StockDriftsStockDriftsTop 35 Choice Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 11.62% | 544.6K | $33.1M | +0.34%(+1.83K) | $34.27(+85.01%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 11.11% | 331.0K | $31.6M | +0.92%(+3.01K) | $65.47(+53.19%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 9.64% | 230.9K | $27.5M | -2.04%(-4.81K) | $56.99(+115.43%) | 2026-06-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 8.85% | 305.6K | $25.2M | +0.95%(+2.88K) | $62.86(+36.48%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 6.4% | 341.1K | $18.2M | +4.01%(+13.15K) | $53.91(-2.25%) | 2026-06-30 | |
| JMTG | J P MORGAN EXCHANGE TRADED F | 6% | 337.2K | $17.1M | +3.90%(+12.65K) | $50.24(-0.39%) | 2026-06-30 | |
| DDWM | WISDOMTREE TR | 5.78% | 356.6K | $16.5M | +5.97%(+20.11K) | $43.87(+8.74%) | 2026-06-30 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 5.29% | 201.3K | $15.1M | +0.07%(+133) | $45.54(+68.28%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 4.52% | 133.4K | $12.9M | -4.20%(-5.85K) | $72.05(+28.40%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.17% | 235.2K | $11.9M | +0.12%(+288) | $50.64(-0.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.90% | +47.78% | +7.33% | +42.46% |
| Top 20 Holdings Unweighted | +16.95% | +59.97% | +7.75% | +45.25% |
Choice Wealth Advisors LLC reports $284.96M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are SPYV (11.6%), DGRW (11.1%) and SPYG (9.6%). The top 20 holdings account for 96.24% of reported assets. Its disclosed equity book has returned +47.78% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Choice Wealth Advisors LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Choice Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1842357). View Choice Wealth Advisors LLC’s 13F filings on SEC