Institutional Fund
Choice Wealth Advisors LLC
Waterville, MECIK 18423575 filings on record
Portfolio Value
$254.79M
Q1 2026
Holdings
35
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+0.7%
from $252.94M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust12.1%
- Wisdomtree Tr11.3%
- Spdr Series Trust9.1%
- J P Morgan Exchange Traded F9.0%
- J P Morgan Exchange Traded F6.9%
- J P Morgan Exchange Traded F6.5%
- Other45.2%
Portfolio Holdings
35 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 542.7K | $30.71M | 12.1% | +8.3K | Added |
| 2 | Wisdomtree Tr | 328.0K | $28.81M | 11.3% | +5.4K | Added |
| 3 | Spdr Series Trust | 235.7K | $23.08M | 9.1% | +5.8K | Added |
| 4 | J P Morgan Exchange Traded F | 302.8K | $22.93M | 9.0% | +2.0K | Added |
| 5 | J P Morgan Exchange Traded F | 327.9K | $17.63M | 6.9% | +327.9K | New |
| 6 | J P Morgan Exchange Traded F | 324.6K | $16.55M | 6.5% | +8.9K | Added |
| 7 | Wisdomtree Tr | 336.5K | $14.84M | 5.8% | +336.5K | New |
| 8 | John Hancock Exchange Traded | 201.1K | $13.50M | 5.3% | +1.5K | Added |
| 9 | J P Morgan Exchange Traded F | 234.9K | $11.89M | 4.7% | +8.2K | Added |
| 10 | American Centy ETF Tr | 139.2K | $11.22M | 4.4% | +2.4K | Added |
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