Choice Wealth Advisors LLC
CIK 1842357 · Holdings on Dec 31, 2025 · First reported Jan 8, 2026
Top ten holdings
Q4 2025- SPYV12.00%
- DGRW11.41%
- SPYG9.70%
- JIRE8.90%
- IHDG6.89%
- JMTG6.37%
- JCPB6.34%
- JHMM5.17%
- JPST4.54%
- AVEM4.16%
Share classes counted separately75.48%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYGWeight decreased · -0.86 pp10.56% → 9.70%Shares -5.93K (-2.52%)
- DGRWWeight decreased · -0.86 pp12.27% → 11.41%Shares +897 (+0.28%)
- SPYVWeight decreased · -0.72 pp12.72% → 12.00%Shares -1.97K (-0.37%)
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 ETFSTATE STREET SPD View history and evidence | $30.36M | 12.00% | 534.43K shares | 12.72% → 12.00%-0.72 pp -1.97K (-0.37%) | Reduced | ↗▾ |
| 02 | DGRWWISDOMTREE U.S. QUALITY DIVIUS QTLY DIV GRT View history and evidence | $28.85M | 11.41% | 322.62K shares | 12.27% → 11.41%-0.86 pp +897 (+0.28%) | Added | ↗▾ |
| 03 | SPYGSS SPDR P S&P 500 GROWTH ETFSTATE STREET SPD View history and evidence | $24.53M | 9.70% | 229.86K shares | 10.56% → 9.70%-0.86 pp -5.93K (-2.52%) | Reduced | ↗▾ |
| 04 | JIREJPMORGAN INT RES ENH EQTYINTRNL RES EQT View history and evidence | $22.52M | 8.90% | 300.71K shares | 9.47% → 8.90%-0.57 pp +143 (+0.05%) | Added | ↗▾ |
| 05 | IHDGWISDOMTREE INTERNATIONAL HEDITL HDG QTLY DIV View history and evidence | $17.43M | 6.89% | 358.13K shares | 7.07% → 6.89%-0.18 pp +404 (+0.11%) | Added | ↗▾ |
| 06 | JMTGMORTGAGE-BACKED SECURITIESMORTGAGE BACKED View history and evidence | $16.12M | 6.37% | 315.67K shares | 6.82% → 6.37%-0.45 pp +3.70K (+1.19%) | Added | ↗▾ |
| 07 | JCPBJPMORGAN CORE PLUS BOND ETFCORE PLUS BD ETF View history and evidence | $16.03M | 6.34% | 338.61K shares | Prior unavailable +338.61K | New | ↗▾ |
| 08 | JHMMJOHN HANCOCK MULTI FACT MIDMULTIFACTOR MI View history and evidence | $13.07M | 5.17% | 199.59K shares | 5.52% → 5.17%-0.35 pp +503 (+0.25%) | Added | ↗▾ |
| 09 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $11.47M | 4.54% | 226.78K shares | 4.85% → 4.54%-0.31 pp +3.59K (+1.61%) | Added | ↗▾ |
| 10 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $10.53M | 4.16% | 136.78K shares | 4.30% → 4.16%-0.14 pp +3.26K (+2.44%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EELV INVESCO S&P EMERGING MARKETS | Non-derivative | -105,828 | -$2.82M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1842357 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-01-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 252939163
}Research all 33 reported holdings.
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