2026 Q1 Portfolio Activity
In 2026 Q1, Choice Wealth Advisors LLC maintained a portfolio of 38 distinct positions. The most significant new addition was J P MORGAN EXCHANGE TRADED F, now representing 6.92% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 5.2%. Conversely, Choice Wealth Advisors LLC completely exited their position in J P MORGAN EXCHANGE TRADED F.
Position History
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Total Positions
38
Quarter
2026 Q1
Top Holding
SPYV (12.1%)
Top 10 Concentration
75.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-38 of 38
Choice Wealth Advisors LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPYV
SPDR SERIES TRU...
|
Unknown | 12.05% | 12.00% |
#1
Prev: #1
|
6.5 |
—
|
8,289 | 1.6% |
P
S
|
542,723 | $30,707,247 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
DGRW
WISDOMTREE TR
|
ETF | 11.31% | 11.41% |
#2
Prev: #2
|
6.0 |
—
|
5,355 | 1.7% |
P
S
|
327,972 | $28,809,049 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 9.06% | 9.70% |
#3
Prev: #3
|
5.1 |
—
|
5,821 | 2.5% |
P
S
|
235,677 | $23,075,117 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JIRE
J P MORGAN EXCH...
|
Bond/Debt | 9.00% | 8.90% |
#4
Prev: #4
|
4.6 |
—
|
2,049 | 0.7% |
P
S
|
302,764 | $22,931,360 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JBND
J P MORGAN EXCH...
|
Bond/Debt | 6.92% | — |
#5
Prev: #—
|
6.8 |
—
|
327,921 | — |
NEW
|
327,921 | $17,632,312 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JMTG
J P MORGAN EXCH...
|
Unknown | 6.50% | 6.37% |
#6
Prev: #6
|
3.1 |
—
|
8,913 | 2.8% |
P
S
|
324,586 | $16,553,881 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
DDWM
WISDOMTREE TR
|
Bond/Debt | 5.83% | — |
#7
Prev: #—
|
5.8 |
—
|
336,513 | — |
NEW
|
336,513 | $14,843,586 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JHMM
JOHN HANCOCK EX...
|
ETF | 5.30% | 5.17% |
#8
Prev: #8
|
2.6 |
—
|
1,543 | 0.8% |
P
S
|
201,138 | $13,500,366 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 4.67% | 4.54% |
#9
Prev: #9
|
2.4 |
—
|
8,150 | 3.6% |
P
S
|
234,932 | $11,889,922 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 4.40% | 4.16% |
#10
Prev: #10
|
2.3 |
—
|
2,447 | 1.8% |
P
S
|
139,226 | $11,218,831 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
FXL
FIRST TR EXCHAN...
|
ETF | 3.58% | 3.72% |
#11
1
Prev: #12
|
1.9 |
—
|
1,464 | 2.6% |
P
S
|
57,375 | $9,115,171 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
FTGC
FIRST TR EXCHAN...
|
ETF | 3.29% | 2.72% |
#12
3
Prev: #15
|
1.8 |
—
|
-4,321 | -1.5% |
P
S
|
291,759 | $8,376,408 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AAPL
APPLE INC
|
Technology | 3.28% | 3.55% |
#13
Prev: #13
|
1.8 |
—
|
-65 | -0.2% |
P
S
|
32,978 | $8,369,607 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AVSC
AMERICAN CENTY ...
|
Bond/Debt | 3.17% | — |
#14
Prev: #—
|
4.8 |
—
|
129,469 | — |
NEW
|
129,469 | $8,065,919 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.64% | 2.95% |
#15
1
Prev: #14
|
2.1 |
—
|
no change | no change |
P
S
|
32,296 | $6,726,288 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.44% | 1.56% |
#16
Prev: #16
|
1.1 |
—
|
-140 | -0.7% |
P
S
|
20,982 | $3,659,266 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
EELV
INVESCO EXCH TR...
