Choice Wealth Advisors LLC - Portfolio Stock Holdings

Choice Wealth Advisors LLC disclosed 36 stock positions in a recent SEC 13F filing. $284,955,230 of stock holdings were filed, with the largest holdings including SPYV, DGRW, and SPYG. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $323,340,166 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.