Choice Wealth Advisors LLC
CIK 1842357 · Holdings on Sep 30, 2025 · First reported Nov 6, 2025
Top ten holdings
Q3 2025- SPYV12.72%
- DGRW12.27%
- SPYG10.56%
- JIRE9.47%
- IHDG7.07%
- JMTG6.82%
- JHMM5.52%
- JPST4.85%
- AVEM4.30%
- JMEE4.28%
Share classes counted separately77.86%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- EELVWeight decreased · -4.49 pp5.70% → 1.21%Shares -376.73K (-78.07%)
- AAPLWeight increased · +0.55 pp3.13% → 3.68%Shares 0 (0.00%)
- JMTGWeight decreased · -0.27 pp7.09% → 6.82%Shares -619 (-0.20%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYVSS SPDR P S&P 500 VALUE ETFPRTFLO S&P500 VL View history and evidence | $29.68M | 12.72% | 536.40K shares | 12.74% → 12.72%-0.02 pp -2.29K (-0.43%) | Reduced | ↗▾ |
| 02 | DGRWWISDOMTREE U.S. QUALITY DIVIUS QTLY DIV GRT View history and evidence | $28.62M | 12.27% | 321.72K shares | 12.45% → 12.27%-0.18 pp -7.41K (-2.25%) | Reduced | ↗▾ |
| 03 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $24.64M | 10.56% | 235.79K shares | 10.62% → 10.56%-0.06 pp -10.79K (-4.38%) | Reduced | ↗▾ |
| 04 | JIREJPMORGAN INT RES ENH EQTYINTRNL RES EQT View history and evidence | $22.10M | 9.47% | 300.57K shares | 9.63% → 9.47%-0.16 pp -604 (-0.20%) | Reduced | ↗▾ |
| 05 | IHDGWISDOMTREE INTERNATIONAL HEDITL HDG QTLY DIV View history and evidence | $16.48M | 7.07% | 357.73K shares | 7.03% → 7.07%+0.04 pp +12.56K (+3.64%) | Added | ↗▾ |
| 06 | JMTGMORTGAGE-BACKED SECURITIESMORTGAGE BACKED View history and evidence | $15.91M | 6.82% | 311.97K shares | 7.09% → 6.82%-0.27 pp -619 (-0.20%) | Reduced | ↗▾ |
| 07 | JHMMJOHN HANCOCK MULTI FACT MIDMULTIFACTOR MI View history and evidence | $12.88M | 5.52% | 199.09K shares | 5.49% → 5.52%+0.03 pp +358 (+0.18%) | Added | ↗▾ |
| 08 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $11.32M | 4.85% | 223.19K shares | 4.91% → 4.85%-0.06 pp +8.84K (+4.13%) | Added | ↗▾ |
| 09 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $10.03M | 4.30% | 133.52K shares | Prior unavailable +133.52K | New | ↗▾ |
| 10 | JMEEJPM SMA & MID CAP EN EQ ET-USMALL & MID CAP View history and evidence | $9.98M | 4.28% | 157.39K shares | 4.19% → 4.28%+0.09 pp +807 (+0.52%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1842357 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-06
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 233304878
}Research all 32 reported holdings.
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