Choice Wealth Advisors, LLC
โขCIK: 1842357โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other90.8%
Technology5.1%
Consumer3.6%
ETF0.3%
Industrial0.2%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
โ12 increased
โ12 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022