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Choice Wealth Advisors LLC

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13F filer, CIK 1842357, WATERVILLE, ME

Choice Wealth Advisors LLC reported $254,788,914 across 35 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-09. Its ten largest share positions make up 75.03% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000556

Period
2026-03-31
Reported value
$255M
Holdings
35
Top 10 weight
75.03%
New
5
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JBNDnew+327,921$17.6M
DDWMnew+336,513$14.8M
AVSCnew+129,469$8.07M
EELVnew+95,214$2.67M
SPYGadded+5,821$570K

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
JCPBexited-338,606-$16M
IHDGreduced-307,255-$14.8M
JMEEreduced-121,406-$8.11M
PXHexited-98,903-$2.71M
PKSTexited-23,862-$342K

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, Q1 2026

Share positions as resolved from 13F-HR 0001951757-26-000556, largest first. % of portfolio is the value over $254,788,914, 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; 2024Q2: restricted; 2024Q3: 526,118 shares; 2024Q4: 533,373 shares; 2025Q1: 535,486 shares; 2025Q2: 538,690 shares; 2025Q3: 536,400 shares; 2025Q4: 534,434 shares; 2026Q1: 542,723 shares 542,723$30.7M12.05%+8,289Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331,267 shares; 2024Q4: 330,966 shares; 2025Q1: 330,368 shares; 2025Q2: 329,125 shares; 2025Q3: 321,720 shares; 2025Q4: 322,617 shares; 2026Q1: 327,972 shares 327,972$28.8M11.31%+5,355Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,957 shares; 2024Q4: 243,975 shares; 2025Q1: 251,781 shares; 2025Q2: 246,579 shares; 2025Q3: 235,788 shares; 2025Q4: 229,856 shares; 2026Q1: 235,677 shares 235,677$23.1M9.06%+5,821Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,105 shares; 2024Q4: 313,018 shares; 2025Q1: 309,128 shares; 2025Q2: 301,176 shares; 2025Q3: 300,572 shares; 2025Q4: 300,715 shares; 2026Q1: 302,764 shares 302,764$22.9M9%+2,049Timeline
JBNDJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 327,921 shares 327,921$17.6M6.92%newTimeline
JMTGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312,589 shares; 2025Q3: 311,970 shares; 2025Q4: 315,673 shares; 2026Q1: 324,586 shares 324,586$16.6M6.5%+8,913Timeline
DDWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 336,513 shares 336,513$14.8M5.83%newTimeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,233 shares; 2024Q4: 196,512 shares; 2025Q1: 199,470 shares; 2025Q2: 198,734 shares; 2025Q3: 199,092 shares; 2025Q4: 199,595 shares; 2026Q1: 201,138 shares 201,138$13.5M5.3%+1,543Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,954 shares; 2024Q4: 208,790 shares; 2025Q1: 209,078 shares; 2025Q2: 214,351 shares; 2025Q3: 223,194 shares; 2025Q4: 226,782 shares; 2026Q1: 234,932 shares 234,932$11.9M4.67%+8,150Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133,520 shares; 2025Q4: 136,779 shares; 2026Q1: 139,226 shares 139,226$11.2M4.4%+2,447Timeline
FXLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,484 shares; 2024Q4: 56,791 shares; 2025Q1: 57,792 shares; 2025Q2: 57,112 shares; 2025Q3: 56,392 shares; 2025Q4: 55,911 shares; 2026Q1: 57,375 shares 57,375$9.12M3.58%+1,464Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292,307 shares; 2024Q4: 297,505 shares; 2025Q1: 284,189 shares; 2025Q2: 284,044 shares; 2025Q3: 289,338 shares; 2025Q4: 296,080 shares; 2026Q1: 291,759 shares 291,759$8.38M3.29%-4,321Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,050 shares; 2024Q4: 33,749 shares; 2025Q1: 33,682 shares; 2025Q2: 33,759 shares; 2025Q3: 33,759 shares; 2025Q4: 33,043 shares; 2026Q1: 32,978 shares 32,978$8.37M3.28%-65Timeline
AVSCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 129,469 shares 129,469$8.07M3.17%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,227 shares; 2024Q4: 31,707 shares; 2025Q1: 32,207 shares; 2025Q2: 32,257 shares; 2025Q3: 31,632 shares; 2025Q4: 32,296 shares; 2026Q1: 32,296 shares 32,296$6.73M2.64%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,248 shares; 2024Q4: 20,998 shares; 2025Q1: 21,082 shares; 2025Q2: 21,082 shares; 2025Q3: 21,122 shares; 2025Q4: 21,122 shares; 2026Q1: 20,982 shares 20,982$3.66M1.44%-140Timeline
EELVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461,317 shares; 2024Q4: 477,743 shares; 2025Q1: 485,120 shares; 2025Q2: 482,553 shares; 2025Q3: 105,828 shares; 2025Q4: not reported; 2026Q1: 95,214 shares 95,214$2.67M1.05%newTimeline
IHDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,011 shares; 2024Q4: 344,853 shares; 2025Q1: 344,811 shares; 2025Q2: 345,172 shares; 2025Q3: 357,731 shares; 2025Q4: 358,135 shares; 2026Q1: 50,880 shares 50,880$2.45M0.96%-307,255Timeline
JMEEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,392 shares; 2024Q4: 148,361 shares; 2025Q1: 153,944 shares; 2025Q2: 156,587 shares; 2025Q3: 157,394 shares; 2025Q4: 157,589 shares; 2026Q1: 36,183 shares 36,183$2.42M0.95%-121,406Timeline
RSPNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,881 shares; 2024Q4: 42,037 shares; 2025Q1: 42,161 shares; 2025Q2: 42,062 shares; 2025Q3: 42,062 shares; 2025Q4: 42,002 shares; 2026Q1: 40,393 shares 40,393$2.33M0.91%-1,609Timeline
FXOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,026 shares; 2024Q4: 41,107 shares; 2025Q1: 40,601 shares; 2025Q2: 40,601 shares; 2025Q3: 40,141 shares; 2025Q4: 40,097 shares; 2026Q1: 40,426 shares 40,426$2.27M0.89%+329Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,550 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares 3,650$1.36M0.53%0Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 6,750 shares; 2026Q1: 6,750 shares 6,750$854K0.34%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,819 shares; 2025Q1: 1,754 shares; 2025Q2: 1,691 shares; 2025Q3: 1,627 shares; 2025Q4: 1,584 shares; 2026Q1: 1,532 shares 1,532$734K0.29%-52Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares; 2025Q3: 1,248 shares; 2025Q4: 1,232 shares; 2026Q1: 1,132 shares 1,132$653K0.26%-100Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 1,070 shares; 2025Q1: 1,104 shares; 2025Q2: 1,104 shares; 2025Q3: 1,106 shares; 2025Q4: 1,049 shares; 2026Q1: 875 shares 875$569K0.22%-174Timeline
TERTERADYNE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 1,781 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,788 shares; 2025Q4: 1,789 shares; 2026Q1: 1,790 shares 1,790$531K0.21%+1Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,100 shares; 2025Q3: 12,100 shares; 2025Q4: 9,131 shares; 2026Q1: 9,131 shares 9,131$456K0.18%0Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,191 shares; 2024Q4: 3,262 shares; 2025Q1: 3,528 shares; 2025Q2: 3,525 shares; 2025Q3: 3,559 shares; 2025Q4: 3,498 shares; 2026Q1: 3,680 shares 3,680$326K0.13%+182Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: not reported; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares 1,099$312K0.12%0Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares 5,900$301K0.12%0Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,817 shares; 2025Q1: 2,844 shares; 2025Q2: 2,878 shares; 2025Q3: 2,917 shares; 2025Q4: 2,952 shares; 2026Q1: 2,983 shares 2,983$294K0.12%+31Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,976 shares; 2025Q2: 2,976 shares; 2025Q3: 2,976 shares; 2025Q4: 2,976 shares; 2026Q1: 2,976 shares 2,976$277K0.11%0Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 3,612 shares; 2025Q1: 4,387 shares; 2025Q2: 4,387 shares; 2025Q3: 4,387 shares; 2025Q4: 4,387 shares; 2026Q1: 4,387 shares 4,387$275K0.11%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 274 shares 274$239K0.09%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
JCPBJ P MORGAN EXCHANGE TRADED F338,606$16Mshares
PXHINVESCO EXCH TRADED FD TR II98,903$2.71Mshares
PKSTPEAKSTONE REALTY TRUST23,862$342Kshares

How Q1 2026 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 0001951757-26-000556 base2026-04-09acceptance time not in the bulk data set