | Avantis Emerging Markets Equity ETF | +2,584 | 135,959 | $12,782,865 | |
| RSPN | Victory Portfolios II | +1,450 | 41,753 | $0 | |
| JHMM | John Hancock Multifactor Mid Cap ETF | +1,282 | 202,553 | $14,482,539 | |
| JIRE | JPMorgan International Research Enhanced Equity ETF | +1,253 | 306,900 | $25,214,904 | |
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | +1,026 | 231,894 | $28,541,513 | |
| FXL | First Trust Technology AlphaDEX Fund | +379 | 51,611 | $11,406,031 | |
| AVSC | Avantis U.S. Small Cap Equity ETF | +9 | 136,108 | $9,410,507 | |
| SPY | Spdr S&P 500 ETF Trust | +2 | 879 | $670,351 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JMTG | JPMorgan Mortgage-Backed Securities ETF | −325,135 | 12,106 | $585,204 | |
| JPST | JPMorgan Ultra-Short Income ETF | −223,547 | 11,673 | $587,969 | |
| HGER | Harbor Commodity All-Weather Strategy ETF | −19,770 | 379,159 | $13,369,146 | |
| IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | −3,198 | 39,262 | $0 | |
| EELV | Invesco Ltd. | −876 | 88,798 | $0 | |
| AAPL | Apple Inc. | −634 | 32,391 | $10,786,850 | |
| FXO | First Trust Financials AlphaDEX Fund | −361 | 40,090 | $2,430,255 | |
| JMEE | JPMorgan Small & Mid Cap Enhanced Equity ETF | −271 | 31,426 | $2,312,325 | |
| AMZN | Amazon Com Inc | −72 | 35,194 | $8,768,585 | |
| BRK-B | Berkshire Hathaway Inc | −54 | 1,440 | $717,048 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPYV |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
|
Added | 549,152 | $33,569,661 | 14.46% | |
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
Added | 231,894 | $28,541,513 | 12.30% | |
| JIRE |
JPMorgan International Research Enhanced Equity ETF
|
Added | 306,900 | $25,214,904 | 10.86% | |
| JBND |
JPMorgan Active Bond ETF
|
Added | 357,005 | $18,250,095 | 7.86% | |
| JPLD |
JPMorgan Limited Duration Bond ETF
|
NEW | 328,320 | $16,878,931 | 7.27% | |
| JHMM |
John Hancock Multifactor Mid Cap ETF
|
Added | 202,553 | $14,482,539 | 6.24% | |
| HGER |
Harbor Commodity All-Weather Strategy ETF
|
Reduced | 379,159 | $13,369,146 | 5.76% | |
| AVEM |
Avantis Emerging Markets Equity ETF
|
Added | 135,959 | $12,782,865 | 5.51% | |
| PULS |
PGIM Ultra Short Bond ETF
|
NEW | 233,320 | $11,540,007 | 4.97% | |
| FXL |
First Trust Technology AlphaDEX Fund
|
Added | 51,611 | $11,406,031 | 4.91% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 32,391 | $10,786,850 | 4.65% | |
| AVSC |
Avantis U.S. Small Cap Equity ETF
|
Added | 136,108 | $9,410,507 | 4.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 35,194 | $8,768,585 | 3.78% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 21,302 | $4,864,950 | 2.10% | |
| FXO |
First Trust Financials AlphaDEX Fund
|
Reduced | 40,090 | $2,430,255 | 1.05% | |
| JMEE |
JPMorgan Small & Mid Cap Enhanced Equity ETF
|
Reduced | 31,426 | $2,312,325 | 1.00% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Held | 3,650 | $1,295,056 | 0.56% | |
| STT |
State Street Corp
Financial Services
|
Held | 6,750 | $1,178,482 | 0.51% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 1,142 | $844,817 | 0.36% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,440 | $717,048 | 0.31% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 879 | $670,351 | 0.29% | |
| JPST |
JPMorgan Ultra-Short Income ETF
|
Reduced | 11,673 | $587,969 | 0.25% | |
| JMTG |
JPMorgan Mortgage-Backed Securities ETF
|
Reduced | 12,106 | $585,204 | 0.25% | |
| JMUB |
JPMorgan Municipal ETF
|
Held | 9,131 | $434,452 | 0.19% | |
| GE |
General Electric Co
Industrials
|
Held | 1,099 | $343,206 | 0.15% | |
| JMST |
JPMorgan Ultra-Short Municipal Income ETF
|
Held | 5,900 | $298,304 | 0.13% | |
| SHEL |
Shell plc
Energy
|
Held | 2,976 | $282,868 | 0.12% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 274 | $260,434 | 0.11% | |
| RSPN |
Victory Portfolios II
|
Added | 41,753 | $0 | 0.00% | |
|
|
Held | 4,387 | $0 | 0.00% | ||
| EELV |
Invesco Ltd.
Financial Services
|
Reduced | 88,798 | $0 | 0.00% | |
|
|
Held | 3,317 | $0 | 0.00% | ||
| DDWM |
WisdomTree Dynamic International Equity Fund
|
Added | 368,427 | $0 | 0.00% | |
| DGRW |
WisdomTree U.S. Quality Dividend Growth Fund
|
Added | 336,008 | $0 | 0.00% | |
| IHDG |
WisdomTree International Hedged Quality Dividend Growth Fund
|
Reduced | 39,262 | $0 | 0.00% |
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.