Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Choice Wealth Advisors, LLC

•CIK: 1842357•Filing: Q4 2025

**Choice Wealth Advisors, LLC** manages $253M across a diversified portfolio of 33 positions. The fund exhibits a notable concentration in the technology and growth sectors, with top holdings including SPYV at $30.4M and DGRW at $28.9M. Further significant allocations are directed toward SPYG ($24.5M) and JIRE ($22.5M). This structure suggests a tactical, growth-oriented mandate within the current market cycle.

Total AUM

$252.9M

QoQ Performance

+8.4%

Positions

23

Top 10 Concentration

75.5%

Latest Filing

Q4 2025

Top Holdings Allocation

SPYV

DGRW

SPYG

JIRE

IHDG

JMTG

JCPB

JHMM

SPYV12.0%

DGRW11.4%

SPYG9.7%

JIRE8.9%

IHDG6.9%

JMTG6.4%

JCPB6.3%

JHMM5.2%

📈 Biggest Buys

J P MORGAN EXCHANGE TRADED F

NEW

6.3% of portfolio

INVESCO EXCH TRADED FD TR II

NEW

1.1% of portfolio

AMERICAN CENTY ETF TR

+2.4%

4.2% of portfolio

J P MORGAN EXCHANGE TRADED F

+1.2%

6.4% of portfolio

J P MORGAN EXCHANGE TRADED F

+1.6%

4.5% of portfolio

📉 Biggest Sells

SPDR SERIES TRUST

-2.5%

9.7% of portfolio

APPLE INC

-2.1%

3.6% of portfolio

J P MORGAN EXCHANGE TRADED F

-24.5%

0.2% of portfolio

SPDR SERIES TRUST

-0.4%

12.0% of portfolio

FIRST TR EXCHANGE TRADED FD

-0.9%

3.7% of portfolio

Sector Breakdown

Other90.4%

Technology5.1%

Consumer3.6%

Financial0.3%

ETF0.3%

Industrial0.2%

🚪 Exited Positionssold since Q3 2025

INVESCO EXCH TRADED FD TR II

SOLD

$2.8M

Changes from Q3 2025

NEW2 new positions

↑12 increased

↓12 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPDR SERIES TRUST

SPDR SERIES TRUST

J P MORGAN EXCHANGE TRADED F

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