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Portfolio (Quarterly) Guide ↗

Choice Wealth Advisors LLC

· CIK 0001842357
13F Portfolio $255M AUM 35 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 5 New 12 Added 8 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 JCPB J P MORGAN EXCHANGE TRADED F 338,606 $16.0M 6.34% SOLD
2 PXH INVESCO EXCH TRADED FD TR II 98,903 $2.7M 1.07% SOLD
3 PKST PEAKSTONE REALTY TRUST Real Estate 23,862 $342K 0.14% SOLD
Sector Allocation
Technology 52.7%
Consumer Cyclical 33.9%
Financial Services 8.7%
Industrials 2.5%
Energy 1.2%
Utilities 1.0%