CHOICE WEALTH ADVISORS LLC

Filed: 11/6/2025ACC: 0001951757-25-001283

📋 What this filing means

CHOICE WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 32 equity positions with a total reported market value of $233.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$233.30M

Total AUM (reported)

3.47M

Total Shares

Allocation by class

PRTFLO S&P500 VL$29.68M12.7%

US QTLY DIV GRT$28.62M12.3%

PRTFLO S&P500 GW$24.64M10.6%

COM$22.13M9.5%

INTRNL RES EQT$22.10M9.5%

ITL HDG QTLY DIV$16.48M7.1%

MORTGAGE BACKED$15.91M6.8%

Portfolio Concentration

Top 3$82.94M35.6%

4–10$98.71M42.3%

11–25$49.67M21.3%

Rest$1.98M0.8%

Top 3 weight

35.6%

Top 10 weight

77.9%

Voting Authority Distribution

Total shares with voting rights: 3.47M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.47M

% of voting shares100.0%

Investment Discretion (by position count)

Sole32

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings32

Rows:

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares536.40K

TypeSH

Market value$29.68M

12.72%

Sole

0.00

Shared

0.00

None

536.40K

WISDOMTREE TR

SOLE

US QTLY DIV GRT

Shares321.72K

TypeSH

Market value$28.62M

12.27%

Sole

0.00

Shared

0.00

None

321.72K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares235.79K

TypeSH

Market value$24.64M

10.56%

Sole

0.00

Shared

0.00

None

235.79K

J P MORGAN EXCHANGE TRADED F

SOLE

INTRNL RES EQT

Shares300.57K

TypeSH

Market value$22.10M

9.47%

Sole

0.00

Shared

0.00

None

300.57K

WISDOMTREE TR

SOLE

ITL HDG QTLY DIV

Shares357.73K

TypeSH

Market value$16.48M

7.07%

Sole

0.00

Shared

0.00

None

357.73K

J P MORGAN EXCHANGE TRADED F

SOLE

MORTGAGE BACKED

Shares311.97K

TypeSH

Market value$15.91M

6.82%

Sole

0.00

Shared

0.00

None

311.97K

JOHN HANCOCK EXCHANGE TRADED

SOLE

MULTIFACTOR MI

Shares199.09K

TypeSH

Market value$12.88M

5.52%

Sole

0.00

Shared

0.00

None

199.09K

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHRT ETF

Shares223.19K

TypeSH

Market value$11.32M

4.85%

Sole

0.00

Shared

0.00

None

223.19K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares133.52K

TypeSH

Market value$10.03M

4.30%

Sole

0.00

Shared

0.00

None

133.52K

J P MORGAN EXCHANGE TRADED F

SOLE

SMALL & MID CAP

Shares157.39K

TypeSH

Market value$9.98M

4.28%

Sole

0.00

Shared

0.00

None

157.39K

FIRST TR EXCHANGE TRADED FD

SOLE

TECH ALPHADEX

Shares56.39K

TypeSH

Market value$9.47M

4.06%

Sole

0.00

Shared

0.00

None

56.39K

APPLE INC

SOLE

COM

Shares33.76K

TypeSH

Market value$8.60M

3.68%

Sole

0.00

Shared

0.00

None

33.76K

FIRST TR EXCHANGE TRAD FD VI

SOLE

FST TR GLB FD

Shares289.34K

TypeSH

Market value$7.49M

3.21%

Sole

0.00

Shared

0.00

None

289.34K

AMAZON COM INC

SOLE

COM

Shares31.63K

TypeSH

Market value$6.95M

2.98%

Sole

0.00

Shared

0.00

None

31.63K

NVIDIA CORPORATION

SOLE

COM

Shares21.12K

TypeSH

Market value$3.94M

1.69%

Sole

0.00

Shared

0.00

None

21.12K

INVESCO EXCH TRADED FD TR II

SOLE

S&P EMRNG MKTS

Shares105.83K

TypeSH

Market value$2.82M

1.21%

Sole

