ETF Holders

Choice Wealth Advisors LLC ETF holdings

Waterville, ME

Reported $257.2M in 24 ETFs in its Form 13F for June 30, 2026.

ETF value
$257.2M
ETFs held
24
Change from prior quarter
+11.1%
With price moves
ETFs as a share of its 13F
90.3%
of $285.0M

Top 10 of 24 ETF holdings

TickerFundValueSharesChange
SPYVState Street SPDR Portfolio S&P 500 Value ETF$33.1M544,554+1,831 shares
DGRWWisdomTree U.S. Quality Dividend Growth Fund$31.6M330,979+3,007 shares
SPYGState Street SPDR Portfolio S&P 500 Growth ETF$27.5M230,868−4,809 shares
JIREJPMorgan International Research Enhanced Equity ETF$25.2M305,647+2,883 shares
JBNDJpmorgan Active Bond ETF$18.2M341,073+13,152 shares
JMTGJPMorgan Mortgage-Backed Securities ETF$17.1M337,241+12,655 shares
DDWMWisdomTree Dynamic International Equity ETF$16.5M356,619+20,106 shares
JHMMJohn Hancock Multifactor Mid Cap ETF$15.1M201,271+133 shares
AVEMAvantis Emerging Markets Equity ETF$12.9M133,375−5,851 shares
JPSTJPMorgan Ultra-Short Income ETF$11.9M235,220+288 shares
14 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001842357. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Choice Wealth Advisors LLC own?

Choice Wealth Advisors LLC reported 24 ETF positions worth $257.2M in its Form 13F for June 30, 2026. The largest was SPYV, at $33.1M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.