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Choice Wealth Advisors LLC

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13F filer, CIK 1842357, WATERVILLE, ME

Choice Wealth Advisors LLC reported $233,304,878 across 32 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-06. Its ten largest share positions make up 77.86% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-001283

Period
2025-09-30
Reported value
$233M
Holdings
32
Top 10 weight
77.86%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVEMnew+133,520$10M
IHDGadded+12,559$579K
JPSTadded+8,843$449K
TERnew+1,788$246K
FTGCadded+5,294$137K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
EELVreduced-376,725-$10M
SPYGreduced-10,791-$1.13M
DGRWreduced-7,405-$659K
AMZNreduced-625-$137K
SPYVreduced-2,290-$127K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001951757-25-001283, largest first. % of portfolio is the value over $233,304,878, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,118 shares; 2024Q4: 533,373 shares; 2025Q1: 535,486 shares; 2025Q2: 538,690 shares; 2025Q3: 536,400 shares 536,400$29.7M12.72%-2,290Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,267 shares; 2024Q4: 330,966 shares; 2025Q1: 330,368 shares; 2025Q2: 329,125 shares; 2025Q3: 321,720 shares 321,720$28.6M12.27%-7,405Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,957 shares; 2024Q4: 243,975 shares; 2025Q1: 251,781 shares; 2025Q2: 246,579 shares; 2025Q3: 235,788 shares 235,788$24.6M10.56%-10,791Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,105 shares; 2024Q4: 313,018 shares; 2025Q1: 309,128 shares; 2025Q2: 301,176 shares; 2025Q3: 300,572 shares 300,572$22.1M9.47%-604Timeline
IHDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,011 shares; 2024Q4: 344,853 shares; 2025Q1: 344,811 shares; 2025Q2: 345,172 shares; 2025Q3: 357,731 shares 357,731$16.5M7.07%+12,559Timeline
JMTGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312,589 shares; 2025Q3: 311,970 shares 311,970$15.9M6.82%-619Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,233 shares; 2024Q4: 196,512 shares; 2025Q1: 199,470 shares; 2025Q2: 198,734 shares; 2025Q3: 199,092 shares 199,092$12.9M5.52%+358Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,954 shares; 2024Q4: 208,790 shares; 2025Q1: 209,078 shares; 2025Q2: 214,351 shares; 2025Q3: 223,194 shares 223,194$11.3M4.85%+8,843Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133,520 shares 133,520$10M4.3%newTimeline
JMEEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,392 shares; 2024Q4: 148,361 shares; 2025Q1: 153,944 shares; 2025Q2: 156,587 shares; 2025Q3: 157,394 shares 157,394$9.98M4.28%+807Timeline
FXLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,484 shares; 2024Q4: 56,791 shares; 2025Q1: 57,792 shares; 2025Q2: 57,112 shares; 2025Q3: 56,392 shares 56,392$9.47M4.06%-720Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,050 shares; 2024Q4: 33,749 shares; 2025Q1: 33,682 shares; 2025Q2: 33,759 shares; 2025Q3: 33,759 shares 33,759$8.6M3.68%0Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,307 shares; 2024Q4: 297,505 shares; 2025Q1: 284,189 shares; 2025Q2: 284,044 shares; 2025Q3: 289,338 shares 289,338$7.49M3.21%+5,294Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,227 shares; 2024Q4: 31,707 shares; 2025Q1: 32,207 shares; 2025Q2: 32,257 shares; 2025Q3: 31,632 shares 31,632$6.95M2.98%-625Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,248 shares; 2024Q4: 20,998 shares; 2025Q1: 21,082 shares; 2025Q2: 21,082 shares; 2025Q3: 21,122 shares 21,122$3.94M1.69%+40Timeline
EELVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,317 shares; 2024Q4: 477,743 shares; 2025Q1: 485,120 shares; 2025Q2: 482,553 shares; 2025Q3: 105,828 shares 105,828$2.82M1.21%-376,725Timeline
FXOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,026 shares; 2024Q4: 41,107 shares; 2025Q1: 40,601 shares; 2025Q2: 40,601 shares; 2025Q3: 40,141 shares 40,141$2.38M1.02%-460Timeline
RSPNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,881 shares; 2024Q4: 42,037 shares; 2025Q1: 42,161 shares; 2025Q2: 42,062 shares; 2025Q3: 42,062 shares 42,062$2.36M1.01%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,550 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares 3,650$1.62M0.7%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,819 shares; 2025Q1: 1,754 shares; 2025Q2: 1,691 shares; 2025Q3: 1,627 shares 1,627$818K0.35%-64Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares 6,750$783K0.34%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares; 2025Q3: 1,248 shares 1,248$749K0.32%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 1,070 shares; 2025Q1: 1,104 shares; 2025Q2: 1,104 shares; 2025Q3: 1,106 shares 1,106$737K0.32%+2Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,100 shares; 2025Q3: 12,100 shares 12,100$611K0.26%0Timeline
PKSTPEAKSTONE REALTY TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,493 shares; 2024Q4: 29,513 shares; 2025Q1: 28,554 shares; 2025Q2: 26,589 shares; 2025Q3: 25,778 shares 25,778$338K0.14%-811Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 3,612 shares; 2025Q1: 4,387 shares; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares 4,387$333K0.14%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: not reported; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,099 shares 1,099$331K0.14%0Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,191 shares; 2024Q4: 3,262 shares; 2025Q1: 3,528 shares; 2025Q2: 3,525 shares; 2025Q3: 3,559 shares 3,559$314K0.13%+34Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares 5,900$301K0.13%0Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,781 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,788 shares 1,788$246K0.11%newTimeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,817 shares; 2025Q1: 2,844 shares; 2025Q2: 2,878 shares; 2025Q3: 2,917 shares 2,917$244K0.1%+39Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,976 shares; 2025Q2: 2,976 shares; 2025Q3: 2,976 shares 2,976$213K0.09%0Timeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-25-001283 base2025-11-06acceptance time not in the bulk data set