Choice Wealth Advisors, LLC Portfolio Holdings

Choice Wealth Advisors, LLC

  • $232 Million
  • Q4 2025

Choice Wealth Advisors, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $232 Million distributed in 33 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $30M, Wisdomtree Tr Us Quality Divid with a value of $28.7M, Spdr Portfolio with a value of $24.1M, J P Morgan Exchg Traded Fd Tr with a value of $22.6M, and Wisdomtree Tr with a value of $17M.

Examining the 13F form we can see an increase of $17.3M in the current position value, from $215M to 232M.

Choice Wealth Advisors, LLC is based out at Waterville, ME

Below you can find more details about Choice Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $232 Million
ETFs: $207 Million
Technology: $13.1 Million
Consumer Cyclical: $9.07 Million
Financial Services: $1.59 Million
Industrials: $607,000
Energy: $225,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30 Million 12.94% of portfolio
534,434
Q4 2025 Reduced 0.37%
$0
$28.7 Million 12.35% of portfolio
322,617
Q4 2025 Added 0.28%
$0
$24.1 Million 10.38% of portfolio
229,856
Q4 2025 Reduced 2.52%
$0
$22.6 Million 9.72% of portfolio
300,715
Q4 2025 Added 0.05%
$0
$17 Million 7.32% of portfolio
358,135
Q4 2025 Added 0.11%
$0
$16 Million 6.92% of portfolio
338,606
Q4 2025 New
$0
$12.7 Million 5.49% of portfolio
199,595
Q4 2025 Added 0.25%
$0
$11.5 Million 4.95% of portfolio
226,782
Q4 2025 Added 1.61%
$0
$10.6 Million 4.57% of portfolio
136,779
Q4 2025 Added 2.44%
$0
$9.89 Million 4.26% of portfolio
157,589
Q4 2025 Added 0.12%
$0
$9.2 Million 3.96% of portfolio
55,911
Q4 2025 Reduced 0.85%
$4.3T
$8.84 Million 3.81% of portfolio
33,043
Q4 2025 Reduced 2.12%
$0
$7.97 Million 3.44% of portfolio
296,080
Q4 2025 Added 2.33%
$2.39T
$7.58 Million 3.27% of portfolio
32,296
Q4 2025 Added 2.1%
$465B
$3.94 Million 1.7% of portfolio
21,122
Q3 2025 Added 0.19%
$0
$2.33 Million 1.0% of portfolio
40,097
Q4 2025 Reduced 0.11%
$1.29T
$1.49 Million 0.64% of portfolio
3,650
Q1 2025 Added 2.82%
$662B
$806,000 0.35% of portfolio
1,584
Q4 2025 Reduced 2.64%
$42.9B
$788,000 0.34% of portfolio
6,750
Q3 2022 New
$0
$743,000 0.32% of portfolio
1,232
Q4 2025 Reduced 1.28%
$0
$698,000 0.3% of portfolio
1,049
Q4 2025 Reduced 5.15%
$0
$461,000 0.2% of portfolio
9,131
Q4 2025 Reduced 24.54%
$0
$327,000 0.14% of portfolio
4,387
Q1 2025 Added 21.46%
$328B
$329,000 0.14% of portfolio
1,099
Q1 2025 New
$26.6B
$304,000 0.13% of portfolio
1,789
Q4 2025 Added 0.06%
$0
$300,000 0.13% of portfolio
5,900
Q2 2025 New
$0
$310,000 0.13% of portfolio
3,498
Q4 2025 Reduced 1.71%
$68.7B
$278,000 0.12% of portfolio
2,952
Q4 2025 Added 1.2%
$270B
$225,000 0.1% of portfolio
2,976
Q1 2025 New
Peakstone Realty Trust
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 7.43%
$0
$0 0.0% of portfolio
42,002
Q4 2025 Reduced 0.14%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q4 2025 Added 1.19%

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $232 Million
  • Prior Value $215 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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