Choice Wealth Advisors LLC
Choice Wealth Advisors LLC reported 35 positions worth $285.0M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: SPYV (11.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYV | SH | $33.1M | 11.62% | 544,554 | — | — | |
| ▸ 2 | DGRW | SH | $31.6M | 11.11% | 330,979 | — | — | |
| ▸ 3 | SPYG | SH | $27.5M | 9.64% | 230,868 | — | — | |
| ▸ 4 | JIRE | SH | $25.2M | 8.85% | 305,647 | — | — | |
| ▸ 5 | JBND | SH | $18.2M | 6.40% | 341,073 | — | — | |
| ▸ 6 | JMTG | SH | $17.1M | 6.00% | 337,241 | — | — | |
| ▸ 7 | DDWM | SH | $16.5M | 5.78% | 356,619 | — | — | |
| ▸ 8 | JHMM | SH | $15.1M | 5.29% | 201,271 | — | — | |
| ▸ 9 | AVEM | SH | $12.9M | 4.52% | 133,375 | — | — | |
| ▸ 10 | JPST | SH | $11.9M | 4.17% | 235,220 | — | — |
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Frequently Asked Questions
What stocks does Choice Wealth Advisors LLC hold as of Q2 2026?
Choice Wealth Advisors LLC reported 35 positions worth $285.0M in its Q2 2026 13F filing. Largest positions: SPYV (11.6%), DGRW (11.1%), SPYG (9.6%), JIRE (8.8%) and JBND (6.4%).
What did Choice Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Choice Wealth Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.