0.00

Shared

0.00

None

105.83K

FIRST TR EXCHANGE TRADED FD

SOLE

FINLS ALPHADEX

Shares40.14K

TypeSH

Market value$2.38M

1.02%

Sole

0.00

Shared

0.00

None

40.14K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL IND

Shares42.06K

TypeSH

Market value$2.36M

1.01%

Sole

0.00

Shared

0.00

None

42.06K

TESLA INC

SOLE

COM

Shares3.65K

TypeSH

Market value$1.62M

0.70%

Sole

0.00

Shared

0.00

None

3.65K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares1.63K

TypeSH

Market value$818.0K

0.35%

Sole

0.00

Shared

0.00

None

1.63K

STATE STR CORP

SOLE

COM

Shares6.75K

TypeSH

Market value$783.1K

0.34%

Sole

0.00

Shared

0.00

None

6.75K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares1.25K

TypeSH

Market value$749.3K

0.32%

Sole

0.00

Shared

0.00

None

1.25K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares1.11K

TypeSH

Market value$736.6K

0.32%

Sole

0.00

Shared

0.00

None

1.11K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares12.10K

TypeSH

Market value$610.7K

0.26%

Sole

0.00

Shared

0.00

None

12.10K

PEAKSTONE REALTY TRUST

SOLE

COMMON SHARES

Shares25.78K

TypeSH

Market value$338.2K

0.14%

Sole

0.00

Shared

0.00

None

25.78K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	536.40K	SH	$29.68M 12.72%	536.40K
WISDOMTREE TRSOLE	US QTLY DIV GRT	321.72K	SH	$28.62M 12.27%	321.72K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	235.79K	SH	$24.64M 10.56%	235.79K
J P MORGAN EXCHANGE TRADED FSOLE	INTRNL RES EQT	300.57K	SH	$22.10M 9.47%	300.57K
WISDOMTREE TRSOLE	ITL HDG QTLY DIV	357.73K	SH	$16.48M 7.07%	357.73K
J P MORGAN EXCHANGE TRADED FSOLE	MORTGAGE BACKED	311.97K	SH	$15.91M 6.82%	311.97K
JOHN HANCOCK EXCHANGE TRADEDSOLE	MULTIFACTOR MI	199.09K	SH	$12.88M 5.52%	199.09K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHRT ETF	223.19K	SH	$11.32M 4.85%	223.19K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	133.52K	SH	$10.03M 4.30%	133.52K
J P MORGAN EXCHANGE TRADED FSOLE	SMALL & MID CAP	157.39K	SH	$9.98M 4.28%	157.39K
FIRST TR EXCHANGE TRADED FDSOLE	TECH ALPHADEX	56.39K	SH	$9.47M 4.06%	56.39K
APPLE INCSOLE	COM	33.76K	SH	$8.60M 3.68%	33.76K
FIRST TR EXCHANGE TRAD FD VISOLE	FST TR GLB FD	289.34K	SH	$7.49M 3.21%	289.34K
AMAZON COM INCSOLE	COM	31.63K	SH	$6.95M 2.98%	31.63K
NVIDIA CORPORATIONSOLE	COM	21.12K	SH	$3.94M 1.69%	21.12K
INVESCO EXCH TRADED FD TR IISOLE	S&P EMRNG MKTS	105.83K	SH	$2.82M 1.21%	105.83K
FIRST TR EXCHANGE TRADED FDSOLE	FINLS ALPHADEX	40.14K	SH	$2.38M 1.02%	40.14K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL IND	42.06K	SH	$2.36M 1.01%	42.06K
TESLA INCSOLE	COM	3.65K	SH	$1.62M 0.70%	3.65K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	1.63K	SH	$818.0K 0.35%	1.63K
STATE STR CORPSOLE	COM	6.75K	SH	$783.1K 0.34%	6.75K
INVESCO QQQ TRSOLE	UNIT SER 1	1.25K	SH	$749.3K 0.32%	1.25K
SPDR S&P 500 ETF TRSOLE	TR UNIT	1.11K	SH	$736.6K 0.32%	1.11K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	12.10K	SH	$610.7K 0.26%	12.10K
PEAKSTONE REALTY TRUSTSOLE	COMMON SHARES	25.78K	SH	$338.2K 0.14%	25.78K

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