|
ETF | 1.05% | — |
#17
Prev: #—
|
3.9 |
—
|
95,214 | — |
NEW
|
95,214 | $2,673,609 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IHDG
WISDOMTREE TR
|
ETF | 0.96% | 6.89% |
#18
13
Prev: #5
|
0.4 |
—
|
-307,255 | -85.8% |
P
S
|
50,880 | $2,449,884 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JMEE
J P MORGAN EXCH...
|
Unknown | 0.95% | 4.01% |
#19
8
Prev: #11
|
0.4 |
—
|
-121,406 | -77.0% |
P
S
|
36,183 | $2,415,943 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
RSPN
INVESCO EXCHANG...
|
Unknown | 0.91% | 0.94% |
#20
1
Prev: #19
|
0.9 |
—
|
-1,609 | -3.8% |
P
S
|
40,393 | $2,325,829 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
FXO
FIRST TR EXCHAN...
|
ETF | 0.89% | 0.96% |
#21
3
Prev: #18
|
0.9 |
—
|
329 | 0.8% |
P
S
|
40,426 | $2,271,537 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.53% | 0.65% |
#22
2
Prev: #20
|
1.2 |
—
|
no change | no change |
P
S
|
3,650 | $1,356,888 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
STT
STATE STR CORP
|
Financial Services | 0.34% | 0.34% |
#23
2
Prev: #21
|
1.1 |
—
|
no change | no change |
P
S
|
6,750 | $854,280 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.29% | 0.31% |
#24
2
Prev: #22
|
0.6 |
—
|
-52 | -3.3% |
P
S
|
1,532 | $734,134 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.26% | 0.30% |
#25
2
Prev: #23
|
0.6 |
—
|
-100 | -8.1% |
P
S
|
1,132 | $653,368 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.22% | 0.28% |
#26
2
Prev: #24
|
0.6 |
—
|
-174 | -16.6% |
P
S
|
875 | $569,295 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
TER
TERADYNE INC
|
Technology | 0.21% | 0.14% |
#27
1
Prev: #26
|
0.6 |
—
|
1 | 0.1% |
P
S
|
1,790 | $530,638 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JMUB
J P MORGAN EXCH...
|
ETF | 0.18% | 0.18% |
#28
3
Prev: #25
|
1.1 |
—
|
no change | no change |
P
S
|
9,131 | $456,459 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AOA
ISHARES TR
|
ETF | 0.13% | 0.12% |
#29
1
Prev: #30
|
2.1 |
—
|
182 | 5.2% |
P
S
|
3,680 | $325,643 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.12% | 0.13% |
#30
2
Prev: #28
|
1.0 |
—
|
no change | no change |
P
S
|
1,099 | $311,863 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JMST
J P MORGAN EXCH...
|
ETF | 0.12% | 0.12% |
#31
Prev: #31
|
1.0 |
—
|
no change | no change |
P
S
|
5,900 | $300,782 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
UPS
UNITED PARCEL S...
|
Industrials | 0.12% | 0.12% |
#32
Prev: #32
|
0.5 |
—
|
31 | 1.1% |
P
S
|
2,983 | $293,512 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SHEL
SHELL PLC
|
Energy | 0.11% | 0.09% |
#33
Prev: #33
|
1.0 |
—
|
no change | no change |
P
S
|
2,976 | $276,768 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
CIBR
FIRST TR EXCHAN...
|
ETF | 0.11% | 0.12% |
#34
5
Prev: #29
|
1.0 |
—
|
no change | no change |
P
S
|
4,387 | $274,977 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.09% | — |
#35
Prev: #—
|
3.5 |
—
|
274 | — |
NEW
|
274 | $239,175 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
PKST
PEAKSTONE REALT...
|
Real Estate | 0.00% | 0.14% |
Sold All 😨
(Was: #27) |
0.0 |
—
|
-23,862 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
PXH
INVESCO EXCH TR...
|
Unknown | 0.00% | 1.07% |
Sold All 😨
(Was: #17) |
0.0 |
—
|
-98,903 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JCPB
J P MORGAN EXCH...
|
ETF | 0.00% | 6.34% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-338,606 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 |
Showing 1-38 of 38 holdings