Choice Wealth Advisors LLC: 13F holdings
CIK 18423572026Q2
| Positions | 35 |
|---|
| Reported value | $285.0m |
|---|
| Filed | 2026-07-09 |
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Change since last quarter
| Positions | 35 (+0 vs prior quarter) |
|---|
| Reported value | $285.0m (+11.8%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYV SPDR SERIES TRUST | 544,554 | $33.1m | 11.6% |
| DGRW WISDOMTREE TR | 330,979 | $31.6m | 11.1% |
| SPYG SPDR SERIES TRUST | 230,868 | $27.5m | 9.6% |
| JIRE J P MORGAN EXCHANGE TRADED F | 305,647 | $25.2m | 8.8% |
| JBND J P MORGAN EXCHANGE TRADED F | 341,073 | $18.2m | 6.4% |
| JMTG J P MORGAN EXCHANGE TRADED F | 337,241 | $17.1m | 6.0% |
| EWU WISDOMTREE TR | 356,619 | $16.5m | 5.8% |
| JHMM JOHN HANCOCK EXCHANGE TRADED | 201,271 | $15.1m | 5.3% |
| AVEM AMERICAN CENTY ETF TR | 133,375 | $12.9m | 4.5% |
| JPST J P MORGAN EXCHANGE TRADED F | 235,220 | $11.9m | 4.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1842357")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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